HoldingsChannel.com
All Stocks Held By Financial Life Advisors
As of  03/31/2024, we find all stocks held by Financial Life Advisors to be as follows, presented in the table below with each row detailing each Financial Life Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Financial Life Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Financial Life Advisors as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IVW) 395,968 -13,447 $33,436
     IVW395,968-13,447$33,436
ISHARES TR (IVE) 150,314 -1,589 $28,080
     IVE150,314-1,589$28,080
SCHWAB STRATEGIC TR 502,646 +25,425 $23,122
     SCHZ502,646+25,425$23,122
ISHARES TR (IUSB) 386,887 +23,433 $17,638
     IUSB386,887+23,433$17,638
SPDR SER TR (SPMB) 641,114 +58,538 $13,925
     SPMB641,114+58,538$13,925
ISHARES TR (EFV) 240,148 -3,151 $13,064
     EFV240,148-3,151$13,064
ISHARES TR (TLH) 92,135 +19,471 $9,677
     TLH92,135+19,471$9,677
VANGUARD INDEX FDS (VUG) 28,022 -274 $9,645
     VUG28,022-274$9,645
ISHARES TR (EFG) 91,244 -4,559 $9,470
     EFG91,244-4,559$9,470
ISHARES INC (EMXC) 136,741 +16,065 $7,872
     EMXC136,741+16,065$7,872
ISHARES TR (IGSB) 152,056 -8,691 $7,797
     IGSB152,056-8,691$7,797
ISHARES TR (IYW) 49,083 +1,888 $6,629
     IYW49,083+1,888$6,629
VANGUARD INDEX FDS (VTV) 40,620 -1,142 $6,615
     VTV40,620-1,142$6,615
ISHARES TR (QUAL) 39,516 +3,931 $6,494
     QUAL39,516+3,931$6,494
ISHARES TR (MUB) 52,232 -2,179 $5,620
     MUB52,232-2,179$5,620
ISHARES TR (OEF) 22,516 +2,350 $5,571
     OEF22,516+2,350$5,571
ISHARES TR (USMV) 62,627 -3,019 $5,234
     USMV62,627-3,019$5,234
VANGUARD MUN BD FDS (VTEB) 83,912 -938 $4,246
     VTEB83,912-938$4,246
ISHARES TR (LQD) 16,722 -12,033 $1,821
     LQD16,722-12,033$1,821
ISHARES TR (IXC) 42,268 +7,254 $1,815
     IXC42,268+7,254$1,815
VANGUARD TAX MANAGED FDS (VEA) 32,790 -909 $1,645
     VEA32,790-909$1,645
ISHARES TR (FALN) 52,259 -13,455 $1,404
     FALN52,259-13,455$1,404
SPDR SER TR (TFI) 27,621 -1,766 $1,284
     TFI27,621-1,766$1,284
SPDR SER TR (SPBO) 43,397 -30,910 $1,263
     SPBO43,397-30,910$1,263
ISHARES TR (HYG) 12,463 -9,462 $969
     HYG12,463-9,462$969
ISHARES TR (DGRO) 15,075 -15,169 $875
     DGRO15,075-15,169$875
VANGUARD INTL EQUITY INDEX F (VWO) 20,652 +4,460 $863
     VWO20,652+4,460$863
SCHWAB STRATEGIC TR 8,507 -5 $789
     SCHG8,507-5$789
ISHARES TR (IGRO) 11,182 -11,395 $753
     IGRO11,182-11,395$753
ENCOMPASS HEALTH CORP 8,684 -805 $717
     EHC8,684-805$717
ISHARES TR (QLTA) 13,442 -22,519 $638
     QLTA13,442-22,519$638
BLACKROCK ETF TRUST II (BINC) 10,394 +10,394 $545
     BINC10,394+10,394$545
AMAZON COM INC 2,996 +112 $540
     AMZN2,996+112$540
