Interactive Financial Advisors

Interactive Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 168 positions in its portfolio as reported in the December 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) 8.9 $23M 49k 476.99
Vanguard Dividend Appreciation Vipers Etf (VIG) 8.7 $23M 133k 171.75
Ishares Iboxx Investment Grade Co Etf Etf (LQD) 6.4 $17M 126k 132.52
Ishares Core Us Aggregate Bond Etf Etf (AGG) 6.0 $16M 137k 114.08
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 4.8 $13M 27k 474.94
Invesco Currencyshares Swiss Franc Trust Etf (FXF) 4.0 $10M 105k 98.77
Ishares Tr Russell 2000 Value Etf Etf (IWN) 3.9 $10M 62k 166.05
Ishares Msci Eafe Value Etf Etf (EFV) 3.6 $9.3M 185k 50.39
Ishares Tr Barclays 20 Yr Treas Bd Etf Etf (TLT) 3.2 $8.4M 57k 148.20
Apple C (AAPL) 3.0 $8.0M 45k 177.56
Vanguard Total Stock Market Vipers Etf (VTI) 2.3 $6.0M 25k 241.45
Vanguard Developed Markets Index Fund Etf (VEA) 2.1 $5.5M 107k 51.06
Spdr Gold Tr Gold WF (GLD) 2.1 $5.4M 32k 170.95
Vanguard Index Fds S&p 500 Etf Etf (VOO) 2.1 $5.4M 12k 436.58
Vanguard Real Estate Etf Etf (VNQ) 2.0 $5.1M 44k 116.00
Schwab Strategic Tr Us Reit Etf Etf (SCHH) 1.9 $5.0M 95k 52.69
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX) 1.9 $5.0M 90k 55.16
Ishares Intermediate Term Corporate Bond Etf Etf (IGIB) 1.9 $4.9M 83k 59.27
Ishares Residential Real Estate Etf Etf (REZ) 1.9 $4.9M 50k 98.24
Select Sector Spdr Fd Health Care Etf (XLV) 1.9 $4.9M 35k 140.88
Ishares Goldman Sachs Technology Index Fund Etf (IGM) 1.5 $4.0M 9.1k 439.01
Netflix C (NFLX) 1.4 $3.6M 6.0k 602.41
Alphabet Inc Cap Stk Cl A C (GOOGL) 1.4 $3.5M 1.2k 2896.89
Ark Innovation Etf Etf (ARKK) 1.3 $3.4M 36k 94.59
Ishares North American Natural Res Etf Etf (IGE) 1.2 $3.3M 104k 31.48
Ishares Silver Trust WF (SLV) 1.2 $3.2M 149k 21.51
Vanguard Large-cap Vipers Etf (VV) 1.2 $3.1M 14k 221.01
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 1.2 $3.0M 26k 116.17
Ishares Tr Dow Jones Us Aerospace & Defense Index Etf (ITA) 0.8 $2.2M 22k 102.76
Flexshares Us Quality Low Volatility Index Etf (QLV) 0.7 $1.9M 33k 56.81
First Trust Water Etf Etf (FIW) 0.7 $1.8M 20k 94.83
Flexshares High Yield Valuescored Bond Index Etf (HYGV) 0.6 $1.7M 35k 48.99
Flexshares Creditscored Us Corp Bond Index Etf (SKOR) 0.6 $1.7M 32k 52.74
Vanguard Sector Index Fds Vanguard Consumer Discretionary Vipers Etf (VCR) 0.6 $1.6M 4.7k 340.55
Vanguard High Dividend Yield Etf Etf (VYM) 0.6 $1.4M 13k 112.08
Consumer Staples Spdr Etf (XLP) 0.5 $1.3M 17k 77.08
Utilities Select Sector Spdr Fund Etf (XLU) 0.5 $1.3M 18k 71.59
