Interactive Financial Advisors

Interactive Financial Advisors as of March 31, 2026

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.0 $20M 30k 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $11M 170k 64.08
Ishares Tr Core Us Aggbd Et (AGG) 6.7 $10M 104k 99.27
Flexshares Tr Flexshares Ultra (RAVI) 6.2 $9.5M 127k 75.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $6.9M 12k 577.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.5 $6.8M 79k 86.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.4 $6.7M 35k 191.82
Vanguard Specialized Funds Div App Etf (VIG) 3.7 $5.6M 26k 215.06
Spdr Series Trust State Street Spd (SLYV) 3.2 $4.9M 52k 94.58
Spdr Series Trust State Street Spd (SLYG) 3.1 $4.7M 49k 96.62
Spdr Series Trust State Street Spd (SPIB) 3.0 $4.6M 138k 33.54
Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $4.0M 174k 22.91
Vanguard Index Fds Large Cap Etf (VV) 2.4 $3.7M 12k 298.86
Ishares Tr Expnd Tec Sc Etf (IGM) 2.3 $3.5M 30k 118.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $3.2M 67k 48.05
Spdr Index Shs Fds State Street Spd (SPGM) 1.7 $2.6M 34k 75.71
Ishares Tr Us Aer Def Etf (ITA) 1.6 $2.5M 11k 218.76
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $2.3M 80k 28.72
Ishares Tr Eafe Value Etf (EFV) 1.4 $2.2M 30k 74.35
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $2.0M 11k 189.61
Select Sector Spdr Tr State Street Hea (XLV) 1.3 $2.0M 14k 146.62
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.7M 5.9k 287.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $1.6M 15k 108.99
Ishares Gold Tr Ishares New (IAU) 1.0 $1.6M 18k 88.16
Select Sector Spdr Tr State Street Uti (XLU) 1.0 $1.6M 34k 45.89
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.3M 24k 53.22
Vanguard Wellington Us Quality (VFQY) 0.8 $1.2M 8.3k 149.23
Select Sector Spdr Tr State Street Con (XLP) 0.7 $1.1M 13k 81.99
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.1M 8.0k 132.91
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.7 $997k 28k 35.37
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.6 $972k 29k 33.18
Vanguard World Utilities Etf (VPU) 0.6 $906k 4.6k 198.14
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $901k 15k 61.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $883k 6.0k 148.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $790k 1.3k 597.85
GATX Corporation (GATX) 0.5 $768k 4.5k 170.74
Ishares Tr Tips Bd Etf (TIP) 0.5 $764k 6.9k 110.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $715k 8.6k 82.75
Us Bancorp Com New (USB) 0.5 $700k 14k 52.01
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $627k 10k 61.32
Ark Etf Tr Innovation Etf (ARKK) 0.4 $544k 8.0k 67.59
Horizon Fds Expedition Plus (HBTA) 0.3 $507k 19k 26.78
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $506k 3.3k 151.74
Ishares Tr Future Exponenti (XT) 0.3 $506k 7.4k 68.15
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $499k 23k 21.49
Allstate Corporation (ALL) 0.3 $493k 2.4k 207.34
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $482k 5.5k 87.85
Ishares Tr Residential Mult (REZ) 0.3 $482k 5.8k 83.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $476k 1.2k 383.57
American Electric Power Company (AEP) 0.3 $459k 3.5k 131.08
Ishares Silver Tr Ishares (SLV) 0.3 $456k 6.7k 68.14
Ishares Tr North Amern Nat (IGE) 0.3 $434k 6.9k 62.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $428k 11k 38.92
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $416k 8.4k 49.61
First Tr Exchange-traded Wtr Etf (FIW) 0.3 $404k 3.9k 103.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $381k 585.00 650.98
Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $371k 15k 24.24
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.2 $357k 2.7k 130.21
Ishares Tr Msci Eafe Etf (EFA) 0.2 $350k 3.6k 97.14
Ishares Tr National Mun Etf (MUB) 0.2 $348k 3.3k 106.15
Apple (AAPL) 0.2 $340k 1.3k 253.79
Morgan Stanley Com New (MS) 0.2 $330k 2.0k 164.57
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.2 $330k 6.3k 52.44
Amazon (AMZN) 0.2 $328k 1.6k 208.27
Chevron Corporation (CVX) 0.2 $327k 1.6k 206.90
Wisdomtree Tr Us High Dividend (DHS) 0.2 $301k 2.8k 109.23
Spdr Gold Tr Gold Shs (GLD) 0.2 $300k 698.00 430.29
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $292k 13k 22.55
Alphabet Cap Stk Cl C (GOOG) 0.2 $289k 1.0k 286.86
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $287k 1.4k 211.29
Ishares Tr Russell 2000 Etf (IWM) 0.2 $264k 1.1k 248.22
Nextera Energy (NEE) 0.2 $263k 2.8k 92.88
Microsoft Corporation (MSFT) 0.2 $250k 674.00 370.17
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $230k 3.4k 68.48
Southern Company (SO) 0.1 $213k 2.2k 96.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $204k 2.5k 82.59
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $204k 6.7k 30.32
DTE Energy Company (DTE) 0.1 $203k 1.4k 146.22