Interactive Financial Advisors, INC. — Q3 2025 13F保有銘柄

Name: Interactive Financial Advisors, INC. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001419099

申告総資産額

$1.5億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	14.07%	-0.50%	-9.86%
2	AGG	Ishares Core U.s. Aggregate	ETF-その他	6.61%	-0.02%	-12.24%
3	VEA	Vanguard Ftse Developed ETF	ETF-その他	5.95%	+0.28%	-3.80%
4	VIG	Vanguard Dividend Apprec ETF	ETF-その他	5.26%	-0.13%	-22.65%
5	RAVI	Flexshares Ultra-short Incom	ETF-その他	5.26%	+0.23%	+2.50%
6	QQQ	Invesco Qqq Trust Series 1	ETF-テック型	5.24%	-0.49%	-16.81%
7	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	3.87%	—	-0.06%
8	QUAL	Ishares Msci USA Quality Fac	ETF-その他	3.86%	-0.03%	-3.10%
9	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-その他	2.61%	+0.19%	-2.86%
10	SPIB	Ss Spdr P Int C CORP ETF	ETF-その他	2.58%	+0.07%	-6.57%
11	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-その他	2.58%	+0.16%	-2.90%
12	VV	Vanguard Large-cap ETF	ETF-その他	2.48%	-0.36%	-3.98%
13	IGM	Ishares Expanded Tech Sector	ETF-テック型	2.30%	-0.14%	-26.60%
14	GOVT	Ishares US Treasury Bond ETF	ETF-政府公債	2.21%	+0.06%	-6.44%
15	BNDX	Vanguard Total Intl Bond ETF	ETF-その他	2.01%	—	-13.05%
16	EFV	Ishares Msci Eafe Value ETF	ETF-その他	1.90%	—	-20.16%
17	IWN	Ishares Russell 2000 Value E	ETF-中小型株	1.83%	+0.03%	-18.83%
18	SPGM	State Street Spdr Portfolio	ETF-その他	1.80%	—	-1.89%
19	ESG	Flexshares Stoxx US Esg Sele	ETF-その他	1.57%	-0.03%	-46.70%
20	XLV	Ss Health Care Select Sector	ETF-その他	1.40%	-0.08%	-17.93%
21	ITA	Ishares U.s. Aerospace & Def	ETF-その他	1.39%	—	-39.65%
22	ANGL	Vaneck Fallen Angel High Yld	ETF-その他	1.32%	—	-6.80%
23	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資適格社債	1.24%	-0.03%	-15.15%
24	XLK	Ss Technology Select Sector	ETF-テック型	1.22%	-0.10%	-32.02%
25	VO	Vanguard Mid-cap ETF	ETF-その他	1.13%	+0.04%	-1.57%
26	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.04%	-0.03%	-19.06%
27	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-その他	0.91%	+0.07%	-23.09%
28	VYM	Vanguard High Dvd Yield ETF	ETF-その他	0.87%	—	-11.33%
29	XLP	Ss Consumer Staples Sel Sect	ETF-その他	0.82%	+0.03%	-22.23%
30	IDHQ	Invesco S&p International De	ETF-その他	0.67%	—	-0.69%
31	VFQY	Vanguard U.s. Quality Factor	ETF-その他	0.65%	+0.05%	-2.88%
32	TIP	Ishares Tips Bond ETF	ETF-その他	0.57%	+0.03%	-3.82%
33	XLE	Ss Energy Select Sector	ETF-その他	0.55%	+0.15%	-28.08%
34	RSPR	Invesco S&p 500 Equal Weight	ETF-大型株・グロース	0.51%	+0.06%	-1.85%
35	FIW	First Trust Water ETF	ETF-その他	0.51%	-0.05%	-49.37%
36	SMH	Vaneck Semiconductor ETF	ETF-その他	0.49%	-0.02%	-30.89%
37	VOO	Vanguard S&p 500 ETF	ETF-大型株・グロース	0.47%	—	-7.67%
38	VPU	Vanguard Utilities ETF	ETF-その他	0.46%	+0.08%	-2.68%
39	GATX	Gatx CORP	株式-資本財	0.43%	—	—
40	ARKK	Ark Innovation ETF	ETF-その他	0.40%	-0.04%	-26.50%
41	VCIT	Vanguard Int-term Corporate	ETF-投資適格社債	0.39%	—	-12.97%
42	JPSE	JPM Diversified Rt Small Cap	ETF-中小型株	0.37%	—	-17.62%
43	USB	US Bancorp	株式-金融	0.35%	—	—
44	JQUA	Jpmorgan US Quality Factor	ETF-その他	0.35%	—	—
45	SCHH	Schwab US Reit ETF	ETF-その他	0.34%	—	-7.55%
46	REZ	Ishars Res And Multi Reales	ETF-その他	0.33%	—	-7.81%
47	TDTT	Flexshares Iboxx 3-year Targ	ETF-その他	0.33%	—	-9.30%
48	HBTA	Horizon Expedition Plus ETF	ETF-その他	0.32%	-0.03%	-2.92%
49	SPHD	Invesco S&p 500 High Dividen	ETF-大型株・グロース	0.32%	—	-19.67%
50	DGRW	Wisdomtree U.s. Quality Divi	ETF-その他	0.31%	-0.02%	-29.31%

