INTERACTIVE FINANCIAL ADVISORS, INC. Diversified Active

CIK: 0001419099 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 26, 2015

Total Value ($000): $182,341 (100.0% shares, 0.0% debt)

Holdings (90)

IVV ISHARES CORE S&P 500 ETF 14.6%
Value ($000) $26,702 Shares 129,074 Est. Cost $161.16 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET ETF 11.7%
Value ($000) $21,254 Shares 193,007 Est. Cost $107.32 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 10.2%
Value ($000) $18,652 Shares 229,813 Est. Cost $67.62 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 6.6%
Value ($000) $12,078 Shares 101,147 Est. Cost $115.06 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 6.6%
Value ($000) $11,970 Shares 117,727 Est. Cost $86.01 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 6.0%
Value ($000) $11,020 Shares 215,948 Est. Cost $48.82 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 4.2%
Value ($000) $7,568 Shares 40,168 Est. Cost $180.44 Unrealized
BWX SPDR SER TR BARCLAYS INTL TREAS BD ETF 3.9%
Value ($000) $7,130 Shares 128,859 Est. Cost $56.28 Unrealized
IGIB ISHARES TR INTERMEDIATE CR BD ETF 3.8%
Value ($000) $6,992 Shares 63,955 Est. Cost $108.11 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 3.7%
Value ($000) $6,685 Shares 49,455 Est. Cost $128.33 Unrealized
CURRENCYSHARES SWISS FRANC TR SWISS FRANC SHS 1.8%
Value ($000) $3,368 Shares 34,313 Est. Cost $107.92 Unrealized
FXI ISHARES TR CHINA LARGE CAP ETF 1.6%
Value ($000) $2,965 Shares 71,238 Est. Cost $41.57 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 1.4%
Value ($000) $2,600 Shares 60,434 Est. Cost $44.83 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 1.4%
Value ($000) $2,514 Shares 64,542 Est. Cost $31.66 Unrealized
VYM VANGUARD HIGH DIVIDE 1.3%
Value ($000) $2,356 Shares 34,270 Est. Cost $60.47 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE CAPPED ETF 1.3%
Value ($000) $2,339 Shares 39,699 Est. Cost $48.82 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $2,239 Shares 19,989 Est. Cost $112.00 Unrealized
RAVI FLEXSHARES TR READY ACCESS VAR INCOME FD 1.2%
Value ($000) $2,114 Shares 28,066 Est. Cost $75.23 Unrealized
MUB ISHARES TR NATL AMT FREE MUNI BD ETF 1.1%
Value ($000) $1,976 Shares 17,904 Est. Cost $110.14 Unrealized
TDTT FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 1.0%
Value ($000) $1,842 Shares 75,846 Est. Cost $24.96 Unrealized
VNQ VANGUARD REIT VIPERS 1.0%
Value ($000) $1,820 Shares 22,468 Est. Cost $79.54 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.9%
Value ($000) $1,673 Shares 13,284 Est. Cost $122.97 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 0.9%
Value ($000) $1,614 Shares 23,608 Est. Cost $50.51 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.8%
Value ($000) $1,547 Shares 13,621 Est. Cost $125.48 Unrealized
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 0.8%
Value ($000) $1,517 Shares 17,969 Est. Cost $84.27 Unrealized
XLP CONSUMER STAPLES SPDR 0.8%
Value ($000) $1,481 Shares 30,543 Est. Cost $40.98 Unrealized
VV VANGUARD LARGE-CAP VIPERS 0.8%
Value ($000) $1,385 Shares 14,668 Est. Cost $73.98 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $1,317 Shares 26,051 Est. Cost $50.80 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.7%
Value ($000) $1,268 Shares 6,168 Est. Cost $192.00 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RES ETF 0.7%
Value ($000) $1,215 Shares 31,718 Est. Cost $41.43 Unrealized
IVE ISHARES TR S&P 500 VALUE ETF 0.6%
Value ($000) $1,117 Shares 11,913 Est. Cost $75.78 Unrealized
VCIT VANGUARD INTERMEDIATE TERM 0.6%
Value ($000) $1,073 Shares 12,464 Est. Cost $84.54 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.6%
Value ($000) $1,064 Shares 13,445 Est. Cost $80.12 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.6%
Value ($000) $1,059 Shares 8,856 Est. Cost $97.03 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.6%
Value ($000) $1,050 Shares 17,258 Est. Cost $57.34 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.5%
Value ($000) $976 Shares 7,981 Est. Cost $121.39 Unrealized
SLV ISHARES SILVER TRUST 0.5%
Value ($000) $975 Shares 64,741 Est. Cost $20.15 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND INDEX FUND ETF 0.4%
Value ($000) $678 Shares 8,518 Est. Cost $79.83 Unrealized
CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE S&P GLOBAL WATER 0.4%
Value ($000) $648 Shares 23,090 Est. Cost $25.68 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $543 Shares 11,506 Est. Cost $38.99 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.2%
Value ($000) $379 Shares 9,614 Est. Cost $39.38 Unrealized
FEDERATED PRIME CASH SERIES FUND 0.2%
Value ($000) $326 Shares 326,193 Est. Cost $1.00 Unrealized
DHS WISDOMETREE TR HIGH YIELDING EQUITY FD 0.1%
Value ($000) $265 Shares 4,306 Est. Cost $51.71 Unrealized
