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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
Meta Platforms Inc CL A(META)COM30303M102$678.9K1,1870.5%
Invesco Exch TRD SLF IDX FD Invsco Blsh 28(BSCS)ETF46138J643$1.1M52,3710.8%
Wisdomtree Bitcoin FD SHS BEN INT(BTCW)ETF97720F101$1.1M15,5970.9%
State STR Spdr DOW Jones IND UT SER 1(DIA)COM78467X109$1.3M2,7031.0%
Amazon COM Inc COM(AMZN)COM023135106$1.8M8,5781.4%
State STR Spdr S&P 500 ETF T TR Unit(SPY)COM78462F103$1.9M2,9461.5%
State STR Spdr S&P Midcap 40 Utser1 S&pdcrp(MDY)COM78467Y107$2.3M3,8081.8%
Vanguard World FD Mega Grwth IND(MGK)Mutual fund921910816$2.4M6,5221.8%
Costco Wholesale Corporation COM(COST)COM22160K105$2.7M2,7052.1%
Robinhood Mkts Inc COM CL A(HOOD)COM770700102$2.8M41,1212.2%
Microsoft Corp COM(MSFT)COM594918104$3.2M8,6002.4%
Berkshire Hathaway Inc del CL B New(BRK/B)COM084670702$3.5M7,3842.7%
Palantir Technologies Inc CL A(PLTR)COM69608A108$4.2M28,8663.2%
Apple Inc COM(AAPL)COM037833100$6.2M24,5564.8%
Nvidia Corporation COM(NVDA)COM67066G104$13.3M76,54610.2%
Ishares TR Core S&p500 ETF(IVV)ETF464287200$27.5M42,10721.1%
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$30.0M51,96223.0%
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