Financial Life Planners
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Tempe, AZ
CIK
0002053368
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
83
102,738
QQQ, IVV, NVDA, AAPL
13F-HR
4/23/2025
000205336825000002
Q4 2024
411
119,314
QQQ, IVV, NVDA, AAPL
13F-HR
1/24/2025
000205336825000001