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Financial Life Planners

Q1 2026 Holdings

Filed 2026-04-24 | 367 holdings | $130.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Mcdonalds Corp COM(MCD)COM580135101$50.8K1640.0%
Chubb LTD Switz COM(CB)COMH1467J104$51.5K1580.0%
Eaton Corp PLC SHS(ETN)COMG29183103$51.8K1450.0%
Catalyst Pharmaceuticals Inc COM(CPRX)COM14888U101$52.6K2,1240.0%
Otis Worldwide Corp COM(OTIS)COM68902V107$54.2K7030.0%
Public SVC Enterprise Group COM(PEG)COM744573106$54.6K6750.0%
Conocophillips COM(COP)COM20825C104$54.7K4150.0%
Corteva Inc COM(CTVA)COM22052L104$54.9K6550.0%
Visa Inc COM CL A(V)COM92826C839$55.7K1840.0%
Republic Svcs Inc COM(RSG)COM760759100$56.1K2560.0%
Comfort SYS USA Inc COM(FIX)COM199908104$58.4K420.0%
Schwab Charles Corp COM(SCHW)COM808513105$58.7K6250.0%
Spdr Series Trust State Street SPD(SDY)COM78464A763$58.8K4030.0%
Ishares Gold TR Ishares New(IAU)ETF464285204$59.5K6750.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$61.5K2270.0%
Spdr Series Trust State Street SPD(MDYG)COM78464A821$61.6K6420.0%
Capital One Finl Corp COM(COF)COM14040H105$65.4K3580.1%
Ishares TR S&P 500 Grwt ETF(IVW)ETF464287309$66.9K5910.1%
Hartford Insurance Group Inc COM(HIG)COM416515104$67.2K4970.1%
Peakstone Realty Trust Common Shares(PKST)COM39818P799$70.5K3,3750.1%
Vanguard Index FDS SM CP VAL ETF(VBR)ETF922908611$71.3K3280.1%
Spdr Index SHS FDS State Street SPD(NANR)COM78463X152$72.5K8630.1%
Applied Matls Inc COM(AMAT)COM038222105$73.0K2140.1%
Boeing Co COM(BA)COM097023105$73.0K3670.1%
Accenture PLC Ireland SHS Class A(ACN)COMG1151C101$75.6K3810.1%
Parker-Hannifin Corp COM(PH)COM701094104$78.3K870.1%
Ishares TR DOW Jones US ETF(IYY)ETF464287846$80.8K5100.1%
FS KKR Cap Corp COM(FSK)COM302635206$81.5K8,0090.1%
Ishares TR S&P MC 400VL ETF(IJJ)ETF464287705$83.5K6300.1%
Coca Cola Co COM(KO)COM191216100$85.0K1,1180.1%
Home Depot Inc COM(HD)COM437076102$85.4K2600.1%
Select Sector Spdr TR State Street TEC(XLK)ETF81369Y803$88.4K6650.1%
Intuitive Surgical Inc COM New(ISRG)COM46120E602$90.8K1970.1%
Schwab Strategic TR US Dividend EQ(SCHD)ETF808524797$93.8K3,0580.1%
Edwards Lifesciences Corp COM(EW)COM28176E108$96.1K1,2000.1%
Wells Fargo & Co COM(WFC)COM949746101$99.9K1,2550.1%
Travelers Companies Inc COM(TRV)COM89417E109$104.9K3600.1%
Ishares TR Future Exponenti(XT)ETF46434V381$106.3K1,5600.1%
Salesforce Inc COM(CRM)COM79466L302$109.2K5850.1%
Servicenow Inc COM(NOW)COM81762P102$112.9K1,0800.1%
Ishares TR S&P 500 VAL ETF(IVE)ETF464287408$117.1K5550.1%
Axon Enterprise Inc COM(AXON)COM05464C101$121.5K2860.1%
TJX COS Inc New COM(TJX)COM872540109$125.0K7830.1%
Applovin Corp COM CL A(APP)COM03831W108$128.2K3220.1%
Ishares TR Select Divid ETF(DVY)ETF464287168$134.3K8870.1%
Caterpillar Inc COM(CAT)COM149123101$135.0K1910.1%
Ishares TR RUS 1000 ETF(IWB)ETF464287622$137.1K3850.1%
Philip Morris Intl Inc COM(PM)COM718172109$137.6K8320.1%
Cloudflare Inc CL A COM(NET)COM18915M107$138.2K6700.1%
Proshares TR Pshs ULT S&P 500(SSO)ETF74347R107$144.3K2,7820.1%
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