The Analysis of FINANCIAL LIFE ADVISORS's Holdings
Currently, FINANCIAL LIFE ADVISORS holds 53 types of securities in its portfolio with a total value $324.3M. In the most recent quarter, they have increased their positions in VWO (+95.2K shares, valued at $5.1M), ITA (+14.1K shares, valued at $3.0M), SPHY (+125.9K shares, valued at $3.0M); decreased their positions in IUSB (-67.9K shares, valued at $3.2M), XCEM (-50.9K shares, valued at $2.0M), HEFA (-46.1K shares, valued at $1.9M); initiated new positions in N/A (+901 shares, valued at $282.7K), MSFT (+535 shares, valued at $258.6K), VONV (+2.5K shares, valued at $234.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR355.7K shares-4.11%2025-12-312026-01-30
IVE ISHARES TR166.2K shares-3.96%2025-12-312026-01-30 SCHZ SCHWAB STRATEGIC TR1.5M shares7.90%2025-12-312026-01-30 SPMB SPDR SERIES TRUST953.2K shares8.48%2025-12-312026-01-30 DYNF BLACKROCK ETF TRUST314.8K shares-0.64%2025-12-312026-01-30 EFV ISHARES TR237.7K shares-0.61%2025-12-312026-01-30 VGLT VANGUARD SCOTTSDALE FDS279.2K shares17.22%2025-12-312026-01-30 VUG VANGUARD INDEX FDS25.5K shares0.31%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F204.5K shares87.02%2025-12-312026-01-30 IYW ISHARES TR54.6K shares1.34%2025-12-312026-01-30 IUSB ISHARES TR232.6K shares-22.59%2025-12-312026-01-30 SPHY SPDR SERIES TRUST455.3K shares38.22%2025-12-312026-01-30 QUAL ISHARES TR48.5K shares3.78%2025-12-312026-01-30 OEF ISHARES TR26.9K shares1.77%2025-12-312026-01-30 EFG ISHARES TR80.5K shares-4.54%2025-12-312026-01-30 GLDM WORLD GOLD TR76.7K shares0.48%2025-12-312026-01-30 VTV VANGUARD INDEX FDS33.2K shares-5.40%2025-12-312026-01-30 MUB ISHARES TR45.3K shares-2.31%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS79.8K shares0.44%2025-12-312026-01-30 ITA ISHARES TR18.6K shares317.63%2025-12-312026-01-30 BINC BLACKROCK ETF TRUST II75.2K shares6.93%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS61.1K shares6.07%2025-12-312026-01-30 TLH ISHARES TR24.8K shares24.82%2025-12-312026-01-30 XCEM COLUMBIA ETF TR II52.3K shares-49.30%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS22.2K shares0.00%2025-12-312026-01-30 EMXC ISHARES INC16.8K shares-38.55%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR33.7K shares-0.42%2025-12-312026-01-30 EHC ENCOMPASS HEALTH CORP8.8K shares0.00%2025-12-312026-01-30 AMZN AMAZON COM INC3.7K shares5.12%2025-12-312026-01-30 TFI SPDR SERIES TRUST17.9K shares0.00%2025-12-312026-01-30 HYD VANECK ETF TRUST15.8K shares7.11%2025-12-312026-01-30 IGSB ISHARES TR13.4K shares-39.49%2025-12-312026-01-30 VGT VANGUARD WORLD FD892 shares0.00%2025-12-312026-01-30 HEFA ISHARES TR13.9K shares-76.83%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR825 shares-4.51%2025-12-312026-01-30 USMV ISHARES TR5.6K shares-4.27%2025-12-312026-01-30 AAPL APPLE INC1.9K shares5.89%2025-12-312026-01-30 IVV ISHARES TR735 shares19.51%2025-12-312026-01-30 MTUM ISHARES TR1.7K shares0.00%2025-12-312026-01-30 SCHX SCHWAB STRATEGIC TR15.0K shares0.00%2025-12-312026-01-30 NULG NUSHARES ETF TR3.2K shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC901 sharesnew addition2025-12-312026-01-30 IEMG ISHARES INC4.2K shares0.00%2025-12-312026-01-30 EFA ISHARES TR2.9K shares2.11%2025-12-312026-01-30 XOM EXXON MOBIL CORP2.3K shares1.85%2025-12-312026-01-30 IEFA ISHARES TR3.0K shares0.00%2025-12-312026-01-30 MSFT MICROSOFT CORP535 sharesnew addition2025-12-312026-01-30 VTI VANGUARD INDEX FDS728 shares0.00%2025-12-312026-01-30 VONV VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2025-12-312026-01-30 VO VANGUARD INDEX FDS778 sharesnew addition2025-12-312026-01-30 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-12-312026-01-30 IWR ISHARES TR2.1K sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available