Interactive Financial Advisors

Interactive Financial Advisors as of March 31, 2022

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 163 positions in its portfolio as reported in the March 2022 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 $20M 44k 451.74
Vanguard Dividend Appreciation Vipers Etf (VIG) 6.6 $14M 87k 162.09
Ishares Iboxx Investment Grade Co Etf Etf (LQD) 5.7 $12M 101k 120.15
Invesco Currencyshares Swiss Franc Trust Etf (FXF) 5.3 $11M 117k 97.23
Apple C (AAPL) 5.2 $11M 64k 174.60
Spdr Gold Tr Gold WF (GLD) 4.9 $11M 58k 180.65
Ishares Tr Russell 2000 Value Etf Etf (IWN) 4.2 $9.0M 56k 161.36
Ishares Msci Eafe Value Etf Etf (EFV) 4.0 $8.5M 168k 50.27
Select Sector Spdr Fd Health Care Etf (XLV) 2.6 $5.5M 41k 137.01
Ishares Tr Barclays 20 Yr Treas Bd Etf Etf (TLT) 2.6 $5.5M 51k 106.72
Vanguard Developed Markets Index Fund Etf (VEA) 2.3 $4.9M 102k 48.18
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX) 2.2 $4.8M 92k 52.44
Ishares Intermediate Term Corporate Bond Etf Etf (IGIB) 2.2 $4.8M 87k 54.96
Ishares Residential Real Estate Etf Etf (REZ) 2.1 $4.5M 47k 95.91
Proshares Tr Short 20 Yr Etf (TBF) 2.0 $4.3M 246k 17.69
Ishares North American Natural Res Etf Etf (IGE) 2.0 $4.2M 104k 40.66
Vanguard Index Fds S&p 500 Etf Etf (VOO) 2.0 $4.2M 10k 415.12
Vanguard Treasury Money Market Fund Investor Class MM (VUSXX) 1.9 $4.0M 1.9M 2.11
Ishares Silver Trust WF (SLV) 1.7 $3.7M 163k 22.88
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 1.6 $3.5M 36k 96.04
Ishares Goldman Sachs Technology Index Fund Etf (IGM) 1.6 $3.3M 9.1k 368.50
Ishares Tr Dow Jones Us Aerospace & Defense Index Etf (ITA) 1.2 $2.5M 23k 110.58
Ark Innovation Etf Etf (ARKK) 1.1 $2.3M 35k 66.27
Flexshares Us Quality Low Volatility Index Etf (QLV) 1.1 $2.3M 42k 55.04
Schwab Strategic Tr Us Reit Etf Etf (SCHH) 1.1 $2.3M 91k 24.90
Vanguard Large-cap Vipers Etf (VV) 1.0 $2.1M 10k 208.42
Vanguard Sector Index Fds Vanguard Consumer Discretionary Vipers Etf (VCR) 1.0 $2.1M 7.9k 262.61
Consumer Staples Spdr Etf (XLP) 0.8 $1.7M 21k 81.67
Flexshares High Yield Valuescored Bond Index Etf (HYGV) 0.8 $1.7M 37k 46.32
Flexshares Creditscored Us Corp Bond Index Etf (SKOR) 0.8 $1.7M 34k 49.76
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.8 $1.7M 8.0k 207.26
Utilities Select Sector Spdr Fund Etf (XLU) 0.7 $1.5M 27k 56.05
First Trust Water Etf Etf (FIW) 0.7 $1.5M 18k 84.21
Ishares Tips Bond Etf Etf (TIP) 0.7 $1.5M 15k 100.43
Flexshares Us Quality Large Cap Index Fund Etf (QLC) 0.7 $1.5M 30k 50.03
Flexshares Tr Iboxx 3 Yr Target Duration Tips Index Etf (TDTT) 0.6 $1.3M 48k 27.90
Vanguard High Dividend Yield Etf Etf (VYM) 0.6 $1.3M 12k 113.19
Alphabet Inc Cap Stk Cl A C (GOOGL) 0.6 $1.3M 451.00 2780.49
Vanguard Real Estate Etf Etf (VNQ) 0.5 $1.0M 8.5k 121.87
Ishares Tr Natl Amt Free Muni Bd Etf Etf (MUB) 0.4 $949k 8.7k 109.60
Vanguard Intl Equity Index Fds Global Ex-us Real Estate Index Etf (VNQI) 0.4 $944k 6.7k 141.09
Ishares Core Us Aggregate Bond Etf Etf (AGG) 0.4 $867k 14k 64.21
Ishares Tr Barclays 1-3 Treas Bd Etf Etf (SHY) 0.4 $867k 14k 64.21
Amplify Online Retail Etf Etf (IBUY) 0.4 $867k 14k 64.21
Invesco National Amt Free Municipal Bond Etf Etf (PZA) 0.4 $843k 34k 24.93
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.4 $830k 13k 63.81
Ishares Tr 3-7 Yr Treas Bd Etf Etf (IEI) 0.4 $763k 6.0k 127.63
Us Bancorp Del C (USB) 0.3 $716k 14k 53.19
