Financial Life Planners
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TRUNIT SER 1 | $32.01M | 23.0% |
| ISHARES TRCORE S&P500 ETF | $28.72M | 20.6% |
| NVIDIA Corp | $14.42M | 10.4% |
| Apple Inc. | $6.76M | 4.9% |
| Palantir Technologies Inc | $5.25M | 3.8% |
| Robinhood Markets, Inc. | $4.68M | 3.4% |
| MICROSOFT CORP | $4.26M | 3.1% |
| Warren E. Buffett | $3.75M | 2.7% |
| VANGUARD WORLD FDMEGA GRWTH IND | $2.98M | 2.1% |
| ARK ETF TRBLOCKCHAIN & FIN | $2.67M | 1.9% |
| Axon Enterprise Inc | $2.66M | 1.9% |
| COSTCO WHOLESALE CORP /NEW | $2.38M | 1.7% |
| SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP | $2.34M | 1.7% |
| SPDR S&P 500 ETF TRTR UNIT | $2.02M | 1.5% |
| Amazon.com Inc | $2.01M | 1.4% |
| WisdomTree Bitcoin Fund | $1.46M | 1.0% |
| SPDR DOW JONES INDL AVERAGEUT SER 1 | $1.39M | 1.0% |
| INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | $1.11M | 0.8% |
| Meta Platforms Inc | $802.6K | 0.6% |
| Netflix Inc | $794.0K | 0.6% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | $782.8K | 0.6% |
| Tesla Inc | $687.9K | 0.5% |
| THE GOLDMAN SACHS GROUP, INC. | $672.8K | 0.5% |
| BANK OF AMERICA CORP /DE | $659.8K | 0.5% |
| ISHARES TRRUS 1000 GRW ETF | $657.7K | 0.5% |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | $640.6K | 0.5% |
| SELECT SECTOR SPDR TRSTATE STREET FIN | $636.4K | 0.5% |
| RTX Corp | $623.8K | 0.4% |
| Broadcom Inc. | $605.3K | 0.4% |
| Howmet Aerospace Inc. | $558.2K | 0.4% |
| Visa Inc | $507.5K | 0.4% |
| SPDR SERIES TRUSTSTATE STREET SPD | $470.5K | 0.3% |
| NRG Energy Inc | $470.4K | 0.3% |
| VANGUARD INDEX FDSGROWTH ETF | $463.8K | 0.3% |
| Salesforce Inc | $455.0K | 0.3% |
| VANGUARD INDEX FDSS&P 500 ETF SHS | $439.0K | 0.3% |
| ISHARES TRRUSSELL 2000 ETF | $431.3K | 0.3% |
| ISHARES TRCORE S&P MCP ETF | $410.3K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $404.1K | 0.3% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | $400.6K | 0.3% |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | $396.0K | 0.3% |
| Alphabet Inc. | $395.7K | 0.3% |
| ISHARES SILVER TRISHARES | $378.5K | 0.3% |
| VANGUARD INDEX FDSREAL ESTATE ETF | $370.7K | 0.3% |
| ISHARES TRRUS 1000 VAL ETF | $360.4K | 0.3% |
| Vistra Corp. | $320.4K | 0.2% |
| JPMORGAN CHASE & CO | $294.0K | 0.2% |
| ORACLE CORP | $281.0K | 0.2% |
| ServiceNow Inc | $278.8K | 0.2% |
| GENERAL ELECTRIC CO | $270.6K | 0.2% |