§ 13F · FUND PROFILE
FINANCIAL LIFE ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $292.3T (13F)Positions · 48Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 356K | $43.8T | 13.5% | −4% |
| 2 | IVE | ISHARES TR | 166K | $35.2T | 10.9% | −4% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.48M | $34.5T | 10.6% | +8% |
| 4 | SPMB | SPDR SERIES TRUST | 953K | $21.4T | 6.6% | +8% |
| 5 | DYNF | BLACKROCK ETF TRUST | 315K | $19.1T | 5.9% | −1% |
| 6 | EFV | ISHARES TR | 238K | $17.0T | 5.2% | −1% |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 279K | $15.6T | 4.8% | +17% |
| 8 | VUG | VANGUARD INDEX FDS | 26K | $12.4T | 3.8% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 205K | $11.0T | 3.4% | +87% |
| 10 | IYW | ISHARES TR | 55K | $10.9T | 3.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL LIFE ADVISORS is a Other fund managing $292260.6 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed