Financial Life Advisors

Financial Life Advisors as of June 30, 2026

Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 60 positions in its portfolio as reported in the June 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) 13.2 $46M 338k 137.53
Ishares Tr S&p 500 Val Etf (IVE) 10.5 $37M 163k 227.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 10.3 $36M 1.6M 23.13
Spdr Series Trust St Str Backe Etf (SPMB) 8.3 $29M 1.3M 22.31
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.9 $21M 306k 68.01
Ishares Tr Eafe Value Etf (EFV) 5.0 $18M 229k 76.55
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.9 $17M 310k 55.18
Ishares Tr Core Univrsl Usd (IUSB) 4.9 $17M 370k 46.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $16M 262k 59.69
Vanguard Index Fds Growth Etf (VUG) 4.0 $14M 164k 86.14
Ishares Tr Eafe Grwth Etf (EFG) 3.5 $12M 100k 124.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $11M 48k 219.43
Blackrock Etf Trust Isha I In Te Etf (BAI) 2.1 $7.4M 140k 52.72
Vanguard Index Fds Value Etf (VTV) 2.0 $7.0M 32k 217.93
Ishares Tr U.s. Tech Etf (IYW) 1.7 $6.1M 24k 252.23
Ishares Tr National Mun Etf (MUB) 1.5 $5.2M 48k 107.62
Ishares Tr Us Aer Def Etf (ITA) 1.4 $5.0M 20k 242.42
Blackrock Etf Trust Isha La Core Etf (BLCR) 1.3 $4.4M 88k 50.37
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.1 $4.0M 77k 52.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $4.0M 79k 50.58
Ishares Tr S&p 100 Etf (OEF) 1.1 $3.8M 10k 365.87
World Gold Tr Spdr Gld Minis (GLDM) 1.0 $3.4M 43k 79.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $3.2M 63k 50.23
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.7 $2.4M 104k 23.52
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $1.5M 29k 52.88
Ishares Tr Systematic Bd Et (SYSB) 0.4 $1.5M 17k 88.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.4M 19k 74.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 20k 71.25
Ishares Msci Emrg Chn (EMXC) 0.4 $1.3M 12k 102.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.1M 34k 33.84
Ishares Tr Conv Bd Etf (ICVT) 0.3 $1.1M 9.1k 121.74
Vanguard World Inf Tech Etf (VGT) 0.3 $920k 7.7k 119.52
Encompass Health Corp (EHC) 0.3 $885k 8.8k 101.08
Amazon (AMZN) 0.2 $854k 3.6k 238.34
Spdr Series Trust St Str Nuvee Etf (TFI) 0.2 $820k 18k 45.80
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $811k 1.1k 746.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $536k 716.00 748.89
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $524k 1.5k 342.83
Apple (AAPL) 0.1 $508k 1.8k 289.36
Ishares Core Msci Emkt (IEMG) 0.1 $480k 5.8k 82.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $462k 16k 29.43
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $462k 4.8k 96.46
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $441k 4.4k 100.35
Spdr Series Trust St Lon Treas Etf (SPTL) 0.1 $387k 15k 26.23
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $378k 3.2k 117.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $320k 907.00 353.26
Prosperity Bancshares (PB) 0.1 $312k 4.3k 73.03
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $311k 3.1k 98.98
Exxon Mobil Corporation (XOM) 0.1 $303k 2.2k 136.72
Ishares Tr Msci Eafe Etf (EFA) 0.1 $282k 2.7k 103.88
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $270k 2.5k 106.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $269k 728.00 370.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $260k 5.6k 46.81
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $241k 3.0k 80.57
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $230k 4.9k 46.92
NVIDIA Corporation (NVDA) 0.1 $222k 1.1k 200.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $212k 1.4k 148.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $211k 993.00 212.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $205k 2.7k 77.11
Spdr Series Trust St Port High Etf (SPHY) 0.1 $205k 8.7k 23.44