0001398344-20-020999.txt : 20201029 0001398344-20-020999.hdr.sgml : 20201029 20201029105601 ACCESSION NUMBER: 0001398344-20-020999 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201029 DATE AS OF CHANGE: 20201029 EFFECTIVENESS DATE: 20201029 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: 201271126 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 09-30-2020 09-30-2020 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 10-28-2020 1 148 201332 1 0001755386 028-18905 Belvedere Advisors LLC INFORMATION TABLE 2 fp0058571_13fhr-table.xml 13F INFORMATION TABLE CRONOS GROUP INC C 22717L101 1 281 SH SOLE 0 0 281 VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS ETF 922042718 1 14 SH SOLE 0 0 14 ISHARES TR BARCLAYS 20 YR TREAS BD ETF ETF 464287432 3 17 SH OTR 1 0 0 17 PROCTER & GAMBLE C 742718109 3 22 SH SOLE 0 0 22 MOTOROLA INC COM NEW C 620076307 3 20 SH SOLE 0 0 20 SLM CORP COM C 78442P106 4 500 SH SOLE 0 0 500 NAVIENT CORP COM C 63938C108 4 500 SH SOLE 0 0 500 FLEXSAHRES DISCIPLINED DURATION MBS INDEX FUND ETF 33939L639 6 257 SH SOLE 0 0 257 ISHARES LATIN AMERICA 40 ETF ETF 464287390 7 313 SH SOLE 0 0 313 ALTRIA GROUP INC COM C 02209S103 8 200 SH SOLE 0 0 200 AT&T INC COM C 00206R102 9 300 SH SOLE 0 0 300 FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND ETF 33939L795 9 181 SH SOLE 0 0 181 FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD ETF 33939L787 9 173 SH SOLE 0 0 173 FORD MOTOR COMPANY C 345370860 9 1400 SH SOLE 0 0 1400 NORFOLK SOUTHERN CORP COM C 655844108 10 48 SH SOLE 0 0 48 CISCO SYSTEMS, INC. C 17275R102 12 300 SH SOLE 0 0 300 ISHARES GLOBAL MATERIALS ETF ETF 464288695 14 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF ETF 808524706 14 523 SH SOLE 0 0 523 TEXAS INSTRUMENTS INC. C 882508104 14 100 SH SOLE 0 0 100 OCCIDENTAL PETRO CORP C 674599105 14 1433 SH OTR 1 0 0 1433 TRAVELERS COS INC COM C 89417E109 17 158 SH SOLE 0 0 158 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 18 214 SH SOLE 0 0 214 ENERGY TRANSFER OPERATING, LP. C 29273V100 18 3408 SH OTR 1 0 0 3408 PLAINS ALL AMERICAN PIPELINE LP C 726503105 19 3213 SH OTR 1 0 0 3213 ELI LILLY & CO. C 532457108 19 130 SH SOLE 0 0 130 JPMORGAN DIVERSIFIED RETURN US SMALL CAP EQUITY ETF ETF 46641Q845 24 838 SH SOLE 0 0 838 CONSOLIDATED EDISON C 209115104 25 320 SH SOLE 0 0 320 DOMINION ENERGY INC C 25746U109 26 335 SH SOLE 0 0 335 ISHARES GLOBAL ENERGY ETF ETF 464287341 27 1639 SH SOLE 0 0 1639 EXXON MOBIL CORP COM C 30231G102 27 800 SH SOLE 0 0 800 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 30 273 SH SOLE 0 0 273 UNILEVER PLC C 904767704 31 500 SH SOLE 0 0 500 FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND ETF 33939L647 32 1299 SH SOLE 0 0 1299 UNIVERSAL HEALTH RLTY TR SBI RHTA 91359E105 32 560 SH SOLE 0 0 560 ISHARES US TREASURY BOND ETF ETF 