INTERACTIVE FINANCIAL ADVISORS, INC.

Est. AUM

$152.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$19.9M	30394	12.99%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.9M	169886	7.12%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$10.3M	103877	6.75%	SOLE
4	FLEXSHARES TR	FLEXSHARES ULTRA	$9.5M	126541	6.24%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$6.9M	11871	4.48%	SOLE
6	ISHARES TR	20 YR TR BD ETF	$6.8M	78474	4.45%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$6.7M	34798	4.37%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.6M	26264	3.69%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	51787	3.20%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	48634	3.07%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	138444	3.04%	SOLE
12	ISHARES TR	US TREAS BD ETF	$4.0M	173960	2.61%	SOLE
13	VANGUARD INDEX FDS	LARGE CAP ETF	$3.7M	12389	2.42%	SOLE
14	ISHARES TR	EXPND TEC SC ETF	$3.5M	29609	2.30%	SOLE
15	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.2M	66655	2.10%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	34363	1.70%	SOLE
17	ISHARES TR	US AER DEF ETF	$2.5M	11398	1.63%	SOLE
18	VANECK ETF TRUST	FALLEN ANGEL HG	$2.3M	80020	1.50%	SOLE
19	ISHARES TR	EAFE VALUE ETF	$2.2M	29685	1.44%	SOLE
20	ISHARES TR	RUS 2000 VAL ETF	$2.0M	10717	1.33%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.0M	13717	1.32%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	5889	1.11%	SOLE
23	ISHARES TR	IBOXX INV CP ETF	$1.6M	14866	1.06%	SOLE
24	ISHARES GOLD TR	ISHARES NEW	$1.6M	17951	1.04%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.6M	34137	1.03%	SOLE
26	ISHARES TR	ISHS 5-10YR INVT	$1.3M	24243	0.84%	SOLE
27	VANGUARD WELLINGTON FD	US QUALITY	$1.2M	8306	0.81%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET CON	$1.1M	13242	0.71%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	8002	0.70%	SOLE
30	INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$997K	28181	0.65%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 EQL REL	$972K	29297	0.64%	SOLE
32	VANGUARD WORLD FD	UTILITIES ETF	$906K	4572	0.59%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$901K	14712	0.59%	SOLE
34	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$883K	5961	0.58%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$790K	1321	0.52%	SOLE
36	GATX CORP	COM	$768K	4500	0.50%	SOLE
37	ISHARES TR	TIPS BD ETF	$764K	6926	0.50%	SOLE
38	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$715K	8639	0.47%	SOLE
39	US BANCORP	COM NEW	$700K	13462	0.46%	SOLE
40	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$627K	10218	0.41%	SOLE
41	ARK ETF TR	INNOVATION ETF	$544K	8042	0.36%	SOLE
42	HORIZON FDS	EXPEDITION PLUS	$507K	18945	0.33%	SOLE
43	ISHARES TR	FUTURE EXPONENTI	$506K	7423	0.33%	SOLE
44	FLEXSHARES TR	STOX US ESG SLCT	$506K	3337	0.33%	SOLE
45	SCHWAB STRATEGIC TR	US REIT ETF	$499K	23206	0.33%	SOLE
46	ALLSTATE CORP	COM	$493K	2376	0.32%	SOLE
47	WISDOMTREE TR	US QTLY DIV GRT	$482K	5485	0.32%	SOLE
48	ISHARES TR	RESIDENTIAL MULT	$482K	5788	0.32%	SOLE
49	VANECK ETF TRUST	SEMICONDUCTR ETF	$476K	1240	0.31%	SOLE
50	AMERICAN ELEC PWR CO INC	COM	$459K	3500	0.30%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.