account_balance
Investment manager · 13F filer · SEC CIK 1419099
Interactive Financial Advisors, Inc.
Reported value$158Mas of Sep 30, 2026
Positions73 2 new, 3 sold out
Top 10 weight55.5%IVV alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.0%Trimmed −10%
VEAVanguard Tax-Managed FDS
6.8%Trimmed −11%
RAVIFlexshares Tr
6.6%Added +5%
AGGiShares Tr
5.8%Trimmed −6%
QQQInvesco QQQ Tr
5.5%Trimmed −8%
QUALiShares Tr
4.5%Trimmed −9%
TLTiShares Tr
3.6%Trimmed −8%
VIGVanguard Specialized Funds
3.4%Trimmed −7%
SLYVSPDR Series Trust
3.1%Trimmed −8%
IGMiShares Tr
3.1%Trimmed −3%
SLYGSPDR Series Trust
3.1%Trimmed −8%
SPIBSPDR Series Trust
2.7%−4%
IVViShares Tr
13.0%Trimmed −10%
VEAVanguard Tax-Managed FDS
6.8%−11%
RAVIFlexshares Tr
6.6%Added +5%
AGGiShares Tr
5.8%Trimmed −6%
QQQInvesco QQQ Tr
5.5%−8%
QUALiShares Tr
4.5%
TLTiShares Tr
3.6%
VIGVanguard Specialized Funds
3.4%
SLYVSPDR Series Trust
3.1%
IGM3.1%
SLYG
SPIB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.0% Trimmed −10%
VEA Vanguard Tax-Managed FDS 6.8% Trimmed −11%
RAVI Flexshares Tr 6.6% Added +5%
AGG iShares Tr 5.8% Trimmed −6%
QQQ Invesco QQQ Tr 5.5% Trimmed −8%
QUAL iShares Tr 4.5% Trimmed −9%
TLT iShares Tr 3.6% Trimmed −8%
VIG Vanguard Specialized Funds 3.4% Trimmed −7%
SLYV SPDR Series Trust 3.1% Trimmed −8%
IGM iShares Tr 3.1% Trimmed −3%
SLYG SPDR Series Trust 3.1% Trimmed −8%
SPIB SPDR Series Trust 2.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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