$222 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 142 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 20.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION VIPERSetf | $22,788,000 | -10.7% | 182,799 | -14.3% | 10.27% | -12.5% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $21,160,000 | +7.2% | 65,461 | -1.0% | 9.54% | +5.0% |
| LQD | Sell | ISHARES IBOXX INVESTMENT GRADE CO ETFetf | $16,161,000 | -12.9% | 126,296 | -13.3% | 7.28% | -14.7% |
| AGG | Buy | ISHARES CORE US AGGREGATE BOND ETFetf | $15,519,000 | +0.3% | 138,104 | +1.0% | 6.99% | -1.8% |
| SPY | Buy | SPDR S&P 500 ETF TR TR UNITetf | $14,950,000 | +21.3% | 46,450 | +11.8% | 6.74% | +18.8% |
| IWN | Buy | ISHARES TR RUSSELL 2000 VALUE ETFetf | $9,427,000 | +9.7% | 73,316 | +1.9% | 4.25% | +7.5% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $9,206,000 | +7.6% | 184,386 | +2.1% | 4.15% | +5.4% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET VIPERSetf | $7,625,000 | +52.2% | 46,604 | +40.4% | 3.44% | +49.1% |
| REM | New | ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEWetf | $6,281,000 | – | 141,062 | +100.0% | 2.83% | – |
| GLD | Buy | SPDR GOLD TR GOLD SHSwf | $6,072,000 | +101.4% | 42,488 | +95.7% | 2.74% | +97.4% |
| ITA | Buy | ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FDetf | $5,450,000 | +1.2% | 24,541 | +2.4% | 2.46% | -0.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FDetf | $5,367,000 | -1.2% | 94,865 | +2.8% | 2.42% | -3.2% |
| IGIB | Sell | ISHARES INTERMEDIATE TERM CORPORATE BOND ETFetf | $5,162,000 | -13.3% | 89,028 | -13.4% | 2.33% | -15.0% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FD MSCIetf | $4,805,000 | +12.6% | 109,052 | +5.0% | 2.16% | +10.3% |
| VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHS NEWetf | $4,574,000 | +34.6% | 15,464 | +24.1% | 2.06% | +31.9% |
| AAPL | Sell | APPLE COMPUTER INC COMc | $4,327,000 | +3.0% | 14,734 | -21.4% | 1.95% | +1.0% |
| SCHH | Buy | SCHWAB STRATEGIC TR US REIT ETFetf | $4,220,000 | +12.8% | 91,811 | +15.8% | 1.90% | +10.6% |
| REZ | Sell | ISHARES RESIDENTIAL REAL ESTATE ETFetf | $3,193,000 | -15.1% | 42,386 | -10.4% | 1.44% | -16.8% |
| XLV | Buy | SELECT SECTOR SPDR FD HEALTH CAREetf | $3,192,000 | +41.4% | 31,341 | +25.1% | 1.44% | +38.5% |
| TLT | Sell | ISHARES TR BARCLAYS 20 YR TREAS BD ETFetf | $2,996,000 | -69.2% | 22,111 | -67.5% | 1.35% | -69.8% |
| IGE | Sell | ISHARES NORTH AMERICAN NATURAL RES ETFetf | $2,919,000 | +0.5% | 96,987 | -2.9% | 1.32% | -1.5% |
| BABA | New | ALIBABA GRP SHS ADRc | $2,503,000 | – | 11,801 | +100.0% | 1.13% | – |
| VV | Buy | VANGUARD LARGE-CAP VIPERSetf | $2,240,000 | +10.0% | 15,149 | +1.5% | 1.01% | +7.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Ac | $1,982,000 | +308.7% | 1,480 | +272.8% | 0.89% | +300.4% |
| SLVP | Buy | ISHARES INC MSCI GLOBAL SILVER AND METALS MINER ETFetf | $1,713,000 | +1141.3% | 152,524 | +965.0% | 0.77% | +1125.4% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $1,558,000 | +1.7% | 24,105 | +1.9% | 0.70% | -0.4% |
| FIW | Buy | FIRST TRUST WATER ETFetf | $1,512,000 | +7.3% | 25,214 | +0.4% | 0.68% | +5.1% |
