Financial Life Planners
Latest statistics and disclosures from Financial Life Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, IVV, NVDA, AAPL, HOOD, and represent 56.85% of Financial Life Planners's stock portfolio.
- Added to shares of these 10 stocks: IVV, QQQ, ARKF, BTCW, PLTR, HOOD, SLV, DHI, GE, IJT.
- Started 308 new stock positions in WSO, VTR, KO, ES, NEM, CSQ, MCK, ISRG, IBIT, ESGE.
- Reduced shares in these 10 stocks: LLY, AAPL, NVDA, BRK.B, XLF, DIA, MSFT, MDY, IWD, BSCP.
- Financial Life Planners was a net buyer of stock by $14M.
- Financial Life Planners has $149M in assets under management (AUM), dropping by 21.09%.
- Central Index Key (CIK): 0002053368
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Portfolio Holdings for Financial Life Planners
Financial Life Planners holds 362 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 20.5 | $31M | +3% | 51k | 600.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 18.4 | $27M | +3% | 41k | 669.30 |
|
| NVIDIA Corporation (NVDA) | 9.7 | $15M | 78k | 186.58 |
|
|
| Apple (AAPL) | 4.2 | $6.3M | -4% | 25k | 254.63 |
|
| Robinhood Mkts Com Cl A (HOOD) | 3.9 | $5.8M | +7% | 41k | 143.18 |
|
| Palantir Technologies Cl A (PLTR) | 3.5 | $5.3M | +8% | 29k | 182.42 |
|
| Microsoft Corporation (MSFT) | 3.1 | $4.6M | 8.9k | 517.98 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $3.9M | -3% | 7.7k | 502.74 |
|
| Axon Enterprise (AXON) | 2.5 | $3.8M | +5% | 5.3k | 717.68 |
|
| Vanguard World Mega Grwth Ind (MGK) | 2.0 | $2.9M | 7.3k | 402.42 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 1.9 | $2.8M | +30% | 50k | 56.80 |
|
| Costco Wholesale Corporation (COST) | 1.7 | $2.6M | 2.8k | 925.52 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.6 | $2.3M | -3% | 3.9k | 596.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $1.9M | 2.8k | 666.15 |
|
|
| Amazon (AMZN) | 1.2 | $1.9M | 8.4k | 219.56 |
|
|
| Wisdomtree Bitcoin Shs Ben Int (BTCW) | 1.1 | $1.7M | +38% | 14k | 121.27 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $1.3M | -6% | 2.9k | 463.70 |
|
| Netflix (NFLX) | 0.8 | $1.2M | 981.00 | 1198.75 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.8 | $1.2M | 56k | 20.57 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $888k | +4% | 1.2k | 734.55 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $762k | +5% | 3.5k | 215.80 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $762k | -5% | 37k | 20.69 |
|
| Tesla Motors (TSLA) | 0.5 | $684k | -2% | 1.5k | 444.69 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $650k | 1.4k | 468.50 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $650k | -4% | 33k | 19.56 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $628k | -19% | 12k | 53.87 |
|
| Bank of America Corporation (BAC) | 0.4 | $624k | 12k | 51.59 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $567k | 3.4k | 167.33 |
|
|
| Visa Com Cl A (V) | 0.4 | $539k | +10% | 1.6k | 341.47 |
|
| Howmet Aerospace (HWM) | 0.3 | $515k | +29% | 2.6k | 196.26 |
|
| Goldman Sachs (GS) | 0.3 | $484k | +28% | 608.00 | 795.71 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.3 | $458k | 5.8k | 78.33 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $455k | 949.00 | 479.51 |
|
|
| Nrg Energy Com New (NRG) | 0.3 | $435k | -4% | 2.7k | 161.97 |
|
| salesforce (CRM) | 0.3 | $434k | 1.8k | 236.97 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $427k | 697.00 | 612.78 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $418k | +5% | 1.7k | 241.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $415k | 6.4k | 65.26 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $408k | -5% | 4.5k | 91.42 |
|
| Oracle Corporation (ORCL) | 0.3 | $405k | 1.4k | 281.26 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.3 | $392k | 8.2k | 47.51 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $391k | -4% | 20k | 19.71 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $386k | 4.3k | 89.37 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $361k | -14% | 1.8k | 203.58 |
|
