FINANCIAL LIFE ADVISORS
Q1 2025 13F Holdings
- Locationsan antonio, TX
- Num holdings
51
- Value ($000)
$268,288
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001730813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $36.52M | 14 % | 393,379 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $30.80M | 12 % | 161,610 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $28.97M | 11 % | 1,251,076 | ||
SPMB SPDR SER TR | PORT MTG BK ETF | 78464A383 | $17.28M | 6 % | 783,551 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $15.35M | 6 % | 333,132 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $14.64M | 6 % | 300,218 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $13.32M | 5 % | 226,056 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.71M | 4 % | 26,178 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $9.17M | 3 % | 159,095 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $8.96M | 3 % | 89,649 |
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