FINANCIAL LIFE ADVISORS
Q4 2024 13F Holdings
- Locationsan antonio, TX
- Num holdings
46
- Value ($000)
$266,229
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001730813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $39.90M | 15 % | 392,972 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $30.07M | 11 % | 157,540 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $27.78M | 10 % | 1,223,571 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $19.55M | 7 % | 432,499 | ||
SPMB SPDR SER TR | PORT MTG BK ETF | 78464A383 | $16.02M | 6 % | 743,157 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $13.41M | 5 % | 261,729 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $11.47M | 4 % | 218,682 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.88M | 4 % | 26,506 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $10.77M | 4 % | 108,180 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $9.99M | 4 % | 180,109 |
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