0001398344-20-014383.txt : 20200727 0001398344-20-014383.hdr.sgml : 20200727 20200727100625 ACCESSION NUMBER: 0001398344-20-014383 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200727 DATE AS OF CHANGE: 20200727 EFFECTIVENESS DATE: 20200727 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Interactive Financial Advisors CENTRAL INDEX KEY: 0001419099 IRS NUMBER: 753100143 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12638 FILM NUMBER: 201049155 BUSINESS ADDRESS: STREET 1: 625 N. MICHIGAN AVE., #1710 CITY: CHICAGO STATE: IL ZIP: 60611 BUSINESS PHONE: (630)472-1300 MAIL ADDRESS: STREET 1: 625 N. MICHIGAN AVE., #1710 CITY: CHICAGO STATE: IL ZIP: 60611 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001419099 XXXXXXXX 06-30-2020 06-30-2020 false Interactive Financial Advisors

625 N. MICHIGAN AVE., #1710 CHICAGO IL 60611

13F HOLDINGS REPORT 028-12638 N Joanne Woiteshek 630-472-1300-209 /s/ Joanne Woiteshek Chicago IL 07-24-2020 1 137 202997 1 028-18905 Belvedere Advisors LLC INFORMATION TABLE 2 fp0055938_13fhr-table.xml 13F INFORMATION TABLE VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS ETF 922042718 1 14 SH SOLE 0 0 14 CRONOS GROUP INC C 22717L101 2 281 SH SOLE 0 0 281 PROCTER & GAMBLE C 742718109 3 22 SH SOLE 0 0 22 MOTOROLA INC COM NEW C 620076307 3 20 SH SOLE 0 0 20 ALTRIA GROUP INC COM C 02209S103 8 200 SH SOLE 0 0 200 FORD MOTOR COMPANY C 345370860 9 1400 SH SOLE 0 0 1400 AT&T INC COM C 00206R102 9 300 SH SOLE 0 0 300 ISHARES LATIN AMERICA 40 ETF ETF 464287390 11 521 SH SOLE 0 0 521 JPMORGAN DIVERSIFIED RETURN US SMALL CAP EQUITY ETF ETF 46641Q845 12 432 SH SOLE 0 0 432 ISHARES GLOBAL MATERIALS ETF ETF 464288695 12 199 SH SOLE 0 0 199 TEXAS INSTRUMENTS INC. C 882508104 13 100 SH SOLE 0 0 100 SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF ETF 808524706 13 523 SH SOLE 0 0 523 NORFOLK SOUTHERN CORP COM C 655844108 13 73 SH SOLE 0 0 73 CISCO SYSTEMS, INC. C 17275R102 14 300 SH SOLE 0 0 300 FLEXSHARES STOXX US ESG IMPACT INDEX FUND ETF 33939L696 16 213 SH SOLE 0 0 213 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF NEW ETF 78468R622 17 166 SH SOLE 0 0 166 ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF ETF 464288513 17 214 SH SOLE 0 0 214 TRAVELERS COS INC COM C 89417E109 18 158 SH SOLE 0 0 158 BOEING COMPANY C 097023105 18 100 SH SOLE 0 0 100 CONSOLIDATED EDISON C 209115104 23 320 SH SOLE 0 0 320 ELI LILLY & CO. C 532457108 25 155 SH SOLE 0 0 155 DOMINION ENERGY INC C 25746U109 27 335 SH SOLE 0 0 335 UNILEVER PLC C 904767704 27 500 SH SOLE 0 0 500 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 29 272 SH SOLE 0 0 272 AMEREN CORP C 023608102 31 444 SH SOLE 0 0 444 ISHARES GLOBAL ENERGY ETF ETF 464287341 32 1638 SH SOLE 0 0 1638 OCCIDENTAL PETRO CORP