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Home > Institutional Investor > Financial Life Advisors > Profile

Instuitional Investor - Financial Life Advisors

Fund Profile
Filing Period:
Fund Name: Financial Life Advisors
Portfolio Value $232,367,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 443,157 $30,320,817 13.04%
2.
Ishares Trust
 IEF 177,823 $27,356,344 11.77%
3.
Schwab Strategic Trust
 FNDF 526,806 $23,300,618 10.02%
4.
Ishares Tr
 407,604 $17,818,419 7.66%
5.
Spdr Series Trust
 632,687 $13,163,628 5.66%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)