Financial Life Advisors

Financial Life Advisors as of Sept. 30, 2025

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 14.4 $45M 371k 120.72
Ishares Tr S&p 500 Val Etf (IVE) 11.5 $36M 173k 206.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.3 $32M 1.4M 23.47
Spdr Series Trust Port Mtg Bk Etf (SPMB) 6.3 $20M 879k 22.44
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.0 $19M 317k 59.20
Ishares Tr Eafe Value Etf (EFV) 5.2 $16M 239k 67.83
Ishares Tr Core Total Usd (IUSB) 4.5 $14M 301k 46.71
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.4 $14M 238k 56.86
Vanguard Index Fds Growth Etf (VUG) 3.9 $12M 25k 479.61
Ishares Tr U.s. Tech Etf (IYW) 3.4 $11M 54k 195.86
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $9.6M 84k 113.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $9.1M 47k 194.50
Ishares Tr S&p 100 Etf (OEF) 2.8 $8.8M 27k 332.84
Spdr Series Trust Portfli High Yld (SPHY) 2.5 $7.9M 329k 23.94
Vanguard Index Fds Value Etf (VTV) 2.1 $6.5M 35k 186.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $5.9M 109k 54.18
World Gold Tr Spdr Gld Minis (GLDM) 1.9 $5.8M 76k 76.45
Ishares Tr National Mun Etf (MUB) 1.6 $4.9M 46k 106.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $4.0M 79k 50.07
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.2 $3.7M 103k 36.33
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $3.7M 70k 53.24
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.9M 58k 50.63
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.4M 60k 39.61
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $2.1M 20k 102.99
Ishares Msci Emrg Chn (EMXC) 0.6 $1.8M 27k 67.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 22k 59.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.2M 17k 73.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.2M 22k 53.03
Encompass Health Corp (EHC) 0.4 $1.1M 8.8k 127.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 34k 31.91
Ishares Tr Us Aer Def Etf (ITA) 0.3 $930k 4.4k 209.26
Spdr Series Trust Nuveen Ice Munic (TFI) 0.3 $816k 18k 45.57
Amazon (AMZN) 0.3 $781k 3.6k 219.57
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $749k 15k 50.90
Vanguard World Inf Tech Etf (VGT) 0.2 $666k 892.00 746.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $576k 864.00 666.18
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $560k 5.9k 95.14
Apple (AAPL) 0.1 $463k 1.8k 254.63
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $424k 1.7k 256.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $412k 615.00 669.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $395k 15k 26.34
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $321k 3.2k 99.45
Ishares Core Msci Emkt (IEMG) 0.1 $276k 4.2k 65.92
Ishares Tr Msci Eafe Etf (EFA) 0.1 $266k 2.8k 93.37
Ishares Tr Core Msci Eafe (IEFA) 0.1 $264k 3.0k 87.31
Exxon Mobil Corporation (XOM) 0.1 $250k 2.2k 112.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $239k 728.00 328.17