§ 13F · FUND PROFILE
FINANCIAL LIFE ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $311M (13F)Positions · 47Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 361K | $41M | 12.7% | +2% |
| 2 | IVE | ISHARES TR | 167K | $35M | 11.0% | ±0% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.50M | $35M | 10.9% | +2% |
| 4 | SPMB | SPDR SERIES TRUST | 1.04M | $23M | 7.3% | +9% |
| 5 | DYNF | BLACKROCK ETF TRUST | 331K | $19M | 6.0% | +5% |
| 6 | EFV | ISHARES TR | 235K | $17M | 5.4% | −1% |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 293K | $16M | 5.1% | +5% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 223K | $12M | 3.8% | +9% |
| 9 | VUG | VANGUARD INDEX FDS | 27K | $12M | 3.7% | +7% |
| 10 | IUSB | ISHARES TR | 257K | $12M | 3.7% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL LIFE ADVISORS is a Other fund managing $311 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed