Financial Life Advisors Top Holdings and 13F Report (2025) About Financial Life AdvisorsInvestment ActivityFinancial 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 Holdings iShares S&P 500 Growth ETF $36,517,369iShares S&P 500 Value ETF $30,799,559Schwab U.S. Aggregate Bond ETF $28,974,918SPDR Portfolio Mortgage Backed Bond ETF $17,277,291iShares Core Total USD Bond Market ETF $15,350,710 Largest New Holdings this Quarter 92206C847 - Vanguard Long-Term Treasury ETF $9,165,463 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $4,464,648 Holding19762B202 - Columbia EM Core ex-China ETF $3,664,230 Holding98149E303 - SPDR Gold MiniShares Trust $3,483,417 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $2,333,124 Holding Largest Purchases this Quarter Vanguard Long-Term Treasury 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)Vanguard Short-Term Inflation-Protected Securities ETF 46,756 shares (about $2.33M) 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 1-5 Year Investment Grade Corporate Bond ETF 74,802 shares (about $3.92M)iShares Global Energy ETF 30,038 shares (about $1.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Life Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$36,517,369$37,782 ▲0.1%393,37913.6%ETFIVEiShares S&P 500 Value ETF$30,799,559$775,659 ▲2.6%161,61011.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$28,974,918$637,016 ▲2.2%1,251,07610.8%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$17,277,291$890,687 ▲5.4%783,5516.4%ETFIUSBiShares Core Total USD Bond Market ETF$15,350,710$4,578,828 ▼-23.0%333,1325.7%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$14,638,630$1,876,724 ▲14.7%300,2185.5%ETFEFViShares MSCI EAFE Value ETF$13,323,735$434,623 ▲3.4%226,0565.0%ETFVUGVanguard Growth ETF$9,707,326$121,629 ▼-1.2%26,1783.6%ETFVGLTVanguard Long-Term Treasury ETF$9,165,463$9,165,463 ▲New Holding159,0953.4%ETFEFGiShares MSCI EAFE Growth ETF$8,964,910$1,147,701 ▼-11.3%89,6493.3%ETFQUALiShares MSCI USA Quality Factor ETF$7,850,345$17,089 ▲0.2%45,9382.9%ETFIYWiShares U.S. Technology ETF$7,478,078$131,734 ▲1.8%53,2472.8%ManufacturingOEFiShares S&P 100 ETF$7,182,682$259,184 ▲3.7%26,5212.7%ETFVTVVanguard Value ETF$6,315,720$89,134 ▼-1.4%36,5622.4%ETFMUBiShares National Muni Bond ETF$5,050,049$357,969 ▼-6.6%47,8951.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,994,553$4,927,619 ▼-49.7%90,6621.9%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$4,464,648$4,464,648 ▲New Holding190,6341.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$4,228,539$6,995,137 ▼-62.3%40,7571.6%ETFVTEBVanguard Tax-Exempt Bond ETF$3,665,181$562,492 ▼-13.3%73,8651.4%ETFXCEMColumbia EM Core ex-China ETF$3,664,230$3,664,230 ▲New Holding124,0641.4%ETFGLDMSPDR Gold MiniShares Trust$3,483,417$3,483,417 ▲New Holding56,2841.3%FinanceBINCiShares Flexible Income Active ETF$3,323,092$241,943 ▲7.9%63,4421.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,079,681$3,917,394 ▼-56.0%58,8061.1%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,333,124$2,333,124 ▲New Holding46,7560.9%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$2,316,246$366,711 ▲18.8%63,8260.9%ETFVEAVanguard FTSE Developed Markets ETF$1,419,733$15,859 ▼-1.1%27,9310.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,101,535$309,827 ▼-22.0%11,7610.4%ETFIXCiShares Global Energy ETF$1,041,453$1,263,711 ▼-54.8%24,7550.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$923,484$304,763 ▼-24.8%20,4900.3%FinanceEHCEncompass Health$884,174$1,620 ▲0.2%8,7300.3%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$847,679$2,980 ▼-0.4%33,8530.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$822,443$822,443 ▲New Holding11,0070.3%ETFHYDVanEck High Yield Muni ETF$753,523$753,523 ▲New Holding14,7230.3%ETFAMZNAmazon.com$676,945$106,926 ▲18.8%3,5580.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$512,434$151,304 ▼-22.8%11,3220.2%ETFSPYSPDR S&P 500 ETF Trust$493,941$105,725 ▲27.2%8830.2%FinanceVGTVanguard Information Technology ETF$483,803$106,849 ▲28.3%8920.2%ETFAAPLApple$442,483$130,390 ▲41.8%1,9920.2%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$419,8240.0%2,0770.2%ETFIEFAiShares Core MSCI EAFE ETF$349,957$44,255 ▼-11.2%4,6260.1%ETFIVViShares Core S&P 500 ETF$338,2640.0%6020.1%ETFSCHXSchwab US Large-Cap ETF$331,2000.0%15,0000.1%ETFBIVVanguard Intermediate-Term Bond ETF$303,1410.0%3,9590.1%ETFXOMExxon Mobil$297,801$9,277 ▲3.2%2,5040.1%EnergyNULGNuveen ESG Large-Cap Growth ETF$284,939$4,384 ▼-1.5%3,6400.1%ETFSUBiShares Short-Term National Muni Bond ETF$276,883$326,621 ▼-54.1%2,6220.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$252,714$3,566 ▼-1.4%5,4570.1%ETFEFAiShares MSCI EAFE ETF$234,8920.0%2,8740.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$227,538$16,677 ▼-6.8%4,2160.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$217,911$217,911 ▲New Holding2,6340.1%ManufacturingVTIVanguard Total Stock Market ETF$200,0840.0%7280.1%ETFIJRiShares Core S&P Small-Cap ETF$0$272,150 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$228,802 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$206,401 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