| Servicenow (NOW) | 0.2 | $335k | -8% | 364.00 | 920.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $297k | -4% | 1.2k | 243.61 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $286k | +4% | 908.00 | 315.46 |
|
| Cigna Corp (CI) | 0.2 | $255k | 886.00 | 288.25 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $249k | NEW | 5.9k | 42.37 |
|
| D.R. Horton (DHI) | 0.2 | $237k | NEW | 1.4k | 169.50 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $233k | 2.0k | 115.04 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $229k | NEW | 762.00 | 300.65 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $225k | -2% | 2.3k | 95.91 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 1.9k | 112.76 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $210k | NEW | 1.5k | 141.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $210k | NEW | 864.00 | 243.01 |
|
| International Business Machines (IBM) | 0.1 | $209k | 741.00 | 282.06 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $208k | NEW | 290.00 | 718.54 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $193k | NEW | 603.00 | 320.21 |
|
| Vistra Energy (VST) | 0.1 | $184k | NEW | 939.00 | 195.87 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $175k | NEW | 3.7k | 47.52 |
|
| 1st Source Corporation (SRCE) | 0.1 | $174k | NEW | 2.8k | 61.56 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $170k | NEW | 609.00 | 279.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $160k | NEW | 450.00 | 355.58 |
|
| Carrier Global Corporation (CARR) | 0.1 | $160k | NEW | 2.7k | 59.70 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $156k | NEW | 820.00 | 189.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $152k | NEW | 1.6k | 93.39 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $147k | 9.8k | 14.93 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $144k | NEW | 670.00 | 214.59 |
|
| Morgan Stanley Com New (MS) | 0.1 | $143k | NEW | 899.00 | 159.03 |
|
| Broadcom (AVGO) | 0.1 | $143k | NEW | 433.00 | 329.82 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $140k | NEW | 991.00 | 141.42 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $140k | NEW | 383.00 | 365.03 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $140k | NEW | 1.0k | 137.27 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $137k | NEW | 1.2k | 110.59 |
|
| Wal-Mart Stores (WMT) | 0.1 | $136k | NEW | 1.3k | 103.03 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $134k | -85% | 175.00 | 764.86 |
|
| Advanced Micro Devices (AMD) | 0.1 | $133k | NEW | 820.00 | 161.79 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $131k | NEW | 1.5k | 89.34 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $127k | NEW | 1.4k | 91.75 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $124k | NEW | 1.4k | 91.42 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $124k | NEW | 870.00 | 142.10 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $114k | NEW | 550.00 | 206.55 |
|
| Philip Morris International (PM) | 0.1 | $113k | NEW | 697.00 | 162.30 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $113k | NEW | 86.00 | 1313.79 |
|
| TJX Companies (TJX) | 0.1 | $113k | NEW | 778.00 | 144.62 |
|
| Caterpillar (CAT) | 0.1 | $110k | NEW | 230.00 | 478.09 |
|
| Wells Fargo & Company (WFC) | 0.1 | $104k | NEW | 1.2k | 83.82 |
|
| Ishares Tr Future Exponenti (XT) | 0.1 | $104k | NEW | 1.4k | 71.93 |
|
| Home Depot (HD) | 0.1 | $104k | NEW | 256.00 | 405.30 |
|
| Travelers Companies (TRV) | 0.1 | $100k | NEW | 357.00 | 279.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $94k | NEW | 380.00 | 246.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $94k | NEW | 332.00 | 281.64 |
|
| Edwards Lifesciences (EW) | 0.1 | $93k | NEW | 1.2k | 77.77 |
|