Ishares Tr 10-20 Yr Treas Bd Etf Etf (TLH) 0.3 $699k 7.6k 92.31
Ishares Gold Trust WF (IAU) 0.3 $692k 19k 36.80
Jpmorgan Diversified Return Us Small Cap Equity Etf Etf (JPSE) 0.3 $685k 15k 45.21
Spdr Ser Tr S&p Biotech Etf Etf (XBI) 0.3 $585k 6.5k 89.75
Ishares Tr S&p Us Pfd Stock Index Fund Etf (PFF) 0.3 $580k 16k 36.39
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $571k 6.3k 90.11
Wisdomtree Tr Us Quality Divid Growth Etf (DGRW) 0.3 $557k 7.7k 72.48
Gatx Corp C (GATX) 0.3 $555k 4.5k 123.33
Flexshares Tr Global Quality Real Estate Index Etf (GQRE) 0.3 $543k 2.2k 248.51
Flexshares Dev Mkts Exus Ql Low Volatiity Index Etf (QLVD) 0.2 $481k 16k 30.83
Vanguard Sector Index Fds Vanguard Telecommunication Svcs Vipers Etf (VOX) 0.2 $474k 4.0k 118.44
Tesla C (TSLA) 0.2 $470k 436.00 1077.98
Ishares Tr Iboxx High Yield Corp Bd Etf Etf (HYG) 0.2 $465k 5.7k 82.29
Wisdomtree Tr High Divid Etf (DHS) 0.2 $463k 5.5k 84.72
Global X Fds Etf (PAVE) 0.2 $444k 16k 28.30
Flexshares Tr Ready Access Var Income Etf (RAVI) 0.2 $439k 5.7k 76.92
Ishares Jp Morgan Usd Emerging Mkts Bd Etf Etf (EMB) 0.2 $438k 4.5k 97.38
Select Sector Spdr Tr Matls Etf (XLB) 0.2 $436k 4.9k 88.10
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.2 $406k 14k 29.68
Amazon.com C (AMZN) 0.2 $401k 123.00 3260.16
Jpmorgan Diversified Return Usequity Etf Etf (JPUS) 0.2 $379k 3.7k 102.49
Ishares Tr Msci Eafe Etf Etf (EFA) 0.2 $369k 4.7k 77.83
Wisdomtree Barclays U.s. Aggregate Bond Zero Duration Fund Etf (AGZD) 0.2 $354k 7.0k 50.40
American Electric Power C (AEP) 0.2 $349k 3.5k 99.71
Ishares Tr S&p 500 Value Etf Etf (IVE) 0.2 $338k 2.2k 155.40
Spdr Bloomberg International Treasury Bond Etf Etf (BWX) 0.2 $336k 5.9k 56.89
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.2 $334k 6.4k 52.47
Ishares Msci Eafe Minimum Volatility Etf Etf (EFAV) 0.2 $329k 4.4k 74.32
Allstate Corporation C (ALL) 0.2 $329k 2.4k 138.47
Microsoft Corp C (MSFT) 0.1 $308k 1.0k 308.00
Ishares Us Treasury Bond Etf Etf (GOVT) 0.1 $297k 12k 25.03
Vanguard Intermediate Term Etf (VCIT) 0.1 $284k 3.2k 88.31
Ishares Tr Russell 2000 Etf Etf (IWM) 0.1 $273k 1.3k 204.96
Vanguard Short Term Corp Bond Index Fund Etf Etf (VCSH) 0.1 $259k 3.0k 87.68
Nextera Energy C (NEE) 0.1 $224k 2.6k 84.59
Chevron Corp C (CVX) 0.1 $201k 1.2k 162.62
Ishares Select Dividend Etf Etf (DVY) 0.1 $196k 1.5k 127.85
Proshares Tr S&p 500 Aristocrats Etf Etf (NOBL) 0.1 $190k 2.0k 95.10
Gilead Science C (GILD) 0.1 $190k 3.2k 59.38
Dte Energy Company C (DTE) 0.1 $183k 1.4k 132.03
Morgan Stanley C (MS) 0.1 $175k 2.0k 87.50
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $174k 2.3k 76.18
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $173k 3.8k 45.18
Spdr Index Shs Fds Dj Wishire Global Real Estate Etf Etf (RWO) 0.1 $166k 3.1k 53.88
Union Pacific Corp. C (UNP) 0.1 $161k 590.00 272.88
Wisdomtree Tr Bloomberg Us Dollar Bullish Etf (USDU) 0.1 $160k 5.7k 28.10
Southern C (SO) 0.1 $160k 2.2k 72.46
Mge Energy C (MGEE) 0.1 $145k 1.8k 79.67
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.1 $139k 3.8k 36.63
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.1 $136k 5.2k 25.99
Dominion Energy C (D) 0.1 $135k 1.6k 85.17
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.1 $129k 3.1k 41.27
Vanguard Total Stock Market Vipers Etf (VTI) 0.1 $127k 585.00 217.09
Roper Technolgies C (ROP) 0.1 $123k 260.00 473.08
