Financial Life Planners

Financial Life Planners as of June 30, 2025

Portfolio Holdings for Financial Life Planners

Financial Life Planners holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 22.1 $27M 49k 551.64
Ishares Tr Core S&p500 Etf (IVV) 19.9 $25M 39k 620.90
NVIDIA Corporation (NVDA) 10.1 $12M 79k 157.99
Apple (AAPL) 4.4 $5.3M 26k 205.17
Microsoft Corporation (MSFT) 3.7 $4.5M 9.1k 497.43
Axon Enterprise (AXON) 3.4 $4.1M 5.0k 827.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $3.9M 8.0k 485.74
Palantir Technologies Cl A (PLTR) 3.0 $3.6M 27k 136.32
Robinhood Mkts Com Cl A (HOOD) 2.9 $3.6M 38k 93.63
Costco Wholesale Corporation (COST) 2.3 $2.8M 2.8k 989.77
Vanguard World Mega Grwth Ind (MGK) 2.2 $2.7M 7.3k 366.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.9 $2.3M 4.0k 566.51
Ark Etf Tr Fintech Innova (ARKF) 1.6 $1.9M 38k 50.24
Amazon (AMZN) 1.5 $1.9M 8.5k 219.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.7M 2.8k 617.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.1 $1.3M 3.1k 440.60
Netflix (NFLX) 1.1 $1.3M 965.00 1338.94
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.9 $1.2M 57k 20.49
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.9 $1.2M 10k 114.22
Eli Lilly & Co. (LLY) 0.8 $937k 1.2k 779.84
Meta Platforms Cl A (META) 0.7 $855k 1.2k 738.09
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.7 $803k 39k 20.68
Select Sector Spdr Tr Financial (XLF) 0.6 $755k 14k 52.37
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $683k 3.3k 204.68
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $678k 35k 19.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $589k 1.4k 424.58
Bank of America Corporation (BAC) 0.5 $569k 12k 47.32
Visa Com Cl A (V) 0.4 $507k 1.4k 355.01
salesforce (CRM) 0.4 $506k 1.9k 272.72
Tesla Motors (TSLA) 0.4 $502k 1.6k 317.72
Raytheon Technologies Corp (RTX) 0.4 $491k 3.4k 146.04
Nrg Energy Com New (NRG) 0.4 $451k 2.8k 160.59
Spdr Series Trust Portfolio S&p500 (SPYM) 0.3 $424k 5.8k 72.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $422k 4.7k 89.06
Vanguard Index Fds Growth Etf (VUG) 0.3 $416k 948.00 438.26
Servicenow (NOW) 0.3 $410k 399.00 1028.08
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $407k 21k 19.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $403k 2.1k 194.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $400k 6.5k 62.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $395k 696.00 568.08
Howmet Aerospace (HWM) 0.3 $378k 2.0k 186.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.3 $369k 8.2k 44.77
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $366k 4.3k 85.21
Ishares Tr Russell 2000 Etf (IWM) 0.3 $353k 1.6k 215.77
Goldman Sachs (GS) 0.3 $336k 474.00 708.28
Oracle Corporation (ORCL) 0.3 $314k 1.4k 218.65
Cigna Corp (CI) 0.2 $291k 882.00 330.40
JPMorgan Chase & Co. (JPM) 0.2 $253k 871.00 289.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $227k 1.3k 177.42
Ishares Tr Expanded Tech (IGV) 0.2 $222k 2.0k 109.52
International Business Machines (IBM) 0.2 $221k 751.00 294.86
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $220k 2.4k 90.97
Exxon Mobil Corporation (XOM) 0.2 $207k 1.9k 107.81
Fs Kkr Capital Corp (FSK) 0.2 $200k 9.7k 20.75