C 674599105 32 1768 SH OTR 1 0 0 1768 VANGUARD GROWTH VIPERS ETF 922908736 34 170 SH SOLE 0 0 170 PLAINS ALL AMERICAN PIPELINE LP C 726503105 36 4018 SH OTR 1 0 0 4018 EXXON MOBIL CORP COM C 30231G102 36 800 SH SOLE 0 0 800 ENERGY TRANSFER OPERATING, LP. C 29273V100 36 5120 SH OTR 1 0 0 5120 UNIVERSAL HEALTH RLTY TR SBI RHTA 91359E105 45 560 SH SOLE 0 0 560 DISCOVER FINL SVCS C 254709108 45 900 SH SOLE 0 0 900 WEYERHAEUSER CO RHTA 962166104 45 2018 SH OTR 1 0 0 2018 SPDR FTSE INTL GOVERNMENT INFLATION PROTECTED BD ETF ETF 78464A490 47 901 SH SOLE 0 0 901 ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF ETF 464287440 54 445 SH SOLE 0 0 445 VISA INC COM CL A C 92826C839 56 288 SH SOLE 0 0 288 VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX ETF 922042676 58 1240 SH SOLE 0 0 1240 ISHARES TR COHEN & STEERS REIT ETF ETF 464287564 58 575 SH SOLE 0 0 575 SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT ETF 78467Y107 59 183 SH OTR 1 0 0 183 VANGUARD SMALL-CAP VALUE VIPERS ETF 922908611 60 558 SH OTR 1 0 0 558 ISHARES S&P SMALLCAP 600 GROWTH ETF ETF 464287887 61 358 SH OTR 1 0 0 358 ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 61 893 SH OTR 1 0 0 893 VANGUARD MID-CAP VALUE ETF ETF 922908512 63 655 SH OTR 1 0 0 655 ZOOM VIDEO COMMUNICATIONS INC C 98980L101 63 250 SH SOLE 0 0 250 SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF ETF 78463X541 68 1854 SH OTR 1 0 0 1854 ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 72 1307 SH SOLE 0 0 1307 SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETF ETF 78463X749 77 1977 SH OTR 1 0 0 1977 MERCK & CO INC NEW C 58933Y105 77 1000 SH SOLE 0 0 1000 VANGUARD VALUE VIPERS ETF 922908744 82 819 SH OTR 1 0 0 819 JPM DIVERSIFIED RETURN INTL EQUITY ETF ETF 46641Q209 83 1689 SH SOLE 0 0 1689 INVESCO CLEANTECH ETF ETF 46137V407 86 1753 SH SOLE 0 0 1753 MORGAN STANLEY CO C 617446448 97 2000 SH SOLE 0 0 2000 MICROSOFT CORP C 594918104 102 500 SH SOLE 0 0 500 INVESCO DB COMMODITY INDEX TRACKING FUND ETF 46138B103 107 8721 SH OTR 1 0 0 8721 CHEVRON CORP NEW C 166764100 110 1236 SH SOLE 0 0 1236 SOUTHERN CO C 842587107 114 2208 SH SOLE 0 0 2208 MGE ENERGY INC. - COMMON STOCK C 55277P104 117 1820 SH SOLE 0 0 1820 ALPHABET INC CAP STK CL A C 02079K305 121 85 SH OTR 1 0 0 85 ISHARES INC MSCI GLOBAL SILVER AND METALS MINER ETF ETF 464286327 135 10111 SH OTR 1 0 0 10111 ISHARES FLOATING RATE BOND ETF ETF 46429B655 140 2770 SH SOLE 0 0 2770 WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FD ETF 97717W471 142 5154 SH SOLE 0 0 5154 DTE ENERGY COMPANY C 233331107 149 1386 SH SOLE 0 0 1386 NEXTERA ENERGY INC COM C 65339F101 159 662 SH SOLE 0 0 662 ISHARES S&P 500 GROWTH ETF ETF 464287309 160 773 SH SOLE 0 0 773 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 