Financial Life Planners

Financial Life Planners as of March 31, 2026

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