Financial Life Planners
Latest statistics and disclosures from Financial Life Planners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002053368
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Portfolio Holdings for Financial Life Planners
Financial Life Planners holds 411 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.8 | $24M | 46k | 511.38 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 18.1 | $22M | 37k | 588.99 |
|
|
NVIDIA Corporation (NVDA) | 9.4 | $11M | 84k | 134.32 |
|
|
Apple (AAPL) | 6.0 | $7.2M | 29k | 250.47 |
|
|
Microsoft Corporation (MSFT) | 5.3 | $6.3M | 15k | 422.40 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $3.3M | 15k | 221.06 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $3.2M | 7.1k | 453.31 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.6 | $3.0M | 5.3k | 570.29 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $2.9M | 38k | 75.62 |
|
|
Vanguard World Mega Grwth Ind (MGK) | 2.0 | $2.4M | 7.1k | 343.38 |
|
|
Costco Wholesale Corporation (COST) | 1.9 | $2.3M | 2.5k | 914.99 |
|
|
Amazon (AMZN) | 1.6 | $2.0M | 8.9k | 219.39 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $1.9M | 3.2k | 586.07 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.3 | $1.5M | 3.6k | 425.77 |
|
|
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $1.2M | 58k | 20.13 |
|
|
Eli Lilly & Co. (LLY) | 1.0 | $1.2M | 1.5k | 773.00 |
|
|
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.6 | $744k | 36k | 20.65 |
|
|
Tesla Motors (TSLA) | 0.6 | $701k | 1.7k | 403.76 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $651k | 3.3k | 195.82 |
|
|
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $642k | 33k | 19.43 |
|
|
salesforce (CRM) | 0.5 | $638k | 1.9k | 334.84 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $575k | 1.4k | 401.32 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $571k | 3.0k | 189.94 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $568k | 6.4k | 89.07 |
|
|
Bank of America Corporation (BAC) | 0.5 | $560k | 13k | 43.94 |
|
|
Meta Platforms Cl A (META) | 0.4 | $529k | 902.00 | 586.45 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $513k | 8.2k | 62.31 |
|
|
Axon Enterprise (AXON) | 0.4 | $480k | 808.00 | 594.03 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $437k | 1.1k | 410.54 |
|
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $412k | 6.0k | 68.94 |
|
|
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $412k | 5.1k | 81.24 |
|
|
Wisdomtree Bitcoin Shs Ben Int (BTCW) | 0.3 | $408k | 4.1k | 98.66 |
|
|
Servicenow (NOW) | 0.3 | $402k | 379.00 | 1060.12 |
|
|
Raytheon Technologies Corp (RTX) | 0.3 | $389k | 3.4k | 115.70 |
|
|
Proshares Tr Ultrpro S&p500 (UPRO) | 0.3 | $385k | 4.3k | 88.63 |
|
|
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $375k | 19k | 19.48 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $356k | 1.9k | 185.17 |
|
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.3 | $352k | 8.2k | 42.63 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.3 | $335k | 6.9k | 48.35 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $325k | 3.6k | 90.93 |
|
|
Netflix (NFLX) | 0.2 | $284k | 319.00 | 890.93 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $257k | 475.00 | 540.56 |
|
|
Cigna Corp (CI) | 0.2 | $245k | 886.00 | 276.26 |
|
|
Oracle Corporation (ORCL) | 0.2 | $242k | 1.5k | 166.56 |
|
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $241k | 1.8k | 135.34 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $224k | 1.3k | 175.05 |
|
|
Fs Kkr Capital Corp (FSK) | 0.2 | $206k | 9.5k | 21.72 |
