FINANCIAL LIFE ADVISORS - Portfolio overview

FINANCIAL LIFE ADVISORS has 53 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 12.71%
2. IVE - ISHARES TR, 10.97%
3. SCHZ - SCHWAB STRATEGIC TR, 10.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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