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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 $292,260,570
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 389,746 $42,911,072 14.68%
2.
Ishares Trust
 IEF 168,750 $32,977,216 11.28%
3.
Schwab Strategic Trust
 FNDF 1,294,208 $30,077,383 10.29%
4.
Spdr Series Trust
 825,673 $18,247,371 6.24%
5.
Blackrock Etf Trust
 328,509 $17,890,600 6.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)