| VYM | Buy | VANGUARD HIGH DIVIDEetf | $1,383,000 | +12.3% | 14,754 | +6.3% | 0.62% | +9.9% |
| New | HARBOR CAPITAL APPRECIATION FUND INST'L CLASSm | $1,376,000 | – | 18,168 | +100.0% | 0.62% | – | |
| New | AMERICAN FUNDS AMCAP FUND CLASS F-3m | $1,367,000 | – | 40,667 | +100.0% | 0.62% | – | |
| New | DODGE & COX STOCK FUNDm | $1,368,000 | – | 7,059 | +100.0% | 0.62% | – | |
| Buy | FIDELITY CONTRAFUND RETAIL CLASSm | $1,356,000 | +19.4% | 98,917 | +12.0% | 0.61% | +17.0% | |
| New | VANGUARD SELECTED VALUE FUND INVESTOR CLASSm | $1,357,000 | – | 50,098 | +100.0% | 0.61% | – | |
| SHY | Sell | ISHARES TR BARCLAYS 1-3 TREAS BD ETFetf | $1,180,000 | -2.1% | 13,943 | -1.8% | 0.53% | -4.0% |
| Buy | WILMINGTON US TREASURY MONEY MARKET FUND ADMIN CLASSmm | $1,174,000 | +32.5% | 1,173,679 | +32.4% | 0.53% | +30.0% | |
| XLP | Sell | CONSUMER STAPLES SPDRetf | $1,152,000 | +1.9% | 18,290 | -0.6% | 0.52% | -0.2% |
| TDTT | Buy | FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FDetf | $980,000 | +1.7% | 39,668 | +1.2% | 0.44% | -0.2% |
| IEI | Buy | ISHARES TR 3-7 YR TREAS BD ETFetf | $917,000 | +2.7% | 7,293 | +3.5% | 0.41% | +0.5% |
| IGM | Buy | ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUNDetf | $897,000 | +37.8% | 3,705 | +23.6% | 0.40% | +35.1% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $792,000 | +0.5% | 6,793 | +0.3% | 0.36% | -1.4% |
| PZA | Sell | INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETFetf | $756,000 | -9.5% | 28,572 | -9.2% | 0.34% | -11.2% |
| XBI | Buy | SPDR SER TR S&P BIOTECH ETFetf | $721,000 | +24.7% | 7,582 | +0.1% | 0.32% | +22.2% |
| FB | Sell | FACEBOOK INC CL Ac | $698,000 | -58.7% | 3,399 | -64.2% | 0.32% | -59.5% |
| New | ADVISORS PREFERRED TRUST THE GOLD BULLION STRATEGY FUND INVESTOR CLASSm | $666,000 | – | 30,478 | +100.0% | 0.30% | – | |
| SRLN | Buy | SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETFetf | $642,000 | +95.1% | 13,790 | +94.0% | 0.29% | +91.4% |
| New | MERK HARD CURRENCY FUND INV CLASSm | $621,000 | – | 67,146 | +100.0% | 0.28% | – | |
| RAVI | Buy | FLEXSHARES TR READY ACCESS VAR INCOME FDetf | $596,000 | +0.3% | 7,873 | +0.5% | 0.27% | -1.5% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $584,000 | +3.7% | 13,258 | +0.4% | 0.26% | +1.5% |
| MUB | Sell | ISHARES TR NATL AMT FREE MUNI BD ETFetf | $565,000 | -19.1% | 4,960 | -19.0% | 0.26% | -20.6% |
| ARKK | Buy | ARK INNOVATION ETFetf | $564,000 | +27.0% | 11,267 | +8.9% | 0.25% | +24.5% |
| PFF | Sell | ISHARES TR S&P US PFD STOCK INDEX FUNDetf | $555,000 | -36.9% | 14,764 | -36.9% | 0.25% | -38.1% |
| BAB | Buy | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $520,000 | +28.1% | 16,424 | +31.1% | 0.23% | +25.1% |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $517,000 | +38.2% | 22,650 | +36.9% | 0.23% | +35.5% |
| TLH | Buy | ISHARES TR 10-20 YR TREAS BD ETFetf | $489,000 | -2.8% | 3,402 | +1.2% | 0.22% | -4.8% |
| DGRW | Sell | WISDOMTREE TR US QUALITY DIVID GROWTH FDetf | $428,000 | +7.0% | 8,837 | -0.3% | 0.19% | +4.9% |
| JPUS | Buy | JPMORGAN DIVERSIFIED RETURN USEQUITY ETFetf | $419,000 | +6.3% | 5,258 | +1.3% | 0.19% | +4.4% |
