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Financial Life Advisors Top Holdings and 13F Report (2025)

About Financial Life Advisors

Investment Activity

  • Financial Life Advisors has $268.29 million in total holdings as of March 31, 2025.
  • Financial Life Advisors owns shares of 51 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 11.57% of the portfolio was purchased this quarter.
  • About 9.63% of the portfolio was sold this quarter.
  • This quarter, Financial Life Advisors has purchased 46 new stocks and bought additional shares in 17 stocks.
  • Financial Life Advisors sold shares of 20 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

92206C847 - Vanguard Long-Term Treasury Index ETF
$9,165,463 Holding
78468R606 - SPDR Portfolio High Yield Bond ETF
$4,464,648 Holding
19762B202 - Columbia EM Core ex-China ETF
$3,664,230 Holding
98149E303 - SPDR Gold MiniShares Trust
$3,483,417 Holding

Largest Purchases this Quarter

Vanguard Long-Term Treasury Index ETF
159,095 shares (about $9.17M)
SPDR Portfolio High Yield Bond ETF
190,634 shares (about $4.46M)
Columbia EM Core ex-China ETF
124,064 shares (about $3.66M)
SPDR Gold MiniShares Trust
56,284 shares (about $3.48M)

Largest Sales this Quarter

iShares 10-20 Year Treasury Bond ETF
67,423 shares (about $7.00M)
iShares MSCI Emerging Markets ex China ETF
89,447 shares (about $4.93M)
iShares Core Total USD Bond Market ETF
99,367 shares (about $4.58M)
iShares Global Energy ETF
30,038 shares (about $1.26M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Life Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$36,517,369$37,782 0.1%393,37913.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$30,799,559$775,659 2.6%161,61011.5%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$28,974,918$637,016 2.2%1,251,07610.8%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$17,277,291$890,687 5.4%783,5516.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$15,350,710$4,578,828 -23.0%333,1325.7%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$14,638,630$1,876,724 14.7%300,2185.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$13,323,735$434,623 3.4%226,0565.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,707,326$121,629 -1.2%26,1783.6%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$9,165,463$9,165,463 New Holding159,0953.4%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$8,964,910$1,147,701 -11.3%89,6493.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$7,850,345$17,089 0.2%45,9382.9%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$7,478,078$131,734 1.8%53,2472.8%Manufacturing
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$7,182,682$259,184 3.7%26,5212.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,315,720$89,134 -1.4%36,5622.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,050,049$357,969 -6.6%47,8951.9%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$4,994,553$4,927,619 -49.7%90,6621.9%Manufacturing
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$4,464,648$4,464,648 New Holding190,6341.7%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$4,228,539$6,995,137 -62.3%40,7571.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,665,181$562,492 -13.3%73,8651.4%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$3,664,230$3,664,230 New Holding124,0641.4%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$3,483,417$3,483,417 New Holding56,2841.3%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$3,323,092$241,943 7.9%63,4421.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$3,079,681$3,917,394 -56.0%58,8061.1%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,333,124$2,333,124 New Holding46,7560.9%Manufacturing
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$2,316,246$366,711 18.8%63,8260.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,419,733$15,859 -1.1%27,9310.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,101,535$309,827 -22.0%11,7610.4%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$1,041,453$1,263,711 -54.8%24,7550.4%ETF
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$923,484$304,763 -24.8%20,4900.3%Finance
Encompass Health Co. stock logo
EHC
Encompass Health
$884,174$1,620 0.2%8,7300.3%Medical
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$847,679$2,980 -0.4%33,8530.3%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$822,443$822,443 New Holding11,0070.3%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$753,523$753,523 New Holding14,7230.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$676,945$106,926 18.8%3,5580.3%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$512,434$151,304 -22.8%11,3220.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$493,941$105,725 27.2%8830.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$483,803$106,849 28.3%8920.2%ETF
Apple Inc. stock logo
AAPL
Apple
$442,483$130,390 41.8%1,9920.2%Computer and Technology
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$419,8240.0%2,0770.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$349,957$44,255 -11.2%4,6260.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$338,2640.0%6020.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$331,2000.0%15,0000.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$303,1410.0%3,9590.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$297,801$9,277 3.2%2,5040.1%Energy
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$284,939$4,384 -1.5%3,6400.1%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$276,883$326,621 -54.1%2,6220.1%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$252,714$3,566 -1.4%5,4570.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$234,8920.0%2,8740.1%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$227,538$16,677 -6.8%4,2160.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$217,911$217,911 New Holding2,6340.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$200,0840.0%7280.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$272,150 -100.0%00.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$228,802 -100.0%00.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$206,401 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data