Interactive Financial Advisors 13F Holdings
CIK 02812638 · Oak Brook, IL
As of Sep 30, 2022, Interactive Financial Advisors reported 168 positions worth
CIK 02812638 · Oak Brook, IL
As of Sep 30, 2022, Interactive Financial Advisors reported 168 positions worth
72.2K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TREASURY MONEY MARKET INV | VUSXX | — | 20,768,655 | $20.8K | 12.06% |
| ISHARES CORE S&P 500 ETF | IVV | — | 46,106 | 6.5K | 9.60% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 131,639 | 2.7K | 7.36% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 92,292 | 2.5K | 7.24% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 59,066 | $7.6K | 4.42% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 183,894 | $7.1K | 4.11% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 59,950 | $6.1K | 3.57% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 69,358 | $5.6K | 3.27% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 89,124 | $4.3K | 2.47% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 82,890 | $4.0K | 2.32% |
| FLEXSHARES TR | ESG | — | 37,366 | $3.2K | 1.86% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 36,797 | $2.5K | 1.43% |
| SPDR GOLD TRUST | GQ9 | — | 15,261 | $2.4K | 1.37% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 14,431 | $2.4K | 1.37% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 63,272 | $2.3K | 1.34% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,780 | $2.2K | 1.29% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 33,825 | $2.2K | 1.29% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 17,817 | $2.2K | 1.25% |
| ISHARES US AEROSPACE & DEFENSE ETF | ITA | — | 23,049 | $2.1K | 1.22% |
| SCHWAB US REIT ETF | SCHH | — | 110,746 | $2.1K | 1.20% |
| SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | SPGM | — | 47,917 | $2.1K | 1.19% |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | REZ | — | 28,033 | $2.0K | 1.17% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 18,299 | .9K | 1.09% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 6,522 | .8K | 1.05% |
| PROSHARES TR | TBF | — | 79,065 | .8K | 1.02% |