| Themes Etf Tr Leverage Shs 2x (HOOG) | 0.1 | $93k | NEW | 800.00 | 115.64 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $92k | NEW | 440.00 | 208.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $88k | NEW | 197.00 | 447.23 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $85k | NEW | 1.0k | 82.96 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $83k | NEW | 736.00 | 112.09 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $82k | NEW | 3.0k | 27.30 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $81k | NEW | 625.00 | 129.70 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $80k | NEW | 664.00 | 120.70 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $80k | NEW | 491.00 | 162.32 |
|
| Boeing Company (BA) | 0.1 | $79k | NEW | 367.00 | 215.83 |
|
| Capital One Financial (COF) | 0.1 | $76k | NEW | 356.00 | 212.32 |
|
| Coca-Cola Company (KO) | 0.0 | $74k | NEW | 1.1k | 66.32 |
|
| Corteva (CTVA) | 0.0 | $66k | NEW | 978.00 | 67.64 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $66k | NEW | 87.00 | 758.84 |
|
| Hartford Financial Services (HIG) | 0.0 | $66k | NEW | 493.00 | 133.42 |
|
| Ge Vernova (GEV) | 0.0 | $63k | NEW | 103.00 | 615.50 |
|
| Procter & Gamble Company (PG) | 0.0 | $61k | NEW | 395.00 | 153.47 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $59k | NEW | 176.00 | 337.49 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $59k | NEW | 621.00 | 95.46 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $59k | NEW | 420.00 | 140.21 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $59k | NEW | 639.00 | 91.63 |
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| Republic Services (RSG) | 0.0 | $58k | NEW | 254.00 | 229.89 |
|
| Public Service Enterprise (PEG) | 0.0 | $56k | NEW | 672.00 | 83.47 |
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $55k | NEW | 854.00 | 64.62 |
|
| Graniteshares Etf Tr 2x Long Pltr (PTIR) | 0.0 | $55k | NEW | 1.7k | 32.45 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $54k | NEW | 666.00 | 81.19 |
|
| Eaton Corp SHS (ETN) | 0.0 | $54k | NEW | 144.00 | 374.06 |
|
| Blackrock (BLK) | 0.0 | $52k | NEW | 44.00 | 1170.18 |
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| Progressive Corporation (PGR) | 0.0 | $50k | NEW | 202.00 | 246.89 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $50k | NEW | 656.00 | 75.39 |
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| Grand Canyon Education (LOPE) | 0.0 | $49k | NEW | 225.00 | 219.52 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $49k | NEW | 675.00 | 72.77 |
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| McDonald's Corporation (MCD) | 0.0 | $49k | NEW | 162.00 | 303.20 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $48k | NEW | 435.00 | 110.84 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $47k | NEW | 568.00 | 82.55 |
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| Agree Realty Corporation (ADC) | 0.0 | $46k | NEW | 646.00 | 71.07 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $45k | NEW | 323.00 | 139.26 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $45k | NEW | 938.00 | 47.71 |
|
| Chubb (CB) | 0.0 | $44k | NEW | 157.00 | 282.22 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $44k | NEW | 400.00 | 110.38 |
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| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $44k | NEW | 3.4k | 13.12 |
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| Applied Materials (AMAT) | 0.0 | $44k | NEW | 213.00 | 204.76 |
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| American Express Company (AXP) | 0.0 | $43k | NEW | 130.00 | 332.07 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $42k | NEW | 2.1k | 19.70 |
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| Comfort Systems USA (FIX) | 0.0 | $42k | NEW | 50.00 | 830.26 |
|
| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $39k | NEW | 1.1k | 35.79 |
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| PNC Financial Services (PNC) | 0.0 | $39k | NEW | 195.00 | 200.59 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $39k | NEW | 125.00 | 310.19 |
|
| ConocoPhillips (COP) | 0.0 | $39k | NEW | 408.00 | 94.54 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $39k | NEW | 346.00 | 111.47 |
|
| Cme (CME) | 0.0 | $38k | NEW | 142.00 | 270.48 |
|
