Financial Life Planners Top Holdings and 13F Report (2025) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $102.74 million in total holdings as of March 31, 2025.Financial Life Planners owns shares of 83 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 11.23% of the portfolio was sold this quarter.This quarter, Financial Life Planners has purchased 411 new stocks and bought additional shares in 36 stocks.Financial Life Planners sold shares of 37 stocks and completely divested from 331 stocks this quarter.Largest Holdings Invesco QQQ $21,420,243iShares Core S&P 500 ETF $20,495,271NVIDIA $8,505,097Apple $6,658,171Microsoft $5,035,122 Largest New Holdings this Quarter 02079K107 - Alphabet $260,141 Holding464287515 - iShares Expanded Tech-Software Sector ETF $153,636 Holding316188309 - Fidelity Total Bond ETF $143,402 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 7,264 shares (about $361.81K)Apple 1,184 shares (about $263.00K)Alphabet 1,665 shares (about $260.14K)The Goldman Sachs Group 386 shares (about $210.98K)Axon Enterprise 338 shares (about $177.74K) Largest Sales this Quarter iShares MSCI EAFE ETF 14,419 shares (about $1.18M)NVIDIA 5,315 shares (about $576.04K)Microsoft 1,478 shares (about $554.83K)iShares Russell 2000 ETF 2,328 shares (about $464.43K)Alphabet 1,852 shares (about $286.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Life Planners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$21,420,243$244,307 ▼-1.1%45,68020.8%FinanceIVViShares Core S&P 500 ETF$20,495,271$89,342 ▼-0.4%36,47519.9%ETFNVDANVIDIA$8,505,097$576,038 ▼-6.3%78,4758.3%Computer and TechnologyAAPLApple$6,658,171$263,004 ▲4.1%29,9746.5%Computer and TechnologyMSFTMicrosoft$5,035,122$554,828 ▼-9.9%13,4134.9%Computer and TechnologyBRK.BBerkshire Hathaway$3,706,494$56,982 ▼-1.5%6,9603.6%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,667,164$179,767 ▼-6.3%5,0002.6%ETFIWMiShares Russell 2000 ETF$2,481,140$464,428 ▼-15.8%12,4372.4%FinanceCOSTCostco Wholesale$2,310,699$24,592 ▼-1.1%2,4432.2%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$2,199,307$1,853 ▲0.1%7,1202.1%ETFEFAiShares MSCI EAFE ETF$1,948,354$1,178,460 ▼-37.7%23,8391.9%FinanceSPYSPDR S&P 500 ETF Trust$1,756,958$48,665 ▼-2.7%3,1411.7%FinanceAMZNAmazon.com$1,622,864$69,252 ▼-4.1%8,5301.6%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$1,535,555$29,393 ▲2.0%3,6571.5%FinanceLLYEli Lilly and Company$1,224,976$15,694 ▼-1.3%1,4831.2%MedicalBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,113,252$74,359 ▼-6.3%54,7051.1%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$759,670$14,951 ▲2.0%36,7350.7%ETFXLFFinancial Select Sector SPDR Fund$706,583$361,809 ▲104.9%14,1860.7%ETFMETAMeta Platforms$667,099$147,027 ▲28.3%1,1570.6%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$649,939$6,662 ▲1.0%33,3640.6%ETFVIGVanguard Dividend Appreciation ETF$647,554$3,104 ▲0.5%3,3380.6%ETFAXONAxon Enterprise$602,642$177,743 ▲41.8%1,1460.6%AerospaceVNQVanguard Real Estate ETF$522,524$54,507 ▼-9.4%5,7710.5%ETFIWFiShares Russell 1000 Growth ETF$515,135$1,805 ▼-0.3%1,4270.5%ETFCRMSalesforce$510,460$1,074 ▼-0.2%1,9020.5%Computer and TechnologyBACBank of America$505,446$26,124 ▼-4.9%12,1120.5%FinanceIJHiShares Core S&P Mid-Cap ETF$470,736$9,862 ▼-2.1%8,0670.5%ETFRTXRTX$443,492$1,325 ▼-0.3%3,3480.4%AerospaceTSLATesla$443,371$6,478 ▼-1.4%1,7110.4%Auto/Tires/TrucksWISDOMTREE BITCOIN FD SHS BEN INT$421,597$61,088 ▲16.9%4,8310.4%SHS BEN INTVONVVanguard Russell 1000 Value$420,027$1,898 ▲0.5%5,0890.4%ETFVUGVanguard Growth ETF$395,181$741 ▲0.2%1,0660.4%ETFSPLGSPDR Portfolio S&P 500 ETF$393,0550.0%5,9770.4%ETFIWDiShares Russell 1000 Value ETF$388,202$26,532 ▲7.3%2,0630.4%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$381,429$3,918 ▲1.0%19,4710.4%ETFVOOVanguard S&P 500 ETF$371,160$126,976 ▲52.0%7220.4%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$342,3230.0%8,2490.3%ETFNOWServiceNow$331,990$30,253 ▲10.0%4170.3%Computer and TechnologyNFLXNetflix$299,212$1,864 ▲0.6%3210.3%Consumer DiscretionaryCIThe Cigna Group$288,629$2,962 ▼-1.0%8770.3%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$269,685$27,985 ▼-9.4%3,2380.3%ETFGOOGAlphabet$260,141$260,141 ▲New Holding1,6650.3%Computer and TechnologyXOMExxon Mobil$225,772$97,898 ▲76.6%1,8980.2%EnergyNRGNRG Energy$225,502$23,008 ▲11.4%2,3620.2%UtilitiesGSThe Goldman Sachs Group$224,097$210,979 ▲1,608.3%4100.2%FinanceORCLOracle$199,989$3,077 ▼-1.5%1,4300.2%Computer and TechnologyFSKFS KKR Capital$198,5540.0%9,4780.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$196,894$24,783 ▼-11.2%1,5810.2%ETFJPMJPMorgan Chase & Co.$194,847$23,068 ▲13.4%7940.2%FinanceIYEiShares U.S. Energy ETF$179,875$10,056 ▼-5.3%3,6490.2%ETFGOOGLAlphabet$178,283$286,366 ▼-61.6%1,1530.2%Computer and TechnologyDHID.R. Horton$177,735$127 ▲0.1%1,3980.2%ConstructionRSPInvesco S&P 500 Equal Weight ETF$177,475$44,152 ▼-19.9%1,0250.2%ETFCARRCarrier Global$170,454$571 ▲0.3%2,6890.2%Computer and TechnologySRCE1st Source$166,487$117,390 ▲239.1%2,7840.2%FinanceSLViShares Silver Trust$162,5430.0%5,2450.2%ETFXTiShares Exponential Technologies ETF$158,0660.0%2,7460.2%ManufacturingACNAccenture$157,472$1,247 ▼-0.8%5050.2%Computer and TechnologyIBMInternational Business Machines$157,221$75,377 ▲92.1%6320.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$153,8140.0%6020.1%ETFIGViShares Expanded Tech-Software Sector ETF$153,636$153,636 ▲New Holding1,7260.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$143,901$20,376 ▼-12.4%1,4760.1%ETFHWMHowmet Aerospace$143,614$41,904 ▲41.2%1,1070.1%AerospaceFBNDFidelity Total Bond ETF$143,402$143,402 ▲New Holding3,1410.1%ETFOTISOtis Worldwide$138,523$516 ▲0.4%1,3420.1%ConstructionUNHUnitedHealth Group$127,363$11,007 ▼-8.0%2430.1%MedicalXLEEnergy Select Sector SPDR Fund$126,230$37,187 ▲41.8%1,3510.1%ETFISRGIntuitive Surgical$125,303$48,041 ▲62.2%2530.1%MedicalIVEiShares S&P 500 Value ETF$123,773$381 ▲0.3%6490.1%ETFIWBiShares Russell 1000 ETF$116,727$306 ▲0.3%3810.1%ETFHDHome Depot$115,927$3,302 ▼-2.8%3160.1%Retail/WholesaleWMTWalmart$115,093$351 ▲0.3%1,3110.1%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$112,670$4,670 ▼-4.0%9410.1%ETFTDGTransDigm Group$110,8620.0%800.1%AerospaceGEGE Aerospace$110,024$400 ▲0.4%5500.1%IndustrialsDVYiShares Select Dividend ETF$109,799$50,201 ▲84.2%8180.1%ETFPMPhilip Morris International$108,896$4,603 ▼-4.1%6860.1%Consumer StaplesARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS$105,778$21,668 ▼-17.0%9910.1%SPONSORED ADSVBRVanguard Small-Cap Value ETF$105,049$4,843 ▼-4.4%5640.1%ETFPGProcter & Gamble$104,096$28,963 ▲38.5%6110.1%Consumer StaplesMSMorgan Stanley$103,492$583 ▲0.6%8870.1%FinanceVVisa$101,047$3,509 ▼-3.4%2880.1%Business ServicesKOCoca-Cola$100,737$17,470 ▼-14.8%1,4070.1%Consumer StaplesUPROProShares UltraPro S&P 500$0$385,366 ▼-100.0%00.0%ETFHOODRobinhood Markets$0$190,488 ▼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$145,672 ▼-100.0%00.0%Computer and TechnologyDHRDanaher$0$129,677 ▼-100.0%00.0%MedicalIVWiShares S&P 500 Growth ETF$0$101,410 ▼-100.0%00.0%ETFSCHBSchwab US Broad Market ETF$0$93,946 ▼-100.0%00.0%ETFTJXTJX Companies$0$93,161 ▼-100.0%00.0%Retail/WholesaleGLDSPDR Gold Shares$0$90,558 ▼-100.0%00.0%FinanceTTDTrade Desk$0$89,323 ▼-100.0%00.0%Computer and TechnologyEWEdwards Lifesciences$0$88,836 ▼-100.0%00.0%MedicalVTVVanguard Value ETF$0$86,811 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$86,588 ▼-100.0%00.0%FinanceSCHHSchwab U.S. REIT ETF$0$86,536 ▼-100.0%00.0%ETFDTDynatrace$0$83,294 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$82,851 ▼-100.0%00.0%IndustrialsNANRSPDR S&P North American Natural Resources ETF$0$81,736 ▼-100.0%00.0%ETFTRVTravelers Companies$0$81,599 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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