LifeSteps Financial, Inc.

Q3 2026 13F Holdings

Location
Claremont, CA
Holdings as of
9/30/2026
Value ($000)
$209,574
Num holdings
111
Date filed
10/15/2026
Form type
13F-HR
Prev filing
7/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type