Interactive Financial Advisors

Interactive Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 162 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 9.0 $20M 53k 377.36
Ishares Core Us Aggregate Bond Etf Etf (AGG) 7.1 $16M 131k 118.94
Ishares Iboxx Investment Grade Co Etf Etf (LQD) 7.0 $15M 108k 142.86
Invesco Currencyshares Swiss Franc Trust Etf (FXF) 6.3 $14M 135k 102.97
Vanguard Dividend Appreciation Vipers Etf (VIG) 6.0 $13M 93k 140.29
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf (VWO) 4.8 $11M 213k 50.11
Ishares Tr Russell 2000 Value Etf Etf (IWN) 4.3 $9.4M 72k 131.03
Ishares Msci Eafe Value Etf Etf (EFV) 3.9 $8.6M 182k 47.37
Vanguard Total Stock Market Vipers Etf (VTI) 3.1 $6.8M 35k 194.63
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 3.0 $6.6M 18k 373.86
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX) 2.6 $5.6M 95k 59.65
Ishares Intermediate Term Corporate Bond Etf Etf (IGIB) 2.4 $5.3M 88k 60.61
Apple C (AAPL) 2.4 $5.2M 39k 132.68
Ishares Mortgage Real Estate Capped Etf Etf (REM) 2.2 $4.9M 152k 31.86
Ishares Jp Morgan Usd Emerging Mkts Bd Etf Etf (EMB) 2.2 $4.8M 41k 115.91
Ark Innovation Etf Etf (ARKK) 2.2 $4.7M 39k 122.81
Spdr Gold Tr Gold WF (GLD) 1.7 $3.8M 22k 178.35
Vanguard Tax Managed Intl Fd Msci Etf (VEA) 1.7 $3.7M 78k 47.20
Select Sector Spdr Fd Health Care Etf (XLV) 1.5 $3.4M 30k 113.42
Vanguard Index Fds S&p 500 Etf Etf (VOO) 1.5 $3.4M 9.8k 343.64
Ishares Goldman Sachs Technology Index Fund Etf (IGM) 1.4 $3.2M 8.6k 368.42
Schwab Strategic Tr Us Reit Etf Etf (SCHH) 1.3 $2.9M 76k 37.98
Vanguard Large-cap Vipers Etf (VV) 1.2 $2.7M 16k 176.10
Ishares Residential Real Estate Etf Etf (REZ) 1.1 $2.4M 36k 67.86
Ishares Tr Dow Jones Us Aerospace & Defense Index Etf (ITA) 1.0 $2.3M 24k 95.24
Ishares North American Natural Res Etf Etf (IGE) 0.9 $2.0M 87k 23.29
Ishares Silver Trust WF (SLV) 0.8 $1.9M 76k 24.57
Amazon.com C (AMZN) 0.8 $1.8M 556.00 3257.19
Alphabet Inc Cap Stk Cl A C (GOOGL) 0.8 $1.7M 978.00 1752.56
Amplify Online Retail Etf Etf (IBUY) 0.7 $1.5M 13k 120.00
Vanguard Sector Index Fds Vanguard Consumer Discretionary Vipers Etf (VCR) 0.6 $1.4M 4.8k 300.00
First Trust Water Etf Etf (FIW) 0.6 $1.4M 20k 72.12
Facebook Inc Cl A C (META) 0.6 $1.3M 4.9k 273.24
Netflix C (NFLX) 0.6 $1.3M 2.4k 540.80
Vanguard High Dividend Yield Etf Etf (VYM) 0.6 $1.3M 13k 95.24
Ishares Tr Barclays 1-3 Treas Bd Etf Etf (SHY) 0.5 $1.2M 15k 80.00
Flexshares Tr Iboxx 3 Yr Target Duration Tips Index Etf (TDTT) 0.5 $1.1M 44k 25.64
Consumer Staples Spdr Etf (XLP) 0.5 $1.1M 17k 67.45
Ishares Tr 3-7 Yr Treas Bd Etf Etf (IEI) 0.4 $954k 7.6k 125.00
Spdr Ser Tr S&p Biotech Etf Etf (XBI) 0.4 $867k 6.2k 140.86
Ishares Tips Bond Etf Etf (TIP) 0.4 $837k 7.1k 117.65
Utilities Select Sector Spdr Fund Etf (XLU) 0.4 $836k 19k 43.48
Flexshares Trust Etf Etf (HYGV) 0.4 $823k 17k 48.60
Flexshares Disciplined Duration Mbs Index Fund Etf (SKOR) 0.4 $798k 15k 54.15
Ishares Tr Natl Amt Free Muni Bd Etf Etf (MUB) 0.3 $715k 6.1k 117.25
Us Bancorp Del C (USB) 0.3 $627k 14k 46.58
Ishares Tr S&p Us Pfd Stock Index Fund Etf (PFF) 0.3 $601k 16k 38.54
Flexshares Tr Ready Access Var Income Etf (RAVI) 0.3 $595k 7.8k 76.22
Ishares Tr 10-20 Yr Treas Bd Etf Etf (TLH) 0.3 $581k 3.1k 187.50
Flexshares Disciplined Duration Mbs Index Fund Etf (QLV) 0.3 $573k 13k 45.54
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $541k 14k 37.55
