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, PLTR, and represent 62.33% of Financial Life Planners's stock portfolio.
- Added to shares of these 10 stocks: IYE, GLD, XLE, GEV, SRCE, IWO, AMD, WMT, LLY, EFA.
- Started 307 new stock positions in EOG, WSO, SYK, STRV, XLV, AWK, MRK, RXRX, XLI, MTRN.
- Reduced shares in these 10 stocks: ARKF, AXON, NFLX, V, VST, MGK, IGV, CRM, NVDA, VIG.
- Sold out of its position in IGV.
- Financial Life Planners was a net buyer of stock by $2.5M.
- Financial Life Planners has $130M in assets under management (AUM), dropping by -6.36%.
- Central Index Key (CIK): 0002053368
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Portfolio Holdings for Financial Life Planners
Financial Life Planners holds 367 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 23.0 | $30M | 52k | 577.18 |
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| Ishares Tr Core S&p500 Etf Etf (IVV) | 21.1 | $28M | 42k | 653.22 |
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| NVIDIA Corporation (NVDA) | 10.2 | $13M | 77k | 174.40 |
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| Apple (AAPL) | 4.8 | $6.2M | 25k | 253.79 |
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| Palantir Technologies (PLTR) | 3.2 | $4.2M | -2% | 29k | 146.28 |
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| Berkshire Hathaway (BRK.B) | 2.7 | $3.5M | 7.4k | 479.21 |
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| Microsoft Corporation (MSFT) | 2.4 | $3.2M | -2% | 8.6k | 370.16 |
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| Robinhood Mkts (HOOD) | 2.2 | $2.8M | 41k | 69.30 |
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| Costco Wholesale Corporation (COST) | 2.1 | $2.7M | -2% | 2.7k | 996.29 |
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| Vanguard World Fd Mega Grwth Ind Mutual fund (MGK) | 1.8 | $2.4M | -9% | 6.5k | 367.45 |
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| SPDR S&P MidCap 400 ETF (MDY) | 1.8 | $2.3M | 3.8k | 616.80 |
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| Spdr S&p 500 Etf (SPY) | 1.5 | $1.9M | 2.9k | 650.37 |
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| Amazon (AMZN) | 1.4 | $1.8M | 8.6k | 208.28 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 1.0 | $1.3M | -6% | 2.7k | 463.26 |
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| Wisdomtree Bitcoin Fd Shs Ben Int Etf (BTCW) | 0.9 | $1.1M | 16k | 71.71 |
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| Invesco Exch Trd Slf Idx Fd Invsco Blsh 28 Etf (BSCS) | 0.8 | $1.1M | -3% | 52k | 20.42 |
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| Facebook Inc cl a (META) | 0.5 | $679k | -2% | 1.2k | 571.96 |
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| Goldman Sachs (GS) | 0.5 | $662k | +2% | 783.00 | 845.53 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $658k | 3.4k | 192.93 |
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| Invesco Exch Trd Slf Idx Fd Bulshs 2026 Cb Etf (BSCQ) | 0.5 | $646k | 33k | 19.53 |
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| Vanguard Specialized Funds Div App Etf Etf (VIG) | 0.5 | $645k | -15% | 3.0k | 215.03 |
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| Howmet Aerospace (HWM) | 0.5 | $643k | +2% | 2.8k | 230.46 |
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| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.5 | $593k | 1.4k | 426.38 |
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| Bank of America Corporation (BAC) | 0.5 | $588k | 12k | 48.75 |
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| Select Sector Spdr Tr State Street Fin Etf (XLF) | 0.4 | $566k | 12k | 49.37 |
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| Tesla Motors (TSLA) | 0.4 | $564k | 1.5k | 371.74 |
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| Broadcom (AVGO) | 0.4 | $538k | 1.7k | 309.46 |
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| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.4 | $500k | +14% | 2.0k | 248.02 |
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| SPDR DJ Wilshire Large Cap (SPYM) | 0.3 | $450k | 5.9k | 76.54 |
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| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.3 | $419k | 701.00 | 597.97 |
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| Vanguard Index Fds Growth Etf Etf (VUG) | 0.3 | $416k | 952.00 | 436.72 |
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| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.3 | $411k | -2% | 6.1k | 67.52 |
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| Vanguard Scottsdale Fds Vng Rus1000val Mutual fund (VONV) | 0.3 | $409k | 4.4k | 93.73 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FOCT) | 0.3 | $393k | 8.2k | 47.68 |