| HYG | Buy | ISHARES TR IBOXX HIGH YIELD CORP BD ETFetf | $398,000 | +147.2% | 4,521 | +144.9% | 0.18% | +141.9% |
| DHS | Buy | WISDOMTREE TR HIGH DIVID FDetf | $392,000 | +4.3% | 5,099 | +1.1% | 0.18% | +2.3% |
| GATX | GATX CORPc | $373,000 | +6.9% | 4,500 | 0.0% | 0.17% | +5.0% | |
| ACWX | Buy | ISHARES MSCI ACWI EX US ETFetf | $361,000 | +13.9% | 7,340 | +6.5% | 0.16% | +11.6% |
| EFAV | Sell | ISHARES MSCI EAFE MINIMUM VOLATILITY ETFetf | $354,000 | -2.7% | 4,755 | -4.3% | 0.16% | -4.2% |
| EFA | Sell | ISHARES TR MSCI EAFE ETFetf | $348,000 | -25.3% | 5,013 | -29.9% | 0.16% | -26.6% |
| IVE | Sell | ISHARES TR S&P 500 VALUE ETFetf | $342,000 | -25.5% | 2,631 | -31.7% | 0.15% | -27.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $337,000 | +5.0% | 5,608 | +3.3% | 0.15% | +2.7% |
| AEP | AMERICAN ELECTRIC POWER COc | $331,000 | +0.9% | 3,500 | 0.0% | 0.15% | -1.3% | |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFetf | $288,000 | -27.6% | 1,740 | -33.9% | 0.13% | -29.0% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $284,000 | -0.4% | 2,692 | -3.7% | 0.13% | -2.3% |
| VCIT | Buy | VANGUARD INTERMEDIATE TERMetf | $276,000 | +5.3% | 3,025 | +5.3% | 0.12% | +3.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTSetf | $273,000 | +54.2% | 6,136 | +39.8% | 0.12% | +51.9% |
| ALL | New | ALLSTATE CORPORATIONc | $267,000 | – | 2,376 | +100.0% | 0.12% | – |
| AGZD | Buy | WISDOMTREE BARCLAYS U.S. AGGREGATE BOND ZERO DURATION FUNDetf | $263,000 | +2.7% | 5,465 | +2.1% | 0.12% | +0.8% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $228,000 | -96.4% | 2,452 | -96.4% | 0.10% | -96.5% |
| IAU | Sell | ISHARES COMEX GOLD TR ISHARESwf | $218,000 | +1.4% | 15,005 | -1.6% | 0.10% | -1.0% |
| BWX | Sell | SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETFetf | $198,000 | -29.8% | 6,863 | -30.1% | 0.09% | -31.5% |
| IBUY | Buy | AMPLIFY ONLINE RETAIL ETFetf | $196,000 | +14.0% | 3,813 | +3.7% | 0.09% | +11.4% |
| FXF | Sell | INVESCO CURRENCYSHARES SWISS FRANC TRUSTetf | $192,000 | -97.3% | 2,014 | -97.4% | 0.09% | -97.3% |
| VCR | Buy | VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERSetf | $194,000 | +8.4% | 1,022 | +2.7% | 0.09% | +6.1% |
| DTE | DTE ENERGY COMPANYc | $180,000 | -2.2% | 1,386 | 0.0% | 0.08% | -4.7% | |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND INDEX FUND ETFetf | $162,000 | +1.9% | 1,997 | +1.8% | 0.07% | 0.0% |
| NEE | NEXTERA ENERGY INC COMc | $160,000 | +3.9% | 662 | 0.0% | 0.07% | +1.4% | |
| NOBL | Sell | PROSHARES TR S&P 500 ARISTOCRATS ETFetf | $158,000 | -5.4% | 2,095 | -10.2% | 0.07% | -7.8% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $150,000 | +4.9% | 777 | -1.9% | 0.07% | +3.0% |
| CVX | CHEVRON CORP NEWc | $149,000 | +1.4% | 1,236 | 0.0% | 0.07% | -1.5% | |
| MGEE | MGE ENERGY INC. - COMMON STOCKc | $143,000 | -1.4% | 1,820 | 0.0% | 0.06% | -4.5% | |
| SO | SOUTHERN COc | $141,000 | +3.7% | 2,208 | 0.0% | 0.06% | +1.6% | |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $131,000 | +2.3% | 2,567 | +2.5% | 0.06% | 0.0% |
