FINANCIAL LIFE ADVISORS
Q2 2025 13F Holdings
- Locationsan antonio, TX
- Num holdings
48
- Value ($000)
$292,261
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $42.91M | 15 % | 389,746 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $32.98M | 11 % | 168,750 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $30.08M | 10 % | 1,294,208 | ||
SPMB SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | $18.25M | 6 % | 825,673 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.89M | 6 % | 328,509 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $14.65M | 5 % | 230,726 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $14.42M | 5 % | 311,915 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $11.61M | 4 % | 206,913 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.40M | 4 % | 26,006 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.64M | 3 % | 86,046 |
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