Financial Life Advisors
Latest statistics and disclosures from Financial Life Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, IVE, SCHZ, IUSB, SPMB, and represent 48.61% of Financial Life Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLH, SPMB, SCHZ, IUSB, EMXC, QUAL, OEF, BINC, IXC, IYW.
- Started 3 new stock positions in EFA, VTI, BINC.
- Reduced shares in these 10 stocks: LQD, IVW, SPTL, QLTA, SPBO, DGRO, MBB, IGRO, HYG, EFG.
- Sold out of its position in SPYD.
- Financial Life Advisors was a net seller of stock by $-3.3M.
- Financial Life Advisors has $239M in assets under management (AUM), dropping by 2.86%.
- Central Index Key (CIK): 0001730813
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Financial Life Advisors holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Financial Life Advisors
SEC 13F filings are viewable for Financial Life Advisors going back to 2017
- Financial Life Advisors 2024 Q1 filed April 18, 2024
- Financial Life Advisors 2023 Q4 filed March 19, 2024
- Financial Life Advisors 2023 Q3 filed Nov. 1, 2023
- Financial Life Advisors 2023 Q2 filed July 18, 2023
- Financial Life Advisors 2023 Q1 filed April 26, 2023
- Financial Life Advisors 2022 Q4 filed Feb. 7, 2023
- Financial Life Advisors 2022 Q3 filed Oct. 28, 2022
- Financial Life Advisors 2022 Q2 filed July 22, 2022
- Financial Life Advisors 2022 Q1 filed April 20, 2022
- Financial Life Advisors 2021 Q4 filed Jan. 31, 2022
- Financial Life Advisors 2021 Q3 filed Oct. 29, 2021
- Financial Life Advisors 2021 Q2 filed Aug. 9, 2021
- Financial Life Advisors 2021 Q1 filed May 12, 2021
- Financial Life Advisors 2020 Q4 filed Feb. 9, 2021
- Financial Life Advisors 2020 Q3 filed Oct. 29, 2020
- Financial Life Advisors 2020 Q2 filed July 9, 2020