Financial Life Planners
368 holdingsFiling period: 2026-03-31Current AUM: $149.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | 52.0K | $30.0M | $35.7M | 23.99% | -149 | 2026-03-31 |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | 42.1K | $27.5M | $31.6M | 21.20% | +173 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION COM | 76.5K | $13.3M | $15.4M | 10.31% | -791 | 2026-03-31 |
| 4 | AAPL | APPLE INC COM | 24.6K | $6.2M | $7.6M | 5.09% | -320 | 2026-03-31 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 28.9K | $4.2M | $3.6M | 2.38% | -647 | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.4K | $3.5M | $3.5M | 2.37% | -70 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP COM | 8.6K | $3.2M | $4.0M | 2.68% | -212 | 2026-03-31 |
| 8 | HOOD | ROBINHOOD MKTS INC COM CL A | 41.1K | $2.8M | $3.6M | 2.39% | -274 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | 2.7K | $2.7M | $2.6M | 1.73% | -56 | 2026-03-31 |
| 10 | MGK | VANGUARD WORLD FD MEGA GRWTH IND | 6.5K | $2.4M | $2.8M | 1.89% | -705 | 2026-03-31 |
| 11 | MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | 3.8K | $2.3M | $2.6M | 1.75% | -73 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 2.9K | $1.9M | $2.2M | 1.48% | -23 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC COM | 8.6K | $1.8M | $2.3M | 1.56% | -140 | 2026-03-31 |
| 14 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | 2.7K | $1.3M | $1.4M | 0.95% | -179 | 2026-03-31 |
| 15 | BTCW | WISDOMTREE BITCOIN FD SHS BEN INT | 15.6K | $1.1M | $1.0M | 0.69% | -115 | 2026-03-31 |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 | 52.4K | $1.1M | $1.1M | 0.71% | -1,628 | 2026-03-31 |
| 17 | META | META PLATFORMS INC CL A | 1.2K | $678K | $660K | 0.44% | -29 | 2026-03-31 |
| 18 | GS | GOLDMAN SACHS GROUP INC COM | 783 | $662K | $797K | 0.53% | +18 | 2026-03-31 |
| 19 | RTX | RTX CORPORATION COM | 3.4K | $658K | $734K | 0.49% | +11 | 2026-03-31 |
| 20 | BSCQ | INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB | 33.1K | $645K | $645K | 0.43% | +335 | 2026-03-31 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 3.0K | $644K | $716K | 0.48% | -564 | 2026-03-31 |
| 22 | HWM | HOWMET AEROSPACE INC COM | 2.8K | $642K | $786K | 0.53% | +67 | 2026-03-31 |
| 23 | IWF | ISHARES TR RUS 1000 GRW ETF | 1.4K | $593K | $658K | 0.44% | +1 | 2026-03-31 |
| 24 | BAC | BANK AMERICA CORP COM | 12.1K | $588K | $747K | 0.50% | +65 | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR STATE STREET FIN | 11.5K | $566K | $653K | 0.44% | -150 | 2026-03-31 |
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