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  Name: FINANCIAL LIFE ADVISORS
  City: SAN ANTONIO
  State: TX
  Zip: 78232
   
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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

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 44 - $551.45 $364,000 695 0.15% 28,000 0 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 46 - $537.43 $316,000 602 0.13% 28,000 0 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 47 - $63.22 $310,000 5,000 0.13% 28,000 0 0    Closed - End Fund - Debt
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 48 - $75.07 $299,000 3,959 0.13% -3,000 0 0.002    Closed - End Fund - Debt
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 49 - $0.00 $295,000 3,862 0.12% 27,000 0 0.004    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 53 - $110.09 $268,000 2,424 0.11% 1,000 0 0.001    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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