Financial Life Advisors Portfolio Holdings by Sector
Financial Life Advisors
- $306 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IVE SCHZ SPMB DYNF EFV IUSB VGLT 41 stocks |
$302,847
99.07% of portfolio
|
  13  
|
  22  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$1,112
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$781
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$462
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$249
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$238
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|