Financial Life Advisors Portfolio Holdings

Financial Life Advisors has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $36.2M, Ishares S&P 500 Value ETF with a value of $30.8M, Schwab Us Aggregate Bond ETF with a value of $27.3M, Ishares Core Total Usd Bond Ma with a value of $19.7M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $16.3M.

Examining the 13F form we can see an increase of $18M in the current position value, from $243M to 261M.

Below you can find more details about Financial Life Advisors portfolio as well as his latest detailed transactions.