Ishares Comex Gold Tr Ishares WF 0.2 $505k 28k 18.15
Wisdomtree Tr Us Quality Divid Growth Etf (DGRW) 0.2 $479k 8.9k 53.98
Invesco National Amt Free Municipal Bond Etf Etf (PZA) 0.2 $416k 15k 27.13
Ishares Msci Eafe Minimum Volatility Etf Etf (EFAV) 0.2 $397k 5.4k 73.44
Wisdomtree Tr High Divid Etf (DHS) 0.2 $393k 5.7k 69.34
Ishares Select Dividend Etf Etf (DVY) 0.2 $390k 4.1k 96.18
Flexshares Stoxx Us Esg Impact Index Fund Etf (ESG) 0.2 $386k 4.2k 93.02
Gatx Corp C (GATX) 0.2 $374k 4.5k 83.11
Ishares Tr Msci Eafe Etf Etf (EFA) 0.2 $368k 5.0k 72.91
Vanguard Real Estate Etf Etf (VNQ) 0.2 $352k 4.2k 84.82
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.2 $342k 6.4k 53.07
Ishares Tr Russell 2000 Etf Etf (IWM) 0.2 $337k 1.7k 195.93
Ishares Tr S&p 500 Value Etf Etf (IVE) 0.2 $334k 2.6k 128.02
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.1 $329k 9.8k 33.55
Proshares Tr S&p 500 Aristocrats Etf Etf (NOBL) 0.1 $326k 4.1k 80.00
Ssga Active Etf Tr Blackstone/gso Sr Ln Etf Etf (SRLN) 0.1 $321k 7.0k 45.66
Invesco Senior Loan Etf Etf (BKLN) 0.1 $315k 14k 22.30
Vanguard Intermediate Term Etf (VCIT) 0.1 $312k 3.2k 97.26
Tesla C (TSLA) 0.1 $297k 421.00 705.46
American Electric Power C (AEP) 0.1 $291k 3.5k 83.14
Wisdomtree Barclays U.s. Aggregate Bond Zero Duration Fund Etf (AGZD) 0.1 $289k 6.1k 47.14
Vanguard Sector Index Fds Vanguard Telecommunication Svcs Vipers Etf (VOX) 0.1 $280k 2.3k 120.22
Jpmorgan Diversified Return Usequity Etf Etf (JPUS) 0.1 $280k 3.3k 83.76
Allstate Corporation C (ALL) 0.1 $261k 2.4k 109.85
Microsoft Corp C (MSFT) 0.1 $222k 1.0k 222.00
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $210k 5.5k 37.95
Nextera Energy C (NEE) 0.1 $204k 2.6k 77.04
Gilead Science C (GILD) 0.1 $186k 3.2k 58.12
Vanguard Short Term Corp Bond Index Fund Etf Etf (VCSH) 0.1 $179k 2.1k 83.45
Dte Energy Company C (DTE) 0.1 $168k 1.4k 121.21
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $154k 2.4k 63.74
Spdr Bloomberg Barclays International Treasury Bond Etf Etf (BWX) 0.1 $154k 4.9k 31.22
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $146k 2.9k 50.84
Wisdomtree Tr Bloomberg Us Dollar Bullish Etf (USDU) 0.1 $140k 5.6k 24.97
Morgan Stanley C (MS) 0.1 $137k 2.0k 68.50
Southern C (SO) 0.1 $136k 2.2k 61.59
Mge Energy Inc. - C (MGEE) 0.1 $127k 1.8k 69.78
Ishares Us Treasury Bond Etf Etf (GOVT) 0.1 $124k 4.9k 25.64
Flexshares Disciplined Duration Mbs Index Fund Etf (QLVD) 0.1 $124k 5.1k 24.27
Roper Technolgies C (ROP) 0.1 $112k 260.00 430.77
Chevron Corp C (CVX) 0.0 $104k 1.2k 84.14
Invesco Cleantech Etf Etf (ERTH) 0.0 $101k 1.3k 75.20
Jpmorgan Diversified Return Us Small Cap Equity Etf Etf (JPSE) 0.0 $89k 2.1k 42.25
Union Pacific Corp. C (UNP) 0.0 $83k 400.00 207.50
Merck & Co C (MRK) 0.0 $82k 1.0k 82.00
Discover Finl Svcs C (DFS) 0.0 $81k 900.00 90.00
Spdr Ftse Intl Government Inflation Protected Bd Etf Etf (WIP) 0.0 $75k 1.3k 59.01
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.0 $74k 1.3k 55.14
Costco Wholesale Corp C (COST) 0.0 $74k 197.00 375.63
Dominion Energy C (D) 0.0 $74k 985.00 75.13
Jpm Diversified Return Intl Equity Etf Etf (JPIN) 0.0 $66k 1.1k 58.25
Ishares Inc Msci Global Silver And Metals Miner Etf Etf (SLVP) 0.0 $64k 3.7k 17.16
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.0 $64k 4.3k 14.75
Visa Inc Com Cl A C (V) 0.0 $63k 288.00 218.75
