FINANCIAL LIFE ADVISORS

Q3 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    47

  • Value ($000)

    $311,279

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001730813
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$44.77 M
14 %

370,887

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$35.74 M
12 %

173,050

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$32.14 M
10 %

1,369,594

SPMB
SPMB

SPDR SERIES TRUST

PORT MTG BK ETF
$19.72 M
6 %

878,658

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$18.76 M
6 %

316,871

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$16.22 M
5 %

239,111

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
$14.04 M
5 %

300,511

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$13.54 M
4 %

238,154

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$12.20 M
4 %

25,439

IYW
IYW

ISHARES TR

U.S. TECH ETF
$10.56 M
3 %

53,920

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 47