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CIK: 0001730813
Total reported value
$352.3M
$352.3M
57 檔
33.4%
According to the latest 13F quarterly dataset, Financial Life Advisors managed an equity portfolio of $352.3M at the end of Q2 2024, spanning 57 distinct U.S. exchange-listed positions.
During Q2 2024, Financial Life Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.60% | +0.47% | -8.59% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.00% | +0.24% | -0.92% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 9.87% | -0.05% | +6.12% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.32% | +0.57% | +3.07% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 5.94% | -0.48% | +5.83% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.56% | +0.24% | -11.80% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.19% | -0.13% | EXIT | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.11% | +0.19% | -3.29% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.02% | +0.07% | — | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.89% | +0.02% | +2.69% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.74% | -0.01% | +13.77% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.10% | -0.13% | +3.41% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.03% | +0.01% | +10.60% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.68% | -0.15% | +10.82% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.55% | — | -19.29% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.48% | -0.07% | -6.38% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 2.23% | -0.18% | -1.24% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | -0.13% | +1.48% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.20% | +0.01% | +444.58% | |
| 20 | IXC | Ishares Global Energy ETF | ETF-Other | 0.82% | — | +15.05% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | -0.01% | -66.77% | |
| 22 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.07% | EXIT | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | — | -9.39% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.51% | -0.23% | EXIT | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.40% | — | -44.80% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | +0.02% | -0.07% | |
| 27 | EHC | Encompass Health CORP | Stock-Healthcare | 0.30% | +0.02% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | +0.12% | -20.05% | |
| 29 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.25% | — | -49.80% | |
| 30 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.25% | — | -3.68% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.25% | — | +26.40% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.23% | — | -35.64% | |
| 34 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.19% | — | -36.27% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.16% | -0.01% | -18.58% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.01% | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | -15.62% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.01% | -1.51% | |
| 39 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.14% | — | -74.12% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | -0.01% | -10.94% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | -0.06% | EXIT | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 44 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.13% | -0.01% | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.12% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | -0.06% | EXIT | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.11% | — | +2.81% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.11% | — | -39.87% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.02% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.09% | EXIT |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 57 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 33.4% of total reported equity market value during Q2 2024.
During Q2 2024, Financial Life Advisors's top holdings by market value included IVW (13.6%)、IVE (11.0%)、SCHZ (9.9%). The largest single position, IVW, represented 13.6% of total portfolio value.
In Q2 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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