INTERACTIVE FINANCIAL ADVISORS, INC.
78 holdingsFiling period: 2026-03-31Current AUM: $166.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 30.4K | $19.9M | $22.8M | 13.72% | -79 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 169.9K | $10.9M | $12.0M | 7.22% | +523 | 2026-03-31 |
| 3 | AGG | ISHARES TR | 103.9K | $10.3M | $10.1M | 6.08% | -989 | 2026-03-31 |
| 4 | RAVI | FLEXSHARES TR | 126.5K | $9.5M | $9.5M | 5.74% | +3.2K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 11.9K | $6.9M | $8.2M | 4.91% | -657 | 2026-03-31 |
| 6 | TLT | ISHARES TR | 78.5K | $6.8M | $6.5M | 3.88% | -536 | 2026-03-31 |
| 7 | QUAL | ISHARES TR | 34.8K | $6.7M | $7.6M | 4.59% | +491 | 2026-03-31 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 26.3K | $5.6M | $6.3M | 3.78% | -673 | 2026-03-31 |
| 9 | SLYV | SPDR SERIES TRUST | 51.8K | $4.9M | $5.6M | 3.38% | +532 | 2026-03-31 |
| 10 | SLYG | SPDR SERIES TRUST | 48.6K | $4.7M | $5.6M | 3.37% | +758 | 2026-03-31 |
| 11 | SPIB | SPDR SERIES TRUST | 138.4K | $4.6M | $4.6M | 2.76% | +2.4K | 2026-03-31 |
| 12 | GOVT | ISHARES TR | 174.0K | $4.0M | $3.9M | 2.35% | +2.9K | 2026-03-31 |
| 13 | VV | VANGUARD INDEX FDS | 12.4K | $3.7M | $4.3M | 2.56% | -1,285 | 2026-03-31 |
| 14 | IGM | ISHARES TR | 29.6K | $3.5M | $4.5M | 2.73% | +411 | 2026-03-31 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | 66.7K | $3.2M | $3.2M | 1.92% | +596 | 2026-03-31 |
| 16 | SPGM | SPDR INDEX SHS FDS | 34.4K | $2.6M | $2.9M | 1.76% | +697 | 2026-03-31 |
| 17 | ITA | ISHARES TR | 11.4K | $2.5M | $2.7M | 1.64% | -370 | 2026-03-31 |
| 18 | ANGL | VANECK ETF TRUST | 80.0K | $2.3M | $2.3M | 1.39% | +1.3K | 2026-03-31 |
| 19 | EFV | ISHARES TR | 29.7K | $2.2M | $2.4M | 1.44% | -1,017 | 2026-03-31 |
| 20 | IWN | ISHARES TR | 10.7K | $2.0M | $2.4M | 1.43% | -379 | 2026-03-31 |
| 21 | XLV | SELECT SECTOR SPDR TR | 13.7K | $2.0M | $2.2M | 1.34% | -256 | 2026-03-31 |
| 22 | VO | VANGUARD INDEX FDS | 5.9K | $1.7M | $1.9M | 1.15% | +192 | 2026-03-31 |
| 23 | LQD | ISHARES TR | 14.9K | $1.6M | $1.6M | 0.95% | -450 | 2026-03-31 |
| 24 | IAU | ISHARES GOLD TR | 18.0K | $1.6M | $1.4M | 0.82% | +687 | 2026-03-31 |
| 25 | XLU | SELECT SECTOR SPDR TR | 34.1K | $1.6M | $1.5M | 0.91% | -449 | 2026-03-31 |
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