Financial Life Advisors has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $238 Million distributed in 60 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 $33.4M, Ishares S&P 500 Value ETF with a value of $28.1M, Schwab Us Aggregate Bond ETF with a value of $23.1M, Ishares Core Total Usd Bond Ma with a value of $17.6M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $13.9M.

Examining the 13F form we can see an increase of $6.1M in the current position value, from $232M to 238M.

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

Portfolio value $238 Million
ETFs: $237 Million
Healthcare: $717,000
Consumer Cyclical: $540,000
Energy: $258,000
Technology: $217,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 60
  • Current Value $238 Million
  • Prior Value $232 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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