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The Analysis of FINANCIAL LIFE ADVISORS's Holdings & P&L

Currently, FINANCIAL LIFE ADVISORS holds 52 types of securities in its portfolio with a total value $321.0M. In the most recent quarter, they have increased their positions in SPMB (+88.2K shares, valued at $2.0M), BAI (+43.1K shares, valued at $1.4M), BLCR (+33.7K shares, valued at $1.4M); decreased their positions in SPHY (-93.8K shares, valued at $2.2M), OEF (-3.8K shares, valued at $1.2M), IYW (-6.0K shares, valued at $1.1M); initiated new positions in BAI (+43.1K shares, valued at $1.4M), BLCR (+33.7K shares, valued at $1.4M), PZA (+17.4K shares, valued at $400.4K).

1M P&L

+10.0M+3.03%

3M P&L

-56.6M-14.24%

HY P&L

-47.5M-12.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A317.0M

99.2%

2Medical Care Facilities847.1K

0.3%

3Internet Retail741.2K

0.2%

Top Industries by Stock Count

1N/A46 stocks

92.0%

2Internet Retail1 stocks

2.0%

3Medical Care Facilities1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR361.0K shares1.51%2026-03-312026-04-29

IVE ISHARES TR167.0K shares0.46%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR1.5M shares1.54%2026-03-312026-04-29

SPMB SPDR SERIES TRUST1.0M shares9.26%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST330.6K shares5.02%2026-03-312026-04-29

EFV ISHARES TR234.7K shares-1.24%2026-03-312026-04-29

VGLT VANGUARD SCOTTSDALE FDS292.9K shares4.91%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F223.4K shares9.25%2026-03-312026-04-29

Sponsored

VUG VANGUARD INDEX FDS27.3K shares7.00%2026-03-312026-04-29

IUSB ISHARES TR257.2K shares10.56%2026-03-312026-04-29

QUAL ISHARES TR49.4K shares1.96%2026-03-312026-04-29

EFG ISHARES TR82.2K shares2.05%2026-03-312026-04-29

IYW ISHARES TR48.6K shares-10.99%2026-03-312026-04-29

SPHY SPDR SERIES TRUST361.4K shares-20.61%2026-03-312026-04-29

OEF ISHARES TR23.1K shares-14.18%2026-03-312026-04-29

VTV VANGUARD INDEX FDS33.5K shares0.74%2026-03-312026-04-29

Sponsored

GLDM WORLD GOLD TR65.9K shares-14.08%2026-03-312026-04-29

MUB ISHARES TR46.6K shares2.92%2026-03-312026-04-29

ITA ISHARES TR19.7K shares6.34%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS82.0K shares2.84%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II74.4K shares-1.09%2026-03-312026-04-29

VTIP VANGUARD MALVERN FDS61.5K shares0.66%2026-03-312026-04-29

TLH ISHARES TR25.5K shares2.63%2026-03-312026-04-29

XCEM COLUMBIA ETF TR II44.4K shares-15.14%2026-03-312026-04-29

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BAI BLACKROCK ETF TRUST43.1K sharesnew addition2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST33.7K sharesnew addition2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.5K shares4.67%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS20.3K shares-8.58%2026-03-312026-04-29

EMXC ISHARES INC13.4K shares-20.34%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR33.7K shares0.00%2026-03-312026-04-29

EHC ENCOMPASS HEALTH CORP8.8K shares0.00%2026-03-312026-04-29

TFI SPDR SERIES TRUST17.9K shares0.00%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC3.6K shares-4.84%2026-03-312026-04-29

VGT VANGUARD WORLD FD885 shares-0.78%2026-03-312026-04-29

HYD VANECK ETF TRUST11.0K shares-30.20%2026-03-312026-04-29

IGSB ISHARES TR9.9K shares-26.24%2026-03-312026-04-29

USMV ISHARES TR5.6K shares-0.53%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T797 shares-3.39%2026-03-312026-04-29

