Interactive Financial Advisors

Interactive Financial Advisors as of June 30, 2025

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 87 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.1 $27M 43k 620.91
Ishares Tr Core Us Aggbd Et (AGG) 6.7 $14M 139k 99.20
Vanguard Specialized Funds Div App Etf (VIG) 5.8 $12M 58k 204.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $11M 191k 57.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $11M 19k 551.66
Flexshares Tr Flexshares Ultra (RAVI) 4.6 $9.5M 125k 75.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.4 $7.1M 80k 88.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $6.9M 38k 182.82
Flexshares Tr Stox Us Esg Slct (ESG) 2.5 $5.2M 35k 146.83
Ishares Tr Expnd Tec Sc Etf (IGM) 2.5 $5.2M 46k 112.34
Spdr Series Trust Portfolio Intrmd (SPIB) 2.5 $5.1M 151k 33.58
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 2.3 $4.6M 52k 88.75
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.2 $4.5M 56k 79.76
Vanguard Index Fds Large Cap Etf (VV) 2.2 $4.4M 16k 285.31
Ishares Tr Us Treas Bd Etf (GOVT) 2.1 $4.3M 189k 22.98
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $4.3M 86k 49.51
Ishares Tr Eafe Value Etf (EFV) 2.0 $4.1M 65k 63.48
Ishares Tr Us Aer Def Etf (ITA) 1.9 $3.8M 20k 188.64
Ishares Tr Rus 2000 Val Etf (IWN) 1.8 $3.7M 24k 157.76
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.5 $3.1M 45k 69.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $3.1M 23k 134.79
Select Sector Spdr Tr Technology (XLK) 1.5 $3.0M 12k 253.25
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.7M 24k 109.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $2.6M 88k 29.28
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $2.3M 44k 53.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $2.0M 25k 81.66
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.0M 7.2k 279.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.0 $2.0M 25k 80.97
First Tr Exchange-traded Wtr Etf (FIW) 0.9 $1.8M 17k 107.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.7M 13k 133.31
Apple (AAPL) 0.8 $1.7M 8.1k 205.17
Select Sector Spdr Tr Energy (XLE) 0.7 $1.3M 16k 84.81
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.6 $1.2M 37k 32.98
Vanguard Wellington Us Quality (VFQY) 0.6 $1.2M 8.2k 143.72
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $1.1M 4.0k 278.93
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.1M 9.8k 110.05
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.5 $958k 27k 35.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $867k 1.5k 568.29
Vanguard World Utilities Etf (VPU) 0.4 $812k 4.6k 176.51
Ark Etf Tr Innovation Etf (ARKK) 0.4 $810k 12k 70.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $810k 9.8k 82.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $760k 9.1k 83.75
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.4 $751k 17k 45.49
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $699k 15k 47.56
GATX Corporation (GATX) 0.3 $692k 4.5k 153.56
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $682k 16k 43.58
Flexshares Tr Iboxx 3r Targt (TDTT) 0.3 $665k 27k 24.24
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $661k 31k 21.16
Ishares Tr Residential Mult (REZ) 0.3 $646k 7.8k 82.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $642k 1.0k 618.15
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.3 $628k 5.3k 118.20
Ishares Tr Exponential Tech (XT) 0.3 $614k 9.4k 65.25
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $614k 10k 60.05
Us Bancorp Del Com New (USB) 0.3 $609k 14k 45.25
Wisdomtree Tr Us High Dividend (DHS) 0.3 $567k 5.9k 95.99
Horizon Fds Expedition Plus (HBTA) 0.3 $552k 22k 25.40
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $548k 6.2k 87.81
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $504k 7.3k 69.03
Microsoft Corporation (MSFT) 0.2 $500k 1.0k 497.41
Vanguard World Consum Dis Etf (VCR) 0.2 $481k 1.3k 362.42
Allstate Corporation (ALL) 0.2 $478k 2.4k 201.31
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $458k 21k 22.23
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $456k 7.5k 60.95
Ishares Tr North Amern Nat (IGE) 0.2 $425k 9.6k 44.25
Amazon (AMZN) 0.2 $424k 1.9k 219.39
Ishares Tr Msci Eafe Etf (EFA) 0.2 $393k 4.4k 89.40
American Electric Power Company (AEP) 0.2 $363k 3.5k 103.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $356k 4.3k 82.86
Gilead Sciences (GILD) 0.2 $355k 3.2k 110.87
Ishares Tr National Mun Etf (MUB) 0.2 $354k 3.4k 104.48
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $342k 1.8k 195.53
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $322k 3.8k 84.06
Tesla Motors (TSLA) 0.2 $318k 1.0k 317.66
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $290k 9.5k 30.68
Ishares Tr Russell 2000 Etf (IWM) 0.1 $290k 1.3k 215.84
Morgan Stanley Com New (MS) 0.1 $282k 2.0k 140.86
Vanguard World Comm Srvc Etf (VOX) 0.1 $275k 1.6k 171.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $232k 2.9k 79.53
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $232k 3.6k 64.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $228k 4.5k 51.02
Wisdomtree Tr Blmbg Us Bull (USDU) 0.1 $223k 8.7k 25.77
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $222k 1.9k 119.09
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $212k 9.5k 22.39
Chevron Corporation (CVX) 0.1 $212k 1.5k 143.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $211k 1.9k 110.10
Costco Wholesale Corporation (COST) 0.1 $209k 211.00 989.94
Southern Company (SO) 0.1 $203k 2.2k 91.83