Financial Life Planners

13F Portfolio Filings

Most recent 13F
Q4 2024
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
Q4 2024 411 119,314 QQQ, IVV, NVDA, AAPL 13F-HR 1/24/2025 000205336825000001