Interactive Financial Advisors

Interactive Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 167 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.8 $18M 47k 384.21
Vanguard Specialized Funds Div App Etf (VIG) 8.7 $15M 96k 151.85
Ishares Tr Core Us Aggbd Et (AGG) 7.7 $13M 133k 96.99
Ishares Tr Eafe Value Etf (EFV) 5.1 $8.5M 186k 45.88
Ishares Tr Rus 2000 Val Etf (IWN) 5.0 $8.4M 60k 138.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.2 $7.0M 67k 105.43
Flexshares Tr Ready Acc Vari (RAVI) 2.7 $4.4M 60k 74.40
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.6 $4.3M 86k 49.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.5 $4.2M 89k 47.43
Flexshares Tr Stox Us Esg Slct (ESG) 2.3 $3.8M 42k 91.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $3.0M 71k 41.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $2.9M 39k 74.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $2.7M 7.8k 351.36
Spdr Gold Tr Gold Shs (GLD) 1.6 $2.7M 16k 169.64
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.7M 24k 111.86
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.7M 15k 174.20
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.6 $2.6M 57k 46.63
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.6 $2.6M 29k 91.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $2.6M 19k 135.85
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $2.5M 131k 19.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.5 $2.5M 36k 70.50
Ishares Tr Residential Mult (REZ) 1.4 $2.3M 33k 68.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $2.1M 21k 99.56
Ishares Tr North Amern Nat (IGE) 1.1 $1.8M 45k 40.66
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $1.8M 6.4k 279.98
Select Sector Spdr Tr Energy (XLE) 1.0 $1.6M 19k 87.47
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.6M 7.6k 203.82
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.5M 14k 106.44
First Tr Exchange Traded Wtr Etf (FIW) 0.9 $1.4M 18k 79.36
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.3M 12k 108.21
Flexshares Tr Iboxx 3r Targt (TDTT) 0.7 $1.1M 48k 23.52
Invesco Exch Traded Fd Tr Ii S&p Intl Dev 0.7 $1.1M 45k 24.73
Flexshares Tr Cr Scd Us Bd (SKOR) 0.6 $1.1M 23k 46.38
Apple (AAPL) 0.6 $1.0M 8.1k 129.93
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.6 $1.0M 26k 39.85
Vanguard Wellington Us Quality (VFQY) 0.6 $1.0M 9.6k 104.85
Flexshares Tr Us Qt Lw Vlty (QLV) 0.6 $926k 18k 50.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $925k 3.5k 266.28
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $872k 20k 43.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $851k 11k 81.17
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.5 $826k 27k 30.75
Flexshares Tr Mornstar Usmkt (TILT) 0.5 $769k 5.2k 148.60
Ishares Tr National Mun Etf (MUB) 0.5 $759k 7.2k 105.52
Ishares Gold Tr Ishares New (IAU) 0.4 $738k 21k 34.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $712k 9.2k 77.51
Spdr Ser Tr S&p Biotech (XBI) 0.4 $703k 8.5k 83.00
Vanguard World Fds Utilities Etf (VPU) 0.4 $654k 4.3k 153.36
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $626k 6.6k 94.78
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $610k 20k 30.53
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $608k 27k 22.94
Us Bancorp Del Com New (USB) 0.4 $587k 14k 43.61
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $558k 11k 52.60
Select Sector Spdr Tr Technology (XLK) 0.3 $557k 4.5k 124.44
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $550k 9.1k 60.36
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $531k 4.6k 114.89
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.3 $508k 13k 38.74
Wisdomtree Tr Us High Dividend (DHS) 0.3 $485k 5.6k 86.05
GATX Corporation (GATX) 0.3 $479k 4.5k 106.34
Ishares Tr Exponential Tech (XT) 0.3 $464k 9.8k 47.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $457k 1.2k 382.34
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $451k 17k 26.49
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $426k 5.5k 77.68
Flexshares Tr Us Quality Cap (QLC) 0.3 $418k 9.8k 42.61
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.2 $411k 8.6k 47.78
Ark Etf Tr Innovation Etf (ARKK) 0.2 $409k 13k 31.24
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $370k 2.6k 145.07
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $366k 1.7k 219.02
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $360k 8.3k 43.46
Ishares Tr Select Divid Etf (DVY) 0.2 $351k 2.9k 120.60
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.2 $338k 13k 25.71
American Electric Power Company (AEP) 0.2 $332k 3.5k 94.95
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $330k 7.3k 45.50
Allstate Corporation (ALL) 0.2 $322k 2.4k 135.60
Ishares Tr Msci Eafe Etf (EFA) 0.2 $299k 4.6k 65.64
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $285k 7.3k 38.99
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $282k 2.6k 108.18
Gilead Sciences (GILD) 0.2 $275k 3.2k 85.85
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $257k 3.1k 82.25
Ishares Silver Tr Ishares (SLV) 0.2 $255k 12k 22.02