|
|
D.R. Horton (DHI) | 0.2 | $195k | 1.4k | 139.81 |
|
|
Nrg Energy Com New (NRG) | 0.2 | $191k | 2.1k | 90.22 |
|
|
Robinhood Mkts Com Cl A (HOOD) | 0.2 | $191k | 5.1k | 37.26 |
|
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $183k | 1.7k | 108.68 |
|
|
Carrier Global Corporation (CARR) | 0.2 | $183k | 2.7k | 68.24 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $179k | 509.00 | 351.70 |
|
|
Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $176k | 3.9k | 45.57 |
|
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $173k | 602.00 | 287.38 |
|
|
JPMorgan Chase & Co. (JPM) | 0.1 | $168k | 700.00 | 240.07 |
|
|
Ishares Tr Exponential Tech (XT) | 0.1 | $164k | 2.7k | 59.65 |
|
|
Arm Holdings Sponsored Ads (ARM) | 0.1 | $147k | 1.2k | 123.31 |
|
|
Advanced Micro Devices (AMD) | 0.1 | $146k | 1.2k | 120.79 |
|
|
Ishares Silver Tr Ishares (SLV) | 0.1 | $138k | 5.2k | 26.33 |
|
|
UnitedHealth (UNH) | 0.1 | $133k | 264.00 | 502.93 |
|
|
Danaher Corporation (DHR) | 0.1 | $130k | 564.00 | 229.92 |
|
|
Home Depot (HD) | 0.1 | $127k | 325.00 | 389.38 |
|
|
Otis Worldwide Corp (OTIS) | 0.1 | $124k | 1.3k | 92.62 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $124k | 647.00 | 190.85 |
|
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $122k | 980.00 | 124.80 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $122k | 380.00 | 321.76 |
|
|
Wal-Mart Stores (WMT) | 0.1 | $118k | 1.3k | 90.46 |
|
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $117k | 590.00 | 198.18 |
|
|
Exxon Mobil Corporation (XOM) | 0.1 | $116k | 1.1k | 107.61 |
|
|
Morgan Stanley Com New (MS) | 0.1 | $111k | 882.00 | 125.59 |
|
|
Coca-Cola Company (KO) | 0.1 | $103k | 1.7k | 62.27 |
|
|
TransDigm Group Incorporated (TDG) | 0.1 | $102k | 80.00 | 1269.56 |
|
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $101k | 999.00 | 101.51 |
|
|
Visa Com Cl A (V) | 0.1 | $94k | 298.00 | 315.88 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $94k | 4.1k | 22.70 |
|
|
TJX Companies (TJX) | 0.1 | $93k | 771.00 | 120.83 |
|
|
Ge Aerospace Com New (GE) | 0.1 | $92k | 548.00 | 167.07 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $91k | 374.00 | 242.13 |
|
|
The Trade Desk Com Cl A (TTD) | 0.1 | $89k | 760.00 | 117.53 |
|
|
Edwards Lifesciences (EW) | 0.1 | $89k | 1.2k | 74.03 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $87k | 513.00 | 169.22 |
|
|
Wells Fargo & Company (WFC) | 0.1 | $87k | 1.2k | 70.23 |
|
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $87k | 4.1k | 21.06 |
|
|
Philip Morris International (PM) | 0.1 | $86k | 715.00 | 120.41 |
|
|
Howmet Aerospace (HWM) | 0.1 | $86k | 784.00 | 109.40 |
|
|
Dynatrace Com New (DT) | 0.1 | $83k | 1.5k | 54.33 |
|
|
Caterpillar (CAT) | 0.1 | $83k | 228.00 | 363.38 |
|
|
Spdr Index Shs Fds S&p North Amer (NANR) | 0.1 | $82k | 1.6k | 51.12 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $82k | 953.00 | 85.71 |
|
|
Travelers Companies (TRV) | 0.1 | $82k | 337.00 | 242.13 |
|
|
Intuitive Surgical Com New (ISRG) | 0.1 | $81k | 156.00 | 521.96 |
|
|
Cloudflare Cl A Com (NET) | 0.1 | $81k | 756.00 | 107.68 |
|
|
Comfort Systems USA (FIX) | 0.1 | $81k | 190.00 | 424.43 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $80k | 2.9k | 27.32 |
|
|
Procter & Gamble Company (PG) | 0.1 | $74k | 441.00 | 167.76 |
|
|
International Business Machines (IBM) | 0.1 | $73k | 329.00 | 220.57 |
|
|
Coinbase Global Com Cl A (COIN) | 0.1 | $69k | 276.00 | 248.30 |
|
|
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $65k | 559.00 | 116.10 |
|
|