| Analog Devices (ADI) | 0.0 | $38k | NEW | 156.00 | 245.78 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $38k | NEW | 299.00 | 125.75 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $37k | NEW | 272.00 | 137.61 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $37k | NEW | 716.00 | 51.93 |
|
| Lowe's Companies (LOW) | 0.0 | $36k | NEW | 145.00 | 250.74 |
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| Williams Companies (WMB) | 0.0 | $36k | NEW | 565.00 | 63.38 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $35k | NEW | 986.00 | 35.79 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $35k | NEW | 690.00 | 50.55 |
|
| Flex Lng SHS (FLNG) | 0.0 | $35k | NEW | 1.4k | 25.20 |
|
| Norfolk Southern (NSC) | 0.0 | $35k | NEW | 115.00 | 300.26 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $34k | NEW | 2.0k | 17.16 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $34k | NEW | 3.5k | 9.79 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $34k | NEW | 603.00 | 55.50 |
|
| General Dynamics Corporation (GD) | 0.0 | $33k | NEW | 96.00 | 340.34 |
|
| Banner Corp Com New (BANR) | 0.0 | $32k | NEW | 489.00 | 65.45 |
|
| UnitedHealth (UNH) | 0.0 | $32k | NEW | 92.00 | 345.65 |
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| Danaher Corporation (DHR) | 0.0 | $32k | NEW | 160.00 | 198.20 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $32k | NEW | 157.00 | 201.87 |
|
| Constellation Energy (CEG) | 0.0 | $32k | NEW | 96.00 | 330.12 |
|
| Rubrik Cl A (RBRK) | 0.0 | $31k | NEW | 382.00 | 82.25 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $31k | NEW | 480.00 | 65.00 |
|
| Air Products & Chemicals (APD) | 0.0 | $30k | NEW | 110.00 | 271.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $30k | NEW | 204.00 | 145.83 |
|
| Unilever Spon Adr New (UL) | 0.0 | $30k | NEW | 498.00 | 59.24 |
|
| BP Sponsored Adr (BP) | 0.0 | $28k | NEW | 814.00 | 34.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $28k | NEW | 144.00 | 193.99 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $27k | NEW | 1.1k | 25.70 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $27k | NEW | 165.00 | 164.59 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $27k | NEW | 214.00 | 126.44 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $27k | NEW | 226.00 | 118.44 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $27k | NEW | 44.00 | 604.23 |
|
| Dupont De Nemours (DD) | 0.0 | $27k | NEW | 341.00 | 77.92 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $26k | NEW | 369.00 | 70.24 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $26k | NEW | 246.00 | 104.61 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $26k | NEW | 388.00 | 65.85 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $26k | NEW | 650.00 | 39.19 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $25k | NEW | 114.00 | 222.09 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $25k | NEW | 185.00 | 135.48 |
|
| Dover Corporation (DOV) | 0.0 | $25k | NEW | 150.00 | 166.81 |
|
| Spdr Series Trust Comp Software (XSW) | 0.0 | $25k | NEW | 125.00 | 198.14 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $25k | NEW | 510.00 | 48.29 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $25k | NEW | 358.00 | 68.34 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.0 | $24k | NEW | 562.00 | 43.16 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $24k | NEW | 304.00 | 79.80 |
|
| Nextera Energy (NEE) | 0.0 | $24k | NEW | 315.00 | 75.55 |
|
| Volatility Shs Tr 2x Bitcoin Strat (BITX) | 0.0 | $23k | NEW | 423.00 | 55.07 |
|
| Altria (MO) | 0.0 | $23k | NEW | 352.00 | 66.09 |
|
| Abbvie (ABBV) | 0.0 | $23k | NEW | 100.00 | 231.54 |
|
| EOG Resources (EOG) | 0.0 | $23k | NEW | 206.00 | 112.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $23k | NEW | 191.00 | 118.64 |
|
| Amplify Etf Tr Seymour Canb Etf (CNBS) | 0.0 | $23k | NEW | 766.00 | 29.57 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $23k | NEW | 577.00 | 39.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $22k | NEW | 176.00 | 125.29 |
|
