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CIK: 0001730813
Total reported value
$352.3M
$352.3M
47 檔
42.9%
According to the latest 13F quarterly dataset, Financial Life Advisors managed an equity portfolio of $352.3M at the end of Q3 2025, spanning 47 distinct U.S. exchange-listed positions.
In Q3 2025, Financial Life Advisors adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 42.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ITA
市值: $930.4K
Top Position Liquidated / Trimmed
IXC
前期市值: $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.38% | +0.47% | -4.84% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.48% | +0.24% | +2.55% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.33% | -0.05% | +5.82% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 6.33% | -0.48% | +6.42% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.03% | +0.07% | -3.54% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.21% | +0.24% | +3.63% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.51% | +0.57% | -3.66% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 4.35% | -0.69% | +15.10% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.92% | +0.19% | -2.18% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.39% | -0.13% | -2.75% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.09% | +0.02% | -1.96% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.92% | +0.01% | -1.21% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.83% | -0.15% | -4.12% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.53% | -0.06% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.10% | -0.07% | -1.81% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.90% | +0.12% | +77.63% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.87% | -0.01% | +4.83% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.18% | -5.15% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.28% | -0.13% | +2.89% | |
| 20 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.20% | -0.03% | -19.07% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.20% | +0.01% | +4.60% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.94% | +0.02% | +6.75% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.76% | -0.07% | EXIT | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.66% | -0.13% | EXIT | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.59% | -0.01% | -27.90% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | — | -14.50% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.39% | -0.04% | +3.54% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.38% | — | -38.09% | |
| 29 | EHC | Encompass Health CORP | Stock-Healthcare | 0.36% | +0.02% | +0.15% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | +0.02% | — | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.30% | -0.18% | — | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.26% | -0.23% | EXIT | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | -4.51% | |
| 34 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.24% | — | -4.09% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.01% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.01% | -1.59% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.18% | -0.01% | -6.89% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.15% | +0.02% | -4.12% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.14% | -0.01% | -18.05% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | +2.16% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 42 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.10% | -0.01% | -11.24% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | -0.01% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | — | -22.34% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.09% | EXIT | |
| 47 | VTI | Vanguard Total Stock Mkt 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 $352.3M across 47 disclosed positions in Q3 2025.
During Q3 2025, Financial Life Advisors's top holdings by market value included IVW (14.4%)、IVE (11.5%)、SCHZ (10.3%). The largest single position, IVW, represented 14.4% of total portfolio value.
In Q3 2025, Financial Life Advisors made 48 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 5 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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