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| NRG Energy (NRG) | 0.3 | $379k | -12% | 2.6k | 146.12 |
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| Vanguard Index Fds Real Estate Etf Etf (VNQ) | 0.3 | $376k | 4.2k | 88.71 |
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| Invesco Exch Trd Slf Idx Fd Bulshs 2027 Cb Etf (BSCR) | 0.3 | $364k | -7% | 19k | 19.62 |
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| Ishares Silver Tr Ishares Etf (SLV) | 0.3 | $352k | -12% | 5.2k | 68.14 |
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| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.3 | $350k | -4% | 1.6k | 213.66 |
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| Alphabet Inc Class C cs (GOOG) | 0.3 | $333k | -7% | 1.2k | 286.76 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $333k | 2.0k | 169.67 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $266k | +3% | 786.00 | 338.01 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $251k | -6% | 855.00 | 294.04 |
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| General Electric (GE) | 0.2 | $250k | 880.00 | 283.62 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $248k | 864.00 | 287.51 |
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| Ishares Tr U.s. Energy Etf Etf (IYE) | 0.2 | $240k | NEW | 3.7k | 64.78 |
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| Cigna Corp (CI) | 0.2 | $239k | 896.00 | 266.77 |
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| Ishares Tr S&p Mc 400gr Etf Etf (IJK) | 0.2 | $237k | 2.4k | 100.60 |
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| Ishares Tr S&p Sml 600 Gwt Etf (IJT) | 0.2 | $216k | 1.5k | 144.73 |
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| Oracle Corporation (ORCL) | 0.2 | $213k | 1.4k | 147.09 |
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| SPDR Gold Trust (GLD) | 0.2 | $210k | NEW | 487.00 | 430.41 |
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| Select Sector Spdr Tr State Street Ene Etf (XLE) | 0.2 | $206k | NEW | 3.4k | 61.26 |
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| Ge Vernova (GEV) | 0.2 | $205k | NEW | 235.00 | 874.13 |
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| 1st Source Corporation (SRCE) | 0.2 | $197k | NEW | 2.9k | 69.20 |
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| D.R. Horton (DHI) | 0.1 | $193k | 1.4k | 137.19 |
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| Proshares Tr Pshs Ultra Qqq Etf (QLD) | 0.1 | $189k | 3.1k | 61.01 |
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| International Business Machines (IBM) | 0.1 | $182k | 750.00 | 242.28 |
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| Ishares Tr Rus 2000 Grw Etf Etf (IWO) | 0.1 | $180k | NEW | 575.00 | 313.73 |
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| Advanced Micro Devices (AMD) | 0.1 | $167k | NEW | 820.00 | 203.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $164k | NEW | 1.3k | 124.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $162k | NEW | 176.00 | 919.75 |
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| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.1 | $160k | NEW | 1.7k | 97.14 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP) | 0.1 | $159k | NEW | 826.00 | 191.97 |
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| Carrier Global Corporation (CARR) | 0.1 | $152k | NEW | 2.7k | 56.31 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $150k | NEW | 991.00 | 151.21 |
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| Morgan Stanley (MS) | 0.1 | $150k | NEW | 910.00 | 164.58 |
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| Ishares Tr Sp Smcp600vl Etf Etf (IJS) | 0.1 | $148k | NEW | 1.2k | 118.45 |
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| Proshares Tr Pshs Ult S&p 500 Etf (SSO) | 0.1 | $144k | NEW | 2.8k | 51.88 |
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| Network Associates Inc cl a (NET) | 0.1 | $138k | NEW | 670.00 | 206.34 |
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| Philip Morris International (PM) | 0.1 | $138k | NEW | 832.00 | 165.41 |
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| Ishares Tr Rus 1000 Etf Etf (IWB) | 0.1 | $137k | NEW | 385.00 | 356.17 |
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| Caterpillar (CAT) | 0.1 | $135k | NEW | 191.00 | 706.73 |
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| Ishares Tr Select Divid Etf Etf (DVY) | 0.1 | $134k | NEW | 887.00 | 151.36 |
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| Applovin Corp Class A (APP) | 0.1 | $128k | 322.00 | 398.00 |
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| TJX Companies (TJX) | 0.1 | $125k | NEW | 783.00 | 159.64 |