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $62k | 1.9k | 31.95 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $62k | 312.00 | 197.48 |
|
|
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $61k | 824.00 | 74.02 |
|
|
Ishares Tr Us Consm Staples (IYK) | 0.0 | $58k | 889.00 | 65.63 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $58k | 444.00 | 131.37 |
|
|
Datadog Cl A Com (DDOG) | 0.0 | $58k | 407.00 | 142.89 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $57k | 244.00 | 233.00 |
|
|
Public Service Enterprise (PEG) | 0.0 | $57k | 668.00 | 84.52 |
|
|
Applied Materials (AMAT) | 0.0 | $56k | 345.00 | 162.95 |
|
|
Corteva (CTVA) | 0.0 | $55k | 972.00 | 56.88 |
|
|
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $55k | 636.00 | 86.87 |
|
|
Parker-Hannifin Corporation (PH) | 0.0 | $55k | 86.00 | 639.45 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $55k | 412.00 | 132.26 |
|
|
Hartford Financial Services (HIG) | 0.0 | $53k | 487.00 | 109.34 |
|
|
Marriott Intl Cl A (MAR) | 0.0 | $52k | 187.00 | 278.65 |
|
|
Dupont De Nemours (DD) | 0.0 | $51k | 667.00 | 76.31 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $51k | 591.00 | 86.00 |
|
|
Republic Services (RSG) | 0.0 | $51k | 253.00 | 200.81 |
|
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $51k | 467.00 | 108.30 |
|
|
Broadcom (AVGO) | 0.0 | $50k | 215.00 | 231.99 |
|
|
Boeing Company (BA) | 0.0 | $49k | 277.00 | 177.00 |
|
|
McDonald's Corporation (MCD) | 0.0 | $49k | 169.00 | 289.57 |
|
|
Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $48k | 336.00 | 143.23 |
|
|
1st Source Corporation (SRCE) | 0.0 | $48k | 821.00 | 58.39 |
|
|
Progressive Corporation (PGR) | 0.0 | $47k | 198.00 | 239.62 |
|
|
Eaton Corp SHS (ETN) | 0.0 | $47k | 142.00 | 330.69 |
|
|
Elf Beauty (ELF) | 0.0 | $46k | 364.00 | 125.55 |
|
|
Charles Schwab Corporation (SCHW) | 0.0 | $46k | 615.00 | 74.03 |
|
|
Lowe's Companies (LOW) | 0.0 | $45k | 182.00 | 249.32 |
|
|
Chipotle Mexican Grill (CMG) | 0.0 | $45k | 750.00 | 60.30 |
|
|
Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $45k | 433.00 | 104.38 |
|
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $45k | 366.00 | 121.89 |
|
|
Blackrock (BLK) | 0.0 | $45k | 43.00 | 1036.77 |
|
|
Agree Realty Corporation (ADC) | 0.0 | $44k | 626.00 | 70.48 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $44k | 319.00 | 137.56 |
|
|
Pure Storage Cl A (PSTG) | 0.0 | $44k | 712.00 | 61.43 |
|
|
Chubb (CB) | 0.0 | $43k | 154.00 | 277.03 |
|
|
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $42k | 383.00 | 110.44 |
|
|
ConocoPhillips (COP) | 0.0 | $39k | 398.00 | 99.11 |
|
|
Peakstone Realty Trust Common Shares (PKST) | 0.0 | $39k | 3.5k | 11.07 |
|
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $39k | 936.00 | 41.24 |
|
|
Arista Networks Com Shs | 0.0 | $39k | 348.00 | 110.53 |
|
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $38k | 348.00 | 110.48 |
|
|
American Express Company (AXP) | 0.0 | $38k | 129.00 | 296.66 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $37k | 1.9k | 19.59 |
|
|
Ishares Tr Core Msci Total (IXUS) | 0.0 | $37k | 559.00 | 66.15 |
|
|
Grand Canyon Education (LOPE) | 0.0 | $37k | 225.00 | 163.80 |
|
|
PNC Financial Services (PNC) | 0.0 | $37k | 189.00 | 193.42 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $36k | 128.00 | 284.75 |
|
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $36k | 143.00 | 253.71 |
|
|
Freeport-mcmoran CL B (FCX) | 0.0 | $36k | 935.00 | 38.08 |
|
|
First Tr Value Line Divid In SHS (FVD) | 0.0 | $35k | 806.00 | 43.66 |
|
|
Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $34k | 269.00 | 124.87 |
|
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $33k | 675.00 | 49.51 |
|
|
Marvell Technology (MRVL) | 0.0 | $33k | 302.00 | 110.34 |
|
|
Houlihan Lokey Cl A (HLI) | 0.0 | $33k | 191.00 | 174.05 |
|
|
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $33k | 472.00 | 70.23 |
|
|
First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $33k | 16.00 | 2066.00 |
|
|
Marsh & McLennan Companies (MMC) | 0.0 | $33k | 155.00 | 213.05 |
|
|
Analog Devices (ADI) | 0.0 | $33k | 154.00 | 212.49 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $33k | 420.00 | 77.27 |
|
|
Banner Corp Com New (BANR) | 0.0 | $32k | 478.00 | 66.77 |
|
|
Cme (CME) | 0.0 | $32k | 137.00 | 231.71 |
|
|
Microchip Technology (MCHP) | 0.0 | $32k | 553.00 | 57.39 |
|
|
Air Products & Chemicals (APD) | 0.0 | $31k | 108.00 | 288.87 |
|
|
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $30k | 978.00 | 30.88 |
|
|
Williams Companies (WMB) | 0.0 | $30k | 552.00 | 54.10 |
|
|
Metropcs Communications (TMUS) | 0.0 | $29k | 131.00 | 221.42 |
|
|
Flex Lng SHS (FLNG) | 0.0 | $29k | 1.3k | 22.93 |
|
|
Agnc Invt Corp Com reit (AGNC) | 0.0 | $28k | 3.1k | 9.21 |
|
|
Dover Corporation (DOV) | 0.0 | $28k | 149.00 | 187.19 |
|
|
Merck & Co (MRK) | 0.0 | $28k | 278.00 | 99.49 |
|
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $28k | 434.00 | 63.49 |
|
|
Unilever Spon Adr New (UL) | 0.0 | $28k | 486.00 | 56.68 |
|
|
Ishares Tr Us Industrials (IYJ) | 0.0 | $28k | 206.00 | 133.34 |
|
|
Dow (DOW) | 0.0 | $27k | 683.00 | 40.12 |
|
|
Norfolk Southern (NSC) | 0.0 | $27k | 113.00 | 235.04 |
|
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $27k | 161.00 | 164.39 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $26k | 202.00 | 128.93 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $26k | 137.00 | 187.51 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 222.00 | 114.86 |
|
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $25k | 143.00 | 177.62 |
|
|
3M | 0.0 | $25k | 196.00 | 129.38 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $25k | 274.00 | 91.34 |
|
|
General Dynamics Corporation (GD) | 0.0 | $25k | 94.00 | 264.35 |
|
|
EOG Resources (EOG) | 0.0 | $25k | 201.00 | 122.83 |
|
|
Altria (MO) | 0.0 | $25k | 472.00 | 52.29 |
|
|
Trane Technologies SHS (TT) | 0.0 | $24k | 65.00 | 369.35 |
|
|
Autodesk (ADSK) | 0.0 | $24k | 80.00 | 295.57 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $24k | 493.00 | 47.80 |
|
|
BP Sponsored Adr (BP) | 0.0 | $23k | 779.00 | 29.55 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $23k | 96.00 | 239.60 |
|
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $23k | 165.00 | 138.79 |
|
|
Nextera Energy (NEE) | 0.0 | $22k | 308.00 | 71.70 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $22k | 586.00 | 37.53 |
|
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $22k | 421.00 | 51.70 |
|
|
Nucor Corporation (NUE) | 0.0 | $22k | 186.00 | 116.40 |
|
|
Abbvie (ABBV) | 0.0 | $22k | 121.00 | 177.28 |
|
|
Qualcomm (QCOM) | 0.0 | $21k | 139.00 | 153.63 |
|
|
Ameriprise Financial (AMP) | 0.0 | $21k | 40.00 | 529.58 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $21k | 30.00 | 700.67 |
|
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $21k | 113.00 | 185.78 |
|
|
Ea Series Trust Strive 500 Etf (STRV) | 0.0 | $21k | 555.00 | 37.80 |
|
|
Topbuild (BLD) | 0.0 | $21k | 67.00 | 311.34 |
|
|
Intel Corporation (INTC) | 0.0 | $21k | 1.0k | 20.05 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $20k | 43.00 | 470.16 |
|
|
Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $20k | 3.0k | 6.76 |
|
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $20k | 58.00 | 342.16 |
|
|
Proshares Tr Bitcoin Etf (BITO) | 0.0 | $20k | 871.00 | 22.78 |
|
|
Cheniere Energy Com New (LNG) | 0.0 | $19k | 90.00 | 213.97 |
|
|
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $19k | 148.00 | 129.88 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $19k | 298.00 | 63.38 |
|
|
Hershey Company (HSY) | 0.0 | $19k | 111.00 | 170.08 |
|
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $19k | 77.00 | 243.35 |
|
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $19k | 1.1k | 17.07 |
|
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $18k | 317.00 | 58.08 |
|
|
Capital One Financial (COF) | 0.0 | $18k | 103.00 | 178.72 |
|
|
MetLife (MET) | 0.0 | $18k | 224.00 | 81.91 |
|
|
Vertiv Holdings Com Cl A (VRT) | 0.0 | $18k | 159.00 | 113.61 |
|
|
First Tr Exchange-traded Emerging Mkts (RNEM) | 0.0 | $18k | 359.00 | 49.32 |
|
|
Materion Corporation (MTRN) | 0.0 | $18k | 179.00 | 98.90 |
|
|
Brown & Brown (BRO) | 0.0 | $18k | 173.00 | 102.29 |
|
|
HEICO Corporation (HEI) | 0.0 | $17k | 72.00 | 237.75 |
|
|
S&p Global (SPGI) | 0.0 | $17k | 34.00 | 499.53 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $17k | 32.00 | 525.03 |
|
|
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.0 | $17k | 600.00 | 27.53 |
|
|
AutoNation (AN) | 0.0 | $17k | 97.00 | 169.94 |
|
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $16k | 40.00 | 402.70 |
|
|
Walt Disney Company (DIS) | 0.0 | $16k | 143.00 | 112.36 |
|
|
Adobe Systems Incorporated (ADBE) | 0.0 | $16k | 36.00 | 444.67 |
|
|
AmerisourceBergen (COR) | 0.0 | $16k | 71.00 | 223.92 |
|
|
Rambus (RMBS) | 0.0 | $16k | 300.00 | 52.86 |
|
|
Lennar Corp Cl A (LEN) | 0.0 | $16k | 116.00 | 135.98 |
|
|
EastGroup Properties (EGP) | 0.0 | $15k | 91.00 | 160.40 |
|
|
American Tower Reit (AMT) | 0.0 | $14k | 76.00 | 183.72 |
|
|
Johnson & Johnson (JNJ) | 0.0 | $14k | 97.00 | 143.40 |
|
|
Goldman Sachs (GS) | 0.0 | $14k | 24.00 | 575.33 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $13k | 109.00 | 122.65 |
|
|
Abbott Laboratories (ABT) | 0.0 | $13k | 118.00 | 113.11 |
|
|
Moody's Corporation (MCO) | 0.0 | $13k | 28.00 | 476.00 |
|
|
Sturm, Ruger & Company (RGR) | 0.0 | $13k | 366.00 | 35.40 |
|
|
Fluor Corporation (FLR) | 0.0 | $13k | 259.00 | 49.32 |
|
|
American Water Works (AWK) | 0.0 | $13k | 102.00 | 124.12 |
|
|
Amplify Etf Tr Seymour Cannbs (CNBS) | 0.0 | $13k | 6.1k | 2.06 |
|
|
Linde SHS (LIN) | 0.0 | $12k | 30.00 | 414.57 |
|
|
Southern Company (SO) | 0.0 | $12k | 150.00 | 82.46 |
|
|
Eversource Energy (ES) | 0.0 | $12k | 214.00 | 57.50 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $12k | 205.00 | 59.89 |
|
|
Veralto Corp Com Shs (VLTO) | 0.0 | $12k | 114.00 | 102.24 |
|
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $12k | 53.00 | 216.53 |
|
|
Silvercorp Metals (SVM) | 0.0 | $12k | 3.8k | 3.00 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $11k | 243.00 | 44.95 |
|
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $11k | 331.00 | 32.76 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $11k | 192.00 | 56.43 |
|
|
Southwest Airlines (LUV) | 0.0 | $10k | 304.00 | 33.60 |
|
|
Scotts Miracle-gro Cl A (SMG) | 0.0 | $10k | 151.00 | 66.32 |
|
|
American Airls (AAL) | 0.0 | $10k | 572.00 | 17.43 |
|
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $10k | 130.00 | 76.64 |
|
|
Simon Property (SPG) | 0.0 | $10k | 58.00 | 171.71 |
|
|
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $9.6k | 49.00 | 194.92 |