Ishares Tr Cohen & Steers Reit Etf Etf (ICF) 0.0 $61k 1.1k 53.79
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Etf (MDY) 0.0 $60k 143.00 419.58
Ishares S&p Smallcap 600 Growth Etf Etf (IJT) 0.0 $56k 489.00 114.52
Spdr Index Shs Fds Dj Wishire Global Real Estate Etf Etf (RWO) 0.0 $55k 1.2k 44.75
Disney C (DIS) 0.0 $54k 300.00 180.00
Ishares Tr Barclays 7-10 Yr Treas Bd Etf Etf (IEF) 0.0 $53k 438.00 121.00
Vanguard Value Vipers Etf (VTV) 0.0 $53k 445.00 119.10
Weyerhaeuser Rhta (WY) 0.0 $50k 1.5k 33.33
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.0 $50k 722.00 68.97
Vanguard Intl Equity Index Fds Global Ex-us Real Estate Index Etf (VNQI) 0.0 $49k 897.00 54.63
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $48k 517.00 92.84
Flexshares Tr Global Quality Real Estate Index Etf (GQRE) 0.0 $47k 680.00 68.97
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $45k 380.00 118.42
Procter & Gamble C (PG) 0.0 $44k 314.00 140.13
Vanguard Small-cap Value Vipers Etf (VBR) 0.0 $43k 301.00 142.86
Spdr Index Shs Fds S&p Global Nat Res Etf Etf (GNR) 0.0 $39k 863.00 45.19
Johnson & Johnson C (JNJ) 0.0 $39k 250.00 156.00
Exxon Mobil Corp C (XOM) 0.0 $37k 900.00 41.11
Universal Health Rlty Tr Sbi Rhta (UHT) 0.0 $36k 560.00 64.29
Berkshire Hathaway Inc Del Cl B C (BRK.B) 0.0 $35k 150.00 233.33
Ameren Corp C (AEE) 0.0 $35k 444.00 78.83
Ishares Global Energy Etf Etf (IXC) 0.0 $33k 1.6k 20.54
Pepsico C (PEP) 0.0 $33k 225.00 146.67
Unilever C (UL) 0.0 $30k 500.00 60.00
Flexsahres Disciplined Duration Mbs Index Fund Etf (QLVE) 0.0 $24k 1.0k 23.81
Consolidated Edison C (ED) 0.0 $23k 320.00 71.88
Eli Lilly & Co. C (LLY) 0.0 $22k 130.00 169.23
Travelers Cos C (TRV) 0.0 $22k 158.00 139.24
Snowflake C (SNOW) 0.0 $21k 75.00 280.00
At&t C (T) 0.0 $19k 664.00 28.61
Hasbro C (HAS) 0.0 $19k 200.00 95.00
Ishares Tr Iboxx High Yield Corp Bd Etf Etf (HYG) 0.0 $19k 214.00 88.78
American Express C (AXP) 0.0 $18k 150.00 120.00
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.0 $18k 166.00 108.43
Schwab Strategic Tr Emerging Mkts Equity Etf Etf (SCHE) 0.0 $17k 559.00 30.41
Plains All American Pipeline C (PAA) 0.0 $16k 1.9k 8.47
Ishares Global Materials Etf Etf (MXI) 0.0 $16k 201.00 79.60
Texas Instruments C (TXN) 0.0 $16k 100.00 160.00
Energy Transfer Operating C (ET) 0.0 $16k 2.5k 6.29
Cisco Systems C (CSCO) 0.0 $13k 300.00 43.33
Occidental Petro Corp C (OXY) 0.0 $12k 718.00 16.71
Ford Motor Company C (F) 0.0 $12k 1.4k 8.57
Norfolk Southern Corp C (NSC) 0.0 $11k 48.00 229.17
Vanguard Growth Vipers Etf (VUG) 0.0 $10k 38.00 263.16
Coca-cola European Partners C (CCEP) 0.0 $10k 200.00 50.00
Ishares Latin America 40 Etf Etf (ILF) 0.0 $8.0k 277.00 28.88
Altria Group C (MO) 0.0 $8.0k 200.00 40.00
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $8.0k 77.00 103.90
Carnival Corp C (CCL) 0.0 $6.0k 300.00 20.00
Navient Corp C (NAVI) 0.0 $5.0k 500.00 10.00
Motorola C (MSI) 0.0 $3.0k 20.00 150.00
Tcw Convertable Sec Fund CM (TSI) 0.0 $3.0k 600.00 5.00
Etfmg Alternative Harvest Etf Etf 0.0 $2.0k 133.00 15.04
Ishares Tr Barclays 20 Yr Treas Bd Etf Etf (TLT) 0.0 $2.0k 12.00 166.67
Liberty Broadband Crop Com Ser C C (LBRDK) 0.0 $2.0k 11.00 181.82
Liberty Global Plc Shs Cl C C 0.0 $2.0k 90.00 22.22
Vanguard Intl Equity Fds Ftse All World Ex Usa Small Cap Index Fd Etf Etf (VSS) 0.0 $999.999600 12.00 83.33