Filer Name: FINANCIAL LIFE PLANNERS
CIK: 2053368
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 411
Portfolio Value: $0.12B

Financial Life Planners Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QQQ US INVESCO QQQ TRUST SERIES 1 46,201 $24M 19.80% - -
IVV US ISHARES CORE S&P 500 ETF 36,634 $22M 18.08% - -
NVDA US NVIDIA CORP 83,790 $11M 9.43% - -
AAPL US APPLE INC 28,790 $7M 6.04% - -
MSFT US MICROSOFT CORP 14,891 $6M 5.27% - -
IWM US ISHARES RUSSELL 2000 ETF 14,765 $3M 2.74% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 7,067 $3M 2.68% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 5,337 $3M 2.55% - -
EFA US ISHARES MSCI EAFE ETF 38,258 $3M 2.42% - -
MGK US VANGUARD MEGA CAP GROWTH ETF 7,114 $2M 2.05% - -
COST US COSTCO WHOLESALE CORP 2,469 $2M 1.89% - -
AMZN US AMAZON.COM INC 8,894 $2M 1.64% - -
SPY US SPDR S&P 500 ETF TRUST 3,228 $2M 1.59% - -
DIA US SPDR DJIA TRUST 3,587 $2M 1.28% - -
BSCS US INVESCO BULLETSHARES 2028 CB 58,359 $1M 0.98% - -
LLY US ELI LILLY & CO 1,502 $1M 0.97% - -
BSCP US INVESCO BULLETSHARES 2025 CB 36,012 $1M 0.62% - -
TSLA US TESLA INC 1,736 $1M 0.59% - -
VIG US VANGUARD DIVIDEND APPREC ETF 3,322 $1M 0.55% - -
BSCQ US INVESCO BULLETSHARES 2026 CB 33,022 $1M 0.54% - -
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