Interactive Financial Advisors

Interactive Financial Advisors as of March 31, 2021

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 162 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 9.3 $22M 56k 397.83
Ishares Core Us Aggregate Bond Etf Etf (AGG) 6.4 $15M 135k 113.83
Vanguard Dividend Appreciation Vipers Etf (VIG) 6.2 $15M 100k 147.08
Ishares Iboxx Investment Grade Co Etf Etf (LQD) 5.4 $13M 100k 130.05
Ishares Tr Russell 2000 Value Etf Etf (IWN) 4.9 $12M 74k 159.47
Ishares Core S&p Small-cap Etf Etf (IJR) 4.6 $11M 102k 108.53
Invesco Currencyshares Swiss Franc Trust Etf (FXF) 4.5 $11M 111k 96.12
Ishares Msci Eafe Value Etf Etf (EFV) 4.2 $9.9M 195k 50.97
Alphabet Inc Cap Stk Cl A C (GOOGL) 2.7 $6.6M 3.2k 2062.60
Ishares S&p Smallcap 600 Growth Etf Etf (IJT) 2.7 $6.5M 51k 128.22
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf (VWO) 2.5 $6.1M 117k 52.05
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX) 2.2 $5.3M 93k 57.12
Vanguard Developed Markets Index Fund Etf (VEA) 2.1 $5.0M 102k 49.11
Ishares Tr Barclays 1-3 Treas Bd Etf Etf (SHY) 2.1 $5.0M 58k 86.25
Vanguard Index Fds S&p 500 Etf Etf (VOO) 2.1 $4.9M 14k 364.30
Ishares Intermediate Term Corporate Bond Etf Etf (IGIB) 2.0 $4.8M 81k 59.23
Ishares Mortgage Real Estate Capped Etf Etf (REM) 1.9 $4.6M 130k 35.26
Ark Innovation Etf Etf (ARKK) 1.9 $4.6M 38k 119.96
Proshares Tr Short 20 Yr Etf (TBF) 1.9 $4.5M 251k 18.12
Schwab Strategic Tr Us Reit Etf Etf (SCHH) 1.9 $4.4M 108k 41.09
Select Sector Spdr Fd Health Care Etf (XLV) 1.6 $3.8M 33k 116.73
Ishares Residential Real Estate Etf Etf (REZ) 1.6 $3.8M 52k 74.01
Spdr Gold Tr Gold WF (GLD) 1.6 $3.7M 23k 159.95
Vanguard Large-cap Vipers Etf (VV) 1.4 $3.3M 18k 185.30
Ishares Goldman Sachs Technology Index Fund Etf (IGM) 1.3 $3.2M 8.8k 360.90
Apple C (AAPL) 1.3 $3.0M 25k 122.15
Ishares North American Natural Res Etf Etf (IGE) 1.1 $2.6M 93k 27.57
Ishares Tr Dow Jones Us Aerospace & Defense Index Etf (ITA) 1.1 $2.6M 25k 104.11
Ishares Silver Trust WF (SLV) 0.7 $1.6M 72k 22.69
Amplify Online Retail Etf Etf (IBUY) 0.7 $1.6M 13k 124.16
First Trust Water Etf Etf (FIW) 0.6 $1.5M 20k 78.21
Vanguard Sector Index Fds Vanguard Consumer Discretionary Vipers Etf (VCR) 0.6 $1.5M 5.0k 295.33
Vanguard Treasury Money Market Fund Investor Class MM (VUSXX) 0.6 $1.4M 1.4M 1.00
Netflix C (NFLX) 0.6 $1.4M 2.7k 521.77
Facebook Inc Cl A C (META) 0.6 $1.4M 4.7k 294.49
Vanguard High Dividend Yield Etf Etf (VYM) 0.6 $1.4M 14k 96.32
Flexshares Stoxx Us Esg Impact Index Fund Etf (ESG) 0.5 $1.2M 13k 97.38
Consumer Staples Spdr Etf (XLP) 0.5 $1.2M 18k 68.29
Utilities Select Sector Spdr Fund Etf (XLU) 0.5 $1.2M 18k 64.06
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.5 $1.1M 24k 45.76
Flexshares High Yield Valuescored Bond Index Etf (HYGV) 0.4 $1.0M 21k 49.51
Flexshares Creditscored Us Corp Bond Index Etf (SKOR) 0.4 $1.0M 19k 53.48
Flexshares Tr Iboxx 3 Yr Target Duration Tips Index Etf (TDTT) 0.4 $926k 35k 26.36
Ishares Tips Bond Etf Etf (TIP) 0.4 $915k 7.3k 125.45
Spdr Ser Tr S&p Biotech Etf Etf (XBI) 0.3 $805k 5.9k 135.68
Ishares Tr 3-7 Yr Treas Bd Etf Etf (IEI) 0.3 $761k 5.9k 129.86
Us Bancorp Del C (USB) 0.3 $745k 14k 55.34
Invesco Senior Loan Etf Etf (BKLN) 0.3 $724k 33k 22.12
Flexshares Us Quality Low Volatility Index Etf (QLV) 0.3 $721k 15k 46.79
Wisdomtree Tr Us Quality Divid Growth Etf (DGRW) 0.3 $608k 11k 57.18
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.2 $570k 1.4k 396.38
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $554k 13k 42.84
Ishares Tr Iboxx High Yield Corp Bd Etf Etf (HYG) 0.2 $498k 5.7k 87.15
Wisdomtree Tr High Divid Etf (DHS) 0.2 $477k 6.2k 76.34
Ishares Tr 10-20 Yr Treas Bd Etf Etf (TLH) 0.2 $462k 3.3k 140.21
Ishares Comex Gold Tr Ishares WF 0.2 $456k 28k 16.27
Flexshares Tr Ready Access Var Income Etf (RAVI) 0.2 $450k 5.9k 76.16
Gatx Corp C (GATX) 0.2 $417k 4.5k 92.67
Ishares Tr Russell 2000 Etf Etf (IWM) 0.2 $404k 1.8k 220.64
Ishares Tr S&p 500 Value Etf Etf (IVE) 0.2 $403k 2.9k 141.30
Vanguard Real Estate Etf Etf (VNQ) 0.2 $396k 4.3k 91.82
Ishares Select Dividend Etf Etf (DVY) 0.2 $393k 3.4k 114.18
Ishares Tr S&p Us Pfd Stock Index Fund Etf (PFF) 0.2 $378k 9.8k 38.44
Ishares Tr Msci Eafe Etf Etf (EFA) 0.2 $375k 4.9k 75.83
Vanguard Sector Index Fds Vanguard Telecommunication Svcs Vipers Etf (VOX) 0.2 $375k 2.9k 130.07
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.2 $370k 6.7k 55.19
Vanguard Intermediate Term Etf (VCIT) 0.1 $356k 3.8k 92.90
Wisdomtree Barclays U.s. Aggregate Bond Zero Duration Fund Etf (AGZD) 0.1 $351k 7.5k 47.07
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $347k 7.1k 49.07
Invesco National Amt Free Municipal Bond Etf Etf (PZA) 0.1 $324k 12k 26.73
Ishares Msci Eafe Minimum Volatility Etf Etf (EFAV) 0.1 $323k 4.4k 73.01
Jpmorgan Diversified Return Usequity Etf Etf (JPUS) 0.1 $302k 3.3k 91.18
American Electric Power C (AEP) 0.1 $296k 3.5k 84.57
Tesla C (TSLA) 0.1 $281k 421.00 667.46
Proshares Tr S&p 500 Aristocrats Etf Etf (NOBL) 0.1 $277k 3.2k 86.21
Allstate Corporation C (ALL) 0.1 $273k 2.4k 114.90
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.1 $248k 7.8k 31.99
Vanguard Short Term Corp Bond Index Fund Etf Etf (VCSH) 0.1 $246k 39k 6.29
Microsoft Corp C (MSFT) 0.1 $236k 1.0k 236.00
Vanguard Total Stock Market Vipers Etf (VTI) 0.1 $213k 1.5k 144.90
Gilead Science C (GILD) 0.1 $207k 3.2k 64.69
Flexshares Dev Mkts Exus Ql Low Volatiity Index Etf (QLVD) 0.1 $206k 7.7k 26.71
Nextera Energy C (NEE) 0.1 $200k 2.6k 75.53
Dte Energy Company C (DTE) 0.1 $185k 1.4k 133.48
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $177k 3.5k 50.76
Wisdomtree Tr Bloomberg Us Dollar Bullish Etf (USDU) 0.1 $176k 6.8k 25.72
Ishares Us Treasury Bond Etf Etf (GOVT) 0.1 $165k 6.3k 26.27
Spdr Bloomberg Barclays International Treasury Bond Etf Etf (BWX) 0.1 $158k 5.4k 29.11
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $157k 2.4k 65.01
Morgan Stanley C (MS) 0.1 $155k 2.0k 77.50
Spdr Index Shs Fds Dj Wishire Global Real Estate Etf Etf (RWO) 0.1 $146k 3.1k 47.28
Jpmorgan Diversified Return Us Small Cap Equity Etf Etf (JPSE) 0.1 $143k 3.4k 42.17
Southern C (SO) 0.1 $137k 2.2k 62.05
Union Pacific Corp. C (UNP) 0.1 $132k 600.00 220.00
Mge Energy Inc. - C (MGEE) 0.1 $130k 1.8k 71.43
Chevron Corp C (CVX) 0.1 $130k 1.2k 105.18
Vanguard Scottsdale Fds Vanguard Long Term Govt Bond Index Etf (VGLT) 0.1 $128k 1.6k 82.53
Vanguard Value Vipers Etf (VTV) 0.1 $126k 960.00 131.25
Snowflake C (SNOW) 0.1 $123k 983.00 125.13
Amazon.com C (AMZN) 0.0 $114k 37.00 3081.08
Invesco Msci Sustainable Future Etf Etf (ERTH) 0.0 $109k 1.4k 75.59
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $106k 788.00 134.52
Roper Technolgies C (ROP) 0.0 $105k 260.00 403.85
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.0 $105k 6.3k 16.65