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| Axon Enterprise (AXON) | 0.1 | $122k | -93% | 286.00 | 424.93 |
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| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.1 | $117k | NEW | 555.00 | 211.06 |
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| Servicenow (NOW) | 0.1 | $113k | -40% | 1.1k | 104.55 |
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| salesforce (CRM) | 0.1 | $109k | -65% | 585.00 | 186.66 |
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| Ishares Tr Future Exponenti Etf (XT) | 0.1 | $106k | NEW | 1.6k | 68.17 |
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| Travelers Companies (TRV) | 0.1 | $105k | NEW | 360.00 | 291.43 |
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| Wells Fargo & Company (WFC) | 0.1 | $100k | NEW | 1.3k | 79.61 |
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| Edwards Lifesciences (EW) | 0.1 | $96k | NEW | 1.2k | 80.08 |
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| Schwab Strategic Tr Us Dividend Eq Etf (SCHD) | 0.1 | $94k | NEW | 3.1k | 30.68 |
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| Intuitive Surgical (ISRG) | 0.1 | $91k | NEW | 197.00 | 460.99 |
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| Select Sector Spdr Tr State Street Tec Etf (XLK) | 0.1 | $88k | NEW | 665.00 | 132.96 |
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| Home Depot (HD) | 0.1 | $85k | NEW | 260.00 | 328.31 |
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| Coca-Cola Company (KO) | 0.1 | $85k | NEW | 1.1k | 76.03 |
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| Ishares Tr S&p Mc 400vl Etf Etf (IJJ) | 0.1 | $84k | NEW | 630.00 | 132.59 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $82k | NEW | 8.0k | 10.18 |
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| Ishares Tr Dow Jones Us Etf Etf (IYY) | 0.1 | $81k | NEW | 510.00 | 158.48 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $78k | NEW | 87.00 | 899.56 |
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| Accenture (ACN) | 0.1 | $76k | NEW | 381.00 | 198.48 |
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| Boeing Company (BA) | 0.1 | $73k | NEW | 367.00 | 199.03 |
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| Applied Materials (AMAT) | 0.1 | $73k | NEW | 214.00 | 341.25 |
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| Spdr Index Shs Fds s&p north amer (NANR) | 0.1 | $73k | NEW | 863.00 | 84.01 |
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| Vanguard Index Fds Sm Cp Val Etf Etf (VBR) | 0.1 | $71k | NEW | 328.00 | 217.30 |
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| Griffin Cap Essntl Ast Reit II Com Cl E (PKST) | 0.1 | $71k | NEW | 3.4k | 20.89 |
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| Hartford Financial Services (HIG) | 0.1 | $67k | NEW | 497.00 | 135.29 |
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| Ishares Tr S&p 500 Grwt Etf Etf (IVW) | 0.1 | $67k | NEW | 591.00 | 113.20 |
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| Capital One Financial (COF) | 0.1 | $65k | NEW | 358.00 | 182.59 |
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| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $62k | NEW | 642.00 | 95.91 |
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| UnitedHealth (UNH) | 0.0 | $62k | NEW | 227.00 | 270.89 |
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| Ishares Gold Tr Ishares Etf (IAU) | 0.0 | $60k | NEW | 675.00 | 88.16 |
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| SPDR S&P Dividend (SDY) | 0.0 | $59k | NEW | 403.00 | 145.83 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $59k | NEW | 625.00 | 93.95 |
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| Comfort Systems USA (FIX) | 0.0 | $58k | NEW | 42.00 | 1391.05 |
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| Republic Services (RSG) | 0.0 | $56k | NEW | 256.00 | 218.95 |
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| Visa (V) | 0.0 | $56k | -87% | 184.00 | 302.72 |
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| Corteva (CTVA) | 0.0 | $55k | NEW | 655.00 | 83.76 |
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| ConocoPhillips (COP) | 0.0 | $55k | NEW | 415.00 | 131.91 |
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| Public Service Enterprise (PEG) | 0.0 | $55k | NEW | 675.00 | 80.94 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $54k | NEW | 703.00 | 77.11 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $53k | NEW | 2.1k | 24.76 |
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| Eaton (ETN) | 0.0 | $52k | NEW | 145.00 | 357.25 |
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| Chubb (CB) | 0.0 | $52k | NEW | 158.00 | 325.93 |
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| McDonald's Corporation (MCD) | 0.0 | $51k | NEW | 164.00 | 309.86 |
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| Graniteshares Etf Tr 2x Long Pltr Etf (PTIR) | 0.0 | $50k | NEW | 3.1k | 16.37 |
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| Ishares Tr Core Msci Total Etf (IXUS) | 0.0 | $50k | NEW | 578.00 | 86.71 |
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| Analog Devices (ADI) | 0.0 | $50k | NEW | 157.00 | 318.47 |
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| Agree Realty Corporation (ADC) | 0.0 | $50k | NEW | 660.00 | 75.38 |
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| Select Sector Spdr Tr State Street Hea Etf (XLV) | 0.0 | $48k | NEW | 326.00 | 146.57 |
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| CVS Caremark Corporation (CVS) | 0.0 | $48k | NEW | 664.00 | 71.82 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $47k | NEW | 188.00 | 250.85 |
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| Vanguard Admiral Fds Inc Midcp 400 Idx Mutual fund (IVOO) | 0.0 | $46k | NEW | 400.00 | 114.32 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt Etf (RPG) | 0.0 | $44k | NEW | 938.00 | 46.76 |
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| Cme (CME) | 0.0 | $43k | NEW | 146.00 | 296.13 |
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| SPDR S&P Homebuilders (XHB) | 0.0 | $43k | NEW | 437.00 | 98.69 |
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| Flex Lng (FLNG) | 0.0 | $43k | NEW | 1.5k | 29.71 |
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| Blackrock (BLK) | 0.0 | $43k | NEW | 45.00 | 953.89 |
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| Progressive Corporation (PGR) | 0.0 | $43k | NEW | 215.00 | 198.20 |
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| Williams Companies (WMB) | 0.0 | $42k | NEW | 574.00 | 72.79 |
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| Vanguard World Fd Mega Cap Val Etf Etf (MGV) | 0.0 | $40k | NEW | 276.00 | 145.07 |
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| Energy Transfer Equity (ET) | 0.0 | $40k | NEW | 2.1k | 19.30 |
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| American Express Company (AXP) | 0.0 | $40k | NEW | 131.00 | 301.45 |
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| BP Sponsored Adr (BP) | 0.0 | $39k | NEW | 834.00 | 47.00 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $37k | NEW | 3.7k | 10.03 |
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| Ishares Tr Esg Msci Kld 400 Etf (DSI) | 0.0 | $36k | NEW | 300.00 | 121.24 |
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| Micron Technology (MU) | 0.0 | $36k | NEW | 106.00 | 338.04 |
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| Innovator Etfs Trust Us Eqt Ultra Bfr Etf (UFEB) | 0.0 | $35k | NEW | 966.00 | 36.30 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $34k | NEW | 30.00 | 1148.30 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $34k | NEW | 581.00 | 58.73 |
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| Grand Canyon Education (LOPE) | 0.0 | $33k | NEW | 197.00 | 169.62 |
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| Norfolk Southern (NSC) | 0.0 | $33k | NEW | 116.00 | 286.97 |
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| General Dynamics Corporation (GD) | 0.0 | $33k | NEW | 97.00 | 341.95 |
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| Dover Corporation (DOV) | 0.0 | $31k | NEW | 151.00 | 208.11 |
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| PNC Financial Services (PNC) | 0.0 | $31k | NEW | 147.00 | 208.47 |
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| EOG Resources (EOG) | 0.0 | $30k | NEW | 210.00 | 144.68 |
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| Danaher Corporation (DHR) | 0.0 | $30k | NEW | 159.00 | 189.85 |
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| Banner Corp (BANR) | 0.0 | $30k | NEW | 496.00 | 60.73 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $30k | NEW | 44.00 | 681.41 |
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| Nextera Energy (NEE) | 0.0 | $30k | NEW | 320.00 | 92.76 |
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| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 0.0 | $29k | NEW | 205.00 | 142.70 |
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| Valero Energy Corporation (VLO) | 0.0 | $28k | NEW | 113.00 | 247.29 |
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| Ishares Tr Msci Usa Qlt Fct Etf (QUAL) | 0.0 | $28k | NEW | 144.00 | 192.31 |
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| Select Sector Spdr Tr State Street Etf (XLC) | 0.0 | $27k | NEW | 247.00 | 110.70 |
