Financial Life Planners

Latest statistics and disclosures from Financial Life Planners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Past Filings by Financial Life Planners

SEC 13F filings are viewable for Financial Life Planners going back to 2024