0001085146-21-000523.txt : 20210209
0001085146-21-000523.hdr.sgml : 20210209
20210208201241
ACCESSION NUMBER: 0001085146-21-000523
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210209
DATE AS OF CHANGE: 20210208
EFFECTIVENESS DATE: 20210209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FINANCIAL LIFE ADVISORS
CENTRAL INDEX KEY: 0001730813
IRS NUMBER: 200201132
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18655
FILM NUMBER: 21603304
BUSINESS ADDRESS:
STREET 1: 14607 SAN PEDRO AVE #190
CITY: SAN ANTONIO
STATE: TX
ZIP: 78232
BUSINESS PHONE: (210) 918-8998
MAIL ADDRESS:
STREET 1: 14607 SAN PEDRO AVE #190
CITY: SAN ANTONIO
STATE: TX
ZIP: 78232
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730813
XXXXXXXX
12-31-2020
12-31-2020
false
FINANCIAL LIFE ADVISORS
14607 SAN PEDRO AVE #190
SAN ANTONIO
TX
78232
13F HOLDINGS REPORT
028-18655
N
Kirk W. Francis
CEO, CCO
210-918-8998
/s/ Kirk W. Francis
San Antonio
TX
02-04-2021
0
50
193170
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
664
204
SH
SOLE
0
0
204
INVESCO EXCH TRADED FD TR II
EMRNG MKT SVRG
46138E784
590
20468
SH
SOLE
0
0
20468
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
379
7179
SH
SOLE
0
0
7179
ISHARES INC
CORE MSCI EMKT
46434G103
8872
143006
SH
SOLE
0
0
143006
ISHARES TR
CORE MSCI EAFE
46432F842
23511
340304
SH
SOLE
0
0
340304
ISHARES TR
CORE MSCI EURO
46434V738
445
8686
SH
SOLE
0
0
8686
ISHARES TR
CORE MSCI PAC
46434V696
344
5350
SH
SOLE
0
0
5350
ISHARES TR
CORE S&P MCP ETF
464287507
3656
15910
SH
SOLE
0
0
15910
ISHARES TR
CORE S&P SCP ETF
464287804
3538
38503
SH
SOLE
0
0
38503
ISHARES TR
EAFE GRWTH ETF
464288885
227
2257
SH
SOLE
0
0
2257
ISHARES TR
ESG AWRE USD ETF
46435G193
268
9487
SH
SOLE
0
0
9487
ISHARES TR
ISHS 1-5YR INVS
464288646
1013
18365
SH
SOLE
0
0
18365
ISHARES TR
ISHS 5-10YR INVT
464288638
30278
490024
SH
SOLE
0
0
490024
ISHARES TR
JPMORGAN USD EMG
464288281
11306
97543
SH
SOLE
0
0
97543
ISHARES TR
MSCI EMG MKT ETF
464287234
343
6646
SH
SOLE
0
0
6646
ISHARES TR
MSCI USA MIN VOL
46429B697
7386
108819
SH
SOLE
0
0
108819
ISHARES TR
MSCI USA MMENTM
46432F396
5432
33682
SH
SOLE
0
0
33682
ISHARES TR
RUS MD CP GR ETF
464287481
315
3071
SH
SOLE
0
0
3071
ISHARES TR
RUS MID CAP ETF
464287499
368
5377
SH
SOLE
0
0
5377
ISHARES TR
RUSSELL 2000 ETF
464287655
483
2466
SH
SOLE
0
0
2466
ISHARES TR
S&P 500 GRWT ETF
464287309
14672
229897
SH
SOLE
0
0
229897
ISHARES TR
S&P 500 VAL ETF
464287408
18666
145813
SH
SOLE
0
0
145813
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
7725
153977
SH
SOLE
0
0
153977
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
609
19888
SH
SOLE
0
0
19888
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
282
5045
SH
SOLE
0
0
5045
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
686
5344
SH
SOLE
0
0
5344
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
227
2500
SH
SOLE
0
0
2500
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
230
2585
SH
SOLE
0
0
2585
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
2011
32403
SH
SOLE
0
0
32403
SPDR S&P 500 ETF TR
TR UNIT
78462F103
243
650
SH
SOLE
0
0
650
SPDR SER TR
SSGA US LRG ETF
78468R804
608
5072
SH
SOLE
0
0
5072
SWEDISH EXPT CR CORP
ROG TTL ETN 22
870297801
129
26111
SH
SOLE
0
0
26111
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
329
3975
SH
SOLE
0
0
3975
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
610
6922
SH
SOLE
0
0
6922
VANGUARD INDEX FDS
GROWTH ETF
922908736
8756
34565
SH
SOLE
0
0
34565
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1042
4916
SH
SOLE
0
0
4916
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
725
6098
SH
SOLE
0
0
6098
VANGUARD INDEX FDS
MID CAP ETF
922908629
1117
5404
SH
SOLE
0
0
5404
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
644
4534
SH
SOLE
0
0
4534
VANGUARD INDEX FDS
SMALL CP ETF
922908751
819
4212
SH
SOLE
0
0
4212
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1070
4001
SH
SOLE
0
0
4001
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
273
1404
SH
SOLE
0
0
1404
VANGUARD INDEX FDS
VALUE ETF
922908744
6166
51837
SH
SOLE
0
0
51837
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1933
38582
SH
SOLE
0
0
38582
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
914
15189
SH
SOLE
0
0
15189
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
1005
12630
SH
SOLE
0
0
12630
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
383
3943
SH
SOLE
0
0
3943
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
17065
315625
SH
SOLE
0
0
315625
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4607
97589
SH
SOLE
0
0
97589
VANGUARD WORLD FDS
INF TECH ETF
92204A702
206
583
SH
SOLE
0
0
583