INTERACTIVE FINANCIAL ADVISORS, INC. Diversified Active

CIK: 0001419099 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 14, 2015

Total Value ($000): $186,230 (100.0% shares, 0.0% debt)

Holdings (105)

IVV ISHARES CORE S&P 500 ETF 12.8%
Value ($000) $23,874 Shares 114,873 Est. Cost $161.16 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET ETF 10.5%
Value ($000) $19,575 Shares 175,675 Est. Cost $107.32 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 8.3%
Value ($000) $15,450 Shares 126,945 Est. Cost $116.41 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 7.5%
Value ($000) $13,929 Shares 173,098 Est. Cost $67.62 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 5.8%
Value ($000) $10,888 Shares 105,494 Est. Cost $86.01 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 5.6%
Value ($000) $10,486 Shares 196,801 Est. Cost $48.82 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 4.3%
Value ($000) $7,998 Shares 42,272 Est. Cost $180.88 Unrealized
IGIB ISHARES TR INTERMEDIATE CR BD ETF 3.5%
Value ($000) $6,607 Shares 59,701 Est. Cost $108.11 Unrealized
BWX SPDR SER TR BARCLAYS INTL TREAS BD ETF 3.4%
Value ($000) $6,325 Shares 119,072 Est. Cost $56.28 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 3.4%
Value ($000) $6,277 Shares 45,300 Est. Cost $128.33 Unrealized
FXI ISHARES TR CHINA LARGE CAP ETF 3.1%
Value ($000) $5,826 Shares 131,208 Est. Cost $42.87 Unrealized
VTI VANGUARD TOTAL STOCK MARKET VIPERS 2.5%
Value ($000) $4,592 Shares 42,812 Est. Cost $107.20 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 1.9%
Value ($000) $3,543 Shares 79,256 Est. Cost $44.80 Unrealized
VNQ VANGUARD REIT VIPERS 1.6%
Value ($000) $3,057 Shares 36,258 Est. Cost $81.36 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE CAPPED ETF 1.6%
Value ($000) $3,024 Shares 48,658 Est. Cost $51.28 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 1.6%
Value ($000) $2,994 Shares 73,836 Est. Cost $32.78 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 1.6%
Value ($000) $2,941 Shares 22,506 Est. Cost $126.13 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 1.5%
Value ($000) $2,862 Shares 21,993 Est. Cost $129.96 Unrealized
GLD SPDR GOLD TR GOLD SHS 1.3%
Value ($000) $2,414 Shares 21,242 Est. Cost $121.23 Unrealized
TIP ISHARES TIPS BOND ETF 1.2%
Value ($000) $2,168 Shares 19,082 Est. Cost $112.00 Unrealized
VYM VANGUARD HIGH DIVIDE 1.1%
Value ($000) $2,093 Shares 30,649 Est. Cost $60.47 Unrealized
RAVI FLEXSHARES TR READY ACCESS VAR INCOME FD 1.1%
Value ($000) $1,999 Shares 26,450 Est. Cost $75.23 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 1.0%
Value ($000) $1,912 Shares 26,379 Est. Cost $52.82 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RES ETF 0.9%
Value ($000) $1,718 Shares 45,752 Est. Cost $40.24 Unrealized
TDTT FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 0.9%
Value ($000) $1,718 Shares 70,435 Est. Cost $24.96 Unrealized
SLV ISHARES SILVER TRUST 0.8%
Value ($000) $1,477 Shares 92,695 Est. Cost $18.88 Unrealized
XLP CONSUMER STAPLES SPDR 0.8%
Value ($000) $1,445 Shares 29,646 Est. Cost $40.98 Unrealized
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 0.7%
Value ($000) $1,392 Shares 16,404 Est. Cost $84.27 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $1,242 Shares 24,535 Est. Cost $50.80 Unrealized
VV VANGUARD LARGE-CAP VIPERS 0.6%
Value ($000) $1,203 Shares 12,640 Est. Cost $73.98 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $1,177 Shares 5,701 Est. Cost $192.00 Unrealized
CURRENCYSHARES SWISS FRANC TR SWISS FRANC SHS 0.6%
Value ($000) $1,133 Shares 11,306 Est. Cost $107.92 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.6%
Value ($000) $1,075 Shares 16,747 Est. Cost $57.34 Unrealized