Vanguard Treasury Money Market Fund Investor Class MM (VUSXX) 0.5 $1.3M 1.3M 1.00
Amplify Online Retail Etf Etf (IBUY) 0.4 $1.2M 13k 88.07
Flexshares Tr Iboxx 3 Yr Target Duration Tips Index Etf (TDTT) 0.4 $1.1M 42k 26.31
Ishares Tips Bond Etf Etf (TIP) 0.4 $1.1M 8.6k 129.19
Ishares Tr Barclays 1-3 Treas Bd Etf Etf (SHY) 0.4 $1.0M 12k 85.54
Flexshares Us Quality Large Cap Index Fund Etf (QLC) 0.4 $976k 19k 52.21
Ishares Tr Natl Amt Free Muni Bd Etf Etf (MUB) 0.4 $964k 8.3k 116.24
Invesco National Amt Free Municipal Bond Etf Etf (PZA) 0.3 $871k 32k 27.12
Ishares Tr 3-7 Yr Treas Bd Etf Etf (IEI) 0.3 $779k 6.1k 128.72
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.3 $779k 17k 45.63
Spdr Ser Tr S&p Biotech Etf Etf (XBI) 0.3 $767k 6.9k 111.95
Us Bancorp Del C (USB) 0.3 $756k 14k 56.16
Invesco Senior Loan Etf Etf (BKLN) 0.3 $752k 34k 22.11
Ishares Gold Trust WF (IAU) 0.2 $605k 17k 34.79
Ishares Tr 10-20 Yr Treas Bd Etf Etf (TLH) 0.2 $604k 4.1k 148.44
Meta Platforms C (META) 0.2 $586k 1.7k 336.59
Wisdomtree Tr Us Quality Divid Growth Etf (DGRW) 0.2 $538k 8.2k 65.85
Vanguard Sector Index Fds Vanguard Telecommunication Svcs Vipers Etf (VOX) 0.2 $522k 3.9k 135.51
Jpmorgan Diversified Return Us Small Cap Equity Etf Etf (JPSE) 0.2 $500k 11k 45.98
Gatx Corp C (GATX) 0.2 $469k 4.5k 104.22
Wisdomtree Tr High Divid Etf (DHS) 0.2 $454k 5.5k 82.46
Ishares Tr Iboxx High Yield Corp Bd Etf Etf (HYG) 0.2 $454k 5.2k 87.01
Tesla C (TSLA) 0.2 $445k 421.00 1057.01
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $436k 9.6k 45.25
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.2 $430k 13k 32.99
Flexshares Tr Ready Access Var Income Etf (RAVI) 0.2 $430k 5.7k 75.52
Ishares Tr S&p 500 Value Etf Etf (IVE) 0.1 $366k 2.3k 156.54
Ishares Tr Msci Eafe Etf Etf (EFA) 0.1 $359k 4.6k 78.62
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $357k 6.4k 55.65
Flexshares Dev Mkts Exus Ql Low Volatiity Index Etf (QLVD) 0.1 $340k 12k 28.11
Microsoft Corp C (MSFT) 0.1 $336k 1.0k 336.00
Ishares Tr Russell 2000 Etf Etf (IWM) 0.1 $320k 1.4k 222.69
Wisdomtree Barclays U.s. Aggregate Bond Zero Duration Fund Etf (AGZD) 0.1 $319k 6.8k 46.70
Ishares Tr S&p Us Pfd Stock Index Fund Etf (PFF) 0.1 $318k 8.1k 39.47
Norfolk Southern Corp C (NSC) 0.1 $316k 5.5k 57.23
American Electric Power C (AEP) 0.1 $311k 3.5k 88.86
Jpmorgan Diversified Return Usequity Etf Etf (JPUS) 0.1 $309k 2.9k 106.11
Ishares Msci Eafe Minimum Volatility Etf Etf (EFAV) 0.1 $291k 3.8k 76.82
Select Sector Spdr Tr Matls Etf (XLB) 0.1 $287k 3.2k 90.71
Global X Fds Etf (PAVE) 0.1 $286k 9.9k 28.77
Allstate Corporation C (ALL) 0.1 $280k 2.4k 117.85
