$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $869,000 | +0.8% | 30,859 | 0.0% | 0.80% | +14.2% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $414,000 | -3.3% | 3,121 | 0.0% | 0.38% | +9.5% | |
| EFG | ISHARES TReafe grwth etf | $216,000 | -1.8% | 2,727 | 0.0% | 0.20% | +11.2% | |
| ADRD | BLDRS INDEX FDS TRdev mk 100 adr | $205,000 | -4.2% | 9,110 | 0.0% | 0.19% | +8.7% |
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 | 27 | Q2 2024 | 11.9% |
| ISHARES TR | 27 | Q2 2024 | 14.0% |
| ISHARES TR | 27 | Q2 2024 | 12.2% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 9.9% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 4.5% |
| ISHARES TR | 27 | Q2 2024 | 4.1% |
| ISHARES INC | 27 | Q2 2024 | 4.6% |
| ISHARES TR | 27 | Q2 2024 | 2.8% |
| ISHARES TR | 27 | Q2 2024 | 5.6% |
View FINANCIAL LIFE ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 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 |
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.