Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FINANCIAL LIFE ADVISORS (CIK 1730813) reported $321.0M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($40.8M, 12.72%), IVE ($35.3M, 10.98%), SCHZ ($34.8M, 10.85%), SPMB ($23.3M, 7.26%), DYNF ($19.2M, 5.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $40.8M | 12.72% | 361,009 | Added |
| 2 | IVE | ISHARES TR | $35.3M | 10.98% | 166,962 | Added |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $34.8M | 10.85% | 1.5M | Added |
| 4 | SPMB | SPDR SERIES TRUST | $23.3M | 7.26% | 1.0M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $19.2M | 5.99% | 330,628 | Added |
| 6 | EFV | ISHARES TR | $17.5M | 5.44% | 234,711 | Trimmed |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | $16.2M | 5.05% | 292,879 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $12.1M | 3.76% | 223,411 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $11.9M | 3.72% | 27,305 | Added |
| 10 | IUSB | ISHARES TR | $11.9M | 3.70% | 257,190 | Added |
| 11 | QUAL | ISHARES TR | $9.5M | 2.95% | 49,405 | Added |
| 12 | EFG | ISHARES TR | $9.2M | 2.85% | 82,176 | Added |
| 13 | IYW | ISHARES TR | $8.8M | 2.75% | 48,634 | Trimmed |
| 14 | SPHY | SPDR SERIES TRUST | $8.4M | 2.63% | 361,443 | Trimmed |
| 15 | OEF | ISHARES TR | $7.4M | 2.29% | 23,118 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $6.6M | 2.05% | 33,463 | Added |
| 17 | GLDM | WORLD GOLD TR | $6.1M | 1.90% | 65,860 | Trimmed |
| 18 | MUB | ISHARES TR | $4.9M | 1.54% | 46,591 | Added |
| 19 | ITA | ISHARES TR | $4.3M | 1.35% | 19,746 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $4.1M | 1.27% | 82,017 | Added |
| 21 | BINC | BLACKROCK ETF TRUST II | $3.9M | 1.20% | 74,389 | Trimmed |
| 22 | VTIP | VANGUARD MALVERN FDS | $3.1M | 0.96% | 61,493 | Added |
| 23 | TLH | ISHARES TR | $2.6M | 0.80% | 25,501 | Added |
| 24 | XCEM | COLUMBIA ETF TR II | $1.8M | 0.56% | 44,402 | Trimmed |
| 25 | BAI | BLACKROCK ETF TRUST | $1.4M | 0.44% | 43,142 | New |
Source: SEC Form 13F filings · as of 2026-03-31