Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: FINANCIAL LIFE ADVISORS
  City: SAN ANTONIO
  State: TX
  Zip: 78232
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $239,040,000
  Total Value Change : $6,644,000
  Securities Held Change : 2
   
All Securities Held : 60
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 17
  Unchanged Positions : 6
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 32 New $0.00 $545,000 10,394 0.23% 545,000 10,394 0.012    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 57 New $263.45 $217,000 836 0.09% 217,000 836 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 60 New $82.16 $205,000 2,565 0.09% 205,000 2,565 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results