ICF ISHARES TR COHEN & STEERS REIT ETF 0.1%
Value ($000) $250 Shares 2,586 Est. Cost $80.67 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $241 Shares 2,163 Est. Cost $84.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS 0.1%
Value ($000) $195 Shares 4,874 Est. Cost $40.94 Unrealized
IFGL ISHARES TR INTL DEVELOPED REAL ESTATE ETF 0.1%
Value ($000) $190 Shares 6,321 Est. Cost $31.01 Unrealized
SRLN SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETF 0.1%
Value ($000) $141 Shares 2,883 Est. Cost $49.59 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.1%
Value ($000) $130 Shares 11,371 Est. Cost $11.98 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MKTS BD ETF 0.1%
Value ($000) $129 Shares 1,177 Est. Cost $112.81 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $115 Shares 1,448 Est. Cost $64.37 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $112 Shares 1,064 Est. Cost $105.14 Unrealized
POWERSHARES EXCHANGE TRADED FD TR II SENIOR LN PORT 0.1%
Value ($000) $112 Shares 4,662 Est. Cost $24.87 Unrealized
VUG VANGUARD GROWTH VIPERS 0.0%
Value ($000) $77 Shares 740 Est. Cost $99.75 Unrealized
WIP SPDR SERIES TRUST DB INT'L GOV'T INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $76 Shares 1,327 Est. Cost $58.62 Unrealized
SUB ISHARES TR SHORT TERM NATL AMT FREE MUNI BD ETF 0.0%
Value ($000) $74 Shares 696 Est. Cost $105.71 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.0%
Value ($000) $73 Shares 818 Est. Cost $94.86 Unrealized
ST SPDR SP BRIC 40 0.0%
Value ($000) $71 Shares 3,274 Est. Cost $20.74 Unrealized
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.0%
Value ($000) $70 Shares 656 Est. Cost $102.48 Unrealized
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.0%
Value ($000) $68 Shares 880 Est. Cost $74.05 Unrealized
FDRXX FIDELITY CASH RESERVE FUND RETAIL CLASS 0.0%
Value ($000) $67 Shares 67,375 Est. Cost $0.99 Unrealized
UTIXX FEDERATED US TREASURY CASH RESERVES FUND INSTITUTIONAL CLASS 0.0%
Value ($000) $67 Shares 67,374 Est. Cost $0.99 Unrealized
KMMXX DEUTSCHE MON MKT PRIME SERIES- DEUTSCHE MONEY MARKET FUND 0.0%
Value ($000) $67 Shares 67,375 Est. Cost $0.99 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value ($000) $65 Shares 614 Est. Cost $101.64 Unrealized
RWO SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $56 Shares 1,172 Est. Cost $44.39 Unrealized
VTV VANGUARD VALUE VIPERS 0.0%
Value ($000) $54 Shares 635 Est. Cost $82.57 Unrealized
VTI VANGUARD TOTAL STOCK MARKET VIPERS 0.0%
Value ($000) $51 Shares 481 Est. Cost $102.37 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $50 Shares 558 Est. Cost $85.75 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value ($000) $44 Shares 168 Est. Cost $256.19 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $42 Shares 365 Est. Cost $108.75 Unrealized
GUNR FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 0.0%
Value ($000) $42 Shares 1,381 Est. Cost $33.66 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $39 Shares 705 Est. Cost $57.46 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $36 Shares 1,134 Est. Cost $37.08 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $35 Shares 284 Est. Cost $116.50 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $34 Shares 919 Est. Cost $38.24 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $22 Shares 85 Est. Cost $40.02 Unrealized +39.1%
SPDR SER TR BARCLAYS HIGH YIELD BD ETF 0.0%
Value ($000) $17 Shares 441 Est. Cost $42.32 Unrealized
PUTNAM ABSOLUTE RETURN 500 FUND CLASS A 0.0%
Value ($000) $12 Shares 1,053 Est. Cost $11.40 Unrealized
ENERGY TRANSFER PART LP UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $12 Shares 192 Est. Cost $60.16 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $11 Shares 219 Est. Cost $58.67 Unrealized
SUNOCO LOGISTICS PARTNERS L.P. COMMON UNITS REP LIMITED PARTNERSHIP INTERESTS 0.0%
Value ($000) $8 Shares 180 Est. Cost $51.63 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.0%
Value ($000) $7 Shares 390 Est. Cost $19.49 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.61 Unrealized +7.3%
VSS VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS 0.0%
Value ($000) $5 Shares 53 Est. Cost $94.56 Unrealized
HBLAX HARTFORD BALANCED INCOME FUND CLASS A 0.0%
Value ($000) $5 Shares 404 Est. Cost $12.38 Unrealized
HGOAX HARTFORD GROWTH OPPORTUNITIES FUND CLASS A 0.0%
Value ($000) $4 Shares 121 Est. Cost $33.06 Unrealized
HQIAX HARTFORD EQUITY INCOME FUND CLASS A 0.0%
Value ($000) $2 Shares 121 Est. Cost $16.53 Unrealized
GMF SPDR INDEX SHS FDS S&P EMERGING ASIA PAC ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.47 Unrealized
MSI MOTOROLA INC COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.42 Unrealized +12.2%
CURRENCYSHARES EURO TRUST EURO CURRENCY SHARES 0.0%
Value ($000) $1 Shares 10 Est. Cost $130.00 Unrealized