$239 Million is the total value of FINANCIAL LIFE ADVISORS's 54 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -2,886 | -100.0% | -0.09% | – |
SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -9,487 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-29
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.