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CIK: 0001730813
Total reported value
$352.3M
$352.3M
60 檔
33.0%
The Q1 2024 SEC filing reveals that Financial Life Advisors held a total portfolio value of $352.3M, covering 60 public equity positions.
During Q1 2024, Financial Life Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 33.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.99% | +0.47% | -3.28% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.75% | +0.24% | -1.05% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 9.67% | -0.05% | +5.33% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.38% | +0.57% | +6.45% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 5.83% | -0.48% | +10.05% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.47% | +0.24% | -1.30% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.05% | -0.13% | EXIT | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.03% | +0.19% | -0.97% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.96% | +0.02% | -4.76% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.29% | -0.01% | +13.31% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.26% | — | -5.41% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.77% | -0.13% | +4.00% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.77% | -0.07% | -2.73% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.72% | +0.01% | +11.05% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.35% | -0.18% | -4.00% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.33% | -0.15% | +11.65% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.19% | -0.01% | -4.60% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.78% | -0.13% | -1.11% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.76% | — | -41.85% | |
| 20 | IXC | Ishares Global Energy ETF | ETF-Other | 0.76% | — | +20.72% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | — | -2.70% | |
| 22 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.59% | — | -20.48% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.54% | -0.23% | EXIT | |
| 24 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.53% | — | -41.60% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.41% | — | -43.16% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | — | -50.16% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.12% | +27.54% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | +0.02% | -0.06% | |
| 29 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.32% | — | -50.47% | |
| 30 | EHC | Encompass Health CORP | Stock-Healthcare | 0.30% | +0.02% | -8.48% | |
| 31 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.27% | — | -62.62% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.23% | +0.01% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | +3.88% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.21% | +0.05% | -68.35% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | — | -18.32% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.20% | — | +2.81% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.20% | -0.01% | -8.60% | |
| 38 | MBB | Ishares Mbs ETF | ETF-Other | 0.19% | — | -64.92% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.17% | — | -51.45% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | -5.44% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.16% | — | -45.65% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | -0.06% | EXIT | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | -0.01% | -14.82% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.01% | — | |
| 45 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.14% | — | -18.72% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.12% | — | — | |
| 49 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | -0.01% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | -0.06% | EXIT |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 60 disclosed positions in Q1 2024.
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During Q1 2024, Financial Life Advisors's top holdings by market value included IVW (14.0%)、IVE (11.8%)、SCHZ (9.7%). The largest single position, IVW, represented 14.0% of total portfolio value.
In Q1 2024, Financial Life Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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