Financial Life Advisors

Financial Life Advisors as of Dec. 31, 2025

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 53 positions in its portfolio as reported in the December 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) 13.5 $44M 356k 123.26
Ishares Tr S&p 500 Val Etf (IVE) 10.9 $35M 166k 212.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.6 $35M 1.5M 23.37
Spdr Series Trust State Street Spd (SPMB) 6.6 $21M 953k 22.41
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.9 $19M 315k 60.81
Ishares Tr Eafe Value Etf (EFV) 5.2 $17M 238k 71.41
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.8 $16M 279k 55.80
Vanguard Index Fds Growth Etf (VUG) 3.8 $12M 26k 487.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $11M 205k 53.76
Ishares Tr U.s. Tech Etf (IYW) 3.4 $11M 55k 199.68
Ishares Tr Core Univrsl Usd (IUSB) 3.3 $11M 233k 46.54
Spdr Series Trust State Street Spd (SPHY) 3.3 $11M 455k 23.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $9.6M 49k 198.62
Ishares Tr S&p 100 Etf (OEF) 2.8 $9.2M 27k 342.97
Ishares Tr Eafe Grwth Etf (EFG) 2.8 $9.2M 81k 113.92
World Gold Tr Spdr Gld Minis (GLDM) 2.0 $6.5M 77k 85.37
Vanguard Index Fds Value Etf (VTV) 2.0 $6.3M 33k 190.99
Ishares Tr National Mun Etf (MUB) 1.5 $4.8M 45k 107.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $4.0M 80k 50.29
Ishares Tr Us Aer Def Etf (ITA) 1.2 $4.0M 19k 214.69
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $4.0M 75k 52.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.0M 61k 49.46
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $2.5M 25k 101.67
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.6 $2.0M 52k 38.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 22k 62.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.3M 18k 71.42
Ishares Msci Emrg Chn (EMXC) 0.4 $1.2M 17k 72.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 34k 32.62
Encompass Health Corp (EHC) 0.3 $930k 8.8k 106.14
Amazon (AMZN) 0.3 $863k 3.7k 230.82
Spdr Series Trust State Street Spd (TFI) 0.3 $818k 18k 45.71
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $806k 16k 51.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $709k 13k 52.88
Vanguard World Inf Tech Etf (VGT) 0.2 $672k 892.00 753.78
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $575k 14k 41.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $563k 825.00 681.92
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $530k 5.6k 94.16
Apple (AAPL) 0.2 $523k 1.9k 271.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $503k 735.00 684.94
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $414k 1.7k 250.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $404k 15k 26.91
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $316k 3.2k 97.80
Alphabet Cap Stk Cl C (GOOG) 0.1 $283k 901.00 313.74
Ishares Core Msci Emkt (IEMG) 0.1 $281k 4.2k 67.22
Ishares Tr Msci Eafe Etf (EFA) 0.1 $279k 2.9k 96.03
Exxon Mobil Corporation (XOM) 0.1 $272k 2.3k 120.34
Ishares Tr Core Msci Eafe (IEFA) 0.1 $271k 3.0k 89.46
Microsoft Corporation (MSFT) 0.1 $259k 535.00 483.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $244k 728.00 335.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $234k 2.5k 92.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $226k 778.00 290.22
NVIDIA Corporation (NVDA) 0.1 $212k 1.1k 186.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $204k 2.1k 96.27