FINANCIAL LIFE ADVISORS Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$292.3B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 389,746 | $42.9B | 14.68% | |
| 2 | IVEISHARES TR | 168,750 | $33.0B | 11.28% | |
| 3 | SCHZSCHWAB STRATEGIC TR | 1,294,208 | $30.1B | 10.29% | |
| 4 | SPMBSPDR SERIES TRUST | 825,673 | $18.2B | 6.24% | |
| 5 | DYNFBLACKROCK ETF TRUST | 328,509 | $17.9B | 6.12% | |
| 6 | EFVISHARES TR | 230,726 | $14.6B | 5.01% | |
| 7 | IUSBISHARES TR | 311,915 | $14.4B | 4.93% | |
| 8 | VGLTVANGUARD SCOTTSDALE FDS | 206,913 | $11.6B | 3.97% | |
| 9 | VUGVANGUARD INDEX FDS | 26,006 | $11.4B | 3.90% | |
| 10 | EFGISHARES TR | 86,046 | $9.6B | 3.30% | |
| 11 | IYWISHARES TR | 55,444 | $9.6B | 3.29% | |
| 12 | QUALISHARES TR | 47,262 | $8.6B | 2.96% | |
| 13 | OEFISHARES TR | 27,607 | $8.4B | 2.87% | |
| 14 | SPHYSPDR SERIES TRUST | 267,483 | $6.4B | 2.18% | |
| 15 | VTVVANGUARD INDEX FDS | 35,761 | $6.3B | 2.16% | |
| 16 | MUBISHARES TR | 48,853 | $5.1B | 1.75% | |
| 17 | GLDMWORLD GOLD TR | 72,781 | $4.8B | 1.63% | |
| 18 | XCEMCOLUMBIA ETF TR II | 127,507 | $4.4B | 1.49% | |
| 19 | VTEBVANGUARD MUN BD FDS | 77,170 | $3.8B | 1.29% | |
| 20 | BINCBLACKROCK ETF TRUST II | 67,246 | $3.6B | 1.22% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 61,562 | $3.0B | 1.04% | |
| 22 | HEFAISHARES TR | 74,808 | $2.8B | 0.97% | |
| 23 | VTIPVANGUARD MALVERN FDS | 53,949 | $2.7B | 0.93% | |
| 24 | EMXCISHARES INC | 37,958 | $2.4B | 0.82% | |
| 25 | TLHISHARES TR | 20,705 | $2.1B | 0.72% | |
| 26 | IGSBISHARES TR | 35,795 | $1.9B | 0.65% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 25,929 | $1.5B | 0.51% | |
| 28 | SPLVINVESCO EXCH TRADED FD TR II | 16,103 | $1.2B | 0.40% | |
| 29 | EHCENCOMPASS HEALTH CORP | 8,744 | $1.1B | 0.37% | |
| 30 | SCHGSCHWAB STRATEGIC TR | 33,843 | $988.6M | 0.34% | |
| 31 | AMZNAMAZON COM INC | 3,726 | $817.4M | 0.28% | |
| 32 | TFISPDR SERIES TRUST | 17,905 | $799.8M | 0.27% | |
| 33 | HYDVANECK ETF TRUST | 15,350 | $770.7M | 0.26% | |
| 34 | USMVISHARES TR | 6,318 | $593.1M | 0.20% | |
| 35 | VGTVANGUARD WORLD FD | 892 | $591.6M | 0.20% | |
| 36 | SPYSPDR S&P 500 ETF TR | 878 | $542.5M | 0.19% | |
| 37 | MTUMISHARES TR | 2,017 | $484.7M | 0.17% | |
| 38 | AAPLAPPLE INC | 1,895 | $388.8M | 0.13% | |
| 39 | IVVISHARES TR | 602 | $373.8M | 0.13% | |
| 40 | SCHXSCHWAB STRATEGIC TR | 15,000 | $366.6M | 0.13% | |
| 41 | NULGNUSHARES ETF TR | 3,640 | $342.0M | 0.12% | |
| 42 | AQLTISHARES TR | 3,899 | $325.5M | 0.11% | |
| 43 | SUBISHARES TR | 2,425 | $257.9M | 0.09% | |
| 44 | EFAISHARES TR | 2,844 | $254.2M | 0.09% | |
| 45 | IEMGISHARES INC | 4,186 | $251.3M | 0.09% | |
| 46 | XOMEXXON MOBIL CORP | 2,215 | $238.8M | 0.08% | |
| 47 | VTIVANGUARD INDEX FDS | 728 | $221.3M | 0.08% | |
| 48 | SHYISHARES TR | 2,650 | $219.6M | 0.08% |