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| Cisco Systems (CSCO) | 0.0 | $27k | NEW | 352.00 | 77.64 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $27k | NEW | 126.00 | 216.44 |
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| U.S. Bancorp (USB) | 0.0 | $27k | NEW | 520.00 | 52.03 |
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| Plains All American Pipeline (PAA) | 0.0 | $27k | NEW | 1.2k | 22.33 |
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| Schwab Strategic Tr Us Brd Mkt Etf Etf (SCHB) | 0.0 | $27k | NEW | 1.1k | 25.10 |
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| SPDR S&P Biotech (XBI) | 0.0 | $27k | NEW | 208.00 | 127.91 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $27k | NEW | 271.00 | 97.90 |
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| Global X Fds Defense Tech Etf Etf (SHLD) | 0.0 | $26k | NEW | 370.00 | 70.89 |
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| Cheniere Energy (LNG) | 0.0 | $26k | NEW | 91.00 | 282.69 |
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| Ishares Tr Core S&p Us Gwt Etf (IUSG) | 0.0 | $26k | NEW | 165.00 | 155.58 |
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| Ishares Tr Us Consm Staples Etf (IYK) | 0.0 | $25k | NEW | 363.00 | 70.06 |
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| Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK) | 0.0 | $25k | NEW | 308.00 | 82.50 |
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| Ishares Tr U.s. Finls Etf Etf (IYF) | 0.0 | $25k | NEW | 216.00 | 117.49 |
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| Unilever Spon Adr (UL) | 0.0 | $25k | NEW | 442.00 | 56.97 |
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| Schwab Strategic Tr Fundamental Intl Etf (FNDF) | 0.0 | $25k | NEW | 513.00 | 48.93 |
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| Graniteshares Etf Tr 2x Long Nvda Dai Etf (NVDL) | 0.0 | $25k | NEW | 345.00 | 72.57 |
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| Intel Corporation (INTC) | 0.0 | $25k | NEW | 559.00 | 44.10 |
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| Ishares Tr Esg Optimized Etf (SUSA) | 0.0 | $25k | NEW | 186.00 | 131.87 |
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| Altria (MO) | 0.0 | $24k | NEW | 365.00 | 65.93 |
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| Ishares Tr Core S&p Scp Etf Etf (IJR) | 0.0 | $24k | NEW | 192.00 | 124.24 |
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| Fidelity Covington Trust Msci Info Tech I Etf (FTEC) | 0.0 | $24k | NEW | 114.00 | 208.43 |
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| Ea Series Trust Strive 500 Etf Etf (STRV) | 0.0 | $24k | NEW | 565.00 | 41.95 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev Etf (RWK) | 0.0 | $23k | NEW | 177.00 | 128.59 |
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| Microchip Technology (MCHP) | 0.0 | $22k | NEW | 346.00 | 64.66 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $22k | NEW | 603.00 | 36.76 |
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| Ishares Tr Msci China Etf Etf (MCHI) | 0.0 | $22k | NEW | 393.00 | 56.15 |
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| Abbvie (ABBV) | 0.0 | $22k | NEW | 100.00 | 217.49 |
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| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $21k | NEW | 1.1k | 19.78 |
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| Direxion Shares Etf Trust Dly Aapl Bull 2x Etf (AAPU) | 0.0 | $21k | NEW | 737.00 | 28.06 |
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| Marriott International (MAR) | 0.0 | $20k | NEW | 61.00 | 326.25 |
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| Qnity Electronics (Q) | 0.0 | $20k | NEW | 170.00 | 115.55 |
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| AmerisourceBergen (COR) | 0.0 | $20k | NEW | 62.00 | 315.50 |
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| AutoNation (AN) | 0.0 | $19k | NEW | 97.00 | 195.38 |
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| S&p Global (SPGI) | 0.0 | $19k | NEW | 43.00 | 430.21 |
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| Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT) | 0.0 | $18k | NEW | 480.00 | 38.42 |
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| FS Specialty Lending Fund (FSSL) | 0.0 | $18k | NEW | 1.5k | 12.51 |
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| Netflix (NFLX) | 0.0 | $18k | -97% | 191.00 | 95.95 |
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| Lowe's Companies (LOW) | 0.0 | $18k | NEW | 76.00 | 235.72 |
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| EastGroup Properties (EGP) | 0.0 | $18k | NEW | 95.00 | 185.03 |
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| Asml Hldg Nv N Y Registry N Y Registry Shs (ASML) | 0.0 | $17k | NEW | 13.00 | 1327.38 |