| Microchip Technology (MCHP) | 0.0 | $22k | NEW | 341.00 | 64.31 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $22k | NEW | 244.00 | 89.77 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $22k | NEW | 684.00 | 31.51 |
|
| AutoNation (AN) | 0.0 | $21k | NEW | 97.00 | 218.91 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $21k | NEW | 90.00 | 235.53 |
|
| S&p Global (SPGI) | 0.0 | $21k | NEW | 43.00 | 490.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $20k | NEW | 35.00 | 569.60 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $20k | NEW | 1.2k | 17.06 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $20k | NEW | 66.00 | 295.30 |
|
| AmerisourceBergen (COR) | 0.0 | $19k | NEW | 62.00 | 312.87 |
|
| Valero Energy Corporation (VLO) | 0.0 | $19k | NEW | 112.00 | 169.83 |
|
| MetLife (MET) | 0.0 | $19k | NEW | 229.00 | 82.32 |
|
| 3M Company (MMM) | 0.0 | $18k | NEW | 114.00 | 155.39 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $17k | NEW | 256.00 | 67.04 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.0 | $17k | NEW | 176.00 | 93.62 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $16k | NEW | 78.00 | 209.05 |
|
| Ishares Msci Spain Etf (EWP) | 0.0 | $16k | NEW | 329.00 | 49.50 |
|
| Sturm, Ruger & Company (RGR) | 0.0 | $16k | NEW | 372.00 | 43.48 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $16k | NEW | 254.00 | 63.62 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $16k | NEW | 62.00 | 256.45 |
|
| EastGroup Properties (EGP) | 0.0 | $16k | NEW | 93.00 | 169.87 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $16k | NEW | 61.00 | 258.70 |
|
| American Tower Reit (AMT) | 0.0 | $15k | NEW | 78.00 | 192.35 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $15k | NEW | 82.00 | 182.95 |
|
| Southern Company (SO) | 0.0 | $15k | NEW | 154.00 | 94.75 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $15k | NEW | 3.0k | 4.88 |
|
| American Water Works (AWK) | 0.0 | $14k | NEW | 103.00 | 139.81 |
|
| Linde SHS (LIN) | 0.0 | $14k | NEW | 30.00 | 474.93 |
|
| Abbott Laboratories (ABT) | 0.0 | $13k | NEW | 100.00 | 133.94 |
|
| Eversource Energy (ES) | 0.0 | $13k | NEW | 188.00 | 71.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $13k | NEW | 210.00 | 62.46 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $13k | NEW | 660.00 | 19.68 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $13k | NEW | 13.00 | 970.31 |
|
| Vici Pptys (VICI) | 0.0 | $12k | NEW | 378.00 | 32.61 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $12k | NEW | 115.00 | 106.44 |
|
| Direxion Shs Etf Tr Daily Nflx Bull (NFXL) | 0.0 | $12k | NEW | 216.00 | 56.15 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $12k | NEW | 80.00 | 151.03 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $12k | NEW | 359.00 | 32.73 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $12k | NEW | 66.00 | 177.42 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $12k | NEW | 131.00 | 88.43 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $11k | NEW | 50.00 | 225.72 |
|
| Simon Property (SPG) | 0.0 | $11k | NEW | 60.00 | 187.75 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $11k | NEW | 79.00 | 142.41 |
|
| Acuity Brands (AYI) | 0.0 | $11k | NEW | 32.00 | 342.19 |
|
| Cisco Systems (CSCO) | 0.0 | $11k | NEW | 156.00 | 68.42 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $10k | NEW | 171.00 | 59.94 |
|
| Nucor Corporation (NUE) | 0.0 | $10k | NEW | 75.00 | 135.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $10k | NEW | 30.00 | 332.83 |
|
| Southwest Airlines (LUV) | 0.0 | $9.9k | NEW | 310.00 | 31.96 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $9.9k | NEW | 513.00 | 19.31 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $9.9k | NEW | 36.00 | 274.03 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $9.8k | NEW | 132.00 | 74.37 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $9.6k | NEW | 32.00 | 299.31 |
|
| Intel Corporation (INTC) | 0.0 | $8.7k | NEW | 259.00 | 33.51 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $8.6k | NEW | 88.00 | 97.97 |
|
| Richtech Robotics CL B (RR) | 0.0 | $8.6k | NEW | 2.0k | 4.29 |