46429B267 32 1156 SH SOLE 0 0 1156 AMEREN CORP C 023608102 35 444 SH SOLE 0 0 444 VANGUARD GROWTH VIPERS ETF 922908736 38 167 SH SOLE 0 0 167 WEYERHAEUSER CO RHTA 962166104 47 1652 SH OTR 1 0 0 1652 VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX ETF 922042676 48 983 SH SOLE 0 0 983 FLEXSHARES STOXX US ESG IMPACT INDEX FUND ETF 33939L696 48 589 SH SOLE 0 0 589 SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF ETF 78463X541 51 1358 SH OTR 1 0 0 1358 SPDR FTSE INTL GOVERNMENT INFLATION PROTECTED BD ETF ETF 78464A490 51 948 SH SOLE 0 0 948 DISCOVER FINL SVCS C 254709108 52 900 SH SOLE 0 0 900 ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF ETF 464287440 54 445 SH SOLE 0 0 445 ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 55 783 SH OTR 1 0 0 783 VANGUARD SMALL-CAP VALUE VIPERS ETF 922908611 57 514 SH OTR 1 0 0 514 VISA INC COM CL A C 92826C839 58 288 SH SOLE 0 0 288 ISHARES TR COHEN & STEERS REIT ETF ETF 464287564 59 576 SH SOLE 0 0 576 ISHARES S&P SMALLCAP 600 GROWTH ETF ETF 464287887 61 347 SH OTR 1 0 0 347 ISHARES INC MSCI GLOBAL SILVER AND METALS MINER ETF ETF 464286327 64 4080 SH OTR 1 0 0 4080 SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT ETF 78467Y107 65 193 SH OTR 1 0 0 193 VANGUARD MID-CAP VALUE ETF ETF 922908512 70 694 SH OTR 1 0 0 694 ISHARES SHORT-TERM CORPORATE BOND ETF ETF 464288646 72 1314 SH SOLE 0 0 1314 SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETF ETF 78463X749 77 1942 SH OTR 1 0 0 1942 JPM DIVERSIFIED RETURN INTL EQUITY ETF ETF 46641Q209 78 1502 SH SOLE 0 0 1502 INVESCO DB COMMODITY INDEX TRACKING FUND ETF 46138B103 78 5990 SH OTR 1 0 0 5990 MERCK & CO INC NEW C 58933Y105 83 1000 SH SOLE 0 0 1000 VANGUARD VALUE VIPERS ETF 922908744 84 806 SH OTR 1 0 0 806 INVESCO CLEANTECH ETF ETF 46137V407 86 1459 SH SOLE 0 0 1459 CHEVRON CORP NEW C 166764100 89 1236 SH SOLE 0 0 1236 MORGAN STANLEY CO C 617446448 97 2000 SH SOLE 0 0 2000 VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD ETF 92206C847 97 977 SH OTR 1 0 0 977 VANGUARD TOTAL STOCK MARKET VIPERS ETF 922908769 103 603 SH OTR 1 0 0 603 ROPER TECHNOLGIES INC COM C 776696106 103 260 SH SOLE 0 0 260 MGE ENERGY INC. - COMMON STOCK C 55277P104 114 1820 SH SOLE 0 0 1820 SOUTHERN CO C 842587107 120 2208 SH SOLE 0 0 2208 FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND ETF 33939L654 133 3124 SH SOLE 0 0 3124 ISHARES S&P 500 GROWTH ETF ETF 464287309 143 618 SH SOLE 0 0 618 WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FD ETF 97717W471 143 5375 SH SOLE 0 0 5375 ISHARES FLOATING RATE BOND ETF ETF 46429B655 144 2848 SH SOLE 0 0 2848 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 147 4899 SH SOLE 0 0 4899 DTE ENERGY COMPANY C 233331107 159 1386 SH SOLE 0 0 1386 SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF ETF 78464A516 165 5552 SH