account_balance
Investment manager · 13F filer · SEC CIK 1730813
Financial Life Advisors
Reported value$352Mas of Sep 30, 2026
Positions60 8 new, 8 sold out
Top 10 weight72.1%IVW alone is 14%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
13.7%
IVEiShares Tr
10.8%
SCHZSchwab Strategic Tr
10.3%Added +4%
SPMBSPDR Series Trust
7.8%
DYNFBlackRock ETF Trust
6.0%
IUSBiShares Tr
5.4%Added +17%
EFViShares Tr
5.2%
VWOVanguard Intl Equity Index F
4.6%Added +3%
VUGVanguard Index FDS
4.2%
VGLTVanguard Scottsdale FDS
4.2%−6%
EFGiShares Tr
3.5%Added +5%
QUALiShares Tr
3.0%
IVWiShares Tr
13.7%
IVEiShares Tr
10.8%
SCHZSchwab Strategic Tr
10.3%
SPMBSPDR Series Trust
7.8%
DYNFBlackRock ETF Trust
6.0%
IUSBiShares Tr
5.4%
EFViShares Tr
5.2%
VWOVanguard Intl Equity Index F
4.6%
VUG4.2%
VGLT
EFG3.5%
QUAL
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
IVW iShares Tr 13.7% Held
IVE iShares Tr 10.8% Held
SCHZ Schwab Strategic Tr 10.3% Added +4%
SPMB SPDR Series Trust 7.8% Held
DYNF BlackRock ETF Trust 6.0% Held
IUSB iShares Tr 5.4% Added +17%
EFV iShares Tr 5.2% Held
VWO Vanguard Intl Equity Index F 4.6% Added +3%
VUG Vanguard Index FDS 4.2% Held
VGLT Vanguard Scottsdale FDS 4.2% Trimmed −6%
EFG iShares Tr 3.5% Added +5%
QUAL iShares Tr 3.0% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.