Interactive Financial Advisors

Interactive Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 78 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.5 $21M 31k 684.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $11M 169k 62.47
Ishares Tr Core Us Aggbd Et (AGG) 6.8 $11M 105k 99.88
Flexshares Tr Flexshares Ultra (RAVI) 6.0 $9.3M 123k 75.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $7.7M 13k 614.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.4 $6.9M 79k 87.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.4 $6.8M 34k 198.62
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $5.9M 27k 219.79
Spdr Series Trust State Street Spd (SLYV) 3.0 $4.7M 51k 90.97
Spdr Series Trust State Street Spd (SPIB) 3.0 $4.6M 136k 33.81
Spdr Series Trust State Street Spd (SLYG) 2.9 $4.5M 48k 94.19
Vanguard Index Fds Large Cap Etf (VV) 2.8 $4.3M 14k 314.82
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $3.9M 171k 23.03
Ishares Tr Expnd Tec Sc Etf (IGM) 2.4 $3.8M 29k 129.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $3.2M 66k 48.32
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 1.7 $2.6M 34k 76.71
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.5M 12k 214.70
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $2.3M 79k 29.37
Ishares Tr Eafe Value Etf (EFV) 1.4 $2.2M 31k 71.41
Select Sector Spdr Tr State Street Hea (XLV) 1.4 $2.2M 14k 154.80
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $2.0M 11k 181.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $1.7M 15k 110.19
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.7M 5.7k 290.25
Select Sector Spdr Tr State Street Uti (XLU) 1.0 $1.5M 35k 42.69
Ishares Gold Tr Ishares New (IAU) 0.9 $1.4M 17k 81.17
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.3M 25k 53.88
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $1.2M 8.6k 143.99
Vanguard Wellington Us Quality (VFQY) 0.8 $1.2M 7.7k 153.41
Select Sector Spdr Tr State Street Con (XLP) 0.7 $1.0M 14k 77.68
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.6 $1000k 28k 35.15
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.6 $904k 27k 33.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $879k 6.1k 143.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $794k 1.3k 627.41
Vanguard World Utilities Etf (VPU) 0.5 $789k 4.3k 185.04
GATX Corporation (GATX) 0.5 $764k 4.5k 169.60
Ishares Tr Tips Bd Etf (TIP) 0.5 $727k 6.6k 109.91
Us Bancorp Del Com New (USB) 0.5 $718k 14k 53.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $700k 8.4k 83.76
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $687k 15k 44.71
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $646k 10k 63.18
Ark Etf Tr Innovation Etf (ARKK) 0.4 $616k 8.0k 76.92
Flexshares Tr Stox Us Esg Slct (ESG) 0.4 $562k 3.6k 158.25
Horizon Fds Expedition Plus (HBTA) 0.4 $553k 19k 28.97
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $524k 5.9k 89.44
Ishares Tr Future Exponenti (XT) 0.3 $514k 7.4k 69.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $508k 1.4k 360.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $505k 24k 20.89
Ishares Tr Residential Mult (REZ) 0.3 $496k 6.0k 82.64
Allstate Corporation (ALL) 0.3 $495k 2.4k 208.15
First Tr Exchange-traded Wtr Etf (FIW) 0.3 $477k 4.4k 108.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $426k 624.00 682.40
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $422k 8.8k 48.00
Ishares Silver Tr Ishares (SLV) 0.3 $420k 6.5k 64.42
American Electric Power Company (AEP) 0.3 $404k 3.5k 115.31
Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $376k 16k 24.06
Ishares Tr Msci Eafe Etf (EFA) 0.2 $364k 3.8k 96.04
Ishares Tr North Amern Nat (IGE) 0.2 $363k 7.2k 50.20
Ishares Tr National Mun Etf (MUB) 0.2 $359k 3.4k 107.11
Morgan Stanley Com New (MS) 0.2 $356k 2.0k 177.53
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.2 $355k 2.9k 123.98
Amazon (AMZN) 0.2 $348k 1.5k 230.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $315k 1.0k 313.80
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.2 $314k 6.3k 50.08
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $306k 14k 22.49
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $304k 1.4k 212.11
Wisdomtree Tr Us High Dividend (DHS) 0.2 $296k 2.9k 101.84
Spdr Gold Tr Gold Shs (GLD) 0.2 $288k 727.00 396.31
Apple (AAPL) 0.2 $286k 1.1k 271.86
Ishares Tr Russell 2000 Etf (IWM) 0.2 $277k 1.1k 246.26
Microsoft Corporation (MSFT) 0.2 $256k 529.00 483.62
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $231k 3.4k 67.13
Chevron Corporation (CVX) 0.1 $228k 1.5k 152.41
Capital One Financial (COF) 0.1 $222k 917.00 242.36
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $216k 7.0k 30.96
Nextera Energy (NEE) 0.1 $215k 2.7k 80.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $206k 2.5k 82.83
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $205k 8.8k 23.19
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $205k 2.7k 74.44