|
| Ventas (VTR) | 0.0 | $8.5k | NEW | 122.00 | 69.99 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $8.5k | NEW | 22.00 | 385.32 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $8.1k | NEW | 30.00 | 271.37 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $8.0k | NEW | 250.00 | 31.98 |
|
| McKesson Corporation (MCK) | 0.0 | $7.8k | NEW | 10.00 | 778.10 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $7.8k | NEW | 153.00 | 50.84 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.0 | $7.7k | NEW | 353.00 | 21.87 |
|
| Pepsi (PEP) | 0.0 | $7.0k | NEW | 50.00 | 140.44 |
|
| Godaddy Cl A (GDDY) | 0.0 | $6.6k | NEW | 48.00 | 136.83 |
|
| American Airls (AAL) | 0.0 | $6.4k | NEW | 572.00 | 11.24 |
|
| Watsco, Incorporated (WSO) | 0.0 | $6.3k | NEW | 16.00 | 393.06 |
|
| Walt Disney Company (DIS) | 0.0 | $6.2k | NEW | 54.00 | 115.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.1k | NEW | 24.00 | 255.67 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $6.1k | NEW | 76.00 | 80.21 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $5.9k | NEW | 120.00 | 49.02 |
|
| Tenable Hldgs (TENB) | 0.0 | $5.8k | NEW | 200.00 | 29.16 |
|
| First Tr Exchange-traded SHS (QQEW) | 0.0 | $5.7k | NEW | 40.00 | 141.82 |
|
| Cognyte Software Ord Shs (CGNT) | 0.0 | $5.6k | NEW | 666.00 | 8.40 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $5.6k | NEW | 62.00 | 90.11 |
|
| Stryker Corporation (SYK) | 0.0 | $5.5k | NEW | 15.00 | 365.20 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $5.5k | NEW | 40.00 | 136.85 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $5.5k | NEW | 1.1k | 4.79 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $5.4k | NEW | 60.00 | 90.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $5.3k | NEW | 7.00 | 755.57 |
|
| O'reilly Automotive (ORLY) | 0.0 | $4.5k | NEW | 42.00 | 107.83 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $4.5k | NEW | 45.00 | 100.00 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $4.1k | NEW | 43.00 | 95.56 |
|
| Workday Cl A (WDAY) | 0.0 | $4.1k | NEW | 17.00 | 240.76 |
|
| Qualcomm (QCOM) | 0.0 | $3.6k | NEW | 22.00 | 165.86 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $3.5k | NEW | 32.00 | 110.91 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $3.5k | NEW | 36.00 | 97.64 |
|
| MGM Resorts International. (MGM) | 0.0 | $3.5k | NEW | 100.00 | 34.67 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $3.3k | NEW | 33.00 | 101.45 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $3.3k | NEW | 25.00 | 132.60 |
|
| At&t (T) | 0.0 | $3.3k | NEW | 116.00 | 28.18 |
|
| Monogram Orthopaedics (MGRM) | 0.0 | $2.9k | NEW | 500.00 | 5.87 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.91 |
|
| Etoro Group Shs Cl A (ETOR) | 0.0 | $2.6k | NEW | 62.00 | 41.27 |
|
| Fortive (FTV) | 0.0 | $2.5k | NEW | 52.00 | 48.98 |
|
| Williams-Sonoma (WSM) | 0.0 | $2.5k | NEW | 13.00 | 195.69 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $2.4k | NEW | 48.00 | 50.65 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $2.1k | NEW | 20.00 | 104.40 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.0k | NEW | 50.00 | 40.46 |
|
| Starbucks Corporation (SBUX) | 0.0 | $2.0k | NEW | 24.00 | 83.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $2.0k | NEW | 40.00 | 49.52 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $2.0k | NEW | 534.00 | 3.70 |
|
| United Rentals (URI) | 0.0 | $1.9k | NEW | 2.00 | 970.50 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $1.8k | NEW | 35.00 | 51.40 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.7k | NEW | 49.00 | 35.45 |
|
| Nio Spon Ads (NIO) | 0.0 | $1.6k | NEW | 207.00 | 7.62 |
|
| Ishares Tr Self Drivng Ev (IDRV) | 0.0 | $1.5k | NEW | 40.00 | 37.05 |
|
| Rockwell Automation (ROK) | 0.0 | $1.4k | NEW | 4.00 | 351.00 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.2k | NEW | 6.00 | 203.67 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.2k | NEW | 13.00 | 92.92 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.2k | NEW | 10.00 | 120.00 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $1.2k | NEW | 21.00 | 56.14 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.2k | NEW | 27.00 | 42.93 |
