$172 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 168 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJJ | Exit | iShares S&P Mid-Cap 400 Value ETFetf | $0 | – | -18 | -100.0% | -0.00% | – |
| IJT | Exit | iShares S&P Small-Cap 600 Growth ETFetf | $0 | – | -11 | -100.0% | -0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHSetf | $0 | – | -11 | -100.0% | -0.00% | – |
| VOE | Exit | Vanguard Mid-Cap Value ETFetf | $0 | – | -27 | -100.0% | -0.00% | – |
| SLVP | Exit | ISHARES INC MSCI GLOBAL SILVER AND METALS MINER ETFetf | $0 | – | -6,037 | -100.0% | -0.04% | – |
| QDF | Exit | FLEXSHARES TR QUALITY DIVID INDEXetf | $0 | – | -5,271 | -100.0% | -0.13% | – |
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 2022-11-14
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.