VCIT VANGUARD INTERMEDIATE TERM 0.5%
Value ($000) $1,011 Shares 11,528 Est. Cost $84.54 Unrealized
IVE ISHARES TR S&P 500 VALUE ETF 0.5%
Value ($000) $987 Shares 10,660 Est. Cost $75.78 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $979 Shares 7,871 Est. Cost $97.03 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.5%
Value ($000) $909 Shares 7,319 Est. Cost $121.39 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $825 Shares 10,635 Est. Cost $80.12 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND INDEX FUND ETF 0.3%
Value ($000) $645 Shares 8,039 Est. Cost $79.83 Unrealized
CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE S&P GLOBAL WATER 0.3%
Value ($000) $552 Shares 19,566 Est. Cost $25.68 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $536 Shares 12,059 Est. Cost $39.24 Unrealized
MERK HARD CURRENCY FUND INV CLASS 0.3%
Value ($000) $512 Shares 53,934 Est. Cost $9.49 Unrealized
MUB ISHARES TR NATL AMT FREE MUNI BD ETF 0.2%
Value ($000) $429 Shares 3,876 Est. Cost $110.14 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.2%
Value ($000) $419 Shares 10,451 Est. Cost $39.44 Unrealized
ICF ISHARES TR COHEN & STEERS REIT ETF 0.1%
Value ($000) $274 Shares 2,709 Est. Cost $81.60 Unrealized
DHS WISDOMETREE TR HIGH YIELDING EQUITY FD 0.1%
Value ($000) $257 Shares 4,240 Est. Cost $51.71 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $209 Shares 1,835 Est. Cost $84.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS 0.1%
Value ($000) $202 Shares 4,951 Est. Cost $40.94 Unrealized
FEDERATED PRIME CASH SERIES FUND 0.1%
Value ($000) $200 Shares 199,665 Est. Cost $1.00 Unrealized
IFGL ISHARES TR INTL DEVELOPED REAL ESTATE ETF 0.1%
Value ($000) $182 Shares 5,855 Est. Cost $31.01 Unrealized
POWERSHARES EXCHANGE TRADED FD TR II SENIOR LN PORT 0.1%
Value ($000) $179 Shares 7,411 Est. Cost $24.60 Unrealized
SRLN SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETF 0.1%
Value ($000) $165 Shares 3,354 Est. Cost $49.53 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.1%
Value ($000) $125 Shares 10,955 Est. Cost $11.98 Unrealized
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.1%
Value ($000) $120 Shares 1,110 Est. Cost $104.78 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.1%
Value ($000) $115 Shares 1,270 Est. Cost $93.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $113 Shares 1,448 Est. Cost $64.37 Unrealized
SLVP ISHARES INC MSCI GLOBAL SILVER MINERS ETF 0.1%
Value ($000) $98 Shares 12,055 Est. Cost $8.13 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $95 Shares 901 Est. Cost $105.14 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MKTS BD ETF 0.0%
Value ($000) $93 Shares 832 Est. Cost $112.81 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.0%
Value ($000) $87 Shares 4,755 Est. Cost $18.30 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value ($000) $79 Shares 719 Est. Cost $102.84 Unrealized
ST SPDR SP BRIC 40 0.0%
Value ($000) $78 Shares 3,489 Est. Cost $20.84 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $67 Shares 733 Est. Cost $87.10 Unrealized
FDRXX FIDELITY CASH RESERVE FUND RETAIL CLASS 0.0%
Value ($000) $67 Shares 67,377 Est. Cost $0.99 Unrealized
KMMXX DEUTSCHE MON MKT PRIME SERIES- DEUTSCHE MONEY MARKET FUND 0.0%
Value ($000) $67 Shares 67,377 Est. Cost $0.99 Unrealized
WIP SPDR SERIES TRUST DB INT'L GOV'T INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $67 Shares 1,223 Est. Cost $58.62 Unrealized
UTIXX FEDERATED US TREASURY CASH RESERVES FUND INSTITUTIONAL CLASS 0.0%
Value ($000) $67 Shares 67,374 Est. Cost $0.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value ($000) $65 Shares 233 Est. Cost $262.54 Unrealized
VTV VANGUARD VALUE VIPERS 0.0%
