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CIK: 0001730813
Total reported value
$352.3M
$352.3M
48 檔
40.3%
In Q2 2025, Financial Life Advisors's U.S. equity holdings reached a combined market value of $352.3M, distributed across 48 disclosed stock positions.
During Q2 2025, 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 | 14.68% | +0.47% | -0.92% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.28% | +0.24% | +4.42% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.29% | -0.05% | +3.45% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 6.24% | -0.48% | +5.38% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.12% | +0.07% | +9.42% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.01% | +0.24% | +2.07% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.93% | +0.57% | -6.37% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.97% | -0.69% | +30.06% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.90% | +0.19% | -0.66% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.30% | +0.02% | -4.02% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.29% | -0.13% | +4.13% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | +0.01% | +2.88% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.87% | -0.15% | +4.09% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.18% | -0.06% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.16% | -0.07% | -2.19% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.75% | -0.18% | +2.00% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.63% | -0.01% | +29.31% | |
| 18 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.49% | -0.03% | +2.78% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.13% | +4.47% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.22% | +0.01% | +6.00% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | +0.12% | +443.74% | |
| 22 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.97% | -0.07% | EXIT | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.93% | +0.02% | +15.38% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.82% | -0.01% | -58.13% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.72% | -0.13% | EXIT | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.65% | — | -39.13% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | — | -7.17% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.40% | -0.04% | +46.30% | |
| 29 | EHC | Encompass Health CORP | Stock-Healthcare | 0.37% | +0.02% | +0.16% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | +0.02% | -0.03% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | +4.72% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.27% | -0.23% | EXIT | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.26% | — | +4.26% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | -0.01% | -46.28% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.01% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | -0.57% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.17% | -0.01% | -2.89% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | -4.87% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | -0.01% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | -15.72% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.09% | — | -7.51% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | -1.04% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | -0.01% | -0.71% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.09% | EXIT | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.08% | — | +0.61% |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 48 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 40.3% of total reported equity market value during Q2 2025.
During Q2 2025, Financial Life Advisors's top holdings by market value included IVW (14.7%)、IVE (11.3%)、SCHZ (10.3%). The largest single position, IVW, represented 14.7% of total portfolio value.
In Q2 2025, 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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