SPDR SER TR (SPTL) 17,762 -38,361 $496
     SPTL17,762-38,361$496
ISHARES TR (IEFA) 6,490 -1,456 $482
     IEFA6,490-1,456$482
ISHARES TR (SUB) 4,579 +125 $480
     SUB4,579+125$480
ISHARES TR (MTUM) 2,551 -240 $478
     MTUM2,551-240$478
ISHARES TR (MBB) 4,934 -9,132 $456
     MBB4,934-9,132$456
ISHARES INC (ESGE) 12,911 -13,682 $416
     ESGE12,911-13,682$416
SPDR S&P 500 ETF TR (SPY) 730 -42 $382
     SPY730-42$382
VANGUARD WHITEHALL FDS (VYM) 3,139 -2,637 $380
     VYM3,139-2,637$380
ISHARES TR (IJR) 3,413 -52 $377
     IJR3,413-52$377
ISHARES INC (IEMG) 7,104 -1,236 $367
     IEMG7,104-1,236$367
VANGUARD WORLD FD (VGT) 695 UNCH $364
     VGT695UNCH$364
SPDR SER TR (LGLV) 2,115 -487 $329
     LGLV2,115-487$329
ISHARES TR (IVV) 602 UNCH $316
     IVV602UNCH$316
SCHWAB STRATEGIC TR 5,000 UNCH $310
     SCHX5,000UNCH$310
VANGUARD BD INDEX FDS (BIV) 3,959 UNCH $299
     BIV3,959UNCH$299
NUSHARES ETF TR (NULG) 3,862 UNCH $295
     NULG3,862UNCH$295
ISHARES TR (IJH) 4,818 +3,871 $293
     IJH4,818+3,871$293
ISHARES TR (IYH) 4,660 +1,830 $288
     IYH4,660+1,830$288
VANGUARD INDEX FDS (VB) 1,254 -480 $287
     VB1,254-480$287
ISHARES TR (SHV) 2,424 UNCH $268
     SHV2,424UNCH$268
EXXON MOBIL CORP 2,222 +47 $258
     XOM2,222+47$258
ISHARES TR (FLOT) 5,004 +16 $256
     FLOT5,004+16$256
VANGUARD SCOTTSDALE FDS (VMBS) 5,621 -225 $256
     VMBS5,621-225$256
APPLE INC 1,267 +164 $217
     AAPL1,267+164$217
VANGUARD INDEX FDS (VTI) 836 +836 $217
     VTI836+836$217
VANGUARD INDEX FDS (VO) 849 -226 $212
     VO849-226$212
ISHARES TR (EFA) 2,565 +2,565 $205
     EFA2,565+2,565$205
SPDR SER TR 0 -11,264 $0 (exited)
     SPYD0-11,264$0

See Summary: Financial Life Advisors Top Holdings
See Details: Top 10 Stocks Held By Financial Life Advisors

EntityShares/Amount
Change
Position Value
Change
BINC +10,394+$545
VTI +836+$217
EFA +2,565+$205
EntityShares/Amount
Change
Position Value
Change
SPYD -11,264-$441
EntityShares/Amount
Change
Position Value
Change
SPMB +58,538+$1,068
SCHZ +25,425+$874
IUSB +23,433+$894
TLH +19,471+$1,810
EMXC +16,065+$1,185
IXC +7,254+$446
VWO +4,460+$198
QUAL +3,931+$1,258
IJH +3,871+$31
OEF +2,350+$1,066
EntityShares/Amount
Change
Position Value
Change
SPTL -38,361-$1,133
SPBO -30,910-$922
QLTA -22,519-$1,093
DGRO -15,169-$753
ESGE -13,682-$437
FALN -13,455-$331
IVW -13,447+$2,689
LQD -12,033-$1,361
IGRO -11,395-$705
Size ($ in 1000's)
At 03/31/2024: $239,040
At 12/31/2023: $232,396

Financial Life Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Life Advisors 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Financial Life Advisors | www.HoldingsChannel.com

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