13F Filings for Financial Life Planners (CIK: 2053368)

View the most recent portfolio holdings disclosed by Financial Life Planners in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange 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)