Universe · entity
FINANCIAL LIFE ADVISORS
Institutional manager (13F) · CIK 1730813
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $321M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $41M | 361,009 |
| 2 | ISHARES TR | $35M | 166,962 |
| 3 | SCHWAB STRATEGIC TR | $35M | 1,500,574 |
| 4 | SPDR SERIES TRUST | $23M | 1,041,380 |
| 5 | BLACKROCK ETF TRUST | $19M | 330,628 |
| 6 | ISHARES TR | $17M | 234,711 |
| 7 | VANGUARD SCOTTSDALE FDS | $16M | 292,879 |
| 8 | VANGUARD INTL EQUITY INDEX F | $12M | 223,411 |
| 9 | VANGUARD INDEX FDS | $12M | 27,305 |
| 10 | ISHARES TR | $12M | 257,190 |
| 11 | ISHARES TR | $9M | 49,405 |
| 12 | ISHARES TR | $9M | 82,176 |
| 13 | ISHARES TR | $9M | 48,634 |
| 14 | SPDR SERIES TRUST | $8M | 361,443 |
| 15 | ISHARES TR | $7M | 23,118 |
| 16 | VANGUARD INDEX FDS | $7M | 33,463 |
| 17 | WORLD GOLD TR | $6M | 65,860 |
| 18 | ISHARES TR | $5M | 46,591 |
| 19 | ISHARES TR | $4M | 19,746 |
| 20 | VANGUARD MUN BD FDS | $4M | 82,017 |
| 21 | BLACKROCK ETF TRUST II | $4M | 74,389 |
| 22 | VANGUARD MALVERN FDS | $3M | 61,493 |
| 23 | ISHARES TR | $3M | 25,501 |
| 24 | COLUMBIA ETF TR II | $2M | 44,402 |
| 25 | BLACKROCK ETF TRUST | $1M | 43,142 |
| 26 | BLACKROCK ETF TRUST | $1M | 33,746 |
| 27 | INVESCO EXCH TRADED FD TR II | $1M | 18,474 |
| 28 | VANGUARD TAX-MANAGED FDS | $1M | 20,268 |
| 29 | ISHARES INC | $1M | 13,398 |
| 30 | SCHWAB STRATEGIC TR | $982k | 33,702 |
| 31 | ENCOMPASS HEALTH CORP | $847k | 8,757 |
| 32 | SPDR SERIES TRUST | $812k | 17,905 |
| 33 | AMAZON COM INC | $741k | 3,559 |
| 34 | VANGUARD WORLD FD | $617k | 885 |
| 35 | VANECK ETF TRUST | $552k | 11,007 |
| 36 | ISHARES TR | $520k | 9,891 |
| 37 | ISHARES TR | $520k | 5,602 |
| 38 | STATE STR SPDR S&P 500 ETF T | $518k | 797 |
| 39 | ISHARES TR | $468k | 716 |
| 40 | APPLE INC | $446k | 1,757 |
| 41 | ISHARES INC | $440k | 6,307 |
| 42 | INVESCO EXCH TRADED FD TR II | $400k | 17,424 |
| 43 | SCHWAB STRATEGIC TR | $385k | 15,000 |
| 44 | ISHARES TR | $378k | 1,575 |
| 45 | EXXON MOBIL CORP | $374k | 2,205 |
| 46 | ISHARES TR | $368k | 8,659 |
| 47 | NUSHARES ETF TR | $294k | 3,231 |
| 48 | ISHARES TR | $264k | 2,715 |
| 49 | ALPHABET INC | $258k | 901 |
| 50 | VANGUARD SCOTTSDALE FDS | $238k | 2,537 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.