| USDU | Buy | WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FDetf | $129,000 | -3.0% | 4,822 | +2.2% | 0.06% | -4.9% |
| ERTH | Sell | INVESCO CLEANTECH ETFetf | $127,000 | +11.4% | 2,538 | -0.7% | 0.06% | +9.6% |
| JPIN | Buy | JPM DIVERSIFIED RETURN INTL EQUITY ETFetf | $124,000 | +8.8% | 2,175 | +1.5% | 0.06% | +7.7% |
| RWO | Sell | SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETFetf | $114,000 | -7.3% | 2,217 | -6.6% | 0.05% | -10.5% |
| SLV | Sell | ISHARES SILVER TRUSTwf | $113,000 | -94.9% | 6,765 | -95.2% | 0.05% | -95.0% |
| VTV | New | VANGUARD VALUE VIPERSetf | $110,000 | – | 920 | +100.0% | 0.05% | – |
| MS | MORGAN STANLEY COc | $102,000 | +20.0% | 2,000 | 0.0% | 0.05% | +17.9% | |
| VOE | New | VANGUARD MID-CAP VALUE ETFetf | $99,000 | – | 827 | +100.0% | 0.04% | – |
| VBR | Buy | VANGUARD SMALL-CAP VALUE VIPERSetf | $92,000 | +1214.3% | 673 | +1146.3% | 0.04% | +1266.7% |
| MRK | MERCK & CO INC NEWc | $91,000 | +8.3% | 1,000 | 0.0% | 0.04% | +5.1% | |
| MDY | New | SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTetf | $85,000 | – | 227 | +100.0% | 0.04% | – |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEXetf | $82,000 | -2.4% | 1,392 | -2.7% | 0.04% | -5.1% |
| IJR | New | ISHARES CORE S&P SMALL-CAP ETFetf | $81,000 | – | 969 | +100.0% | 0.04% | – |
| MSFT | MICROSOFT CORPc | $79,000 | +12.9% | 500 | 0.0% | 0.04% | +12.5% | |
| IJT | New | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $79,000 | – | 409 | +100.0% | 0.04% | – |
| DFS | DISCOVER FINL SVCSc | $76,000 | +4.1% | 900 | 0.0% | 0.03% | 0.0% | |
| DBC | New | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $75,000 | – | 4,720 | +100.0% | 0.03% | – |
| GNR | New | SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETFetf | $74,000 | – | 1,606 | +100.0% | 0.03% | – |
| VGLT | Buy | VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FDetf | $70,000 | 0.0% | 837 | +5.4% | 0.03% | 0.0% |
| ICF | Sell | ISHARES TR COHEN & STEERS REIT ETFetf | $69,000 | -14.8% | 590 | -12.5% | 0.03% | -16.2% |
| UHT | UNIVERSAL HEALTH RLTY TR SBIrhta | $66,000 | +13.8% | 560 | 0.0% | 0.03% | +11.1% | |
| WY | New | WEYERHAEUSER COrhta | $65,000 | – | 2,136 | +100.0% | 0.03% | – |
| IGSB | Buy | ISHARES SHORT-TERM CORPORATE BOND ETFetf | $65,000 | +16.1% | 1,217 | +15.9% | 0.03% | +11.5% |
| ILF | Sell | ISHARES LATIN AMERICA 40 ETFetf | $61,000 | 0.0% | 1,785 | -7.3% | 0.03% | -3.6% |
| XOM | EXXON MOBIL CORP COMc | $56,000 | 0.0% | 800 | 0.0% | 0.02% | -3.8% | |
| V | VISA INC COM CL Ac | $55,000 | +7.8% | 294 | 0.0% | 0.02% | +8.7% | |
| IEF | ISHARES TR BARCLAYS 7-10 YR TREAS BD ETFetf | $53,000 | -1.9% | 477 | 0.0% | 0.02% | -4.0% | |
| WIP | Buy | SPDR FTSE INTL GOVERNMENT INFLATION PROTECTED BD ETFetf | $50,000 | +2.0% | 902 | +0.2% | 0.02% | 0.0% |
| IXC | Buy | ISHARES GLOBAL ENERGY ETFetf | $48,000 | +4.3% | 1,559 | +3.9% | 0.02% | +4.8% |
| PAA | New | PLAINS ALL AMERICAN PIPELINE LPc | $35,000 | – | 1,915 | +100.0% | 0.02% | – |
| BA | BOEING COMPANYc | $33,000 | -13.2% | 100 | 0.0% | 0.02% | -11.8% | |
| AEE | AMEREN CORPc | $34,000 | -5.6% | 444 | 0.0% | 0.02% | -11.8% | |
| VUG | Sell | VANGUARD GROWTH VIPERSetf | $32,000 | +6.7% | 177 | -2.2% | 0.01% | 0.0% |
