Financial Life Planners
Q1 2025 13F Holdings
- Locationtempe, AZ
- Num holdings
83
- Value ($000)
$102,739
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002053368
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 46090E103 | $21.42M | 21 % | 45,680 | ||
IVV ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | $20.50M | 20 % | 36,475 | ||
NVDA NVIDIA CORPORATION COM | COM | 67066G104 | $8.51M | 8 % | 78,475 | ||
AAPL APPLE INC | COM | 037833100 | $6.66M | 7 % | 29,974 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.04M | 5 % | 13,413 | ||
BRK.B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | COM | 084670702 | $3.71M | 4 % | 6,960 | ||
MDY SPDR S&P MIDCAP 400 ETF | UTSER1 S&PDCRP | 78467Y107 | $2.67M | 3 % | 5,000 | ||
IWM ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | $2.48M | 2 % | 12,437 | ||
COST COSTCO WHOLESALE CORP COM | COM | 22160K105 | $2.31M | 2 % | 2,443 | ||
MGK VANGUARD MEGA CAP GROWTH INDEX FUND | MEGA GRWTH IND | 921910816 | $2.20M | 2 % | 7,120 |
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