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CIK: 0001730813
Total reported value
$351.7M
$351.7M
48 檔
37.1%
During the Q3 2024 filing period, Financial Life Advisors (CIK: 0001730813) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $351.7M across 48 reported positions.
During Q3 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 | 13.68% | +0.48% | +4.53% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.62% | -0.46% | +4.72% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.32% | -0.50% | +7.77% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.45% | +1.15% | +5.00% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 6.16% | +0.99% | +6.70% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.73% | -0.45% | +2.85% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.58% | -0.07% | +16.04% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.37% | -0.67% | +5.35% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.96% | +0.68% | +3.83% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.92% | +0.29% | -0.15% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.91% | +0.03% | +9.00% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.09% | +0.06% | +4.40% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.00% | -1.02% | +3.24% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.69% | -1.20% | +3.23% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.54% | -0.16% | EXIT | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.47% | -0.06% | -1.65% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 2.06% | -0.07% | -2.63% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.63% | -0.13% | -1.03% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.15% | -0.05% | +0.51% | |
| 20 | IXC | Ishares Global Energy ETF | ETF-Other | 0.78% | — | +5.28% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.64% | -0.04% | +11.02% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.03% | -12.84% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | — | -8.31% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.49% | -0.02% | — | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | +0.01% | -0.06% | |
| 26 | EHC | Encompass Health CORP | Stock-Healthcare | 0.32% | -0.01% | +0.17% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | +0.68% | -8.87% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.22% | — | -5.58% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | — | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | — | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.16% | +0.03% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.07% | -0.83% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.07% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.13% | — | -6.34% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.12% | +0.06% | NEW | |
| 38 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | +0.02% | — | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.12% | — | — | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.11% | — | -0.39% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.10% | — | — | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.10% | +0.07% | NEW | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | — | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.10% | — | +9.58% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.09% | — | -0.72% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | +0.06% | NEW | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | +0.01% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $351.7M across 48 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 37.1% of total reported equity market value during Q3 2024.
During Q3 2024, Financial Life Advisors's top holdings by market value included IVW (13.7%)、IVE (11.6%)、SCHZ (10.3%). The largest single position, IVW, represented 13.7% of total portfolio value.
In Q3 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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