FINANCIAL LIFE ADVISORS
CIK: 0001730813Latest portfolio: $324.3M · Q4 2025
Holdings
53
Total Value
$324.3M
New Positions
53
Closed Positions
0
Top Holdings
View All 53 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 355,656 | $43.8M | 13.52% | NEW | |
| 2 | IVEISHARES TR | 166,191 | $35.2M | 10.87% | NEW | |
| 3 | SCHZSCHWAB STRATEGIC TR | 1,477,753 | $34.5M | 10.65% | NEW | |
| 4 | SPMBSPDR SERIES TRUST | 953,162 | $21.4M | 6.59% | NEW | |
| 5 | DYNFBLACKROCK ETF TRUST | 314,833 | $19.1M | 5.90% | NEW | |
| 6 | EFVISHARES TR | 237,662 | $17.0M | 5.23% | NEW | |
| 7 | VGLTVANGUARD SCOTTSDALE FDS | 279,169 | $15.6M | 4.80% | NEW | |
| 8 | VUGVANGUARD INDEX FDS | 25,519 | $12.4M | 3.84% | NEW | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 204,503 | $11.0M | 3.39% | NEW | |
| 10 | IYWISHARES TR | 54,641 | $10.9M | 3.36% | NEW | |
| 11 | IUSBISHARES TR | 232,615 | $10.8M | 3.34% | NEW | |
| 12 | SPHYSPDR SERIES TRUST | 455,254 | $10.8M | 3.32% | NEW | |
| 13 | QUALISHARES TR | 48,455 | $9.6M | 2.97% | NEW | |
| 14 | OEFISHARES TR | 26,938 | $9.2M | 2.85% | NEW | |
| 15 | EFGISHARES TR | 80,524 | $9.2M | 2.83% | NEW | |
| 16 | GLDMWORLD GOLD TR | 76,657 | $6.5M | 2.02% | NEW | |
| 17 | VTVVANGUARD INDEX FDS | 33,217 | $6.3M | 1.96% | NEW | |
| 18 | MUBISHARES TR | 45,267 | $4.8M | 1.49% | NEW | |
| 19 | VTEBVANGUARD MUN BD FDS | 79,753 | $4.0M | 1.24% | NEW | |
| 20 | ITA*ISHARES TR | 18,568 | $4.0M | 1.23% | NEW | |
| 21 | BINCBLACKROCK ETF TRUST II | 75,212 | $4.0M | 1.22% | NEW | |
| 22 | VTIPVANGUARD MALVERN FDS | 61,087 | $3.0M | 0.93% | NEW | |
| 23 | TLHISHARES TR | 24,848 | $2.5M | 0.78% | NEW | |
| 24 | XCEMCOLUMBIA ETF TR II | 52,321 | $2.0M | 0.62% | NEW | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 22,169 | $1.4M | 0.43% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.383835244345352e+157T)
Technology0.0% ($6544.5T)
Unknown0.0% ($4.0B)
Healthcare0.0% ($929K)
Consumer Cyclical0.0% ($863K)
Communication Services0.0% ($282K)
Energy0.0% ($271K)
Filing History
Fund Information
FINANCIAL LIFE ADVISORS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $324.3M across 53 holdings. The largest position is ISHARES TR (IVW), representing 13.5% of the portfolio. Compared to the previous quarter, the fund opened 53 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.