Ishares Us Treasury Bond Etf Etf (GOVT) 0.1 $273k 10k 26.67
Vanguard Intermediate Term Etf (VCIT) 0.1 $253k 2.7k 92.88
Nextera Energy C (NEE) 0.1 $249k 2.7k 93.33
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $247k 4.5k 55.42
Gilead Science C (GILD) 0.1 $232k 3.2k 72.50
Ishares Jp Morgan Usd Emerging Mkts Bd Etf Etf (EMB) 0.1 $213k 2.0k 109.06
Morgan Stanley C (MS) 0.1 $196k 2.0k 98.00
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $191k 2.3k 83.63
Proshares Tr S&p 500 Aristocrats Etf Etf (NOBL) 0.1 $186k 1.9k 98.31
Ishares Select Dividend Etf Etf (DVY) 0.1 $186k 1.5k 122.29
Roper Technolgies C (ROP) 0.1 $169k 706.00 239.38
Dte Energy Company C (DTE) 0.1 $166k 1.4k 119.77
Vanguard Short Term Corp Bond Index Fund Etf Etf (VCSH) 0.1 $164k 2.0k 81.03
Wisdomtree Tr Bloomberg Us Dollar Bullish Etf (USDU) 0.1 $162k 6.2k 26.07
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $159k 3.1k 50.64
Motorola C (MSI) 0.1 $154k 1.1k 143.52
Southern C (SO) 0.1 $152k 2.3k 66.87
Mge Energy Inc. - C (MGEE) 0.1 $150k 1.8k 82.42
Union Pacific Corp. C (UNP) 0.1 $149k 590.00 252.54
Chevron Corp C (CVX) 0.1 $145k 1.2k 117.31
Honeywell Intl C (HON) 0.1 $142k 683.00 207.91
Spdr Index Shs Fds Dj Wishire Global Real Estate Etf Etf (RWO) 0.1 $139k 2.5k 56.53
Dominion Energy C (D) 0.0 $125k 1.6k 78.86
Vanguard Value Vipers Etf (VTV) 0.0 $124k 845.00 146.75
Spdr Bloomberg International Treasury Bond Etf Etf (BWX) 0.0 $115k 4.1k 28.26
Costco Wholesale Corp C (COST) 0.0 $112k 197.00 568.53
Discover Finl Svcs C (DFS) 0.0 $104k 900.00 115.56
Texas Instruments C (TXN) 0.0 $104k 1.7k 60.19
Vanguard Scottsdale Fds Vanguard Long Term Govt Bond Index Etf (VGLT) 0.0 $92k 1.0k 89.67
Ishares Tr Cohen & Steers Reit Etf Etf (ICF) 0.0 $85k 1.1k 75.69
Flexshares Tr Global Quality Real Estate Index Etf (GQRE) 0.0 $84k 1.1k 73.94
Invesco Msci Sustainable Future Etf Etf (ERTH) 0.0 $83k 1.2k 66.61
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.0 $82k 1.4k 57.67
Vanguard Intl Equity Index Fds Global Ex-us Real Estate Index Etf (VNQI) 0.0 $80k 1.5k 54.16
Pepsico C (PEP) 0.0 $79k 343.00 230.32
Ishares Inc Msci Global Silver And Metals Miner Etf Etf (SLVP) 0.0 $77k 5.9k 12.96
Merck & Co C (MRK) 0.0 $77k 1.0k 77.00
Procter & Gamble C (PG) 0.0 $76k 621.00 122.38
Weyerhaeuser Rhta (WY) 0.0 $74k 1.8k 41.07
Amazon.com C (AMZN) 0.0 $70k 21.00 3333.33
Spdr Ftse Intl Government Inflation Protected Bd Etf Etf (WIP) 0.0 $68k 1.3k 53.59
Visa Inc Com Cl A C (V) 0.0 $62k 288.00 215.28
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.0 $55k 1.0k 53.87
