FINANCIAL LIFE ADVISORS

Q3 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    47

  • Value ($000)

    $311,279

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001730813
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$44.77M
14 %

370,887

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$35.74M
12 %

173,050

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$32.14M
10 %

1,369,594

S
SPMB

SPDR SERIES TRUST

PORT MTG BK ETF
78464A383
$19.72M
6 %

878,658

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$18.76M
6 %

316,871

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$16.22M
5 %

239,111

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$14.04M
5 %

300,511

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$13.54M
4 %

238,154

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$12.20M
4 %

25,439

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$10.56M
3 %

53,920

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