Universe · entity
INTERACTIVE FINANCIAL ADVISORS, INC.
Institutional manager (13F) · CIK 1419099
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $144M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $20M | 30,394 |
| 2 | VANGUARD TAX-MANAGED FDS | $11M | 169,886 |
| 3 | ISHARES TR | $10M | 103,877 |
| 4 | FLEXSHARES TR | $10M | 126,541 |
| 5 | INVESCO QQQ TR | $7M | 11,871 |
| 6 | ISHARES TR | $7M | 78,474 |
| 7 | ISHARES TR | $7M | 34,798 |
| 8 | VANGUARD SPECIALIZED FUNDS | $6M | 26,264 |
| 9 | SPDR SERIES TRUST | $5M | 51,787 |
| 10 | SPDR SERIES TRUST | $5M | 48,634 |
| 11 | SPDR SERIES TRUST | $5M | 138,444 |
| 12 | ISHARES TR | $4M | 173,960 |
| 13 | VANGUARD INDEX FDS | $4M | 12,389 |
| 14 | ISHARES TR | $4M | 29,609 |
| 15 | VANGUARD CHARLOTTE FDS | $3M | 66,655 |
| 16 | SPDR INDEX SHS FDS | $3M | 34,363 |
| 17 | ISHARES TR | $2M | 11,398 |
| 18 | VANECK ETF TRUST | $2M | 80,020 |
| 19 | ISHARES TR | $2M | 29,685 |
| 20 | ISHARES TR | $2M | 10,717 |
| 21 | SELECT SECTOR SPDR TR | $2M | 13,717 |
| 22 | VANGUARD INDEX FDS | $2M | 5,889 |
| 23 | ISHARES TR | $2M | 14,866 |
| 24 | ISHARES GOLD TR | $2M | 17,951 |
| 25 | SELECT SECTOR SPDR TR | $2M | 34,137 |
| 26 | ISHARES TR | $1M | 24,243 |
| 27 | VANGUARD WELLINGTON FD | $1M | 8,306 |
| 28 | SELECT SECTOR SPDR TR | $1M | 13,242 |
| 29 | SELECT SECTOR SPDR TR | $1M | 8,002 |
| 30 | INVESCO EXCH TRADED FD TR II | $997k | 28,181 |
| 31 | INVESCO EXCHANGE TRADED FD T | $972k | 29,297 |
| 32 | VANGUARD WORLD FD | $906k | 4,572 |
| 33 | SELECT SECTOR SPDR TR | $901k | 14,712 |
| 34 | VANGUARD WHITEHALL FDS | $883k | 5,961 |
| 35 | VANGUARD INDEX FDS | $790k | 1,321 |
| 36 | GATX CORP | $768k | 4,500 |
| 37 | ISHARES TR | $764k | 6,926 |
| 38 | VANGUARD SCOTTSDALE FDS | $715k | 8,639 |
| 39 | US BANCORP | $700k | 13,462 |
| 40 | J P MORGAN EXCHANGE TRADED F | $627k | 10,218 |
| 41 | ARK ETF TR | $544k | 8,042 |
| 42 | HORIZON FDS | $507k | 18,945 |
| 43 | FLEXSHARES TR | $506k | 3,337 |
| 44 | ISHARES TR | $506k | 7,423 |
| 45 | SCHWAB STRATEGIC TR | $499k | 23,206 |
| 46 | ALLSTATE CORP | $493k | 2,376 |
| 47 | WISDOMTREE TR | $482k | 5,485 |
| 48 | ISHARES TR | $482k | 5,788 |
| 49 | VANECK ETF TRUST | $476k | 1,240 |
| 50 | AMERICAN ELEC PWR CO INC | $459k | 3,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.