FINANCIAL LIFE ADVISORS

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$265M
Signature - Title
Cameron Neumann - Trading
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL LIFE ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL LIFE ADVISORS reported 48 stock holdings with total value $265M as of Q3 2024. Top holdings included IVW, IVE, SCHZ, IUSB, and SPMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $265M +$12.1M -$5.27M +$6.85M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 10/21/2024, 04:17 PM
Q2 2024 57 $246M +$20.9M -$17.3M +$3.62M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 8/9/2024, 04:48 PM
Q1 2024 60 $239M +$9.84M -$13.2M -$3.33M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 4/18/2024, 12:03 PM
Q4 2023 58 $232M +$29.7M -$48.7M -$19M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 3/19/2024, 05:03 PM
Q3 2023 55 $232M +$7.85M -$5.6M +$2.25M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 11/1/2023, 03:45 PM
Q2 2023 60 $240M +$38M -$36.9M +$1.14M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 7/18/2023, 01:00 PM
Q1 2023 69 $233M +$40M -$33.5M +$6.52M IVE, IVW, SCHZ, IUSB, SPMB 13F-HR 4/26/2023, 02:52 PM
Q4 2022 70 $217M +$100M -$95.2M +$4.8M IVE, IVW, SCHZ, IUSB, IGSB 13F-HR 2/7/2023, 02:47 PM
Q3 2022 69 $200M +$21.3M -$20.9M +$409K IGIB, IVE, IEFA, IVW, VMBS 13F-HR 10/28/2022, 11:33 AM
Q2 2022 51 $213M +$9.86M -$8.13M +$1.72M IGIB, IEFA, IVE, VMBS, TLT 13F-HR 7/22/2022, 01:22 PM
Q1 2022 54 $241M +$10.6M -$6.7M +$3.92M IGIB, IVE, IEFA, VMBS, TLT 13F-HR 4/20/2022, 03:01 PM
Q4 2021 54 $254M +$8.4M -$1.13M +$7.26M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 1/31/2022, 02:37 PM
Q3 2021 54 $239M +$10.4M -$1.36M +$9.09M IGIB, IEFA, IVE, VMBS, TLT 13F-HR 10/29/2021, 12:06 PM
Q2 2021 56 $232M +$11.5M -$4.08M +$7.45M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 8/6/2021, 07:14 PM
Q1 2021 52 $215M +$19.6M -$2.29M +$17.3M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 5/12/2021, 12:59 PM
Q4 2020 50 $193M +$14M -$16.2M -$2.17M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 2/8/2021, 08:12 PM
Q3 2020 48 $191M +$21.6M -$6.78M +$14.8M IGIB, IEFA, VMBS, IVE, TLT 13F-HR 10/28/2020, 08:46 PM
Q2 2020 23 $169M +$7.77M -$1.97M +$5.81M IGIB, IEFA, VMBS, IVE, IVW 13F-HR 7/9/2020, 04:08 PM
Q1 2020 23 $146M +$15.1M -$14.7M +$414K IGIB, IEFA, VMBS, IVE, IVW 13F-HR 5/26/2020, 06:04 PM
Q4 2019 45 $165M +$3.63M -$2.67M +$957K IGIB, IEFA, IVE, VMBS, IVW 13F-HR 1/27/2020, 05:08 PM
Q3 2019 46 $158M +$7.39M -$1.89M +$5.5M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 11/5/2019, 03:06 PM
Q2 2019 47 $151M +$4.1M -$2.35M +$1.75M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 7/29/2019, 10:05 AM
Q1 2019 47 $145M +$15.3M -$10.2M +$5.12M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 5/13/2019, 04:22 PM
Q4 2018 48 $129M +$8.45M -$3.93M +$4.52M IGIB, IEFA, IVE, IVW, SCHP 13F-HR 2/5/2019, 10:01 AM
Q3 2018 46 $136M +$19.5M -$936K +$18.6M IGIB, IEFA, IVE, IVW, SCHP 13F-HR 10/12/2018, 11:27 AM
Q2 2018 44 $122M +$17.3M -$5.7M +$11.6M IGIB, IEFA, SCHP, IVE, IVW 13F-HR 8/13/2018, 05:56 PM
Q1 2018 48 $109M +$4.44M -$16M -$11.6M IGIB, SCHP, IEFA, IVE, IVW 13F-HR 5/9/2018, 02:43 PM
Q4 2017 50 $124M $0 $0 IEFA, SCHP, IVE, IGIB, IVW 13F-HR 2/20/2018, 01:36 PM