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| Vanguard Index Fds Mcap Gr Idxvip Mutual fund (VOT) | 0.0 | $17k | NEW | 67.00 | 256.13 |
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| Ishares Tr Us Aer Def Etf Etf (ITA) | 0.0 | $17k | NEW | 78.00 | 218.68 |
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| Amplify Etf Tr Seymour Canb Etf Etf (CNBS) | 0.0 | $17k | NEW | 766.00 | 22.04 |
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| 3M Company (MMM) | 0.0 | $17k | NEW | 114.00 | 145.54 |
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| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $17k | NEW | 200.00 | 82.87 |
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| MetLife (MET) | 0.0 | $16k | NEW | 232.00 | 70.84 |
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| Agnico (AEM) | 0.0 | $16k | NEW | 80.00 | 202.99 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $16k | NEW | 83.00 | 193.92 |
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| Celestica (CLS) | 0.0 | $16k | NEW | 57.00 | 281.68 |
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| Dupont De Nemours (DD) | 0.0 | $16k | NEW | 344.00 | 45.83 |
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| Spdr Series Trust (XSW) | 0.0 | $16k | NEW | 109.00 | 142.61 |
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| Vistra Energy (VST) | 0.0 | $15k | -94% | 101.00 | 149.63 |
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| Southern Company (SO) | 0.0 | $15k | NEW | 156.00 | 96.81 |
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| Linde (LIN) | 0.0 | $15k | NEW | 30.00 | 499.07 |
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| Sturm, Ruger & Company (RGR) | 0.0 | $15k | NEW | 373.00 | 40.13 |
|
| SPDR S&P Metals and Mining (XME) | 0.0 | $15k | NEW | 138.00 | 108.08 |
|
| Barrick Mining Corp (B) | 0.0 | $15k | NEW | 363.00 | 40.77 |
|
| American Water Works (AWK) | 0.0 | $14k | NEW | 105.00 | 135.76 |
|
| American Tower Reit (AMT) | 0.0 | $14k | NEW | 79.00 | 173.58 |
|
| Eversource Energy (ES) | 0.0 | $13k | NEW | 192.00 | 69.24 |
|
| Capital Group Core Equity Et Shs Creation Uni Etf (CGUS) | 0.0 | $13k | NEW | 342.00 | 38.42 |
|
| Coinbase Global (COIN) | 0.0 | $13k | NEW | 75.00 | 174.61 |
|
| Themes Etf Tr Leverage Shs 2x Etf (HOOG) | 0.0 | $13k | NEW | 756.00 | 17.12 |
|
| Nucor Corporation (NUE) | 0.0 | $13k | NEW | 75.00 | 170.12 |
|
| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $13k | NEW | 67.00 | 189.01 |
|
| Mondelez Int (MDLZ) | 0.0 | $12k | NEW | 214.00 | 57.53 |
|
| Grayscale Ethereum Com Unt (ETHE) | 0.0 | $12k | NEW | 721.00 | 17.07 |
|
| Ishares Tr Ishares Semicdtr Etf (SOXX) | 0.0 | $12k | NEW | 36.00 | 332.89 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut Etf (GBTC) | 0.0 | $12k | NEW | 224.00 | 52.76 |
|
| Ishares Tr Core 80/20 Aggre Etf (AOA) | 0.0 | $12k | NEW | 133.00 | 88.53 |
|
| Southwest Airlines (LUV) | 0.0 | $12k | NEW | 312.00 | 37.54 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf Etf (CGCB) | 0.0 | $12k | NEW | 440.00 | 26.25 |
|
| Simon Property (SPG) | 0.0 | $12k | NEW | 61.00 | 187.93 |
|
| Amplify Etf Tr Blockchain Techn Etf (BLOK) | 0.0 | $11k | NEW | 227.00 | 49.72 |
|
| Ishares Tr Low Carbon Optim Etf (CRBN) | 0.0 | $11k | NEW | 50.00 | 224.98 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt Mutual fund (VEA) | 0.0 | $11k | NEW | 174.00 | 64.16 |
|
| Ishares Ethereum Tr Etf (ETHA) | 0.0 | $11k | NEW | 684.00 | 15.83 |
|
| Vici Pptys (VICI) | 0.0 | $11k | NEW | 390.00 | 27.29 |
|
| Volatility Shs Tr 2x Bitcoin Strat Etf (BITX) | 0.0 | $11k | NEW | 713.00 | 14.73 |
|
| Abbott Laboratories (ABT) | 0.0 | $10k | NEW | 100.00 | 102.67 |
|
| Veralto Corp (VLTO) | 0.0 | $10k | NEW | 115.00 | 88.50 |
|
| Ventas (VTR) | 0.0 | $10k | NEW | 124.00 | 81.53 |
|
| Capital Sr Living Corp (SNDA) | 0.0 | $10k | NEW | 313.00 | 32.25 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt Mutual fund (BND) | 0.0 | $9.9k | NEW | 135.00 | 73.41 |
|
| Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) | 0.0 | $9.8k | NEW | 32.00 | 305.12 |
|
| Recursion Pharmaceuticals (RXRX) | 0.0 | $9.2k | NEW | 3.0k | 3.07 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $9.0k | NEW | 82.00 | 110.34 |
|
| Acuity Brands (AYI) | 0.0 | $8.9k | NEW | 32.00 | 278.75 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx Mutual fund (VTWO) | 0.0 | $8.9k | NEW | 89.00 | 99.84 |
|
| McKesson Corporation (MCK) | 0.0 | $8.7k | NEW | 10.00 | 873.40 |
|
| Capital Group Dividend Value Shs Creation Uni Etf (CGDV) | 0.0 | $8.7k | NEW | 204.00 | 42.54 |
|
| Ishares Tr Russell 3000 Etf Etf (IWV) | 0.0 | $8.3k | NEW | 22.00 | 378.77 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf Etf (JPST) | 0.0 | $7.9k | NEW | 157.00 | 50.48 |
