Financial Life Advisors Top Holdings and 13F Report (2024) About Financial Life AdvisorsInvestment ActivityFinancial Life Advisors has $264.72 million in total holdings as of September 30, 2024.Financial Life Advisors owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Financial Life Advisors has purchased 57 new stocks and bought additional shares in 19 stocks.Financial Life Advisors sold shares of 15 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $36,224,944iShares S&P 500 Value ETF $30,750,128Schwab U.S. Aggregate Bond ETF $27,316,777iShares Core Total USD Bond Market ETF $19,729,521SPDR Portfolio Mortgage Backed Bond ETF $16,311,213 Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 41,453 shares (about $1.97M)iShares U.S. Equity Factor Rotation Active ETF 33,869 shares (about $1.68M)iShares S&P 500 Growth ETF 16,385 shares (about $1.57M)iShares S&P 500 Value ETF 7,029 shares (about $1.39M)SPDR Portfolio Mortgage Backed Bond ETF 45,462 shares (about $1.02M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 2,671 shares (about $243.89K)iShares National Muni Bond ETF 1,358 shares (about $147.52K)Vanguard FTSE Developed Markets ETF 2,469 shares (about $130.39K)Vanguard Value ETF 627 shares (about $109.46K)iShares Core S&P Mid-Cap ETF 1,146 shares (about $71.42K) 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$36,224,944$1,568,865 ▲4.5%378,32813.7%ETFIVEiShares S&P 500 Value ETF$30,750,128$1,385,912 ▲4.7%155,95711.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$27,316,777$1,969,847 ▲7.8%574,84810.3%ETFIUSBiShares Core Total USD Bond Market ETF$19,729,521$939,526 ▲5.0%418,7087.5%ManufacturingSPMBSPDR Portfolio Mortgage Backed Bond ETF$16,311,213$1,024,258 ▲6.7%723,9786.2%ETFEFViShares MSCI EAFE Value ETF$12,532,420$347,022 ▲2.8%217,8414.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$12,122,525$1,675,499 ▲16.0%245,0484.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$11,579,140$587,977 ▲5.3%105,9104.4%ETFEFGiShares MSCI EAFE Growth ETF$10,473,230$386,677 ▲3.8%97,2904.0%ETFVUGVanguard Growth ETF$10,388,762$15,357 ▼-0.1%27,0593.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$10,361,995$855,357 ▲9.0%169,5633.9%ManufacturingQUALiShares MSCI USA Quality Factor ETF$8,180,921$344,973 ▲4.4%45,6273.1%ETFIYWiShares U.S. Technology ETF$7,945,496$249,567 ▲3.2%52,4043.0%ManufacturingOEFiShares S&P 100 ETF$7,128,507$222,792 ▲3.2%25,7572.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,718,889$256,138 ▲4.0%127,5902.5%ManufacturingVTVVanguard Value ETF$6,528,918$109,455 ▼-1.6%37,4002.5%ETFMUBiShares National Muni Bond ETF$5,455,942$147,520 ▼-2.6%50,2252.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,307,985$44,883 ▼-1.0%84,2721.6%ETFBINCiShares Flexible Income Active ETF$3,045,375$15,363 ▲0.5%56,8911.2%ETFIXCiShares Global Energy ETF$2,072,455$103,993 ▲5.3%51,1970.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,691,943$167,926 ▲11.0%47,7680.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,656,088$243,889 ▼-12.8%18,1370.6%ETFVEAVanguard FTSE Developed Markets ETF$1,438,597$130,388 ▼-8.3%27,2410.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$1,293,4910.0%27,6210.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$885,113$521 ▼-0.1%8,4960.3%ETFEHCEncompass Health$840,652$1,450 ▲0.2%8,6990.3%MedicalVWOVanguard FTSE Emerging Markets ETF$719,999$70,100 ▼-8.9%15,0470.3%ETFSUBiShares Short-Term National Muni Bond ETF$580,328$34,299 ▼-5.6%5,4650.2%ETFAMZNAmazon.com$558,2450.0%2,9960.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$427,4020.0%5,4760.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$421,1330.0%2,0770.2%ETFSPYSPDR S&P 500 ETF Trust$409,091$3,443 ▼-0.8%7130.2%FinanceVGTVanguard Information Technology ETF$407,6310.0%6950.2%ETFIVViShares Core S&P 500 ETF$347,2460.0%6020.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$340,212$23,021 ▼-6.3%5,9260.1%ETFSCHXSchwab US Large-Cap ETF$339,2500.0%5,0000.1%ETFIJRiShares Core S&P Small-Cap ETF$330,061$35,790 ▼-9.8%2,8220.1%ETFNULGNuveen ESG Large-Cap Growth ETF$319,1170.0%3,8620.1%ETFBIVVanguard Intermediate-Term Bond ETF$310,2670.0%3,9590.1%ETFAAPLApple$294,046$1,165 ▼-0.4%1,2620.1%Computer and TechnologySHViShares Short Treasury Bond ETF$275,6900.0%2,4920.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$261,2600.0%5,5340.1%ETFXOMExxon Mobil$260,9320.0%2,2260.1%Oils/EnergyFLOTiShares Floating Rate Bond ETF$251,729$21,998 ▲9.6%4,9320.1%ETFVBVanguard Small-Cap ETF$230,094$1,660 ▼-0.7%9700.1%ETFIJHiShares Core S&P Mid-Cap ETF$228,839$71,419 ▼-23.8%3,6720.1%ETFVTIVanguard Total Stock Market ETF$214,6350.0%7580.1%ETFEFAiShares MSCI EAFE ETF$214,5110.0%2,5650.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$988,718 ▼-100.0%00.0%FinanceSPBOSPDR Portfolio Corporate Bond ETF$0$625,287 ▼-100.0%00.0%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$0$606,696 ▼-100.0%00.0%ETFDGROiShares Core Dividend Growth ETF$0$558,990 ▼-100.0%00.0%ETFIGROiShares International Dividend Growth ETF$0$480,292 ▼-100.0%00.0%ETFFALNiShares Fallen Angels USD Bond ETF$0$354,167 ▼-100.0%00.0%ManufacturingMBBiShares MBS ETF$0$272,400 ▼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$235,065 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$217,706 ▼-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. 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