Interactive Financial Advisors

Interactive Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 84 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.3 $24M 56k 429.43
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $9.8M 104k 94.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.3 $9.4M 214k 43.72
Vanguard Specialized Funds Div App Etf (VIG) 6.3 $9.3M 60k 155.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.0 $8.9M 68k 131.79
Flexshares Tr Flexshares Ultra (RAVI) 4.4 $6.6M 88k 75.11
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.0 $4.5M 61k 73.27
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.0 $4.4M 61k 72.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $4.0M 84k 47.83
Flexshares Tr Stox Us Esg Slct (ESG) 2.5 $3.7M 35k 105.38
Ishares Tr Eafe Value Etf (EFV) 2.2 $3.2M 66k 48.93
Ishares Tr Rus 2000 Val Etf (IWN) 2.2 $3.2M 24k 135.56
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $3.1M 99k 31.45
Vanguard Index Fds Large Cap Etf (VV) 1.8 $2.7M 14k 195.70
Ishares Tr Expnd Tec Sc Etf (IGM) 1.7 $2.5M 6.7k 382.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $2.4M 23k 102.02
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $2.4M 107k 22.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.3M 18k 128.74
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $2.2M 45k 48.65
Ishares Tr Us Aer Def Etf (ITA) 1.4 $2.1M 20k 105.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.4 $2.0M 29k 68.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.9M 5.2k 358.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.5M 26k 58.93
First Tr Exchange Traded Wtr Etf (FIW) 1.0 $1.5M 18k 82.75
Select Sector Spdr Tr Energy (XLE) 1.0 $1.4M 16k 90.39
Apple (AAPL) 0.8 $1.2M 7.1k 171.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.2M 12k 103.32
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.2M 11k 103.73
Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M 6.5k 163.94
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.7 $1.1M 21k 50.49
Vanguard Wellington Us Quality (VFQY) 0.7 $1.0M 9.2k 112.31
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.5 $785k 27k 28.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $757k 10k 75.99
Ishares Gold Tr Ishares New (IAU) 0.5 $748k 21k 34.99
Flexshares Tr Iboxx 3r Targt (TDTT) 0.5 $747k 32k 23.19
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $703k 3.4k 208.28
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $697k 18k 39.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $615k 1.6k 392.83
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $580k 6.2k 93.93
Vanguard World Fds Utilities Etf (VPU) 0.4 $566k 4.4k 127.54
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $564k 8.9k 63.49
Ark Etf Tr Innovation Etf (ARKK) 0.4 $554k 14k 39.67
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $552k 14k 39.29
Ishares Tr Exponential Tech (XT) 0.4 $550k 11k 52.21
Spdr Ser Tr S&p Biotech (XBI) 0.4 $542k 7.4k 73.02
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $515k 29k 17.75
GATX Corporation (GATX) 0.3 $490k 4.5k 108.83
Ishares Tr Residential Mult (REZ) 0.3 $488k 7.4k 65.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $469k 1.1k 427.56
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $450k 5.1k 88.69
Us Bancorp Del Com New (USB) 0.3 $445k 14k 33.06
Wisdomtree Tr Us High Dividend (DHS) 0.3 $441k 5.6k 78.07
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $427k 14k 30.38
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $427k 17k 25.90
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $412k 14k 30.15
Ishares Tr National Mun Etf (MUB) 0.3 $409k 4.0k 102.54
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.3 $396k 8.9k 44.28
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $388k 4.9k 78.55
Vanguard World Fds Consum Dis Etf (VCR) 0.3 $382k 1.4k 269.50
Ishares Tr North Amern Nat (IGE) 0.3 $378k 9.1k 41.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $376k 4.6k 80.98
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.3 $376k 17k 22.16
Spdr Gold Tr Gold Shs (GLD) 0.3 $374k 2.2k 171.45
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $372k 2.6k 145.03
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $357k 16k 22.16
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $345k 7.8k 44.29
Microsoft Corporation (MSFT) 0.2 $332k 1.1k 315.75
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $307k 6.5k 47.01
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $304k 2.0k 153.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $292k 4.2k 68.92
Tesla Motors (TSLA) 0.2 $282k 1.1k 250.22
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $274k 6.3k 43.27
Allstate Corporation (ALL) 0.2 $265k 2.4k 111.41
American Electric Power Company (AEP) 0.2 $263k 3.5k 75.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $259k 3.4k 75.17
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $257k 3.9k 65.22
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $242k 2.3k 105.19
Gilead Sciences (GILD) 0.2 $240k 3.2k 74.94
Ishares Tr Select Divid Etf (DVY) 0.2 $239k 2.2k 107.64
Vanguard Index Fds Value Etf (VTV) 0.2 $234k 1.7k 137.93
Ishares Tr Russell 2000 Etf (IWM) 0.2 $234k 1.3k 176.87
Chevron Corporation (CVX) 0.1 $208k 1.2k 168.62
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $207k 1.8k 113.22
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $205k 8.1k 25.29