Financial Life Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison

Financial Life Advisors has released its quarterly 13F holdings comparison report, comparing the holdings in Q1 2023 to Q2 2023. This report provides insights into the changes in the holdings of various funds managed by Financial Life Advisors during this period.

In the first quarter of 2023, Financial Life Advisors witnessed significant changes in the holdings of the funds they manage. Let's take a closer look at some of the key highlights from the report.

One of the standout performers in the portfolio was IVW (ISHARES TR), which experienced a significant increase in shares from 381,879 in Q1 to 427,961 in Q2, representing a 23.6% change. This increase was also reflected in the value of the shares, with the Q2 value amounting to $30,162, a substantial increase from the Q1 value of $24,398.

Similarly, SCHZ (SCHWAB STRATEGIC TR) showed a remarkable increase in shares from 351,336 in Q1 to 495,831 in Q2, signifying a 38.9% change. This change also affected the value of the shares, which rose from $16,481 in Q1 to $22,887 in Q2.

IYW (ISHARES TR) and IYH (ISHARES TR) also experienced notable changes in their holdings. IYW witnessed an increase in shares from 29,929 in Q1 to 35,680 in Q2, reflecting a 39.8% change. Similarly, IYH saw an increase in shares from 10,990 in Q1 to 13,833 in Q2, representing a 29.2% change.

While most funds experienced positive changes, there were a few exceptions. SPTL (SPDR SER TR) witnessed a decrease in shares from 256,851 in Q1 to 194,589 in Q2, indicating a significant decrease of 26.6%. This decrease in shares also affected the value of the shares, which dropped from $7,931 in Q1 to $5,818 in Q2.

Another notable decrease was observed in VEA (VANGUARD TAX-MANAGED FDS) and VGLT (VANGUARD SCOTTSDALE FDS). VEA experienced a decrease in shares from 80,066 in Q1 to 49,508 in Q2, indicating a significant decrease of 36.8%. VGLT also witnessed a decrease in shares from 15,877 in Q1 to 11,582 in Q2, reflecting a decrease of 29.3%.

Overall, the Q1 2023 vs. Q2 2023 13F holdings comparison report provides valuable insights into the changes in the holdings of the funds managed by Financial Life Advisors. It highlights the significant increases in some funds, such as IVW and SCHZ, while also shedding light on the decreases observed in SPTL, VEA, and VGLT.

Investors and financial enthusiasts can utilize this information to make informed decisions about their investment strategies and gain a better understanding of the trends in the market. Financial Life Advisors continues to monitor and adjust its holdings to maximize returns and minimize risks for its clients, ensuring their financial goals are achieved.