The Analysis of Financial Life Planners's Holdings
Currently, Financial Life Planners holds 61 types of securities in its portfolio with a total value $139.3M. In the most recent quarter, they have increased their positions in N/A (+1.2K shares, valued at $726.7K), NFLX (+7.5K shares, valued at $702.0K), IVV (+942 shares, valued at $645.2K); decreased their positions in AXON (-605 shares, valued at $343.6K), N/A (-234 shares, valued at $117.6K), V (-131 shares, valued at $45.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TRCORE S&P500 ETF41.9K shares2.30%2025-12-312026-01-29
NVDA NVIDIA CORPORATIONCOM77.3K shares-0.20%2025-12-312026-01-29 AAPL APPLE INCCOM24.9K shares0.19%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INCCL A29.5K shares2.05%2025-12-312026-01-29 HOOD ROBINHOOD MKTS INCCOM CL A41.4K shares1.74%2025-12-312026-01-29 MSFT MICROSOFT CORPCOM8.8K shares-0.99%2025-12-312026-01-29 MGK VANGUARD WORLD FDMEGA GRWTH IND7.2K shares-1.07%2025-12-312026-01-29 ARKF ARK ETF TRBLOCKCHAIN & FIN56.1K shares13.05%2025-12-312026-01-29 AXON AXON ENTERPRISE INCCOM4.7K shares-11.45%2025-12-312026-01-29 COST COSTCO WHSL CORP NEWCOM2.8K shares-1.88%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP3.9K shares-0.84%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TRTR UNIT3.0K shares5.58%2025-12-312026-01-29 AMZN AMAZON COM INCCOM8.7K shares3.28%2025-12-312026-01-29 BTCW WISDOMTREE BITCOIN FDSHS BEN INT15.7K shares12.19%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGEUT SER 12.9K shares0.35%2025-12-312026-01-29 BSCS INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 2854.0K shares-3.86%2025-12-312026-01-29 META META PLATFORMS INCCL A1.2K shares0.58%2025-12-312026-01-29 NFLX NETFLIX INCCOM8.5K shares763.30%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDSDIV APP ETF3.6K shares0.82%2025-12-312026-01-29 TSLA TESLA INCCOM1.5K shares-0.52%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INCCOM765 shares25.82%2025-12-312026-01-29 BAC BANK AMERICA CORPCOM12.0K shares-0.73%2025-12-312026-01-29 IWF ISHARES TRRUS 1000 GRW ETF1.4K shares0.14%2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB32.7K shares-1.50%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TRSTATE STREET FIN11.6K shares-0.32%2025-12-312026-01-29 RTX RTX CORPORATIONCOM3.4K shares0.38%2025-12-312026-01-29 HWM HOWMET AEROSPACE INCCOM2.7K shares3.81%2025-12-312026-01-29 V VISA INCCOM CL A1.4K shares-8.30%2025-12-312026-01-29 SPYM SPDR SERIES TRUSTSTATE STREET SPD5.9K shares0.29%2025-12-312026-01-29 NRG NRG ENERGY INCCOM NEW3.0K shares10.06%2025-12-312026-01-29 VUG VANGUARD INDEX FDSGROWTH ETF951 shares0.21%2025-12-312026-01-29 CRM SALESFORCE INCCOM1.7K shares-6.28%2025-12-312026-01-29 IWM ISHARES TRRUSSELL 2000 ETF1.8K shares1.45%2025-12-312026-01-29 IJH ISHARES TRCORE S&P MCP ETF6.2K shares-2.26%2025-12-312026-01-29 FOCT FIRST TR EXCHNG TRADED FD VIFT VEST US EQT8.2K shares0.00%2025-12-312026-01-29 VONV VANGUARD SCOTTSDALE FDSVNG RUS1000VAL4.3K shares0.53%2025-12-312026-01-29 BSCR INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB20.1K shares1.02%2025-12-312026-01-29 SLV ISHARES SILVER TRISHARES5.9K shares0.00%2025-12-312026-01-29 VNQ VANGUARD INDEX FDSREAL ESTATE ETF4.2K shares-6.20%2025-12-312026-01-29 IWD ISHARES TRRUS 1000 VAL ETF1.7K shares-3.49%2025-12-312026-01-29 VST VISTRA CORPCOM2.0K shares111.50%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.COM912 shares0.44%2025-12-312026-01-29 ORCL ORACLE CORPCOM1.4K shares0.21%2025-12-312026-01-29 NOW SERVICENOW INCCOM1.8K shares400.00%2025-12-312026-01-29 XOM EXXON MOBIL CORPCOM1.9K shares0.88%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS760 shares24.79%2025-12-312026-01-29 IJK ISHARES TRS&P MC 400GR ETF2.4K shares0.21%2025-12-312026-01-29 IGV ISHARES TREXPANDED TECH2.2K shares6.52%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHSCOM745 shares0.54%2025-12-312026-01-29 QLD PROSHARES TRPSHS ULTRA QQQ3.1K shares204.53%2025-12-312026-01-29 APP APPLOVIN CORPCOM CL A322 shares11.03%2025-12-312026-01-29 IJT ISHARES TRS&P SML 600 GWT1.5K shares0.20%2025-12-312026-01-29 DHI D R HORTON INCCOM1.4K shares0.14%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available