|
| Honeywell International (HON) | 0.0 | $1.1k | NEW | 5.00 | 227.20 |
|
| Micron Technology (MU) | 0.0 | $1.0k | NEW | 6.00 | 168.00 |
|
| Dynatrace Com New (DT) | 0.0 | $921.000300 | NEW | 19.00 | 48.47 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $886.999800 | NEW | 6.00 | 147.83 |
|
| Block Cl A (XYZ) | 0.0 | $867.999600 | NEW | 12.00 | 72.33 |
|
| Vontier Corporation (VNT) | 0.0 | $852.000000 | NEW | 20.00 | 42.60 |
|
| Gopro Cl A (GPRO) | 0.0 | $848.000000 | NEW | 400.00 | 2.12 |
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $785.001000 | NEW | 21.00 | 37.38 |
|
| Ralliant Corp (RAL) | 0.0 | $744.999500 | NEW | 17.00 | 43.82 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $738.999700 | NEW | 31.00 | 23.84 |
|
| Mosaic (MOS) | 0.0 | $624.000600 | NEW | 18.00 | 34.67 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $619.999900 | NEW | 13.00 | 47.69 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $515.000000 | NEW | 100.00 | 5.15 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $495.000000 | NEW | 2.00 | 247.50 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $480.999600 | NEW | 9.00 | 53.44 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $428.000000 | NEW | 4.00 | 107.00 |
|
| Novavax Com New (NVAX) | 0.0 | $425.001500 | NEW | 49.00 | 8.67 |
|
| Snap Cl A (SNAP) | 0.0 | $416.998800 | NEW | 54.00 | 7.72 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $377.000000 | NEW | 2.00 | 188.50 |
|
| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.0 | $365.000300 | NEW | 7.00 | 52.14 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.0 | $344.999900 | NEW | 7.00 | 49.29 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $341.000100 | NEW | 3.00 | 113.67 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $319.000000 | NEW | 4.00 | 79.75 |
|
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.0 | $259.000000 | NEW | 2.00 | 129.50 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $245.000100 | NEW | 3.00 | 81.67 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $209.000000 | NEW | 4.00 | 52.25 |
|
| Lumen Technologies (LUMN) | 0.0 | $177.999100 | NEW | 29.00 | 6.14 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $177.000000 | NEW | 2.00 | 88.50 |
|
| Pfizer (PFE) | 0.0 | $173.999700 | NEW | 7.00 | 24.86 |
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $166.998600 | NEW | 114.00 | 1.46 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $138.000000 | NEW | 3.00 | 46.00 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $133.000000 | NEW | 1.00 | 133.00 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $99.000000 | NEW | 6.00 | 16.50 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $96.000000 | NEW | 1.00 | 96.00 |
|
| Materion Corporation (MTRN) | 0.0 | $75.000000 | NEW | 1.00 | 75.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $56.000000 | NEW | 1.00 | 56.00 |
|
| Merck & Co (MRK) | 0.0 | $53.000000 | NEW | 1.00 | 53.00 |
|
| eBay (EBAY) | 0.0 | $51.000000 | NEW | 1.00 | 51.00 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $50.000000 | NEW | 1.00 | 50.00 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $48.000000 | NEW | 1.00 | 48.00 |
|
| Virgin Galactic Holdings Com New (SPCE) | 0.0 | $39.000000 | NEW | 10.00 | 3.90 |
|
| Now (DNOW) | 0.0 | $31.000000 | NEW | 2.00 | 15.50 |
|
| Mfa Finl (MFA) | 0.0 | $26.000100 | NEW | 3.00 | 8.67 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $25.000000 | NEW | 1.00 | 25.00 |
|
| Alexander & Baldwin (ALEX) | 0.0 | $24.000000 | NEW | 1.00 | 24.00 |
|
| Pacific Ethanol (ALTO) | 0.0 | $5.000000 | NEW | 4.00 | 1.25 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) | 0.0 | $0 | NEW | 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 2025 Q3 filed Nov. 13, 2025
- Financial Life Planners 2025 Q2 filed Aug. 8, 2025
- Financial Life Planners 2025 Q1 filed April 23, 2025
- Financial Life Planners 2024 Q4 filed Jan. 24, 2025