Financial Life Planners
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Axon Enterprise Inc | $2.66M | 1.9% |
| ARK ETF TRBLOCKCHAIN & FIN | $2.67M | 1.9% |
| VANGUARD WORLD FDMEGA GRWTH IND | $2.98M | 2.1% |
| Warren E. Buffett | $3.75M | 2.7% |
| MICROSOFT CORP | $4.26M | 3.1% |
| Robinhood Markets, Inc. | $4.68M | 3.4% |
| Palantir Technologies Inc | $5.25M | 3.8% |
| Apple Inc. | $6.76M | 4.9% |
| NVIDIA Corp | $14.42M | 10.4% |
| ISHARES TRCORE S&P500 ETF | $28.72M | 20.6% |
| INVESCO QQQ TRUNIT SER 1 | $32.01M | 23.0% |