Value ($000) $62 Shares 743 Est. Cost $82.69 Unrealized
VUG VANGUARD GROWTH VIPERS 0.0%
Value ($000) $60 Shares 577 Est. Cost $99.75 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $58 Shares 490 Est. Cost $111.20 Unrealized
SUB ISHARES TR SHORT TERM NATL AMT FREE MUNI BD ETF 0.0%
Value ($000) $57 Shares 540 Est. Cost $105.71 Unrealized
RWO SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $56 Shares 1,119 Est. Cost $44.39 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $50 Shares 1,158 Est. Cost $43.18 Unrealized
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.0%
Value ($000) $47 Shares 584 Est. Cost $74.05 Unrealized
GUNR FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 0.0%
Value ($000) $42 Shares 1,421 Est. Cost $33.54 Unrealized
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $38 Shares 385 Est. Cost $98.70 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $35 Shares 611 Est. Cost $57.46 Unrealized
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $34 Shares 325 Est. Cost $104.62 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $34 Shares 940 Est. Cost $38.19 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $33 Shares 1,110 Est. Cost $37.08 Unrealized
VMBS VANGUARD SCOTTSDALE FDS VANGUARD MORTAGE BACKED SECS INDEX FUND 0.0%
Value ($000) $33 Shares 623 Est. Cost $52.97 Unrealized
AGTHX AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS A 0.0%
Value ($000) $32 Shares 715 Est. Cost $44.76 Unrealized
PUTNAM ABSOLUTE RETURN 700 CLASS A 0.0%
Value ($000) $31 Shares 2,507 Est. Cost $12.37 Unrealized
POWERSHARES EXCHANGE TRADED FD TR S&P 500 HIGH QUALITY PORT 0.0%
Value ($000) $26 Shares 1,109 Est. Cost $23.44 Unrealized
POWERSHARES DB COMMODITY INDEX TRACKING FD 0.0%
Value ($000) $25 Shares 1,449 Est. Cost $17.25 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $22 Shares 340 Est. Cost $55.97 Unrealized +9.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $20 Shares 498 Est. Cost $40.16 Unrealized
SUNOCO LOGISTICS PARTNERS L.P. COMMON UNITS REP LIMITED PARTNERSHIP INTERESTS 0.0%
Value ($000) $18 Shares 447 Est. Cost $44.84 Unrealized
ENERGY TRANSFER PART LP UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $17 Shares 296 Est. Cost $59.20 Unrealized
SPDR SER TR BARCLAYS HIGH YIELD 0.0%
Value ($000) $17 Shares 441 Est. Cost $42.32 Unrealized
GENERAL ELEC CAP CORP MTN 6.75% DUE 03/15/32 0.0%
Value ($000) $17 Shares 12,000 Est. Cost $1.42 Unrealized
LOWES COS INC FXD RT SR NT 5.800% 10/15/2036 B/E DTD 10/10/2006 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.30 Unrealized
AT&T INC GLOBAL NT 6.500% 09/01/2037 B/E DTD 08/31/2007 0.0%
Value ($000) $11 Shares 9,000 Est. Cost $1.22 Unrealized
GUGGENHEIM TIMBER ETF 0.0%
Value ($000) $11 Shares 441 Est. Cost $24.94 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.0%
Value ($000) $10 Shares 615 Est. Cost $18.31 Unrealized
GBLAX AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A 0.0%
Value ($000) $6 Shares 198 Est. Cost $30.30 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.61 Unrealized +16.1%
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
FRANKLIN TEMPLETON TEMPLETON BRIC FUND CLASS A 0.0%
Value ($000) $5 Shares 533 Est. Cost $9.38 Unrealized
FKINX FRANKLIN CUSTODIAN INCOME FUND CLASS A 0.0%
Value ($000) $4 Shares 1,510 Est. Cost $2.65 Unrealized
PTTAX PIMCO TOTAL RETURN FUND CLASS A 0.0%
Value ($000) $2 Shares 151 Est. Cost $13.25 Unrealized
CURRENCYSHARES EURO TRUST EURO CURRENCY SHARES 0.0%
Value ($000) $2 Shares 18 Est. Cost $121.60 Unrealized
MSI MOTOROLA INC COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.42 Unrealized +16.9%
FKRCX FRANKLIN GOLD & PRECIOUS METALS FUND CLASS A 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.61 Unrealized