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CIK: 0001730813
Total reported value
$352.3M
$352.3M
51 檔
36.6%
As reported in its official Q1 2025 Form 13F filing, Financial Life Advisors's tracked investment portfolio stood at $352.3M with 51 total positions.
In Q1 2025, Financial Life Advisors displayed an active expansion posture, initiating 51 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.61% | +0.47% | +0.10% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.48% | +0.24% | +2.58% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.80% | -0.05% | +2.25% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 6.44% | -0.48% | +5.44% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.72% | +0.57% | -22.98% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.46% | +0.07% | +14.71% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.97% | +0.24% | +3.37% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.62% | +0.19% | -1.24% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.42% | -0.69% | — | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.34% | +0.02% | -11.35% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.93% | +0.01% | +0.22% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.79% | -0.13% | +1.79% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.68% | -0.15% | +3.74% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.07% | -1.39% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.88% | -0.18% | -6.62% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.86% | -0.01% | -49.66% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.66% | -0.06% | EXIT | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.58% | -0.13% | EXIT | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.37% | -0.13% | -13.30% | |
| 20 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.37% | -0.03% | — | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.30% | -0.01% | — | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.24% | +0.01% | +7.85% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.15% | — | -55.99% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.87% | +0.02% | — | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.86% | -0.07% | EXIT | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | — | -1.10% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.01% | -21.95% | |
| 28 | IXC | Ishares Global Energy ETF | ETF-Other | 0.39% | — | -54.82% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.34% | -0.23% | EXIT | |
| 30 | EHC | Encompass Health CORP | Stock-Healthcare | 0.33% | +0.02% | +0.18% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.32% | +0.02% | -0.35% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.31% | -0.04% | — | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.28% | — | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | +18.76% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | +0.12% | -22.80% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.01% | +27.23% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.01% | +28.35% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.16% | +0.02% | +41.78% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.16% | -0.01% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | — | -11.23% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.11% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.09% | EXIT | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.11% | -0.01% | -1.52% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.10% | — | -54.12% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.09% | -0.07% | EXIT | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.08% | -0.01% | -6.83% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.08% | — | — |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 51 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 36.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVW
市值: $36.5M
During Q1 2025, Financial Life Advisors's top holdings by market value included IVW (13.6%)、IVE (11.5%)、SCHZ (10.8%). The largest single position, IVW, represented 13.6% of total portfolio value.
In Q1 2025, Financial Life Advisors made 51 total portfolio adjustments, initiating 51 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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