Microsoft Corporation (MSFT) 0.2 $252k 1.1k 239.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $243k 1.4k 174.31
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $237k 3.7k 63.59
Chevron Corporation (CVX) 0.1 $222k 1.2k 179.49
Nextera Energy (NEE) 0.1 $221k 2.6k 83.60
Flexshares Tr Dev Mrk Ex Low (QLVD) 0.1 $215k 8.9k 24.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $213k 2.8k 75.20
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $191k 2.1k 89.99
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $187k 6.6k 28.38
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $185k 909.00 202.94
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $183k 3.6k 50.33
Wisdomtree Tr Blmbg Us Bull (USDU) 0.1 $182k 7.0k 26.05
Morgan Stanley Com New (MS) 0.1 $170k 2.0k 85.02
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $168k 3.1k 54.22
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $168k 7.4k 22.72
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $164k 2.7k 60.98
Abrdn Etfs Bbrg All Commdy (BCD) 0.1 $164k 4.7k 34.59
DTE Energy Company (DTE) 0.1 $163k 1.4k 117.53
Tesla Motors (TSLA) 0.1 $162k 1.3k 123.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $162k 2.0k 82.47
Southern Company (SO) 0.1 $158k 2.2k 71.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $135k 1.6k 84.59
MGE Energy (MGEE) 0.1 $128k 1.8k 70.40
Invesco Currencyshares Swiss Swiss Franc (FXF) 0.1 $128k 1.3k 96.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $126k 2.2k 58.50
Roper Industries (ROP) 0.1 $112k 260.00 432.09
Merck & Co (MRK) 0.1 $111k 1.0k 110.95
Dominion Resources (D) 0.1 $106k 1.7k 61.32
Costco Wholesale Corporation (COST) 0.1 $105k 230.00 456.50
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $95k 3.1k 31.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $94k 493.00 191.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $93k 300.00 308.90
Spdr Ser Tr Bloomberg Intl T (BWX) 0.1 $92k 4.1k 22.43
Exxon Mobil Corporation (XOM) 0.1 $88k 800.00 110.30
Discover Financial Services (DFS) 0.1 $88k 900.00 97.83
Union Pacific Corporation (UNP) 0.0 $81k 392.00 207.07
Vaneck Etf Trust Inflation Alloca (RAAX) 0.0 $71k 2.8k 24.80
Ishares Tr Global Energ Etf (IXC) 0.0 $66k 1.7k 38.99
Visa Com Cl A (V) 0.0 $60k 288.00 207.76
Ishares Tr Cohen Steer Reit (ICF) 0.0 $59k 1.1k 54.85
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $52k 1.0k 50.41
Procter & Gamble Company (PG) 0.0 $48k 314.00 151.56
Eli Lilly & Co. (LLY) 0.0 $48k 130.00 365.84
Proshares Tr Shrt 20+yr Tre (TBF) 0.0 $48k 2.1k 22.68
Amazon (AMZN) 0.0 $47k 562.00 84.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $45k 904.00 49.82
Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.0 $45k 855.00 52.64
Johnson & Johnson (JNJ) 0.0 $44k 250.00 176.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $42k 437.00 95.76
Ameren Corporation (AEE) 0.0 $40k 444.00 88.92
Pepsi (PEP) 0.0 $39k 215.00 180.66
Dt Midstream Common Stock (DTM) 0.0 $38k 693.00 55.26
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $37k 882.00 41.36
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $34k 1.4k 24.65
Consolidated Edison (ED) 0.0 $31k 320.00 95.31
Travelers Companies (TRV) 0.0 $30k 158.00 187.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $28k 713.00 38.97
Universal Health Rlty Income Sh Ben Int (UHT) 0.0 $27k 560.00 47.73
Walt Disney Company (DIS) 0.0 $26k 300.00 86.88
Unilever Spon Adr New (UL) 0.0 $25k 500.00 50.35
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $24k 971.00 24.73
American Express Company (AXP) 0.0 $22k 150.00 147.75
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $17k 353.00 49.28
Texas Instruments Incorporated (TXN) 0.0 $17k 100.00 165.22
Ford Motor Company (F) 0.0 $16k 1.4k 11.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $16k 214.00 73.63
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $15k 166.00 90.00
Cisco Systems (CSCO) 0.0 $14k 300.00 47.64
Boeing Company (BA) 0.0 $14k 75.00 190.49
Hasbro (HAS) 0.0 $12k 200.00 61.01
At&t (T) 0.0 $12k 656.00 18.41
Norfolk Southern (NSC) 0.0 $12k 48.00 246.42
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $12k 281.00 41.20
Coca-cola Europacific Partne SHS (CCEP) 0.0 $11k 200.00 55.32
Navient Corporation equity (NAVI) 0.0 $8.2k 500.00 16.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $8.2k 346.00 23.67
Duke Energy Corp Com New (DUK) 0.0 $7.7k 75.00 102.99
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $7.1k 312.00 22.89
Vanguard Index Fds Growth Etf (VUG) 0.0 $6.8k 32.00 213.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $6.8k 65.00 104.28
Honeywell International (HON) 0.0 $6.4k 30.00 214.30
Ishares Tr Global Mater Etf (MXI) 0.0 $6.1k 77.00 78.66
L3harris Technologies (LHX) 0.0 $5.6k 27.00 208.22
Motorola Solutions Com New (MSI) 0.0 $5.2k 20.00 257.70
Altria (MO) 0.0 $4.6k 100.00 45.71
Organon & Co Common Stock (OGN) 0.0 $2.8k 100.00 27.93
Carnival Corp Common Stock (CCL) 0.0 $2.4k 300.00 8.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.1k 13.00 158.77