Avoid Fraud, Get The Facts, And Find The Best
Legal Name: FINANCIAL LIFE ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES (464288638)
|
365,623 |
$20,822k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
280,316 |
$17,211k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
111,734 |
$13,025k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
67,468 |
$12,093k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
210,119 |
$11,101k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
67,957 |
$7,699k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
57,525 |
$7,640k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
120,288 |
$6,773k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
112,823 |
$5,804k |
|
|
ISHARES TR (46429B697)
|
90,478 |
$5,585k |
|
|
ISHARES U S ETF TR (46431W507)
|
105,375 |
$5,304k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
47,446 |
$5,263k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
30,406 |
$4,968k |
|
|
ISHARES TR (46432F396)
|
34,564 |
$4,099k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
13,474 |
$2,617k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
32,278 |
$2,527k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
23,912 |
$1,313k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
19,090 |
$1,261k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
13,993 |
$1,127k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
11,749 |
$1,016k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,556 |
$979k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
22,653 |
$963k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
5,049 |
$940k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
7,652 |
$852k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
9,023 |
$750k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
5,594 |
$730k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
25,456 |
$668k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,807 |
$595k |
|
|
ISHARES (464288646)
|
10,747 |
$574k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
6,464 |
$538k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
12,267 |
$512k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
9,196 |
$487k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,085 |
$480k |
|
|
ISHARES TR (46434V738)
|
9,431 |
$439k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,925 |
$439k |
|
|
SWEDISH EXPT CR CORP (870297801)
|
81,095 |
$424k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
6,879 |
$384k |
|
|
Exxon Mobil Corp (30231G102)
|
4,670 |
$358k |
|
|
VANGUARD SCOTTSDALE FDS (92206C714)
|
3,082 |
$344k |
|
|
Amazon.com Inc (023135106)
|
174 |
$329k |
|
|
ISHARES TR (464287176)
|
2,825 |
$326k |
|
|
iShares MSCI Pacific ETF (46434V696)
|
5,497 |
$306k |
|
|
ISHARES (464287234)
|
6,324 |
$271k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
917 |
$269k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,862 |
$266k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,387 |
$217k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,253 |
$209k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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