FINANCIAL LIFE ADVISORS: 13F holdings
CIK 17308132026Q2
| Positions | 60 |
|---|
| Reported value | $351.7m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 60 (+8 vs prior quarter) |
|---|
| Reported value | $351.7m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 337,681 | $46.4m | 13.2% |
| IVE ISHARES TR | 162,970 | $37.0m | 10.5% |
| SCHZ SCHWAB STRATEGIC TR | 1,573,243 | $36.4m | 10.3% |
| SPMB SPDR SERIES TRUST | 1,300,999 | $29.0m | 8.3% |
| DYNF BLACKROCK ETF TRUST | 306,406 | $20.8m | 5.9% |
| EFV ISHARES TR | 229,096 | $17.5m | 5.0% |
| VGLT VANGUARD SCOTTSDALE FDS | 309,813 | $17.1m | 4.9% |
| IUSB ISHARES TR | 369,768 | $17.1m | 4.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 261,862 | $15.6m | 4.4% |
| VUG VANGUARD INDEX FDS | 163,801 | $14.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730813")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples