• 13F History

FINANCIAL LIFE ADVISORS

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$266M
Signature - Title
Cameron Neumann - Trading
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL LIFE ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL LIFE ADVISORS reported 46 stock holdings with total value $266M as of Q4 2024. Top holdings included IVW, IVE, SCHZ, IUSB, and SPMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 46 $266M +$21.7M -$1.39M +$20.3M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 1/28/2025, 03:17 PM
Q3 2024 48 $265M +$12.1M -$5.27M +$6.85M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 10/21/2024, 04:17 PM
Q2 2024 57 $246M +$20.9M -$17.3M +$3.62M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 8/9/2024, 04:48 PM
Q1 2024 60 $239M +$9.84M -$13.2M -$3.33M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 4/18/2024, 12:03 PM
Q4 2023 58 $232M +$29.7M -$48.7M -$19M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 3/19/2024, 05:03 PM
Q3 2023 60 $232M +$7.85M -$5.6M +$2.25M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 11/1/2023, 03:45 PM
Q2 2023 60 $240M +$38M -$25.3M +$12.7M IVW, IVE, SCHZ, IUSB, SPMB 13F-HR 7/18/2023, 01:00 PM
Q1 2023 69 $233M +$40M -$22.9M +$17.1M IVE, IVW, SCHZ, IUSB, SPMB 13F-HR 4/26/2023, 02:52 PM
Q4 2022 70 $217M +$100M -$89.6M +$10.4M IVE, IVW, SCHZ, IUSB, IGSB 13F-HR 2/7/2023, 01:47 PM
Q3 2022 69 $200M +$21.3M -$20.5M +$818K IGIB, IVE, IEFA, IVW, VMBS 13F-HR 10/28/2022, 11:33 AM
Q2 2022 51 $213M +$9.86M -$5.84M +$4.01M IGIB, IEFA, IVE, VMBS, TLT 13F-HR 7/22/2022, 01:22 PM
Q1 2022 54 $241M +$10.6M -$6.5M +$4.12M IGIB, IVE, IEFA, VMBS, TLT 13F-HR 4/20/2022, 03:01 PM
Q4 2021 54 $254M +$8.4M -$907K +$7.49M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 1/31/2022, 01:37 PM
Q3 2021 54 $239M +$10.4M -$1.36M +$9.09M IGIB, IEFA, IVE, VMBS, TLT 13F-HR 10/29/2021, 12:06 PM
Q2 2021 56 $232M +$11.5M -$4.08M +$7.45M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 8/6/2021, 07:14 PM
Q1 2021 52 $215M +$19.6M -$2.29M +$17.3M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 5/12/2021, 12:59 PM
Q4 2020 50 $193M +$14M -$1.32M +$12.7M IGIB, IEFA, IVE, VMBS, IVW 13F-HR 2/8/2021, 07:12 PM
Q3 2020 48 $191M +$21.6M -$6.78M +$14.8M IGIB, IEFA, VMBS, IVE, TLT 13F-HR 10/28/2020, 08:46 PM
Q2 2020 23 $169M +$7.77M -$1.97M +$5.81M IGIB, IEFA, VMBS, IVE, IVW 13F-HR 7/9/2020, 04:08 PM
Q1 2020 23 $146M +$15.1M -$2.78M +$12.3M IGIB, IEFA, VMBS, IVE, IVW 13F-HR 5/26/2020, 06:04 PM
Q4 2019 44 $164M +$3.63M -$2.63M +$999K IGIB, IEFA, IVE, VMBS, IVW 13F-HR 1/27/2020, 04:08 PM
Q3 2019 44 $157M +$7.39M -$1.05M +$6.34M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 11/5/2019, 02:06 PM
Q2 2019 46 $150M +$4.1M -$2.29M +$1.81M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 7/29/2019, 10:05 AM
Q1 2019 46 $145M +$15.3M -$9.28M +$6.01M IGIB, IEFA, IVE, IVW, VMBS 13F-HR 5/13/2019, 04:22 PM
Q4 2018 47 $129M +$7.81M -$3.57M +$4.24M IGIB, IEFA, IVE, IVW, SCHP 13F-HR 2/5/2019, 09:01 AM
Q3 2018 46 $136M +$19.5M -$643K +$18.9M IGIB, IEFA, IVE, IVW, SCHP 13F-HR 10/12/2018, 11:27 AM
Q2 2018 44 $122M +$17.3M -$3.96M +$13.3M IGIB, IEFA, SCHP, IVE, IVW 13F-HR 8/13/2018, 05:56 PM
Q1 2018 47 $108M +$4.44M -$15M -$10.6M IGIB, SCHP, IEFA, IVE, IVW 13F-HR 5/9/2018, 02:43 PM
Q4 2017 50 $124M IEFA, SCHP, IVE, IGIB, IVW 13F-HR 2/20/2018, 12:36 PM