Ishares Core S&p Small-cap Etf Etf (IJR) 0.1 $115k 1.1k 107.48
Vanguard Small-cap Value Vipers Etf (VBR) 0.1 $114k 649.00 175.65
Costco Wholesale Corp C (COST) 0.1 $113k 197.00 573.60
Ishares S&p Smallcap 600 Growth Etf Etf (IJT) 0.1 $112k 929.00 120.56
Spdr Index Shs Fds S&p Global Nat Res Etf Etf (GNR) 0.1 $110k 1.7k 62.89
Invesco Msci Sustainable Future Etf Etf (ERTH) 0.1 $109k 1.7k 63.34
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Etf (MDY) 0.0 $106k 216.00 490.74
Berkshire Hathaway Inc Del Cl B C (BRK.B) 0.0 $106k 300.00 353.33
Ishares Tr Cohen & Steers Reit Etf Etf (ICF) 0.0 $100k 1.5k 64.85
Discover Finl Svcs C (DFS) 0.0 $99k 900.00 110.00
Merck & Co C (MRK) 0.0 $82k 1.0k 82.00
Energy Transfer Operating C (ET) 0.0 $66k 5.9k 11.16
Exxon Mobil Corp C (XOM) 0.0 $66k 800.00 82.50
Spdr Ftse Intl Government Inflation Protected Bd Etf Etf (WIP) 0.0 $66k 1.2k 53.61
Visa Inc Com Cl A C (V) 0.0 $64k 288.00 222.22
Flexshares Tr Quality Divid Index Etf (QDF) 0.0 $63k 1.1k 59.55
Ishares Global Energy Etf Etf (IXC) 0.0 $59k 1.6k 35.89
Plains All American Pipeline C (PAA) 0.0 $50k 4.7k 10.69
Procter & Gamble C (PG) 0.0 $48k 314.00 152.87
Ishares Tr Barclays 7-10 Yr Treas Bd Etf Etf (IEF) 0.0 $47k 439.00 107.06
Johnson & Johnson C (JNJ) 0.0 $44k 250.00 176.00
Ameren Corp C (AEE) 0.0 $42k 444.00 94.59
Occidental Petro Corp C (OXY) 0.0 $41k 715.00 57.34
Disney C (DIS) 0.0 $41k 300.00 136.67
Jpm Diversified Return Intl Equity Etf Etf (JPIN) 0.0 $40k 496.00 80.65
Dt Midstream C (DTM) 0.0 $38k 693.00 54.83
Pepsico C (PEP) 0.0 $38k 225.00 168.89
Ishares Inc Msci Global Silver And Metals Miner Etf Etf (SLVP) 0.0 $37k 873.00 42.38
Eli Lilly & Co. C (LLY) 0.0 $37k 130.00 284.62
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf (VWO) 0.0 $33k 723.00 45.64
Universal Health Rlty Tr Sbi Rhta (UHT) 0.0 $33k 560.00 58.93
Ishares Latin America 40 Etf Etf (ILF) 0.0 $31k 567.00 54.67
Consolidated Edison C (ED) 0.0 $30k 320.00 93.75
Travelers Cos C (TRV) 0.0 $29k 158.00 183.54
American Express C (AXP) 0.0 $28k 150.00 186.67
At&t C (T) 0.0 $25k 1.1k 23.67
Ford Motor Company C (F) 0.0 $24k 1.4k 17.14
Unilever C (UL) 0.0 $23k 500.00 46.00
Texas Instruments C (TXN) 0.0 $18k 100.00 180.00
Cisco Systems C (CSCO) 0.0 $17k 300.00 56.67
Snowflake C (SNOW) 0.0 $17k 75.00 226.67
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $17k 166.00 102.41
Hasbro C (HAS) 0.0 $16k 200.00 80.00
Boeing Company C (BA) 0.0 $14k 75.00 186.67
Norfolk Southern Corp C (NSC) 0.0 $14k 48.00 291.67
Altria Group C (MO) 0.0 $10k 200.00 50.00
Coca-cola Europacific Partners C (CCEP) 0.0 $10k 200.00 50.00
Vanguard Growth Vipers Etf (VUG) 0.0 $9.0k 32.00 281.25
Navient Corp C (NAVI) 0.0 $9.0k 500.00 18.00
Schwab Strategic Tr Emerging Mkts Equity Etf Etf (SCHE) 0.0 $9.0k 327.00 27.52
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 74.00 108.11
L3 Harris Technologies C (LHX) 0.0 $7.0k 27.00 259.26
Ishares Global Materials Etf Etf (MXI) 0.0 $7.0k 72.00 97.22
Carnival Corp C (CCL) 0.0 $6.0k 300.00 20.00
Honeywell Intl C (HON) 0.0 $6.0k 32.00 187.50
Motorola C (MSI) 0.0 $5.0k 20.00 250.00
Vanguard Mid-Cap Value ETF Etf (VOE) 0.0 $4.0k 39.00 102.56
Organon & Co C (OGN) 0.0 $3.0k 100.00 30.00
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ) 0.0 $3.0k 63.00 47.62
Vanguard Intl Equity Fds Ftse All World Ex Usa Small Cap Index Fd Etf Etf (VSS) 0.0 $2.0k 20.00 100.00