1–50 of 81

今四半期の持株変動

Interactive Financial Advisors, INC.がQ3 2025時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	RAVI	Flexshares Ultra-short Incom	+4.8%	+2.50%	増加
2	IVV	Ishares Core S&p 500 ETF	+0.7%	-9.86%	減少
3	VEA	Vanguard Ftse Developed ETF	+0.4%	-3.80%	減少
4	TLT	Ishares 20+ Year Treasury Bd	+0.4%	-0.06%	増加
5	VV	Vanguard Large-cap ETF	+0.3%	-3.98%	減少
6	QQQ	Invesco Qqq Trust Series 1	+0.2%	-16.81%	減少
7	SLYV	Ss Spdr S&p 600 Sc Val ETF	+0.2%	-2.86%	減少
8	SLYG	Ss Spdr S&p 600 Sc Gr ETF	+0.2%	-2.90%	減少
9	QUAL	Ishares Msci USA Quality Fac	+0.2%	-3.10%	減少
10	ARKK	Ark Innovation ETF	+0.1%	-26.50%	減少
11	VFQY	Vanguard U.s. Quality Factor	+0.1%	-2.88%	減少
12	HBTA	Horizon Expedition Plus ETF	+0.1%	-2.92%	減少
13	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-33.81%	減少
14	JPUS	Jpmorgan Div Ret US Eq ETF	-0.1%	-21.86%	減少
15	MSFT	Microsoft CORP	-0.1%	-49.80%	減少
16	IWN	Ishares Russell 2000 Value E	-0.1%	-18.83%	減少
17	DGRW	Wisdomtree U.s. Quality Divi	-0.1%	-29.31%	減少
18	AGZD	Wisdomtree Trust Wisdomtree	-0.1%	-29.10%	減少
19	XLK	Ss Technology Select Sector	-0.1%	-32.02%	減少
20	ANGL	Vaneck Fallen Angel High Yld	-0.1%	-6.80%	減少
21	SPHD	Invesco S&p 500 High Dividen	-0.1%	-19.67%	減少
22	PAVE	Global X US Infrastructure	-0.1%	-42.66%	減少
23	VCR	Vanguard Consumer Discre ETF	-0.1%	-57.77%	減少
24	XLB	Ss Materials Select Sector	-0.1%	-42.21%	減少
25	IBUY	Amplify Online Retail ETF	-0.1%	-58.68%	減少
26	XLU	St Sr Utl Sl Se Spdr Etf-usd	-0.2%	-23.09%	減少
27	EFV	Ishares Msci Eafe Value ETF	-0.2%	-20.16%	減少
28	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.2%	-15.15%	減少
29	IGIB	Ishares 5-10y Inv Grade CORP	-0.2%	-19.06%	減少
30	SPIB	Ss Spdr P Int C CORP ETF	-0.2%	-6.57%	減少
31	GOVT	Ishares US Treasury Bond ETF	-0.2%	-6.44%	減少
32	XLE	Ss Energy Select Sector	-0.3%	-28.08%	減少
33	XLP	Ss Consumer Staples Sel Sect	-0.3%	-22.23%	減少
34	ITA	Ishares U.s. Aerospace & Def	-0.3%	-39.65%	減少
35	BNDX	Vanguard Total Intl Bond ETF	-0.3%	-13.05%	減少
36	XLV	Ss Health Care Select Sector	-0.4%	-17.93%	減少
37	FIW	First Trust Water ETF	-0.4%	-49.37%	減少
38	VIG	Vanguard Dividend Apprec ETF	-0.8%	-22.65%	減少
39	AAPL	Apple INC	-0.8%	-87.53%	減少
40	AGG	Ishares Core U.s. Aggregate	-0.9%	-12.24%	減少
41	ESG	Flexshares Stoxx US Esg Sele	-0.9%	-46.70%	減少
42	GILD	Gilead Sciences INC	—	EXIT	全売却
43	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	全売却
44	TSLA	Tesla INC	—	EXIT	全売却
45	JPIN	JPM Diversified Ret Intl Eq	—	NEW	新規購入
46	GOOG	Alphabet Inc-cl C	—	NEW	新規購入
47	USDU	Wisdomtree Bbg Usd Bullish	—	EXIT	全売却
48	FLOT	Ishares Floating Rate Bond E	—	EXIT	全売却
49	IVW	Ishares S&p 500 Growth ETF	—	NEW	新規購入
50	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	全売却