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Financial Life Planners

Q4 2025 Holdings

Filed 2026-01-29 | 61 holdings | $139.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Invesco QQQ Trunit SER 1(QQQ)ETF46090E103$32.0M52,11123.0%
Ishares Trcore S&p500 ETF(IVV)ETF464287200$28.7M41,93420.6%
Nvidia Corporationcom(NVDA)COM67066G104$14.4M77,33710.4%
Apple Inccom(AAPL)COM037833100$6.8M24,8764.9%
Palantir Technologies Inccl A(PLTR)COM69608A108$5.2M29,5133.8%
Robinhood Mkts Inccom CL A(HOOD)COM770700102$4.7M41,3953.4%
Microsoft Corpcom(MSFT)COM594918104$4.3M8,8123.1%
Berkshire Hathaway Inc Delcl B New(BRK/B)COM084670702$3.7M7,4542.7%
Vanguard World Fdmega Grwth IND(MGK)ETF921910816$3.0M7,2272.1%
ARK ETF Trblockchain & FIN(ARKF)ETF00214Q708$2.7M56,0841.9%
Axon Enterprise Inccom(AXON)COM05464C101$2.7M4,6771.9%
Costco Whsl Corp Newcom(COST)COM22160K105$2.4M2,7611.7%
Spdr S&P Midcap 400 ETF Trutser1 S&pdcrp(MDY)ETF78467Y107$2.3M3,8811.7%
Spdr S&P 500 ETF Trtr Unit(SPY)ETF78462F103$2.0M2,9691.5%
Amazon COM Inccom(AMZN)COM023135106$2.0M8,7181.4%
Wisdomtree Bitcoin Fdshs BEN INT(BTCW)ETF97720F101$1.5M15,7121.0%
Spdr DOW Jones Indl Averageut SER 1(DIA)ETF78467X109$1.4M2,8821.0%
Invesco Exch TRD SLF IDX Fdinvsco Blsh 28(BSCS)ETF46138J643$1.1M53,9990.8%
Meta Platforms Inccl A(META)COM30303M102$802.6K1,2160.6%
Netflix Inccom(NFLX)COM64110L106$794.0K8,4690.6%
Vanguard Specialized Fundsdiv APP ETF(VIG)ETF921908844$782.8K3,5620.6%
Tesla Inccom(TSLA)COM88160R101$687.9K1,5300.5%
Goldman Sachs Group Inccom(GS)COM38141G104$672.8K7650.5%
Bank America Corpcom(BAC)COM060505104$659.8K11,9970.5%
Ishares Trrus 1000 GRW ETF(IWF)ETF464287614$657.7K1,3900.5%
Invesco Exch TRD SLF IDX Fdbulshs 2026 CB(BSCQ)ETF46138J791$640.6K32,7260.5%
Select Sector Spdr Trstate Street FIN(XLF)ETF81369Y605$636.4K11,6200.5%
RTX Corporationcom(RTX)COM75513E101$623.8K3,4010.4%
Broadcom Inccom(AVGO)COM11135F101$605.3K1,7490.4%
Howmet Aerospace Inccom(HWM)COM443201108$558.2K2,7230.4%
Visa Inccom CL A(V)COM92826C839$507.5K1,4470.4%
Spdr Series Truststate Street SPD(SPYM)ETF78464A854$470.5K5,8650.3%
NRG Energy Inccom New(NRG)COM629377508$470.4K2,9540.3%
Vanguard Index Fdsgrowth ETF(VUG)ETF922908736$463.8K9510.3%
Salesforce Inccom(CRM)COM79466L302$455.0K1,7170.3%
Vanguard Index Fdss&p 500 ETF SHS(VOO)ETF922908363$439.0K7000.3%
Ishares Trrussell 2000 ETF(IWM)ETF464287655$431.3K1,7520.3%
Ishares Trcore S&P MCP ETF(IJH)ETF464287507$410.3K6,2170.3%
First TR Exchng Traded FD Vift Vest US EQT(FOCT)ETF33740F664$404.1K8,2490.3%
Vanguard Scottsdale Fdsvng Rus1000val(VONV)ETF92206C714$400.6K4,3400.3%
Invesco Exch TRD SLF IDX Fdbulshs 2027 CB(BSCR)ETF46138J783$396.0K20,0590.3%
Alphabet Inccap STK CL C(GOOG)COM02079K107$395.7K1,2610.3%
Ishares Silver Trishares(SLV)ETF46428Q109$378.5K5,8760.3%
Vanguard Index Fdsreal Estate ETF(VNQ)ETF922908553$370.7K4,1890.3%
Ishares Trrus 1000 VAL ETF(IWD)ETF464287598$360.4K1,7130.3%
Vistra Corpcom(VST)COM92840M102$320.4K1,9860.2%
JPMorgan Chase & Co.com(JPM)COM46625H100$294.0K9120.2%
Oracle Corpcom(ORCL)COM68389X105$281.0K1,4420.2%
Servicenow Inccom(NOW)COM81762P102$278.8K1,8200.2%
GE Aerospacecom New(GE)COM369604301$270.6K8780.2%
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