Titelia

Holdings of INTERACTIVE FINANCIAL ADVISORS, INC.

66 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.1 % of the equity sleeve

Sector breakdown

  • Funds 26.4 %
  • Financials 1.1 %
  • Utilities 0.8 %
  • Technology 0.4 %
  • Consumer discretionary 0.2 %
  • Communication 0.2 %
  • Unattributed 70.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US66135.1M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 30,39419.9M $
2Vanguard FTSE Developed Markets ETF 169,88610.9M $
3iShares Core U.S. Aggregate Bond ETF 103,87710.3M $
4Invesco QQQ Trust Series 1 11,8716.9M $
5iShares Trust 78,4746.8M $
6iShares Trust 34,7986.7M $
7VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 26,2645.6M $
8SPDR SERIES TRUST 51,7874.9M $
9State Street SPDR S&P 600 Smal 48,6344.7M $
10State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 138,4444.6M $
11iShares Trust 173,9604M $
12Vanguard Large-Cap ETF 12,3893.7M $
13iShares Expanded Tech Sector ETF 29,6093.5M $
14Vanguard Charlotte Funds 66,6553.2M $
15iShares Trust 11,3982.5M $
16VanEck Fallen Angel High Yield 80,0202.3M $
17iShares Trust 29,6852.2M $
18iShares Russell 2000 Value ETF 10,7172M $
19State Street Health Care Select Sector SPDR ETF 13,7172M $
20Vanguard Mid-Cap ETF 5,8891.7M $
21iShares iBoxx USD Investment Grade Corporate Bond ETF 14,8661.6M $
22Ishares Gold Trust 17,9511.6M $
23State Street Utilities Select Sector SPDR ETF 34,1371.6M $
24iShares 5-10 Year Investment Grade Corporate Bond ETF 24,2431.3M $
25Vanguard US Quality Factor ETF 8,3061.2M $
26Select Sector Spdr Trust 13,2421.1M $
27SELECT SECTOR SPDR TRUST (THE) 8,0021.1M $
28Vanguard World Fund 4,572905.9K $
29Select Sector Spdr Trust 14,712901.3K $
30Vanguard High Dividend Yield E 5,961882.9K $
31Vanguard S&P 500 ETF 1,321789.8K $
32GATX Corp 4,500768.3K $
33iShares TIPS Bond ETF 6,926764.4K $
34Vanguard Intermediate-Term Corporate Bond ETF 8,639714.9K $
35US Bancorp 13,462700.2K $
36ARK ETF Trust 8,042543.6K $
37Schwab U.S. REIT ETF 23,206498.7K $
38Allstate Corp/The 2,376492.6K $
39WisdomTree Trust 5,485481.8K $
40iShares Residential and Multisector Real Estate ETF 5,788481.7K $
41VanEck Semiconductor ETF 1,240475.6K $
42American Electric Power Co Inc 3,500458.8K $
43iShares Silver Trust 6,685455.5K $
44iShares Trust 6,896434K $
45Vanguard Total Stock Market ETF 11,005428.3K $
46Invesco S&P 500 High Dividend Low Volatility ETF 8,382415.8K $
47State Street SPDR S&P 500 ETF Trust 585380.8K $
48iShares MSCI EAFE ETF 3,603350K $
49iShares National Muni Bond ETF 3,281348.3K $
50Apple Inc 1,338339.6K $
51Morgan Stanley 2,005330K $
52Amazon.com Inc 1,573327.6K $
53Chevron Corp 1,582327.3K $
54WisdomTree US High Dividend Fund 2,755300.9K $
55SPDR Gold Shares 698300.3K $
56WisdomTree Trust WisdomTree In 12,968292.4K $
57Alphabet Inc 1,006288.6K $
58iShares Trust 1,357286.7K $
59iShares Russell 2000 ETF 1,063263.9K $
60NextEra Energy Inc 2,834263.2K $
61Microsoft Corp 674249.5K $
62iShares Trust 3,352229.5K $
63Southern Co/The 2,208213.1K $
64iShares Trust 2,467203.8K $
65iShares Preferred and Income S 6,718203.7K $
66DTE Energy Co 1,386202.7K $