|
|
Trip Com Group Ads (TCOM) | 0.0 | $9.5k | 139.00 | 68.66 |
|
|
Ge Vernova (GEV) | 0.0 | $9.5k | 29.00 | 328.93 |
|
|
Emcor (EME) | 0.0 | $9.5k | 21.00 | 453.90 |
|
|
Godaddy Cl A (GDDY) | 0.0 | $9.5k | 48.00 | 197.38 |
|
|
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $9.3k | 24.00 | 388.12 |
|
|
Acuity Brands (AYI) | 0.0 | $9.3k | 32.00 | 289.72 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $9.2k | 129.00 | 71.71 |
|
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $9.0k | 32.00 | 280.75 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $8.8k | 30.00 | 291.97 |
|
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $8.7k | 91.00 | 95.43 |
|
|
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $8.7k | 311.00 | 27.90 |
|
|
Watsco, Incorporated (WSO) | 0.0 | $8.7k | 18.00 | 480.83 |
|
|
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $8.6k | 487.00 | 17.70 |
|
|
Verizon Communications (VZ) | 0.0 | $8.1k | 202.00 | 39.92 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $8.0k | 168.00 | 47.85 |
|
|
Tenable Hldgs (TENB) | 0.0 | $7.9k | 200.00 | 39.38 |
|
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $7.8k | 105.00 | 74.65 |
|
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $7.8k | 87.00 | 89.64 |
|
|
Pepsi (PEP) | 0.0 | $7.6k | 50.00 | 152.24 |
|
|
Prudential Financial (PRU) | 0.0 | $7.5k | 63.00 | 119.19 |
|
|
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $7.5k | 148.00 | 50.44 |
|
|
Sap Se Spon Adr (SAP) | 0.0 | $7.5k | 30.00 | 248.47 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $7.4k | 22.00 | 337.27 |
|
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $7.3k | 246.00 | 29.86 |
|
|
Ventas (VTR) | 0.0 | $7.0k | 119.00 | 59.06 |
|
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $7.0k | 250.00 | 27.84 |
|
|
Grayscale Bitcoin Mini Tr Et Shs New | 0.0 | $6.9k | 164.00 | 41.87 |
|
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $6.9k | 198.00 | 34.67 |
|
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $6.6k | 229.00 | 29.01 |
|
|
Packaging Corporation of America (PKG) | 0.0 | $6.1k | 27.00 | 227.70 |
|
|
Imperial Oil Com New (IMO) | 0.0 | $6.0k | 97.00 | 61.44 |
|
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $5.8k | 74.00 | 78.09 |
|
|
McKesson Corporation (MCK) | 0.0 | $5.7k | 10.00 | 572.10 |
|
|
Stryker Corporation (SYK) | 0.0 | $5.3k | 15.00 | 353.33 |
|
|
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $5.0k | 40.00 | 125.22 |
|
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $4.7k | 61.00 | 77.85 |
|
|
Hess (HES) | 0.0 | $4.7k | 35.00 | 134.80 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $4.4k | 7.00 | 627.00 |
|
|
Workday Cl A (WDAY) | 0.0 | $4.4k | 17.00 | 258.06 |
|
|
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $4.2k | 1.1k | 3.81 |
|
|
Cisco Systems (CSCO) | 0.0 | $4.2k | 72.00 | 58.96 |
|
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $4.1k | 44.00 | 93.48 |
|
|
Fortive (FTV) | 0.0 | $3.9k | 52.00 | 74.71 |
|
|
Discover Financial Services (DFS) | 0.0 | $3.9k | 22.00 | 175.82 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $3.8k | 43.00 | 88.21 |
|
|
Kinder Morgan (KMI) | 0.0 | $3.8k | 137.00 | 27.40 |
|
|
MGM Resorts International. (MGM) | 0.0 | $3.5k | 100.00 | 34.66 |
|
|
Honeywell International (HON) | 0.0 | $3.4k | 15.00 | 229.00 |
|
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $3.2k | 32.00 | 101.09 |
|
|
Boston Scientific Corporation (BSX) | 0.0 | $3.2k | 36.00 | 89.33 |
|
|
Solventum Corp Com Shs (SOLV) | 0.0 | $3.2k | 48.00 | 66.06 |
|
|