| UL | UNILEVER PLCc | $29,000 | -3.3% | 500 | 0.0% | 0.01% | -7.1% | |
| ED | CONSOLIDATED EDISONc | $29,000 | -3.3% | 320 | 0.0% | 0.01% | -7.1% | |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $28,000 | 0.0% | 264 | -0.4% | 0.01% | 0.0% |
| D | DOMINION ENERGY INCc | $28,000 | +3.7% | 335 | 0.0% | 0.01% | +8.3% | |
| OXY | New | OCCIDENTAL PETRO CORPc | $24,000 | – | 581 | +100.0% | 0.01% | – |
| TRV | TRAVELERS COS INC COMc | $22,000 | -4.3% | 158 | 0.0% | 0.01% | -9.1% | |
| VOX | Buy | VANGUARD SECTOR INDEX FDS VANGUARD TELECOMMUNICATION SVCS VIPERSetf | $20,000 | +42.9% | 210 | +30.4% | 0.01% | +50.0% |
| NSC | NORFOLK SOUTHERN CORP COMc | $19,000 | +5.6% | 98 | 0.0% | 0.01% | +12.5% | |
| LLY | Sell | ELI LILLY & CO.c | $20,000 | -13.0% | 155 | -24.4% | 0.01% | -18.2% |
| EEB | Buy | INVESCO BRIC ETFetf | $17,000 | +13.3% | 440 | +0.2% | 0.01% | +14.3% |
| JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF NEWetf | $18,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% | |
| New | FIDELITY 500 INDEX FUND INSTITUTIONAL PREMIUM CLASSm | $16,000 | – | 142 | +100.0% | 0.01% | – | |
| MXI | Buy | ISHARES GLOBAL MATERIALS ETFetf | $15,000 | +7.1% | 220 | +0.5% | 0.01% | +16.7% |
| CSCO | CISCO SYSTEMS, INC.c | $14,000 | -6.7% | 300 | 0.0% | 0.01% | -14.3% | |
| New | HARBOR SMALL CAP VALUE FUND INST'L CLASSm | $14,000 | – | 392 | +100.0% | 0.01% | – | |
| F | FORD MOTOR COMPANYc | $13,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| MO | ALTRIA GROUP INC COMc | $10,000 | +25.0% | 200 | 0.0% | 0.01% | +25.0% | |
| T | AT&T INC COMc | $12,000 | +9.1% | 300 | 0.0% | 0.01% | 0.0% | |
| New | INVESCO S&P 500 INDEX FUND CLASS Am | $7,000 | – | 191 | +100.0% | 0.00% | – | |
| CRON | CRONOS GROUP INCc | $2,000 | -33.3% | 281 | 0.0% | 0.00% | 0.0% | |
| PG | Sell | PROCTER & GAMBLEc | $3,000 | -70.0% | 22 | -71.8% | 0.00% | -80.0% |
| MSI | MOTOROLA INC COM NEWc | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| VSS | Buy | VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHSetf | $1,000 | 0.0% | 12 | +9.1% | 0.00% | – |
| EMB | Exit | ISHARES JP MORGAN USD EMERGING MKTS BD ETFetf | $0 | – | -1,512 | -100.0% | -0.08% | – |
| Exit | ALLSTATE CORPORATIONc | $0 | – | -2,376 | -100.0% | -0.12% | – | |
| AMZN | Exit | AMAZON.COM, INCc | $0 | – | -988 | -100.0% | -0.79% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Belvedere Advisors LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 19.4% |
| ISHARES TR | 42 | Q3 2023 | 17.2% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 8.9% |
| ISHARES TR RUSSELL 2000 VALUE ETF | 42 | Q3 2023 | 8.9% |
| ISHARES TRUST ISHARES MSCI VALUE INDEX FUND | 42 | Q3 2023 | 7.6% |
| ISHARES TR INTERMEDIATE CR BD ETF | 42 | Q3 2023 | 5.0% |
| ISHARES TR BARCLAYS 1-3 YR TREAS INDEX FD | 42 | Q3 2023 | 7.1% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 5.8% |
| ISHARES TR BARCLAYS 20+ YR TREAS BD ETF | 42 | Q3 2023 | 5.9% |
View INTERACTIVE FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View INTERACTIVE FINANCIAL ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.