Interactive Financial Advisors

Interactive Financial Advisors as of June 30, 2023

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 80 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.5 $18M 41k 445.71
Ishares Tr Core Us Aggbd Et (AGG) 7.2 $11M 108k 97.95
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $10M 64k 162.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $7.3M 158k 46.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $5.7M 52k 108.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $4.9M 36k 134.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $4.3M 89k 48.88
Flexshares Tr Stox Us Esg Slct (ESG) 2.9 $4.2M 39k 108.08
Ishares Tr Rus 2000 Val Etf (IWN) 2.4 $3.6M 25k 140.80
Ishares Tr Eafe Value Etf (EFV) 2.4 $3.5M 71k 48.94
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $3.1M 96k 32.11
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.8 $2.7M 51k 52.34
Vanguard Index Fds Large Cap Etf (VV) 1.8 $2.6M 13k 202.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.6M 6.4k 407.32
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.7 $2.5M 50k 50.57
Ishares Tr Expnd Tec Sc Etf (IGM) 1.7 $2.5M 6.4k 392.88
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.7 $2.5M 32k 77.19
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.7 $2.5M 32k 76.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.4M 18k 132.74
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $2.4M 104k 22.90
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $2.3M 31k 74.17
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.3M 20k 116.67
Schwab Strategic Tr Us Reit Etf (SCHH) 1.5 $2.3M 116k 19.53
Ishares Tr Residential Mult (REZ) 1.5 $2.3M 31k 73.27
Spdr Gold Tr Gold Shs (GLD) 1.5 $2.2M 13k 178.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.3 $2.0M 30k 65.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $1.8M 17k 102.94
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.6M 7.3k 220.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $1.6M 4.3k 369.42
First Tr Exchange Traded Wtr Etf (FIW) 1.1 $1.6M 18k 88.57
Ishares Tr North Amern Nat (IGE) 1.0 $1.5M 39k 38.82
Apple (AAPL) 0.9 $1.4M 7.1k 193.97
Select Sector Spdr Tr Energy (XLE) 0.9 $1.4M 17k 81.17
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.3M 12k 107.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.3M 12k 106.07
Vanguard Wellington Us Quality (VFQY) 0.8 $1.1M 9.8k 114.06
Flexshares Tr Iboxx 3r Targt (TDTT) 0.6 $949k 40k 23.53
Select Sector Spdr Tr Technology (XLK) 0.6 $945k 5.4k 173.86
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.6 $882k 28k 31.28
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $806k 20k 41.35
Ishares Gold Tr Ishares New (IAU) 0.5 $749k 21k 36.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $736k 9.3k 79.03
Vanguard World Fds Utilities Etf (VPU) 0.4 $644k 4.5k 142.17
Spdr Ser Tr S&p Biotech (XBI) 0.4 $640k 7.7k 83.20
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $640k 6.5k 97.78
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $624k 15k 40.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $598k 9.0k 66.66
GATX Corporation (GATX) 0.4 $579k 4.5k 128.74
Ark Etf Tr Innovation Etf (ARKK) 0.4 $559k 13k 44.14
Ishares Tr Exponential Tech (XT) 0.4 $521k 9.4k 55.60
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $519k 17k 31.43
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $511k 22k 23.60
Flexshares Tr Flexshares Ultra (RAVI) 0.3 $491k 6.5k 74.96
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $490k 16k 30.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $483k 6.0k 81.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $481k 1.1k 443.30
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $460k 5.5k 82.87
Ishares Tr National Mun Etf (MUB) 0.3 $455k 4.3k 106.73
Wisdomtree Tr Us High Dividend (DHS) 0.3 $447k 5.6k 79.58
Us Bancorp Del Com New (USB) 0.3 $445k 14k 33.04
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.3 $421k 8.6k 49.02
Vanguard World Fds Consum Dis Etf (VCR) 0.3 $407k 1.4k 283.22
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $366k 8.3k 44.24
Microsoft Corporation (MSFT) 0.2 $358k 1.1k 340.54
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $341k 6.9k 49.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $329k 2.2k 152.25
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $324k 2.0k 161.22
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $318k 4.7k 67.50
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $306k 6.6k 46.22
Ishares Tr Msci Eafe Etf (EFA) 0.2 $305k 4.2k 72.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $304k 2.6k 115.27
Ishares Tr Select Divid Etf (DVY) 0.2 $295k 2.6k 113.30
American Electric Power Company (AEP) 0.2 $295k 3.5k 84.20
Tesla Motors (TSLA) 0.2 $295k 1.1k 261.77
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.2 $288k 11k 26.55
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $275k 2.6k 106.31
Allstate Corporation (ALL) 0.2 $259k 2.4k 109.04
Gilead Sciences (GILD) 0.2 $247k 3.2k 77.07
Ishares Tr Russell 2000 Etf (IWM) 0.2 $246k 1.3k 187.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $210k 2.8k 75.68