Ishares Tr Barclays 7-10 Yr Treas Bd Etf Etf (IEF) 0.0 $50k 437.00 114.42
Exxon Mobil Corp C (XOM) 0.0 $49k 800.00 61.25
Disney C (DIS) 0.0 $46k 300.00 153.33
Ishares Global Energy Etf Etf (IXC) 0.0 $45k 1.6k 27.37
Berkshire Hathaway Inc Del Cl B C (BRK.B) 0.0 $45k 150.00 300.00
Johnson & Johnson C (JNJ) 0.0 $43k 250.00 172.00
Ameren Corp C (AEE) 0.0 $40k 444.00 90.09
Eli Lilly & Co. C (LLY) 0.0 $36k 130.00 276.92
Dt Midstream C (DTM) 0.0 $33k 693.00 47.62
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf (VWO) 0.0 $32k 652.00 49.08
Guaranteed Fixed Interest Fund III - Adv Etf 0.0 $31k 1.2k 26.12
Ford Motor Company C (F) 0.0 $29k 1.4k 20.71
Jpm Diversified Return Intl Equity Etf Etf (JPIN) 0.0 $27k 460.00 58.70
Consolidated Edison C (ED) 0.0 $27k 320.00 84.38
Unilever C (UL) 0.0 $27k 500.00 54.00
Snowflake C (SNOW) 0.0 $26k 108.00 240.74
At&t C (T) 0.0 $26k 1.1k 24.62
American Express C (AXP) 0.0 $25k 150.00 166.67
Travelers Cos C (TRV) 0.0 $25k 158.00 158.23
Hasbro C (HAS) 0.0 $20k 200.00 100.00
Cisco Systems C (CSCO) 0.0 $19k 300.00 63.33
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $18k 166.00 108.43
Boeing Company C (BA) 0.0 $15k 75.00 200.00
Shopify Inc Cla A Isin#ca82509l1076 C (SHOP) 0.0 $14k 10.00 1400.00
Navient Corp C (NAVI) 0.0 $11k 500.00 22.00
Coca-cola Europacific Partners C (CCEP) 0.0 $11k 200.00 55.00
Vanguard Growth Vipers Etf (VUG) 0.0 $10k 32.00 312.50
Schwab Strategic Tr Emerging Mkts Equity Etf Etf (SCHE) 0.0 $10k 326.00 30.67
Altria Group C (MO) 0.0 $9.0k 200.00 45.00
Duke Energy Corp C (DUK) 0.0 $8.0k 75.00 106.67
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $8.0k 77.00 103.90
Ishares Latin America 40 Etf Etf (ILF) 0.0 $8.0k 333.00 24.02
Carnival Corp C (CCL) 0.0 $6.0k 300.00 20.00
Ishares Global Materials Etf Etf (MXI) 0.0 $6.0k 71.00 84.51
Salesforce.com, Inc. Common Stock, C (CRM) 0.0 $5.0k 20.00 250.00
Moderna C (MRNA) 0.0 $5.0k 20.00 250.00
Crowdstrike Hldgs C (CRWD) 0.0 $3.0k 15.00 200.00
Organon & Co. C (OGN) 0.0 $3.0k 100.00 30.00
Vanguard Small-cap Value Vipers Etf (VBR) 0.0 $3.0k 14.00 214.29
iShares S&P Small-Cap 600 Growth ETF Etf (IJT) 0.0 $2.0k 11.00 181.82
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.0 $2.0k 18.00 111.11
Airbnb C (ABNB) 0.0 $2.0k 15.00 133.33
Goldman Sachs Fsq Treasury Instruments Fund Inst'l Class MM 0.0 $1.0k 1.1k 0.95
Vanguard Intl Equity Fds Ftse All World Ex Usa Small Cap Index Fd Etf Etf (VSS) 0.0 $1.0k 10.00 100.00
Zillow Group Inc Cl C Cap Stk C (Z) 0.0 $1.0k 20.00 50.00
Canopy Growth Corp Isin #ca380351009 C 0.0 $1.0k 125.00 8.00
Fiverr Intl C (FVRR) 0.0 $1.0k 10.00 100.00