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Etf (MDY) 0.0 $90k 190.00 473.68
Vanguard Small-cap Value Vipers Etf (VBR) 0.0 $86k 522.00 164.75
Discover Finl Svcs C (DFS) 0.0 $85k 900.00 94.44
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.0 $82k 1.5k 54.59
Ishares Inc Msci Global Silver And Metals Miner Etf Etf (SLVP) 0.0 $82k 5.5k 14.78
Merck & Co C (MRK) 0.0 $77k 1.0k 77.00
Dominion Energy C (D) 0.0 $75k 985.00 76.14
Weyerhaeuser Rhta (WY) 0.0 $73k 2.1k 35.45
Ishares Tr Cohen & Steers Reit Etf Etf (ICF) 0.0 $69k 1.2k 57.50
Spdr Index Shs Fds S&p Global Nat Res Etf Etf (GNR) 0.0 $69k 1.4k 50.00
Costco Wholesale Corp C (COST) 0.0 $69k 197.00 350.25
Spdr Ftse Intl Government Inflation Protected Bd Etf Etf (WIP) 0.0 $66k 1.2k 55.93
Jpm Diversified Return Intl Equity Etf Etf (JPIN) 0.0 $66k 1.1k 60.94
Visa Inc Com Cl A C (V) 0.0 $61k 288.00 211.81
Disney C (DIS) 0.0 $55k 300.00 183.33
Vanguard Intl Equity Index Fds Global Ex-us Real Estate Index Etf (VNQI) 0.0 $53k 947.00 55.97
Exxon Mobil Corp C (XOM) 0.0 $50k 900.00 55.56
Flexshares Tr Global Quality Real Estate Index Etf (GQRE) 0.0 $50k 827.00 60.46
Ishares Tr Barclays 7-10 Yr Treas Bd Etf Etf (IEF) 0.0 $50k 439.00 113.90
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.0 $50k 895.00 55.87
Procter & Gamble C (PG) 0.0 $43k 314.00 136.94
Johnson & Johnson C (JNJ) 0.0 $41k 250.00 164.00
Ishares Global Energy Etf Etf (IXC) 0.0 $40k 1.6k 24.89
Berkshire Hathaway Inc Del Cl B C (BRK.B) 0.0 $38k 150.00 253.33
Universal Health Rlty Tr Sbi Rhta (UHT) 0.0 $38k 560.00 67.86
Energy Transfer Operating C (ET) 0.0 $36k 4.6k 7.76
Ameren Corp C (AEE) 0.0 $36k 444.00 81.08
At&t C (T) 0.0 $33k 1.1k 29.97
Pepsico C (PEP) 0.0 $32k 225.00 142.22
Plains All American Pipeline C (PAA) 0.0 $29k 3.2k 8.99
Unilever C (UL) 0.0 $28k 500.00 56.00
Eli Lilly & Co. C (LLY) 0.0 $24k 130.00 184.62
Consolidated Edison C (ED) 0.0 $24k 320.00 75.00
Travelers Cos C (TRV) 0.0 $24k 158.00 151.90
Occidental Petro Corp C (OXY) 0.0 $22k 824.00 26.70
American Express C (AXP) 0.0 $21k 150.00 140.00
Hasbro C (HAS) 0.0 $19k 200.00 95.00
Texas Instruments C (TXN) 0.0 $19k 100.00 190.00
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.0 $18k 166.00 108.43
Ford Motor Company C (F) 0.0 $17k 1.4k 12.14
Ishares Tr Natl Amt Free Muni Bd Etf Etf (MUB) 0.0 $17k 148.00 114.86
Ishares Global Materials Etf Etf (MXI) 0.0 $16k 187.00 85.56
Cisco Systems C (CSCO) 0.0 $16k 300.00 53.33
Schwab Strategic Tr Emerging Mkts Equity Etf Etf (SCHE) 0.0 $13k 411.00 31.63
Norfolk Southern Corp C (NSC) 0.0 $13k 48.00 270.83
Guaranteed Fixed Interest Fund Adv Tr Class R1 MM 0.0 $10k 10k 0.97
Vanguard Growth Vipers Etf (VUG) 0.0 $10k 37.00 270.27
Altria Group C (MO) 0.0 $10k 200.00 50.00
Coca-cola European Partners C (CCEP) 0.0 $10k 200.00 50.00
Ishares Latin America 40 Etf Etf (ILF) 0.0 $9.0k 334.00 26.95
Carnival Corp C (CCL) 0.0 $8.0k 300.00 26.67
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $8.0k 78.00 102.56
Navient Corp C (NAVI) 0.0 $7.0k 500.00 14.00
Motorola C (MSI) 0.0 $4.0k 20.00 200.00
Etfmg Alternative Harvest Etf Etf 0.0 $3.0k 133.00 22.56
Tcw Convertable Sec Fund CM (TSI) 0.0 $3.0k 600.00 5.00
Ishares Tr Barclays 20 Yr Treas Bd Etf Etf (TLT) 0.0 $2.0k 13.00 153.85
Vanguard Intl Equity Fds Ftse All World Ex Usa Small Cap Index Fd Etf Etf (VSS) 0.0 $2.0k 12.00 166.67