SOLE 0 0 5552 VANGUARD SHORT TERM CORP BOND INDEX FUND ETF ETF 92206C409 177 2137 SH SOLE 0 0 2137 NEXTERA ENERGY INC COM C 65339F101 184 662 SH SOLE 0 0 662 ISHARES JP MORGAN USD EMERGING MKTS BD ETF ETF 464288281 187 1685 SH OTR 1 0 0 1685 FLEXSHARES TRUST ETF ETF 33939L662 196 4223 SH SOLE 0 0 4223 FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND ETF 33939L761 198 3610 SH SOLE 0 0 3610 MICROSOFT CORP C 594918104 210 1000 SH SOLE 0 0 1000 ALLSTATE CORPORATION C 020002101 224 2376 SH SOLE 0 0 2376 VANGUARD SECTOR INDEX FDS VANGUARD TELECOMMUNICATION SVCS VIPERS ETF 92204A884 232 2277 SH SOLE 0 0 2277 ISHARES TR RUSSELL 2000 ETF ETF 464287655 275 1834 SH SOLE 0 0 1834 PROSHARES TR S&P 500 ARISTOCRATS ETF ETF 74348A467 282 3909 SH OTR 1 0 0 3909 WISDOMTREE BARCLAYS U.S. AGGREGATE BOND ZERO DURATION FUND ETF 97717W380 283 6043 SH SOLE 0 0 6043 JPMORGAN DIVERSIFIED RETURN USEQUITY ETF ETF 46641Q407 286 3866 SH SOLE 0 0 3866 AMERICAN ELECTRIC POWER CO C 025537101 286 3500 SH SOLE 0 0 3500 GATX CORP C 361448103 287 4500 SH SOLE 0 0 4500 INVESCO SENIOR LOAN ETF ETF 46138G508 295 13548 SH OTR 1 0 0 13548 ISHARES MSCI ACWI EX US ETF ETF 464288240 306 6646 SH SOLE 0 0 6646 ISHARES TR S&P 500 VALUE ETF ETF 464287408 308 2736 SH SOLE 0 0 2736 VANGUARD INTERMEDIATE TERM ETF 92206C870 310 3234 SH SOLE 0 0 3234 INVESCO TAXABLE MUNICIPAL BOND ETF ETF 46138G805 314 9417 SH OTR 1 0 0 9417 ISHARES SELECT DIVIDEND ETF ETF 464287168 320 3930 SH OTR 1 0 0 3930 ISHARES TR MSCI EAFE ETF ETF 464287465 335 5267 SH SOLE 0 0 5267 VANGUARD REAL ESTATE ETF ETF 922908553 337 4272 SH OTR 1 0 0 4272 WISDOMTREE TR HIGH DIVID FD ETF 97717W208 350 5599 SH SOLE 0 0 5599 SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETF ETF 78467V608 368 8218 SH OTR 1 0 0 8218 ISHARES MSCI EAFE MINIMUM VOLATILITY ETF ETF 46429B689 374 5485 SH OTR 1 0 0 5485 INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF ETF 46138E537 392 14734 SH OTR 1 0 0 14734 ISHARES COMEX GOLD TR ISHARES WF 464285105 413 22955 SH SOLE 0 0 22955 WISDOMTREE TR US QUALITY DIVID GROWTH FD ETF 97717X669 459 9264 SH SOLE 0 0 9264 US BANCORP DEL COM NEW C 902973304 483 13462 SH SOLE 0 0 13462 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF ETF 46138E362 491 14880 SH OTR 1 0 0 14880 ISHARES TR 10-20 YR TREAS BD ETF ETF 464288653 510 3066 SH OTR 1 0 0 3066 FLEXSHARES TR READY ACCESS VAR INCOME FD ETF 33939L886 596 7810 SH SOLE 0 0 7810 ISHARES TR S&P US PFD STOCK INDEX FUND ETF 464288687 712 19530 SH OTR 1 0 0 19530 SPDR SER TR S&P BIOTECH ETF ETF 78464A870 733 6575 SH SOLE 0 0 6575 ISHARES TR NATL AMT FREE MUNI BD ETF ETF 464288414 817 7049 SH OTR 1 0 0 7049 ISHARES TIPS BOND ETF ETF 464287176 821 6489 SH SOLE 0 0 6489 VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS ETF 92204A108 870 3706 SH SOLE 0 0 3706 AMPLIFY ONLINE