The Analysis of FINANCIAL LIFE ADVISORS's Holdings
Currently, FINANCIAL LIFE ADVISORS holds 47 types of securities in its portfolio with a total value $311.3M. In the most recent quarter, they have increased their positions in VWO (+47.8K shares, valued at $2.6M), VGLT (+31.2K shares, valued at $1.8M), SCHZ (+75.4K shares, valued at $1.8M); decreased their positions in IVW (-18.9K shares, valued at $2.3M), XCEM (-24.3K shares, valued at $883.4K), IGSB (-13.6K shares, valued at $723.1K); initiated new positions in ITA (+4.4K shares, valued at $930.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR370.9K shares-4.84%2025-09-302025-11-03
IVE ISHARES TR173.1K shares2.55%2025-09-302025-11-03 SCHZ SCHWAB STRATEGIC TR1.4M shares5.82%2025-09-302025-11-03 SPMB SPDR SERIES TRUST878.7K shares6.42%2025-09-302025-11-03 DYNF BLACKROCK ETF TRUST316.9K shares-3.54%2025-09-302025-11-03 EFV ISHARES TR239.1K shares3.63%2025-09-302025-11-03 IUSB ISHARES TR300.5K shares-3.66%2025-09-302025-11-03 VGLT VANGUARD SCOTTSDALE FDS238.2K shares15.10%2025-09-302025-11-03 VUG VANGUARD INDEX FDS25.4K shares-2.18%2025-09-302025-11-03 IYW ISHARES TR53.9K shares-2.75%2025-09-302025-11-03 EFG ISHARES TR84.4K shares-1.96%2025-09-302025-11-03 QUAL ISHARES TR46.7K shares-1.21%2025-09-302025-11-03 OEF ISHARES TR26.5K shares-4.12%2025-09-302025-11-03 SPHY SPDR SERIES TRUST329.4K shares23.14%2025-09-302025-11-03 VTV VANGUARD INDEX FDS35.1K shares-1.81%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F109.4K shares77.63%2025-09-302025-11-03 GLDM WORLD GOLD TR76.3K shares4.83%2025-09-302025-11-03 MUB ISHARES TR46.3K shares-5.15%2025-09-302025-11-03 VTEB VANGUARD MUN BD FDS79.4K shares2.89%2025-09-302025-11-03 XCEM COLUMBIA ETF TR II103.2K shares-19.07%2025-09-302025-11-03 BINC BLACKROCK ETF TRUST II70.3K shares4.60%2025-09-302025-11-03 VTIP VANGUARD MALVERN FDS57.6K shares6.75%2025-09-302025-11-03 HEFA ISHARES TR60.0K shares-19.83%2025-09-302025-11-03 TLH ISHARES TR19.9K shares-3.85%2025-09-302025-11-03 EMXC ISHARES INC27.4K shares-27.90%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS22.2K shares-14.50%2025-09-302025-11-03 SPLV INVESCO EXCH TRADED FD TR II16.7K shares3.54%2025-09-302025-11-03 IGSB ISHARES TR22.2K shares-38.09%2025-09-302025-11-03 EHC ENCOMPASS HEALTH CORP8.8K shares0.15%2025-09-302025-11-03 SCHG SCHWAB STRATEGIC TR33.8K shares0.00%2025-09-302025-11-03 ITA ISHARES TR4.4K sharesnew addition2025-09-302025-11-03 TFI SPDR SERIES TRUST17.9K shares0.00%2025-09-302025-11-03 AMZN AMAZON COM INC3.6K shares-4.51%2025-09-302025-11-03 HYD VANECK ETF TRUST14.7K shares-4.09%2025-09-302025-11-03 VGT VANGUARD WORLD FD892 shares0.00%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR864 shares-1.59%2025-09-302025-11-03 USMV ISHARES TR5.9K shares-6.89%2025-09-302025-11-03 AAPL APPLE INC1.8K shares-4.12%2025-09-302025-11-03 MTUM ISHARES TR1.7K shares-18.05%2025-09-302025-11-03 IVV ISHARES TR615 shares2.16%2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR15.0K shares0.00%2025-09-302025-11-03 NULG NUSHARES ETF TR3.2K shares-11.24%2025-09-302025-11-03 IEMG ISHARES INC4.2K shares0.00%2025-09-302025-11-03 EFA ISHARES TR2.8K shares0.00%2025-09-302025-11-03 IEFA ISHARES TR3.0K shares-22.34%2025-09-302025-11-03 XOM EXXON MOBIL CORP2.2K shares0.00%2025-09-302025-11-03 VTI VANGUARD INDEX FDS728 shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available