|
| Pepsi (PEP) | 0.0 | $7.8k | NEW | 50.00 | 155.30 |
|
| Proshares Tr Bitcoin Etf Etf (BITO) | 0.0 | $7.5k | NEW | 809.00 | 9.31 |
|
| Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG) | 0.0 | $7.3k | NEW | 251.00 | 29.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide Etf (RDIV) | 0.0 | $6.9k | NEW | 124.00 | 55.56 |
|
| Direxion Shares Etf Trust Dly Nflx Bull 2x Etf (NFXL) | 0.0 | $6.9k | NEW | 229.00 | 30.02 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm Etf (CGCP) | 0.0 | $6.7k | NEW | 299.00 | 22.37 |
|
| Vanguard Index Fds Small Cp Etf Etf (VB) | 0.0 | $6.4k | NEW | 24.00 | 266.12 |
|
| American Airls (AAL) | 0.0 | $6.1k | NEW | 572.00 | 10.74 |
|
| Procter & Gamble Company (PG) | 0.0 | $6.1k | NEW | 42.00 | 144.19 |
|
| Watsco, Incorporated (WSO) | 0.0 | $5.8k | NEW | 16.00 | 359.38 |
|
| Canary Xrp Etf Etf (XRPC) | 0.0 | $5.7k | NEW | 396.00 | 14.30 |
|
| MasterCard Incorporated (MA) | 0.0 | $5.5k | NEW | 11.00 | 501.91 |
|
| Cognyte Software (CGNT) | 0.0 | $5.4k | NEW | 666.00 | 8.10 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $5.2k | NEW | 30.00 | 173.87 |
|
| First Tr Exchange-traded Fd Nasdaq-100 Sel Etf (QQEW) | 0.0 | $5.1k | NEW | 40.00 | 127.83 |
|
| Ishares Tr U.s. Fin Svc Etf Etf (IYG) | 0.0 | $5.0k | NEW | 61.00 | 82.64 |
|
| Vanguard World Fd Inf Tech Etf Etf (VGT) | 0.0 | $5.0k | NEW | 7.00 | 707.43 |
|
| Stryker Corporation (SYK) | 0.0 | $4.9k | NEW | 15.00 | 326.13 |
|
| Direxion Shares Etf Trust Dly Avgo Bull 2x Etf (AVL) | 0.0 | $4.8k | NEW | 147.00 | 32.88 |
|
| Stoke Therapeutics (STOK) | 0.0 | $4.7k | NEW | 144.00 | 32.56 |
|
| Ishares Tr Core S&p Us Vlu Etf (IUSV) | 0.0 | $4.6k | NEW | 45.00 | 103.24 |
|
| Walt Disney Company (DIS) | 0.0 | $4.5k | NEW | 47.00 | 95.72 |
|
| Capital Group Equity Etf Tr Us Small And Mid Etf (CGMM) | 0.0 | $4.4k | NEW | 149.00 | 29.36 |
|
| Capital Group Growth Etf Shs Creation Uni Etf (CGGR) | 0.0 | $4.3k | NEW | 108.00 | 40.19 |
|
| Capital Group International Etf (CGIE) | 0.0 | $4.3k | NEW | 127.00 | 33.83 |
|
| Richtech Robotics (RR) | 0.0 | $4.2k | NEW | 2.0k | 2.09 |
|
| Ark Etf Tr Blockchain & Fin Etf (ARKF) | 0.0 | $4.1k | -99% | 107.00 | 37.88 |
|
| Advisorshares Tr Pure Us Cannabis Etf (MSOS) | 0.0 | $4.0k | NEW | 1.1k | 3.55 |
|
| Ishares Tr Msci Usa Min Vol Etf (USMV) | 0.0 | $4.0k | NEW | 44.00 | 91.80 |
|
| Godaddy Inc cl a (GDDY) | 0.0 | $4.0k | NEW | 48.00 | 82.69 |
|
| O'reilly Automotive (ORLY) | 0.0 | $3.9k | NEW | 42.00 | 92.33 |
|
| Immunitybio (IBRX) | 0.0 | $3.8k | NEW | 500.00 | 7.67 |
|
| Ishares Tr U.s. Utilits Etf Etf (IDU) | 0.0 | $3.8k | NEW | 32.00 | 117.47 |
|
| MGM Resorts International. (MGM) | 0.0 | $3.7k | NEW | 100.00 | 37.03 |
|
| Vanguard Index Fds Total Stk Mkt Mutual fund (VTI) | 0.0 | $3.7k | NEW | 12.00 | 307.50 |
|
| Constellation Energy (CEG) | 0.0 | $3.7k | NEW | 13.00 | 283.23 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector Etf (CGMS) | 0.0 | $3.6k | NEW | 134.00 | 27.24 |
|
| Capital Group New Geography Etf (CGNG) | 0.0 | $3.4k | NEW | 108.00 | 31.57 |
|
| Goldman Sachs Etf Tr Acces Treasury Etf (GBIL) | 0.0 | $3.4k | NEW | 34.00 | 100.26 |
|
| Tenable Hldgs (TENB) | 0.0 | $3.4k | NEW | 200.00 | 16.91 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $3.2k | NEW | 100.00 | 32.01 |
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $3.1k | NEW | 40.00 | 77.47 |
|
| Capital Group Dividend Growe Shs Etf Etf (CGDG) | 0.0 | $3.1k | NEW | 86.00 | 35.91 |
|
| Capital Grp Fixed Incm Etf T High Yield Bond Etf (CGHY) | 0.0 | $3.1k | NEW | 122.00 | 25.03 |
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $2.9k | NEW | 819.00 | 3.52 |
|
| Fortive (FTV) | 0.0 | $2.9k | NEW | 52.00 | 55.38 |
|
| Qualcomm (QCOM) | 0.0 | $2.9k | NEW | 22.00 | 129.95 |
|
| Carnival Corporation (CCL) | 0.0 | $2.6k | NEW | 100.00 | 25.88 |
|
| Williams-Sonoma (WSM) | 0.0 | $2.4k | NEW | 13.00 | 183.85 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $2.3k | NEW | 36.00 | 62.75 |
|
| Workday Inc cl a (WDAY) | 0.0 | $2.2k | NEW | 17.00 | 129.94 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni Etf (CGGO) | 0.0 | $2.1k | NEW | 64.00 | 33.38 |
|
| Capital Grp Fixed Incm Etf T International Bd Etf (CGIB) | 0.0 | $2.1k | NEW | 84.00 | 25.29 |
|
| Ishares Tr National Mun Etf Etf (MUB) | 0.0 | $2.1k | NEW | 20.00 | 105.75 |
|
| Starbucks Corporation (SBUX) | 0.0 | $2.0k | NEW | 23.00 | 89.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD) | 0.0 | $2.0k | NEW | 41.00 | 49.66 |
|
| Capital Grp Fixed Incm Etf T Short Duration Etf (CGSD) | 0.0 | $1.8k | NEW | 71.00 | 25.97 |
|
| Global X Fds Rbtcs Artfl Inte Etf (BOTZ) | 0.0 | $1.6k | NEW | 49.00 | 33.22 |
|
| Capital Grp Fixed Incm Etf T Ultra Short Inco Etf (CGUI) | 0.0 | $1.6k | NEW | 61.00 | 25.44 |
