Financial Life Advisors

Financial Life Advisors as of March 31, 2026

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 12.7 $41M 361k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 11.0 $35M 167k 211.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.9 $35M 1.5M 23.22
Spdr Series Trust State Street Spd (SPMB) 7.3 $23M 1.0M 22.39
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.0 $19M 331k 58.18
Ishares Tr Eafe Value Etf (EFV) 5.4 $18M 235k 74.35
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.1 $16M 293k 55.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $12M 223k 54.05
Vanguard Index Fds Growth Etf (VUG) 3.7 $12M 27k 436.79
Ishares Tr Core Univrsl Usd (IUSB) 3.7 $12M 257k 46.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $9.5M 49k 191.81
Ishares Tr Eafe Grwth Etf (EFG) 2.9 $9.2M 82k 111.37
Ishares Tr U.s. Tech Etf (IYW) 2.7 $8.8M 49k 181.42
Spdr Series Trust State Street Spd (SPHY) 2.6 $8.4M 361k 23.32
Ishares Tr S&p 100 Etf (OEF) 2.3 $7.4M 23k 318.07
Vanguard Index Fds Value Etf (VTV) 2.0 $6.6M 34k 196.20
World Gold Tr Spdr Gld Minis (GLDM) 1.9 $6.1M 66k 92.69
Ishares Tr National Mun Etf (MUB) 1.5 $4.9M 47k 106.15
Ishares Tr Us Aer Def Etf (ITA) 1.3 $4.3M 20k 218.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $4.1M 82k 49.89
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $3.9M 74k 51.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $3.1M 62k 49.95
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $2.6M 26k 100.72
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.6 $1.8M 44k 40.81
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $1.4M 43k 32.95
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.4 $1.4M 34k 41.06
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.4M 19k 73.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 20k 64.08
Ishares Msci Emrg Chn (EMXC) 0.3 $1.1M 13k 78.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $982k 34k 29.13
Encompass Health Corp (EHC) 0.3 $847k 8.8k 96.73
Spdr Series Trust State Street Spd (TFI) 0.3 $812k 18k 45.34
Amazon (AMZN) 0.2 $741k 3.6k 208.27
Vanguard World Inf Tech Etf (VGT) 0.2 $618k 885.00 697.72
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $552k 11k 50.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $520k 9.9k 52.56
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $520k 5.6k 92.74
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $518k 797.00 650.34
Ishares Tr Core S&p500 Etf (IVV) 0.1 $468k 716.00 653.21
Apple (AAPL) 0.1 $446k 1.8k 253.79
Ishares Core Msci Emkt (IEMG) 0.1 $440k 6.3k 69.75
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $400k 17k 22.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $385k 15k 25.64
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $378k 1.6k 239.99
Exxon Mobil Corporation (XOM) 0.1 $374k 2.2k 169.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $368k 8.7k 42.49
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $294k 3.2k 90.94
Ishares Tr Msci Eafe Etf (EFA) 0.1 $264k 2.7k 97.13
Alphabet Cap Stk Cl C (GOOG) 0.1 $258k 901.00 286.81
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $238k 2.5k 93.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $234k 728.00 320.81
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $223k 778.00 287.18