RETAIL ETF ETF 032108102 957 10849 SH SOLE 0 0 10849 ALPHABET INC CAP STK CL A C 02079K305 967 660 SH OTR 1 0 0 660 ISHARES TR 3-7 YR TREAS BD ETF ETF 464288661 1025 7670 SH SOLE 0 0 7670 CONSUMER STAPLES SPDR ETF 81369Y308 1040 16225 SH SOLE 0 0 16225 FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD ETF 33939L506 1057 40895 SH SOLE 0 0 40895 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 1073 13259 SH SOLE 0 0 13259 ISHARES SILVER TRUST WF 46428Q109 1109 51260 SH OTR 1 0 0 51260 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 1284 21626 SH SOLE 0 0 21626 FIRST TRUST WATER ETF ETF 33733B100 1325 21917 SH SOLE 0 0 21917 NETFLIX COM INC C 64110L106 1594 3187 SH OTR 1 0 0 3187 ALIBABA GRP SHS ADR C 01609W102 1735 5901 SH OTR 1 0 0 5901 ISHARES NORTH AMERICAN NATURAL RES ETF ETF 464287374 2005 101259 SH OTR 1 0 0 101259 ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD ETF 464288760 2096 13232 SH SOLE 0 0 13232 FACEBOOK INC CL A C 30303M102 2326 8880 SH OTR 1 0 0 8880 ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUND ETF 464287549 2357 7627 SH SOLE 0 0 7627 AMAZON.COM, INC C 023135106 2402 763 SH OTR 1 0 0 763 VANGUARD LARGE-CAP VIPERS ETF 922908637 2439 15592 SH SOLE 0 0 15592 ISHARES RESIDENTIAL REAL ESTATE ETF ETF 464288562 2461 40360 SH OTR 1 0 0 40360 SCHWAB STRATEGIC TR US REIT ETF ETF 808524847 2543 71909 SH OTR 1 0 0 71909 SELECT SECTOR SPDR FD HEALTH CARE ETF 81369Y209 2996 28401 SH OTR 1 0 0 28401 ARK INNOVATION ETF ETF 00214Q104 3059 33248 SH SOLE 0 0 33248 VANGUARD INDEX FDS S&P 500 ETF SHS NEW ETF 922908363 3437 11171 SH OTR 1 0 0 11171 VANGUARD TAX MANAGED INTL FD MSCI ETF 921943858 3551 86813 SH OTR 1 0 0 86813 SPDR S&P 500 ETF TR TR UNIT ETF 78462F103 4875 14557 SH OTR 1 0 0 14557 ISHARES INTERMEDIATE TERM CORPORATE BOND ETF ETF 464288638 5437 89406 SH OTR 1 0 0 89406 VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD ETF 92203J407 5568 95703 SH SOLE 0 0 95703 ISHARES TR BARCLAYS 1-3 TREAS BD ETF ETF 464287457 6007 69433 SH OTR 1 0 0 69433 ISHARES MSCI EAFE VALUE ETF ETF 464288877 7559 187329 SH SOLE 0 0 187329 ISHARES TR RUSSELL 2000 VALUE ETF ETF 464287630 7586 76372 SH SOLE 0 0 76372 SPDR GOLD TR GOLD SHS WF 78463V107 7600 42906 SH OTR 1 0 0 42906 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 922042858 7781 179960 SH OTR 1 0 0 179960 INVESCO CURRENCYSHARES SWISS FRANC TRUST ETF 46138R108 10024 101066 SH OTR 1 0 0 101066 ISHARES TR CHINA LARGE CAP ETF ETF 464287184 11007 262083 SH OTR 1 0 0 262083 VANGUARD DIVIDEND APPRECIATION VIPERS ETF 921908844 12646 98292 SH OTR 1 0 0 98292 ISHARES CORE US AGGREGATE BOND ETF ETF 464287226 15684 132851 SH SOLE 0 0 132851 ISHARES IBOXX INVESTMENT GRADE CO ETF ETF 464287242 17907 132928 SH OTR 1 0 0 132928 ISHARES CORE S&P 500 ETF ETF 464287200 18817 55994 SH SOLE 0 0 55994