Financial Life Advisors Portfolio Holdings
Financial Life Advisors
- $243 Million
- Q2 2024
Financial Life Advisors has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $243 Million distributed in 57 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 $33.5M, Ishares S&P 500 Value ETF with a value of $27.1M, Schwab Us Aggregate Bond ETF with a value of $24.3M, Ishares Core Total Usd Bond Ma with a value of $18M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $14.6M.
Examining the 13F form we can see an increase of $4.91M in the current position value, from $238M to 243M.
Below you can find more details about Financial Life Advisors portfolio as well as his latest detailed transactions.