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $3.1k | 120.00 | 25.73 |
|
|
Chevron Corporation (CVX) | 0.0 | $3.0k | 21.00 | 143.81 |
|
|
Chemours (CC) | 0.0 | $3.0k | 178.00 | 16.91 |
|
|
Lam Research Corp Com New (LRCX) | 0.0 | $2.9k | 41.00 | 71.85 |
|
|
Constellation Energy (CEG) | 0.0 | $2.9k | 13.00 | 225.31 |
|
|
Lockheed Martin Corporation (LMT) | 0.0 | $2.9k | 6.00 | 486.00 |
|
|
Truist Financial Corp equities (TFC) | 0.0 | $2.6k | 61.00 | 43.38 |
|
|
Mastercard Incorporated Cl A (MA) | 0.0 | $2.6k | 5.00 | 528.60 |
|
|
Citizens Financial (CFG) | 0.0 | $2.6k | 60.00 | 43.77 |
|
|
At&t (T) | 0.0 | $2.6k | 112.00 | 22.80 |
|
|
Kraft Heinz (KHC) | 0.0 | $2.5k | 82.00 | 30.70 |
|
|
Amphenol Corp Cl A (APH) | 0.0 | $2.5k | 36.00 | 69.86 |
|
|
Omni (OMC) | 0.0 | $2.4k | 28.00 | 86.04 |
|
|
Cardinal Health (CAH) | 0.0 | $2.4k | 20.00 | 120.00 |
|
|
Williams-Sonoma (WSM) | 0.0 | $2.4k | 13.00 | 183.46 |
|
|
Target Corporation (TGT) | 0.0 | $2.4k | 18.00 | 132.11 |
|
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $2.3k | 44.00 | 52.43 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $2.2k | 28.00 | 79.04 |
|
|
Duke Energy Corp Com New (DUK) | 0.0 | $2.2k | 20.00 | 107.75 |
|
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $2.0k | 19.00 | 107.63 |
|
|
Illinois Tool Works (ITW) | 0.0 | $2.0k | 8.00 | 253.50 |
|
|
Avery Dennison Corporation (AVY) | 0.0 | $2.0k | 11.00 | 182.09 |
|
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $1.9k | 39.00 | 48.26 |
|
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.8k | 113.00 | 16.27 |
|
|
Hilton Worldwide Holdings (HLT) | 0.0 | $1.7k | 7.00 | 247.14 |
|
|
Siriusxm Holdings Common Stock (SIRI) | 0.0 | $1.7k | 75.00 | 22.65 |
|
|
Welltower Inc Com reit (WELL) | 0.0 | $1.7k | 13.00 | 129.00 |
|
|
Chewy Cl A (CHWY) | 0.0 | $1.7k | 50.00 | 33.50 |
|
|
General Motors Company (GM) | 0.0 | $1.6k | 30.00 | 53.03 |
|
|
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.5k | 37.00 | 39.92 |
|
|
United Rentals (URI) | 0.0 | $1.4k | 2.00 | 711.00 |
|
|
O'reilly Automotive (ORLY) | 0.0 | $1.2k | 1.00 | 1186.00 |
|
|
Monogram Orthopaedics (MGRM) | 0.0 | $1.2k | 500.00 | 2.37 |
|
|
Palo Alto Networks (PANW) | 0.0 | $1.1k | 6.00 | 182.00 |
|
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.1k | 12.00 | 90.67 |
|
|
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1k | 10.00 | 105.50 |
|
|
Medtronic SHS (MDT) | 0.0 | $1.0k | 13.00 | 79.85 |
|
|
Block Cl A (SQ) | 0.0 | $1.0k | 12.00 | 85.00 |
|
|
V.F. Corporation (VFC) | 0.0 | $1.0k | 47.00 | 21.47 |
|
|
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $985.000000 | 20.00 | 49.25 |
|
|
Nio Spon Ads (NIO) | 0.0 | $902.996100 | 207.00 | 4.36 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $882.000600 | 26.00 | 33.92 |
|
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $778.000200 | 6.00 | 129.67 |
|
|
Vontier Corporation (VNT) | 0.0 | $739.000000 | 20.00 | 36.95 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $727.000000 | 8.00 | 90.88 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $717.000200 | 14.00 | 51.21 |
|
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $693.001400 | 29.00 | 23.90 |
|
|
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $692.001000 | 30.00 | 23.07 |
|
|
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $677.000400 | 12.00 | 56.42 |
|
|
Kla Corp Com New (KLAC) | 0.0 | $635.000000 | 1.00 | 635.00 |
|
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $603.999600 | 12.00 | 50.33 |
|
|
Snap Cl A (SNAP) | 0.0 | $582.001200 | 54.00 | 10.78 |
|
|