922042858 171 4312 SH OTR 1 0 0 4312 VANGUARD SHORT TERM CORP BOND INDEX FUND ETF ETF 92206C409 173 2089 SH SOLE 0 0 2089 ISHARES JP MORGAN USD EMERGING MKTS BD ETF ETF 464288281 183 1671 SH OTR 1 0 0 1671 VANGUARD SECTOR INDEX FDS VANGUARD TELECOMMUNICATION SVCS VIPERS ETF 92204A884 187 2013 SH SOLE 0 0 2013 SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF ETF 78464A516 191 6608 SH SOLE 0 0 6608 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 199 5263 SH SOLE 0 0 5263 SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETF ETF 78467V608 209 4826 SH OTR 1 0 0 4826 INVESCO SENIOR LOAN ETF ETF 46138G508 212 9912 SH OTR 1 0 0 9912 ALLSTATE CORPORATION C 020002101 230 2376 SH SOLE 0 0 2376 ISHARES TR RUSSELL 2000 ETF ETF 464287655 249 1740 SH SOLE 0 0 1740 PROSHARES TR S&P 500 ARISTOCRATS ETF ETF 74348A467 263 3902 SH OTR 1 0 0 3902 GATX CORP C 361448103 274 4500 SH SOLE 0 0 4500 WISDOMTREE BARCLAYS U.S. AGGREGATE BOND ZERO DURATION FUND ETF 97717W380 276 5859 SH SOLE 0 0 5859 ISHARES TR S&P 500 VALUE ETF ETF 464287408 276 2549 SH SOLE 0 0 2549 AMERICAN ELECTRIC POWER CO C 025537101 279 3500 SH SOLE 0 0 3500 JPMORGAN DIVERSIFIED RETURN USEQUITY ETF ETF 46641Q407 280 4038 SH SOLE 0 0 4038 ISHARES MSCI ACWI EX US ETF ETF 464288240 296 6857 SH SOLE 0 0 6857 ISHARES TR MSCI EAFE ETF ETF 464287465 303 4977 SH SOLE 0 0 4977 VANGUARD INTERMEDIATE TERM ETF 92206C870 303 3187 SH SOLE 0 0 3187 INVESCO TAXABLE MUNICIPAL BOND ETF ETF 46138G805 305 9266 SH OTR 1 0 0 9266 ISHARES SELECT DIVIDEND ETF ETF 464287168 314 3891 SH OTR 1 0 0 3891 ISHARES COMEX GOLD TR ISHARES WF 464285105 315 18517 SH SOLE 0 0 18517 WISDOMTREE TR HIGH DIVID FD ETF 97717W208 339 5438 SH SOLE 0 0 5438 VANGUARD REAL ESTATE ETF ETF 922908553 340 4328 SH OTR 1 0 0 4328 ISHARES MSCI EAFE MINIMUM VOLATILITY ETF ETF 46429B689 369 5581 SH OTR 1 0 0 5581 INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF ETF 46138E537 386 14539 SH OTR 1 0 0 14539 WISDOMTREE TR US QUALITY DIVID GROWTH FD ETF 97717X669 417 9176 SH SOLE 0 0 9176 VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS ETF 92204A108 484 2418 SH SOLE 0 0 2418 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF ETF 46138E362 489 14868 SH OTR 1 0 0 14868 ISHARES TR 10-20 YR TREAS BD ETF ETF 464288653 530 3169 SH SOLE 0 0 3169 ISHARES TR NATL AMT FREE MUNI BD ETF ETF 464288414 531 4601 SH OTR 1 0 0 4601 AMPLIFY ONLINE RETAIL ETF ETF 032108102 534 7599 SH SOLE 0 0 7599 FACEBOOK INC CL A C 30303M102 581 2558 SH OTR 1 0 0 2558 ISHARES TR S&P US PFD STOCK INDEX FUND ETF 464288687 591 17049 SH OTR 1 0 0 17049 FLEXSHARES TR READY ACCESS VAR INCOME FD ETF 33939L886 601 7885 SH SOLE 0 0 7885 SPDR SER TR S&P BIOTECH ETF ETF 78464A870 765 6833 SH SOLE 0 0 6833 ISHARES TIPS