Financial Life Planners

Financial Life Planners as of Sept. 30, 2025

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