13F Filings for Financial Life Planners (CIK: 2053368)
View the most recent portfolio holdings disclosed by Financial Life Planners in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 49.29K | $27.19M | 22.12% | Increased | 3.61K (7.0%, $5.77M) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 39.44K | $24.49M | 19.92% | Increased | 2.96K (8.0%, $3.99M) |
NVDA - NVIDIA CORPORATION(Class: COM) | 78.62K | $12.42M | 10.11% | Increased | 147 (0.0%, $3.92M) |
AAPL - APPLE INC(Class: COM) | 26.07K | $5.35M | 4.35% | Decreased | 3.90K (13.0%, $1.31M) |
MSFT - MICROSOFT CORP(Class: COM) | 9.06K | $4.51M | 3.67% | Decreased | 4.35K (32.0%, $528.38K) |
AXON - AXON ENTERPRISE INC(Class: COM) | 5.01K | $4.14M | 3.37% | Increased | 3.86K (336.0%, $3.54M) |
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 8K | $3.89M | 3.16% | Increased | 1.04K (14.0%, $178.94K) |
PLTR - PALANTIR TECHNOLOGIES INC(Class: CL A) | 26.70K | $3.64M | 2.96% | New | 26.70K ($3.64M) |
HOOD - ROBINHOOD MKTS INC(Class: COM CL A) | 38.01K | $3.56M | 2.90% | N/A | - |
COST - COSTCO WHSL CORP NEW(Class: COM) | 2.80K | $2.77M | 2.25% | Increased | 357 (14.0%, $460.67K) |
MGK - VANGUARD WORLD FD(Class: MEGA GRWTH IND) | 7.30K | $2.67M | 2.17% | Increased | 177 (2.0%, $472.80K) |
MDY - SPDR SP MIDCAP 400 ETF TR(Class: UTSER1 SPDCRP) | 4.04K | $2.29M | 1.86% | Decreased | 962 (19.0%, $379.61K) |
ARKF - ARK ETF TR(Class: FINTECH INNOVA) | 38.03K | $1.91M | 1.55% | New | 38.03K ($1.91M) |
AMZN - AMAZON COM INC(Class: COM) | 8.55K | $1.88M | 1.53% | Increased | 17 (0.0%, $252.20K) |
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 2.76K | $1.70M | 1.39% | Decreased | 383 (12.0%, $53.22K) |
DIA - SPDR DOW JONES INDL AVERAGE(Class: UT SER 1) | 3.06K | $1.35M | 1.10% | Decreased | 599 (16.0%, $188.21K) |
NFLX - NETFLIX INC(Class: COM) | 965 | $1.29M | 1.05% | Increased | 644 (200.0%, $992.86K) |
BSCS - INVESCO EXCH TRD SLF IDX FD(Class: INVSCO BLSH 28) | 56.63K | $1.16M | 0.94% | Increased | 1.92K (3.0%, $47.03K) |
N/A - WISDOMTREE BITCOIN FD(Class: SHS BEN INT) | 10.14K | $1.16M | 0.94% | Increased | 5.31K (109.0%, $736.74K) |
LLY - ELI LILLY CO(Class: COM) | 1.20K | $937.37K | 0.76% | Decreased | 281 (18.0%, $287.61K) |
META - META PLATFORMS INC(Class: CL A) | 1.16K | $855.45K | 0.70% | Increased | 2 (0.0%, $188.35K) |
BSCP - INVESCO EXCH TRD SLF IDX FD(Class: BULSHS 2025 CB) | 38.81K | $802.67K | 0.65% | Increased | 2.08K (5.0%, $43K) |
XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 14.41K | $754.91K | 0.61% | Increased | 229 (1.0%, $48.33K) |
VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 3.34K | $683.21K | 0.56% | Unchanged | |
BSCQ - INVESCO EXCH TRD SLF IDX FD(Class: BULSHS 2026 CB) | 34.72K | $677.63K | 0.55% | Increased | 1.35K (4.0%, $27.70K) |