§ 13F · FUND PROFILE
FINANCIAL LIFE ADVISORS.
AUM · $352M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 338K | $46M | 13.2% | −6% |
| 2 | IVE | ISHARES TR | 163K | $37M | 10.5% | −2% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.57M | $36M | 10.3% | +5% |
| 4 | SPMB | SPDR SERIES TRUST | 1.30M | $29M | 8.3% | +25% |
| 5 | DYNF | BLACKROCK ETF TRUST | 306K | $21M | 5.9% | −7% |
| 6 | EFV | ISHARES TR | 229K | $18M | 5.0% | −2% |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 310K | $17M | 4.9% | +6% |
| 8 | IUSB | ISHARES TR | 370K | $17M | 4.9% | +44% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 261K | $16M | 4.4% | +17% |
| 10 | VUG | VANGUARD INDEX FDS | 164K | $14M | 4.0% | +500% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL LIFE ADVISORS is a Other fund managing $352 million in assets. The fund runs a portfolio of 61 positions.
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