Interactive Financial Advisors

Interactive Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 86 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.8 $26M 45k 588.69
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $14M 143k 96.90
Vanguard Specialized Funds Div App Etf (VIG) 6.1 $12M 59k 195.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $9.9M 19k 511.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $9.5M 198k 47.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $6.9M 39k 178.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.0 $5.7M 65k 87.33
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.7 $5.2M 158k 32.76
Flexshares Tr Stox Us Esg Slct (ESG) 2.6 $4.9M 36k 137.78
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.5 $4.8M 55k 87.25
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.4 $4.7M 52k 90.35
Ishares Tr Expnd Tec Sc Etf (IGM) 2.4 $4.7M 46k 102.09
Ishares Tr Us Treas Bd Etf (GOVT) 2.4 $4.5M 198k 22.98
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $4.3M 88k 49.05
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.2M 16k 269.70
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $3.9M 24k 164.17
Ishares Tr Eafe Value Etf (EFV) 1.9 $3.5M 68k 52.47
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.8 $3.4M 54k 63.33
Ishares Tr Us Aer Def Etf (ITA) 1.6 $3.0M 21k 145.35
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $2.8M 20k 137.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $2.7M 25k 106.84
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $2.6M 91k 28.67
Select Sector Spdr Tr Technology (XLK) 1.4 $2.6M 11k 232.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $2.3M 44k 51.51
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.2M 8.5k 264.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $2.0M 26k 78.61
Apple (AAPL) 1.1 $2.0M 8.1k 250.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.9M 25k 75.69
First Tr Exchange-traded Wtr Etf (FIW) 0.9 $1.7M 17k 102.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.7M 13k 127.60
Flexshares Tr Flexshares Ultra (RAVI) 0.8 $1.5M 20k 75.17
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.7 $1.3M 45k 28.32
Vanguard Wellington Us Quality (VFQY) 0.6 $1.1M 8.2k 140.89
Select Sector Spdr Tr Energy (XLE) 0.6 $1.1M 13k 85.66
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.1M 10k 106.56
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.5 $950k 27k 35.18
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $930k 3.8k 242.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $874k 1.6k 539.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $798k 9.9k 80.27
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $787k 17k 46.81
Vanguard World Utilities Etf (VPU) 0.4 $754k 4.6k 163.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $752k 9.3k 80.93
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $739k 15k 48.31
Ark Etf Tr Innovation Etf (ARKK) 0.4 $704k 12k 56.77
GATX Corporation (GATX) 0.4 $697k 4.5k 154.96
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $673k 32k 21.06
Ishares Tr Residential Mult (REZ) 0.3 $657k 8.1k 81.03
Flexshares Tr Iboxx 3r Targt (TDTT) 0.3 $650k 28k 23.59
Us Bancorp Del Com New (USB) 0.3 $644k 14k 47.83
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.3 $636k 5.6k 114.13
Spdr Ser Tr S&p Biotech (XBI) 0.3 $633k 7.0k 90.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $629k 1.1k 586.60
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $625k 16k 40.41
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $585k 10k 57.27
Ishares Tr Exponential Tech (XT) 0.3 $577k 9.7k 59.66
Wisdomtree Tr Us High Dividend (DHS) 0.3 $569k 6.1k 93.36
Vanguard World Consum Dis Etf (VCR) 0.3 $506k 1.3k 375.52
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $505k 6.0k 84.14
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.3 $491k 7.6k 64.66
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.3 $480k 21k 22.46
Allstate Corporation (ALL) 0.2 $458k 2.4k 192.79
Amazon (AMZN) 0.2 $422k 1.9k 219.39
Microsoft Corporation (MSFT) 0.2 $422k 1.0k 421.50
Ishares Tr North Amern Nat (IGE) 0.2 $420k 9.8k 42.73
Tesla Motors (TSLA) 0.2 $404k 1.0k 403.84
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $399k 7.6k 52.16
Spdr Gold Tr Gold Shs (GLD) 0.2 $384k 1.6k 242.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $383k 4.7k 81.99
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $380k 2.0k 190.95
Ishares Tr National Mun Etf (MUB) 0.2 $371k 3.5k 106.55
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.2 $337k 8.3k 40.44
Ishares Tr Msci Eafe Etf (EFA) 0.2 $336k 4.4k 75.62
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $334k 11k 31.44
American Electric Power Company (AEP) 0.2 $323k 3.5k 92.23
Vanguard World Comm Srvc Etf (VOX) 0.2 $306k 2.0k 154.96
Ishares Tr Russell 2000 Etf (IWM) 0.2 $298k 1.3k 221.00
Gilead Sciences (GILD) 0.2 $296k 3.2k 92.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $262k 3.4k 78.02
Morgan Stanley Com New (MS) 0.1 $251k 2.0k 125.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $244k 3.5k 70.71
Wisdomtree Tr Blmbg Us Bull (USDU) 0.1 $243k 8.8k 27.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $234k 4.6k 50.89
Ishares Silver Tr Ishares (SLV) 0.1 $224k 8.5k 26.33
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $219k 1.9k 115.56
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $217k 9.2k 23.61
Chevron Corporation (CVX) 0.1 $214k 1.5k 144.84