BOND ETF ETF 464287176 847 6887 SH SOLE 0 0 6887 FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD ETF 33939L506 1031 40770 SH SOLE 0 0 40770 ISHARES TR 3-7 YR TREAS BD ETF ETF 464288661 1038 7763 SH SOLE 0 0 7763 CONSUMER STAPLES SPDR ETF 81369Y308 1052 17947 SH SOLE 0 0 17947 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 1067 13539 SH SOLE 0 0 13539 FIRST TRUST WATER ETF ETF 33733B100 1358 24383 SH SOLE 0 0 24383 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 1472 26092 SH SOLE 0 0 26092 ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUND ETF 464287549 1700 6091 SH SOLE 0 0 6091 ARK INNOVATION ETF ETF 00214Q104 1804 25292 SH SOLE 0 0 25292 ISHARES TR CHINA LARGE CAP ETF ETF 464287184 1854 46700 SH OTR 1 0 0 46700 SELECT SECTOR SPDR FD HEALTH CARE ETF 81369Y209 1906 19044 SH SOLE 0 0 19044 ISHARES NORTH AMERICAN NATURAL RES ETF ETF 464287374 2009 92681 SH OTR 1 0 0 92681 ISHARES RESIDENTIAL REAL ESTATE ETF ETF 464288562 2092 34812 SH OTR 1 0 0 34812 SCHWAB STRATEGIC TR US REIT ETF ETF 808524847 2098 59562 SH OTR 1 0 0 59562 VANGUARD LARGE-CAP VIPERS ETF 922908637 2230 15597 SH SOLE 0 0 15597 VANGUARD INDEX FDS S&P 500 ETF SHS NEW ETF 922908363 2496 8805 SH OTR 1 0 0 8805 APPLE INC C 037833100 2556 7007 SH OTR 1 0 0 7007 ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD ETF 464288760 2703 16409 SH SOLE 0 0 16409 VANGUARD TAX MANAGED INTL FD MSCI ETF 921943858 2765 71287 SH OTR 1 0 0 71287 ISHARES SILVER TRUST WF 46428Q109 3197 187971 SH OTR 1 0 0 187971 NETFLIX COM INC C 64110L106 3864 8492 SH OTR 1 0 0 8492 ISHARES TR BARCLAYS 20 YR TREAS BD ETF ETF 464287432 4313 26309 SH OTR 1 0 0 26309 AMAZON.COM, INC C 023135106 4618 1674 SH OTR 1 0 0 1674 ISHARES INTERMEDIATE TERM CORPORATE BOND ETF ETF 464288638 5526 91527 SH OTR 1 0 0 91527 VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD ETF 92203J407 5649 97860 SH SOLE 0 0 97860 VANGUARD TOTAL STOCK MARKET VIPERS ETF 922908769 6762 43197 SH OTR 1 0 0 43197 ISHARES TR RUSSELL 2000 VALUE ETF ETF 464287630 7530 77259 SH SOLE 0 0 77259 ISHARES MSCI EAFE VALUE ETF ETF 464288877 7619 190613 SH SOLE 0 0 190613 SPDR S&P 500 ETF TR TR UNIT ETF 78462F103 9294 30140 SH OTR 1 0 0 30140 SPDR GOLD TR GOLD SHS WF 78463V107 10599 63326 SH OTR 1 0 0 63326 ISHARES TR BARCLAYS 1-3 TREAS BD ETF ETF 464287457 11052 127608 SH OTR 1 0 0 127608 VANGUARD DIVIDEND APPRECIATION VIPERS ETF 921908844 11728 100083 SH OTR 1 0 0 100083 ISHARES IBOXX $ INVESTMENT GRADE CO ETF ETF 464287242 12606 93724 SH OTR 1 0 0 93724 INVESCO CURRENCYSHARES SWISS FRANC TRUST ETF 46138R108 14147 146201 SH OTR 1 0 0 146201 ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 16177 136853 SH SOLE 0 0 136853 ISHARES CORE S&P 500 ETF ETF 464287200 18240 58897 SH SOLE 0 0 58897