$109 Million is the total value of FINANCIAL LIFE ADVISORS's 48 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CXP | New | COLUMBIA PPTY TR INC | $335,000 | – | 16,548 | +100.0% | 0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 17.1% |
| ISHARES TR | 24 | Q3 2023 | 11.9% |
| ISHARES TR | 24 | Q3 2023 | 12.2% |
| ISHARES TR | 24 | Q3 2023 | 13.0% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 9.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 4.7% |
| ISHARES TR | 24 | Q3 2023 | 4.1% |
| ISHARES INC | 24 | Q3 2023 | 4.6% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 4.5% |
| ISHARES TR | 24 | Q3 2023 | 2.8% |
View FINANCIAL LIFE ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-03-19 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-31 |
View FINANCIAL LIFE ADVISORS'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.