|
| United Rentals (URI) | 0.0 | $1.5k | NEW | 2.00 | 743.50 |
|
| The Magnum Ice Cream C F (MICC) | 0.0 | $1.5k | NEW | 99.00 | 14.96 |
|
| Rockwell Automation (ROK) | 0.0 | $1.5k | NEW | 4.00 | 363.00 |
|
| Chewy Inc cl a (CHWY) | 0.0 | $1.4k | NEW | 50.00 | 27.00 |
|
| Grayscale Bitcoin Mini Tr Et Etf (BTC) | 0.0 | $1.3k | NEW | 44.00 | 30.00 |
|
| Wisdomtree Tr Emg Mkts Smcap Etf (DGS) | 0.0 | $1.3k | NEW | 21.00 | 59.90 |
|
| Nio Inc Spon Ads Spon Ads (NIO) | 0.0 | $1.2k | NEW | 207.00 | 6.03 |
|
| Ishares Inc Esg Awr Msci Em Etf (ESGE) | 0.0 | $1.2k | NEW | 27.00 | 45.74 |
|
| Honeywell International (HON) | 0.0 | $1.2k | NEW | 5.00 | 246.60 |
|
| Ishares Tr Jpmorgan Usd Emg Etf (EMB) | 0.0 | $1.2k | NEW | 13.00 | 94.00 |
|
| Nano X Imaging (NNOX) | 0.0 | $1.2k | NEW | 534.00 | 2.27 |
|
| Vanguard World Fd Esg Us Stk Etf Etf (ESGV) | 0.0 | $1.1k | NEW | 10.00 | 114.40 |
|
| Ishares Tr Esg Awr Msci Usa Etf (ESGU) | 0.0 | $1.0k | NEW | 7.00 | 144.00 |
|
| Palo Alto Networks (PANW) | 0.0 | $961.999800 | NEW | 6.00 | 160.33 |
|
| Ishares Tr Esg Awre Usd Etf Etf (SUSC) | 0.0 | $742.000000 | NEW | 32.00 | 23.19 |
|
| Vontier Corporation (VNT) | 0.0 | $722.000000 | NEW | 20.00 | 36.10 |
|
| Ralliant Corp (RAL) | 0.0 | $709.999900 | NEW | 17.00 | 41.76 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 Etf (QQQJ) | 0.0 | $655.000200 | NEW | 18.00 | 36.39 |
|
| Vanguard Charlotte Fds Total Int Bd Etf Etf (BNDX) | 0.0 | $620.999600 | NEW | 13.00 | 47.77 |
|
| Gamco Global Gold Natural Reso (GGN) | 0.0 | $549.999400 | NEW | 103.00 | 5.34 |
|
| Amplify Etf Tr Altrntv Harv Etf Etf (MJ) | 0.0 | $493.000200 | NEW | 21.00 | 23.48 |
|
| Ishares Tr Core Intl Aggr Etf (IAGG) | 0.0 | $486.000000 | NEW | 10.00 | 48.60 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Etf (QQQM) | 0.0 | $477.000000 | NEW | 2.00 | 238.50 |
|
| Mosaic (MOS) | 0.0 | $466.000200 | NEW | 18.00 | 25.89 |
|
| Ishares Tr 0-5 Yr Tips Etf Etf (STIP) | 0.0 | $434.000000 | NEW | 4.00 | 108.50 |
|
| Novavax (NVAX) | 0.0 | $399.002100 | NEW | 49.00 | 8.14 |
|
| J P Morgan Exchange Traded F Sustainable Muni Etf (JMSI) | 0.0 | $367.999800 | NEW | 7.00 | 52.57 |
|
| Tidal Trust Iii Naacp Mino Etf Etf (NACP) | 0.0 | $351.000300 | NEW | 7.00 | 50.14 |
|
| Ark Etf Tr Autnmus Technlgy Etf (ARKQ) | 0.0 | $344.000100 | NEW | 3.00 | 114.67 |
|
| Astrazeneca Plc Ord Ord (AZN) | 0.0 | $315.000000 | NEW | 2.00 | 157.50 |
|
| Tcw Etf Trust Transfrm 500 Etf Etf (VOTE) | 0.0 | $312.000000 | NEW | 4.00 | 78.00 |
|
| Gopro (GPRO) | 0.0 | $308.000000 | NEW | 400.00 | 0.77 |
|
| Spdr Ser Tr ssga gnder etf (SHE) | 0.0 | $261.000000 | NEW | 2.00 | 130.50 |
|
| Vanguard Malvern Fds Strm Infproidx Mutual fund (VTIP) | 0.0 | $212.000000 | NEW | 4.00 | 53.00 |
|
| Lumen Technologies (LUMN) | 0.0 | $201.999500 | NEW | 29.00 | 6.97 |
|
| Pfizer (PFE) | 0.0 | $197.999900 | NEW | 7.00 | 28.29 |
|
| Ishares Tr Esg Aware Msci Etf (ESML) | 0.0 | $144.999900 | NEW | 3.00 | 48.33 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $143.000000 | NEW | 1.00 | 143.00 |
|
| Ark Etf Tr Innovation Etf Etf (ARKK) | 0.0 | $139.000000 | NEW | 2.00 | 69.50 |
|
| Canopy Growth CORP (CGC) | 0.0 | $108.995400 | NEW | 114.00 | 0.96 |
|
| Ishares Tr Esg Aw Msci Eafe Etf (ESGD) | 0.0 | $101.000000 | NEW | 1.00 | 101.00 |
|
| Materion Corporation (MTRN) | 0.0 | $90.000000 | NEW | 1.00 | 90.00 |
|
| Merck & Co (MRK) | 0.0 | $78.000000 | NEW | 1.00 | 78.00 |
|
| Solstice Advanced Matls (SOLS) | 0.0 | $77.000000 | NEW | 1.00 | 77.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $72.000000 | NEW | 1.00 | 72.00 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $55.999800 | NEW | 6.00 | 9.33 |
|
| Select Sector Spdr Tr State Street Mat Etf (XLB) | 0.0 | $54.000000 | NEW | 1.00 | 54.00 |
|
| eBay (EBAY) | 0.0 | $52.000000 | NEW | 1.00 | 52.00 |
|
| Ishares Tr Esg Awr Us Agrgt Etf (EAGG) | 0.0 | $51.000000 | NEW | 1.00 | 51.00 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $34.000000 | NEW | 1.00 | 34.00 |
|
| Mfa Finl (MFA) | 0.0 | $29.000100 | NEW | 3.00 | 9.67 |
|
| Virgin Galactic Holdings (SPCE) | 0.0 | $25.000000 | NEW | 10.00 | 2.50 |
|
| Pacific Ethanol (ALTO) | 0.0 | $20.000000 | NEW | 4.00 | 5.00 |
|
| At&t (T) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Amphenol Corporation (APH) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Select Sector Spdr Tr State Street Ind Etf (XLI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ishares Tr Us Industrials Etf (IYJ) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Ishares Tr Self Drivng Ev Etf (IDRV) | 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 2026 Q1 filed April 24, 2026
- Financial Life Planners 2025 Q4 filed Jan. 29, 2026
- 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