IVV ISHARES TR716 shares-2.59%2026-03-312026-04-29

AAPL APPLE INC1.8K shares-8.68%2026-03-312026-04-29

Sponsored

IEMG ISHARES INC6.3K shares50.67%2026-03-312026-04-29

PZA INVESCO EXCH TRADED FD TR II17.4K sharesnew addition2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR15.0K shares0.00%2026-03-312026-04-29

MTUM ISHARES TR1.6K shares-4.72%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.2K shares-2.26%2026-03-312026-04-29

HEFA ISHARES TR8.7K shares-37.69%2026-03-312026-04-29

NULG NUSHARES ETF TR3.2K shares0.00%2026-03-312026-04-29

EFA ISHARES TR2.7K shares-6.51%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC901 shares0.00%2026-03-312026-04-29

VONV VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS728 shares0.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS778 shares0.00%2026-03-312026-04-29

IVW

ISHARES TR

1.51%

Shares361.0K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

0.46%

Shares167.0K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

1.54%

Shares1.5M

Event2026-03-31

Filed2026-04-29

SPMB

SPDR SERIES TRUST

9.26%

Shares1.0M

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

5.02%

Shares330.6K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-1.24%

Shares234.7K

Event2026-03-31

Filed2026-04-29

VGLT

VANGUARD SCOTTSDALE FDS

4.91%

Shares292.9K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

9.25%

Shares223.4K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

7.00%

Shares27.3K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

10.56%

Shares257.2K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

1.96%

Shares49.4K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

2.05%

Shares82.2K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-10.99%

Shares48.6K

Event2026-03-31

Filed2026-04-29

SPHY

SPDR SERIES TRUST

-20.61%

Shares361.4K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

-14.18%

Shares23.1K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.74%

Shares33.5K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-14.08%

Shares65.9K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

2.92%

Shares46.6K

Event2026-03-31

Filed2026-04-29

ITA

ISHARES TR

6.34%

Shares19.7K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

2.84%

Shares82.0K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

-1.09%

Shares74.4K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD MALVERN FDS

0.66%

Shares61.5K

Event2026-03-31

Filed2026-04-29

TLH

ISHARES TR

2.63%

Shares25.5K

Event2026-03-31

Filed2026-04-29

XCEM

COLUMBIA ETF TR II

-15.14%

Shares44.4K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

New

Shares43.1K

Event2026-03-31

Filed2026-04-29

BLCR

BLACKROCK ETF TRUST

New

Shares33.7K

Event2026-03-31

Filed2026-04-29

INVESCO EXCH TRADED FD TR II

4.67%

Shares18.5K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-8.58%

Shares20.3K

Event2026-03-31

Filed2026-04-29

EMXC

ISHARES INC

-20.34%

Shares13.4K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares33.7K

Event2026-03-31

Filed2026-04-29

EHC

ENCOMPASS HEALTH CORP

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

TFI

SPDR SERIES TRUST

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-4.84%

Shares3.6K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

-0.78%

Shares885

Event2026-03-31

Filed2026-04-29

HYD

VANECK ETF TRUST

-30.20%

Shares11.0K

Event2026-03-31

Filed2026-04-29

IGSB

ISHARES TR

-26.24%

Shares9.9K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

-0.53%

Shares5.6K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-3.39%

Shares797

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-2.59%

Shares716

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-8.68%

Shares1.8K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

50.67%

Shares6.3K

Event2026-03-31

Filed2026-04-29

PZA

INVESCO EXCH TRADED FD TR II

New

Shares17.4K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

-4.72%

Shares1.6K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-2.26%

Shares2.2K

Event2026-03-31

Filed2026-04-29

HEFA

ISHARES TR

-37.69%

Shares8.7K

Event2026-03-31

Filed2026-04-29

NULG

NUSHARES ETF TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-6.51%

Shares2.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares901

Event2026-03-31

Filed2026-04-29

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.00%

Shares728

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares778

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available