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $516.999600 | 9.00 | 57.44 |
|
|
Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $468.000000 | 9.00 | 52.00 |
|
|
Synopsys (SNPS) | 0.0 | $445.000000 | 1.00 | 445.00 |
|
|
Gopro Cl A (GPRO) | 0.0 | $436.000000 | 400.00 | 1.09 |
|
|
Mosaic (MOS) | 0.0 | $433.000800 | 18.00 | 24.06 |
|
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $405.000000 | 4.00 | 101.25 |
|
|
Deere & Company (DE) | 0.0 | $400.000000 | 1.00 | 400.00 |
|
|
Novavax Com New (NVAX) | 0.0 | $393.999200 | 49.00 | 8.04 |
|
|
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $360.000000 | 5.00 | 72.00 |
|
|
J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.0 | $353.999800 | 7.00 | 50.57 |
|
|
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $354.004000 | 94.00 | 3.77 |
|
|
J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.0 | $351.999900 | 7.00 | 50.29 |
|
|
Canopy Growth Corp Com New (CGC) | 0.0 | $314.996500 | 115.00 | 2.74 |
|
|
Tidal Trust Iii Naacp Mino Etf (NACP) | 0.0 | $292.999700 | 7.00 | 41.86 |
|
|
Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $277.000000 | 4.00 | 69.25 |
|
|
Nano X Imaging Ord Shs (NNOX) | 0.0 | $245.000600 | 34.00 | 7.21 |
|
|
Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $236.000100 | 3.00 | 78.67 |
|
|
Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $232.000000 | 2.00 | 116.00 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $204.999900 | 3.00 | 68.33 |
|
|
Digital World Acquisition Co Class A (DJT) | 0.0 | $205.000200 | 6.00 | 34.17 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $197.000000 | 4.00 | 49.25 |
|
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $176.000000 | 2.00 | 88.00 |
|
|
Prologis (PLD) | 0.0 | $172.000000 | 2.00 | 86.00 |
|
|
Pfizer (PFE) | 0.0 | $145.999800 | 6.00 | 24.33 |
|
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $126.999900 | 3.00 | 42.33 |
|
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $119.999700 | 9.00 | 13.33 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $118.000000 | 1.00 | 118.00 |
|
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $116.000000 | 2.00 | 58.00 |
|
|
SYSCO Corporation (SYY) | 0.0 | $104.000000 | 1.00 | 104.00 |
|
|
Kyndryl Hldgs Common Stock (KD) | 0.0 | $83.000000 | 2.00 | 41.50 |
|
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $77.000000 | 1.00 | 77.00 |
|
|
Virgin Galactic Holdings Com New (SPCE) | 0.0 | $59.000000 | 10.00 | 5.90 |
|
|
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $47.000000 | 1.00 | 47.00 |
|
|
Now (DNOW) | 0.0 | $26.000000 | 2.00 | 13.00 |
|
|
Mfa Finl (MFA) | 0.0 | $25.000000 | 2.00 | 12.50 |
|
|
Alexander & Baldwin (ALEX) | 0.0 | $22.000000 | 1.00 | 22.00 |
|
|
Pacific Ethanol (ALTO) | 0.0 | $6.000000 | 4.00 | 1.50 |
|
|
CMS Energy Corporation (CMS) | 0.0 | $0 | 0 | 0.00 |
|
|
Ecolab (ECL) | 0.0 | $0 | 0 | 0.00 |
|
|
Dominion Resources (D) | 0.0 | $0 | 0 | 0.00 |
|
|
PPG Industries (PPG) | 0.0 | $0 | 0 | 0.00 |
|
|
Stanley Black & Decker (SWK) | 0.0 | $0 | 0 | 0.00 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $0 | 0 | 0.00 |
|
|
Amgen (AMGN) | 0.0 | $0 | 0 | 0.00 |
|
|
Xcel Energy (XEL) | 0.0 | $0 | 0 | 0.00 |
|
|
Citigroup Com New (C) | 0.0 | $0 | 0 | 0.00 |
|
|
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) | 0.0 | $0 | 0 | 0.00 |
|
|
Bath & Body Works In (BBWI) | 0.0 | $0 | 0 | 0.00 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Financial Life Planners
SEC 13F filings are viewable for Financial Life Planners going back to 2024
- Financial Life Planners 2024 Q4 filed Jan. 24, 2025