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Financial Life Planners

All holdings · as of Dec 31, 2025

61 positions

CompanyClassValueShares% of portfolio
HORTON D R INC /DE$201.9K1,4020.1%
ISHARES TRS&P SML 600 GWT$210.4K1,4900.2%
AppLovin Corp$217.0K3220.2%
PROSHARES TRPSHS ULTRA QQQ$217.8K3,0940.2%
INTERNATIONAL BUSINESS MACHINES CORP$220.6K7450.2%
ISHARES TREXPANDED TECH$227.9K2,1560.2%
ISHARES TRS&P MC 400GR ETF$228.0K2,3540.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$231.0K7600.2%
EXXON MOBIL CORP$234.7K1,9500.2%
Cigna Group$245.2K8910.2%
Alphabet Inc.$270.2K8630.2%
GENERAL ELECTRIC CO$270.6K8780.2%
ServiceNow Inc$278.8K1,8200.2%
ORACLE CORP$281.0K1,4420.2%
JPMORGAN CHASE & CO$294.0K9120.2%
Vistra Corp.$320.4K1,9860.2%
ISHARES TRRUS 1000 VAL ETF$360.4K1,7130.3%
VANGUARD INDEX FDSREAL ESTATE ETF$370.7K4,1890.3%
ISHARES SILVER TRISHARES$378.5K5,8760.3%
Alphabet Inc.$395.7K1,2610.3%
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB$396.0K20,0590.3%
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL$400.6K4,3400.3%
First Trust Exchange-Traded Fund VIII$404.1K8,2490.3%
ISHARES TRCORE S&P MCP ETF$410.3K6,2170.3%
ISHARES TRRUSSELL 2000 ETF$431.3K1,7520.3%
VANGUARD INDEX FDSS&P 500 ETF SHS$439.0K7000.3%
Salesforce Inc$455.0K1,7170.3%
VANGUARD INDEX FDSGROWTH ETF$463.8K9510.3%
NRG Energy Inc$470.4K2,9540.3%
SPDR SERIES TRUSTSTATE STREET SPD$470.5K5,8650.3%
Visa Inc$507.5K1,4470.4%
Howmet Aerospace Inc.$558.2K2,7230.4%
Broadcom Inc.$605.3K1,7490.4%
RTX Corp$623.8K3,4010.4%
SELECT SECTOR SPDR TRSTATE STREET FIN$636.4K11,6200.5%
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB$640.6K32,7260.5%
ISHARES TRRUS 1000 GRW ETF$657.7K1,3900.5%
BANK OF AMERICA CORP /DE$659.8K11,9970.5%
THE GOLDMAN SACHS GROUP, INC.$672.8K7650.5%
Tesla Inc$687.9K1,5300.5%
VANGUARD SPECIALIZED FUNDSDIV APP ETF$782.8K3,5620.6%
Netflix Inc$794.0K8,4690.6%
Meta Platforms Inc$802.6K1,2160.6%
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28$1.11M53,9990.8%
SPDR DOW JONES INDL AVERAGEUT SER 1$1.39M2,8821.0%
WisdomTree Bitcoin Fund$1.46M15,7121.0%
Amazon.com Inc$2.01M8,7181.4%
SPDR S&P 500 ETF TRTR UNIT$2.02M2,9691.5%
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP$2.34M3,8811.7%
COSTCO WHOLESALE CORP /NEW$2.38M2,7611.7%
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