Financial Life Planners
Q4 2024 13F Holdings
- Locationtempe, AZ
- Num holdings
411
- Value ($000)
$119,315
- Date Filed01/24/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $23.63M | 20 % | 46,201 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $21.58M | 18 % | 36,634 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.26M | 9 % | 83,790 | ||
AAPL APPLE INC | COM | 037833100 | $7.21M | 6 % | 28,790 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.29M | 5 % | 14,891 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.26M | 3 % | 14,765 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.20M | 3 % | 7,067 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $3.04M | 3 % | 5,337 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $2.89M | 2 % | 38,258 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $2.44M | 2 % | 7,114 |
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