Notify me when FINANCIAL LIFE ADVISORS files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 53 | $324,283,582 | +$20,992,180 | -$12,773,850 | +$8,218,330 | IVW, IVE, SCHZ, SPMB, DYNF | 13F-HR | 30 Jan 2026, 14:03 |
| Q3 2025 | 47 | $311,279,002 | +$11,974,176 | -$9,183,082 | +$2,791,094 | IVW, IVE, SCHZ, SPMB, DYNF | 13F-HR | 03 Nov 2025, 16:31 |
| Q2 2025 | 48 | $292,260,570 | +$15,999,087 | -$11,073,249 | +$4,925,838 | IVW, IVE, SCHZ, SPMB, DYNF | 13F-HR | 23 Jul 2025, 17:07 |
| Q1 2025 | 51 | $268,288,274 | +$31,034,698 | -$25,849,203 | +$5,185,495 | IVW, IVE, SCHZ, SPMB, IUSB | 13F-HR | 24 Apr 2025, 15:01 |
| Q4 2024 | 46 | $266,229,046 | +$21,684,434 | -$1,391,411 | +$20,293,023 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 28 Jan 2025, 15:17 |
| Q3 2024 | 48 | $264,722,745 | +$12,125,140 | -$5,272,232 | +$6,852,908 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 21 Oct 2024, 16:17 |
| Q2 2024 | 57 | $246,366,444 | +$20,899,496 | -$17,278,889 | +$3,620,607 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 09 Aug 2024, 16:48 |
| Q1 2024 | 60 | $239,043,213 | +$9,843,022 | -$13,170,606 | -$3,327,584 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 18 Apr 2024, 12:03 |
| Q4 2023 | 58 | $232,398,996 | +$29,660,746 | -$48,708,795 | -$19,048,049 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 19 Mar 2024, 17:03 |
| Q3 2023 | 55 | $232,367,184 | +$7,850,963 | -$5,599,396 | +$2,251,567 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 01 Nov 2023, 15:45 |
| Q2 2023 | 60 | $239,594,269 | +$38,037,599 | -$36,894,643 | +$1,142,956 | IVW, IVE, SCHZ, IUSB, SPMB | 13F-HR | 18 Jul 2023, 13:00 |
| Q1 2023 | 69 | $232,563,451 | +$40,018,629 | -$33,495,051 | +$6,523,578 | IVE, IVW, SCHZ, IUSB, SPMB | 13F-HR | 26 Apr 2023, 14:52 |
| Q4 2022 | 70 | $216,756,023 | +$100,052,878 | -$95,249,321 | +$4,803,557 | IVE, IVW, SCHZ, IUSB, IGSB | 13F-HR | 07 Feb 2023, 14:47 |
| Q3 2022 | 69 | $199,595,000 | +$21,320,665 | -$20,911,544 | +$409,121 | IGIB, IVE, IEFA, IVW, VMBS | 13F-HR | 28 Oct 2022, 11:33 |
| Q2 2022 | 51 | $213,484,000 | +$9,855,971 | -$8,134,863 | +$1,721,108 | IGIB, IEFA, IVE, VMBS, TLT | 13F-HR | 22 Jul 2022, 13:22 |
| Q1 2022 | 54 | $241,221,000 | +$10,624,656 | -$6,703,290 | +$3,921,366 | IGIB, IVE, IEFA, VMBS, TLT | 13F-HR | 20 Apr 2022, 15:01 |
| Q4 2021 | 54 | $253,964,000 | +$8,396,777 | -$1,132,201 | +$7,264,576 | IGIB, IEFA, IVE, VMBS, IVW | 13F-HR | 31 Jan 2022, 14:37 |
| Q3 2021 | 54 | $239,048,000 | +$10,449,128 | -$1,361,777 | +$9,087,351 | IGIB, IEFA, IVE, VMBS, TLT | 13F-HR | 29 Oct 2021, 12:06 |
| Q2 2021 | 56 | $232,195,000 | +$11,525,437 | -$4,078,002 | +$7,447,435 | IGIB, IEFA, IVE, VMBS, IVW | 13F-HR | 06 Aug 2021, 19:14 |
| Q1 2021 | 52 | $214,807,000 | +$19,639,971 | -$2,291,507 | +$17,348,464 | IGIB, IEFA, IVE, VMBS, IVW | 13F-HR | 12 May 2021, 12:59 |
| Q4 2020 | 50 | $193,170,000 | +$14,029,479 | -$16,200,960 | -$2,171,481 | IGIB, IEFA, IVE, VMBS, IVW | 13F-HR | 08 Feb 2021, 20:12 |
| Q3 2020 | 48 | $190,959,000 | +$21,572,384 | -$6,781,941 | +$14,790,443 | IGIB, IEFA, VMBS, IVE, TLT | 13F-HR | 28 Oct 2020, 20:46 |
| Q2 2020 | 23 | $169,151,000 | +$7,774,575 | -$1,966,850 | +$5,807,725 | IGIB, IEFA, VMBS, IVE, IVW | 13F-HR | 09 Jul 2020, 16:08 |
| Q1 2020 | 23 | $145,915,000 | +$15,094,221 | -$14,680,705 | +$413,516 | IGIB, IEFA, VMBS, IVE, IVW | 13F-HR | 26 May 2020, 18:04 |
| Q4 2019 | 45 | $164,813,000 | +$3,630,738 | -$2,673,557 | +$957,181 | IGIB, IEFA, IVE, VMBS, IVW | 13F-HR | 27 Jan 2020, 17:08 |
| Q3 2019 | 46 | $157,648,000 | +$7,390,625 | -$1,890,429 | +$5,500,196 | IGIB, IEFA, IVE, IVW, VMBS | 13F-HR | 05 Nov 2019, 15:06 |
| Q2 2019 | 47 | $150,897,000 | +$4,100,521 | -$2,351,269 | +$1,749,252 | IGIB, IEFA, IVE, IVW, VMBS | 13F-HR | 29 Jul 2019, 10:05 |
| Q1 2019 | 47 | $145,317,000 | +$15,290,698 | -$10,169,236 | +$5,121,462 | IGIB, IEFA, IVE, IVW, VMBS | 13F-HR | 13 May 2019, 16:22 |
| Q4 2018 | 48 | $129,235,000 | +$8,451,532 | -$3,930,882 | +$4,520,650 | IGIB, IEFA, IVE, IVW, SCHP | 13F-HR | 05 Feb 2019, 10:01 |
| Q3 2018 | 46 | $136,433,000 | +$19,544,745 | -$935,697 | +$18,609,048 | IGIB, IEFA, IVE, IVW, SCHP | 13F-HR | 12 Oct 2018, 11:27 |
| Q2 2018 | 44 | $121,837,000 | +$17,286,481 | -$5,700,711 | +$11,585,770 | IGIB, IEFA, SCHP, IVE, IVW | 13F-HR | 13 Aug 2018, 17:56 |
| Q1 2018 | 48 | $109,166,000 | +$4,440,023 | -$16,026,825 | -$11,586,802 | IGIB, SCHP, IEFA, IVE, IVW | 13F-HR | 09 May 2018, 14:43 |
| Q4 2017 | 50 | $123,735,000 | $0 | $0 | $0 | IEFA, SCHP, IVE, IGIB, IVW | 13F-HR | 20 Feb 2018, 13:36 |