Financial Life Advisors Purchases in Q2 2025

Financial Life Advisors

  • $288 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
28.3K
+ 9.42%
$43.53 - $54.46 $1.23M - $1.54M
329K $17.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50.2K
+ 443.74%
$39.89 - $49.46 $2M - $2.48M
61.6K $3.04M
VGLT
Vanguard Long Term Treasury Et

ETFs
47.8K
+ 30.06%
$53.66 - $58.71 $2.57M - $2.81M
207K $11.6M
IVE
Ishares S&P 500 Value ETF

ETFs
7.14K
+ 4.42%
$168.34 - $195.42 $1.2M - $1.4M
169K $33M
IYW
Ishares Dj Us Tech ETF

ETFs
2.2K
+ 4.13%
$122.57 - $173.27 $269K - $381K
55.4K $9.61M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
76.8K
+ 40.31%
$22.4 - $23.8 $1.72M - $1.83M
267K $6.37M
EFV
Msci Eafe Value ETF

ETFs
4.67K
+ 2.07%
$52.4 - $64.65 $245K - $302K
231K $14.6M
GLDM
World Gold Trust

ETFs
16.5K
+ 29.31%
$58.96 - $67.97 $973K - $1.12M
72.8K $4.77M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
43.1K
+ 3.45%
$22.68 - $23.28 $978K - $1M
1.29M $30.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
42.1K
+ 5.38%
$21.55 - $22.2 $908K - $935K
826K $18.2M
XCEM
Columbia ETF Tr Ii

ETFs
3.44K
+ 2.78%
$26.68 - $34.18 $91.9K - $118K
128K $4.36M
HEFA
Ishares Currency Hedged Msci E

ETFs
11K
+ 17.21%
$32.11 - $38.21 $353K - $420K
74.8K $2.84M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.19K
+ 15.38%
$49.57 - $50.27 $357K - $362K
53.9K $2.71M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.1K
+ 46.3%
$68.13 - $74.77 $347K - $381K
16.1K $1.17M
OEF
Ishares S&P 100 ETF

ETFs
1.09K
+ 4.09%
N/A
27.6K $7.34M
EHC
Encompass Health Corp

Healthcare
14
+ 0.16%
$96.12 - $122.63 $1.35K - $1.72K
8.74K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 4.72%
$167.32 - $223.3 $28.1K - $37.5K
3.73K $817K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.31K
+ 4.47%
$48.13 - $49.85 $159K - $165K
77.2K $3.78M
MUB
Ishares National Muni Bond ETF

ETFs
958
+ 2.0%
$102.31 - $105.8 $98K - $101K
48.9K $5.1M
HYD
Vaneck High Yield Muni ETF

ETFs
627
+ 4.26%
$49.08 - $51.35 $30.8K - $32.2K
15.4K $770K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16
+ 0.61%
$82.21 - $83.12 $1.32K - $1.33K
2.65K $219K
Blackrock ETF Trust Ii
3.8K
+ 6.0%
N/A
67.2K $0
Activity Summary
Buys All Purchases 23 New Holdings 0 Increased Positions 23 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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