INTERACTIVE FINANCIAL ADVISORS, INC.

Q4 2024 13F Holdings

  • Location
    new lenox, IL
  • Num holdings

    86

  • Value ($000)

    $190,816

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001419099
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$26.29M
14 %

44,659

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$13.88M
7 %

143,213

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$11.64M
6 %

59,440

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$9.90M
5 %

19,362

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$9.46M
5 %

197,903

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$6.94M
4 %

38,947

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$5.70M
3 %

65,308

KRE
KRE

SPDR SER TR

PORTFOLIO INTRMD
$5.17M
3 %

157,775

ESG
ESG

FLEXSHARES TR

STOX US ESG SLCT
$4.94M
3 %

35,867

---

SPDR SER TR

S&P 600 SMCP VAL
$4.80M
3 %

55,008

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