FINANCIAL LIFE ADVISORS
53 holdingsFiling period: 2026-03-31Current AUM: $347.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 361.0K | $40.8M | $48.8M | 14.06% | +5.4K | 2026-03-31 |
| 2 | IVE | ISHARES TR | 167.0K | $35.3M | $38.7M | 11.14% | +771 | 2026-03-31 |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.50M | $34.8M | $34.2M | 9.83% | +22.8K | 2026-03-31 |
| 4 | SPMB | SPDR SERIES TRUST | 1.04M | $23.3M | $22.8M | 6.57% | +88.2K | 2026-03-31 |
| 5 | DYNF | BLACKROCK ETF TRUST | 330.6K | $19.2M | $22.3M | 6.42% | +15.8K | 2026-03-31 |
| 6 | EFV | ISHARES TR | 234.7K | $17.4M | $19.0M | 5.47% | -2,951 | 2026-03-31 |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 292.9K | $16.2M | $15.5M | 4.45% | +13.7K | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 223.4K | $12.1M | $13.1M | 3.78% | +18.9K | 2026-03-31 |
| 9 | VUG | VANGUARD INDEX FDS | 27.3K | $11.9M | $14.0M | 4.02% | +1.8K | 2026-03-31 |
| 10 | IUSB | ISHARES TR | 257.2K | $11.9M | $11.7M | 3.37% | +24.6K | 2026-03-31 |
| 11 | QUAL | ISHARES TR | 49.4K | $9.5M | $10.8M | 3.12% | +950 | 2026-03-31 |
| 12 | EFG | ISHARES TR | 82.2K | $9.2M | $10.0M | 2.87% | +1.7K | 2026-03-31 |
| 13 | IYW | ISHARES TR | 48.6K | $8.8M | $11.6M | 3.33% | -6,007 | 2026-03-31 |
| 14 | SPHY | SPDR SERIES TRUST | 361.4K | $8.4M | $8.4M | 2.42% | -93,811 | 2026-03-31 |
| 15 | OEF | ISHARES TR | 23.1K | $7.4M | $8.5M | 2.46% | -3,820 | 2026-03-31 |
| 16 | VTV | VANGUARD INDEX FDS | 33.5K | $6.6M | $7.4M | 2.12% | +246 | 2026-03-31 |
| 17 | GLDM | WORLD GOLD TR | 65.9K | $6.1M | $5.3M | 1.52% | -10,797 | 2026-03-31 |
| 18 | MUB | ISHARES TR | 46.6K | $4.9M | $4.9M | 1.42% | +1.3K | 2026-03-31 |
| 19 | ITA | ISHARES TR | 19.7K | $4.3M | $4.7M | 1.36% | +1.2K | 2026-03-31 |
| 20 | VTEB | VANGUARD MUN BD FDS | 82.0K | $4.1M | $4.1M | 1.17% | +2.3K | 2026-03-31 |
| 21 | BINC | BLACKROCK ETF TRUST II | 74.4K | $3.9M | $3.9M | 1.11% | -823 | 2026-03-31 |
| 22 | VTIP | VANGUARD MALVERN FDS | 61.5K | $3.1M | $3.1M | 0.88% | +406 | 2026-03-31 |
| 23 | TLH | ISHARES TR | 25.5K | $2.6M | $2.5M | 0.71% | +653 | 2026-03-31 |
| 24 | XCEM | COLUMBIA ETF TR II | 44.4K | $1.8M | $2.1M | 0.61% | -7,919 | 2026-03-31 |
| 25 | BAI | BLACKROCK ETF TRUST | 43.1K | $1.4M | $1.8M | 0.51% | -- | 2026-03-31 |
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