INTERACTIVE FINANCIAL ADVISORS, INC.
74 holdingsFiling period: 2026-06-30Current AUM: $161.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 29.8K | $21.8M | $22.1M | 13.64% | -640 | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 171.7K | $11.9M | $11.9M | 7.36% | +1.8K | 2026-06-30 |
| 3 | AGG | ISHARES TR | 103.2K | $10.2M | $9.9M | 6.10% | -701 | 2026-06-30 |
| 4 | RAVI | FLEXSHARES TR | 132.4K | $10.0M | $10.0M | 6.15% | +5.9K | 2026-06-30 |
| 5 | QQQ | INVESCO QQQ TR | 12.7K | $9.1M | $8.7M | 5.38% | +785 | 2026-06-30 |
| 6 | QUAL | ISHARES TR | 35.4K | $7.6M | $7.6M | 4.70% | +557 | 2026-06-30 |
| 7 | TLT | ISHARES TR | 79.1K | $6.8M | $6.4M | 3.95% | +625 | 2026-06-30 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 24.7K | $5.8M | $5.8M | 3.57% | -1,557 | 2026-06-30 |
| 9 | SLYG | SPDR SERIES TRUST | 49.3K | $5.8M | $5.3M | 3.26% | +669 | 2026-06-30 |
| 10 | SLYV | SPDR SERIES TRUST | 52.5K | $5.6M | $5.5M | 3.40% | +742 | 2026-06-30 |
| 11 | IGM | ISHARES TR | 30.2K | $4.9M | $4.8M | 2.95% | +563 | 2026-06-30 |
| 12 | SPIB | SPDR SERIES TRUST | 138.3K | $4.6M | $4.5M | 2.78% | -188 | 2026-06-30 |
| 13 | VV | VANGUARD INDEX FDS | 13.4K | $4.3M | $4.3M | 2.67% | +1.0K | 2026-06-30 |
| 14 | GOVT | ISHARES TR | 174.0K | $4.0M | $3.8M | 2.38% | +31 | 2026-06-30 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | 65.2K | $3.2M | $3.1M | 1.89% | -1,460 | 2026-06-30 |
| 16 | SPGM | SPDR INDEX SHS FDS | 34.3K | $2.9M | $2.9M | 1.81% | -35 | 2026-06-30 |
| 17 | ITA | ISHARES TR | 10.2K | $2.4M | $2.1M | 1.31% | -1,164 | 2026-06-30 |
| 18 | ANGL | VANECK ETF TRUST | 79.6K | $2.3M | $2.3M | 1.39% | -376 | 2026-06-30 |
| 19 | IWN | ISHARES TR | 9.9K | $2.1M | $2.1M | 1.30% | -808 | 2026-06-30 |
| 20 | EFV | ISHARES TR | 27.4K | $2.0M | $2.2M | 1.35% | -2,247 | 2026-06-30 |
| 21 | VO | VANGUARD INDEX FDS | 24.0K | $2.0M | $1.9M | 1.20% | +18.1K | 2026-06-30 |
| 22 | XLV | SELECT SECTOR SPDR TR | 12.3K | $1.9M | $2.0M | 1.26% | -1,451 | 2026-06-30 |
| 23 | LQD | ISHARES TR | 15.2K | $1.7M | $1.6M | 0.98% | +375 | 2026-06-30 |
| 24 | XLK | SELECT SECTOR SPDR TR | 8.3K | $1.6M | $1.5M | 0.95% | +337 | 2026-06-30 |
| 25 | XLU | SELECT SECTOR SPDR TR | 33.9K | $1.5M | $1.4M | 0.86% | -259 | 2026-06-30 |
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