FINANCIAL LIFE ADVISORS

Q4 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    53

  • Value ($000)

    $324,284

  • Date Filed
    01/30/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW

ISHARES TR

S&P 500 GRWT ETF
$43.84M
14 %

355,656

IVE

ISHARES TR

S&P 500 VAL ETF
$35.24M
11 %

166,191

SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$34.54M
11 %

1,477,753

SPMB

SPDR SERIES TRUST

STATE STREET SPD
$21.37M
7 %

953,162

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$19.15M
6 %

314,833

EFV

ISHARES TR

EAFE VALUE ETF
$16.97M
5 %

237,662

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$15.58M
5 %

279,169

VUG

VANGUARD INDEX FDS

GROWTH ETF
$12.45M
4 %

25,519

VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$10.99M
3 %

204,503

IYW

ISHARES TR

U.S. TECH ETF
$10.91M
3 %

54,641

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