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CIK: 0001419099
Total reported value
$164.1M
$164.1M
78 檔
35.9%
The Q4 2025 SEC filing reveals that Interactive Financial Advisors, Inc. held a total portfolio value of $164.1M, covering 78 public equity positions.
In Q4 2025, Interactive Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, AGG) accounted for 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAU
市值: $1.4M
Top Position Liquidated / Trimmed
PAVE
前期市值: $427.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.49% | +0.30% | -21.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.84% | +0.12% | -7.77% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.77% | -0.53% | -13.97% | |
| 4 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 6.01% | -0.15% | -4.07% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.97% | +1.07% | -22.36% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.45% | -0.28% | -1.40% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.40% | +0.29% | -6.47% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.83% | -0.19% | -40.29% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.01% | +0.23% | -5.92% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.97% | -0.22% | -3.54% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.91% | +0.44% | -5.28% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 2.78% | +0.18% | -8.09% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.55% | -0.20% | -3.15% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.44% | +0.68% | -13.55% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.06% | -0.17% | -11.99% | |
| 16 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.67% | +0.08% | -24.11% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.63% | -0.17% | -4.17% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.49% | -0.08% | -4.14% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | -0.19% | -40.78% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.40% | -0.14% | -24.98% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.30% | -0.03% | -42.17% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.09% | -0.05% | -25.35% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.07% | +0.08% | -19.83% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.95% | -0.08% | +79.36% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.91% | -0.22% | — | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.87% | -0.09% | -29.52% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.27% | +7.54% | |
| 28 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.76% | +0.02% | -3.61% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.68% | — | -30.03% | |
| 30 | IDHQ | Invesco S&p International De | ETF-Other | 0.65% | +0.10% | -22.85% | |
| 31 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | -0.01% | +0.20% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.09% | -46.26% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | -10.09% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.51% | -0.06% | -4.69% | |
| 35 | GATX | Gatx CORP | Stock-Industrials | 0.49% | -0.01% | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.47% | -0.06% | -29.86% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.46% | +0.04% | — | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.01% | -1.72% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.13% | +35.85% | |
| 40 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.42% | +0.04% | — | |
| 41 | ARKK | Ark Innovation ETF | ETF-Other | 0.40% | +0.05% | -5.49% | |
| 42 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.36% | -0.04% | -81.11% | |
| 43 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.36% | +0.04% | -9.40% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.34% | +0.01% | -8.69% | |
| 45 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.33% | +0.05% | +4.72% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.33% | +0.19% | -49.50% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.33% | +0.01% | -16.30% | |
| 48 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.32% | +0.01% | -17.01% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.32% | +0.02% | — | |
| 50 | FIW | First Trust Water ETF | ETF-Other | 0.31% | +0.04% | -47.51% |
According to official SEC Form 13F filings, Interactive Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $164.1M across 78 disclosed positions in Q4 2025.
During Q4 2025, Interactive Financial Advisors, Inc.'s top holdings by market value included IVV (13.5%)、VEA (6.8%)、AGG (6.8%). The largest single position, IVV, represented 13.5% of total portfolio value.
In Q4 2025, Interactive Financial Advisors, Inc. made 78 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 57 holdings, and fully liquidating 8 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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