News + Filings Holdings
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FINANCIAL LIFE ADVISORS
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IVW | S&P500 GRW | 427,961 | 59,314 | 30,162,707,000 | 8,596,862,000 | 12.59 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 126,037 | 63,932 | 12,025,163,000 | 6,823,248,000 | 5.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVE | Common | 177,239 | 11,463 | 28,569,211,000 | 4,520,116,000 | 11.92 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 252,146 | 74,578 | 12,340,046,000 | 4,193,233,000 | 5.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGE | Common | 208,574 | 118,335 | 6,597,186,000 | 3,883,699,000 | 2.75 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 98,914 | 58,802 | 4,967,461,000 | 2,982,318,000 | 2.07 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 495,831 | 58,126 | 22,887,559,000 | 2,906,326,000 | 9.55 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 53,181 | 26,156 | 5,676,008,000 | 2,824,330,000 | 2.37 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 29,789 | 381 | 8,429,095,000 | 2,161,956,000 | 3.52 | |
Hist
| 06/30/2023 |
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BlackRock Funds III
| CSJ | Common | 250,418 | 40,516 | 12,563,471,000 | 2,106,153,000 | 5.24 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| USMV | Common | 87,479 | 18,125 | 6,502,324,000 | 1,501,882,000 | 2.71 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MBB | Common | 16,118 | 13,733 | 1,503,245,000 | 1,282,036,000 | 0.63 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYH | Common | 13,833 | 4,300 | 3,876,630,000 | 1,172,006,000 | 1.62 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 21,507 | 9,418 | 2,237,588,000 | 977,068,000 | 0.93 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| LQD | OPTIONS | 32,371 | 5,362 | 3,500,600,000 | 653,041,000 | 1.46 | |
Hist
| 06/30/2023 |
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DGROYAL, LLC
| DGRO | ETF | 32,099 | 8,026 | 1,654,061,000 | 450,411,000 | 0.69 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSB | Common | 381,302 | 5,021 | 17,337,807,000 | 431,498,000 | 7.24 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 35,810 | 8,653 | 1,456,751,000 | 398,171,000 | 0.61 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| FALN | Common | 42,384 | 5,493 | 1,075,282,000 | 167,394,000 | 0.45 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHV | Common | 3,237 | 39 | 357,527,000 | 6,003,000 | 0.15 | |
Hist
| 06/30/2023 |
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