Good-Life-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ENVX",
  "HIO",
  "JOBY",
  "GDX",
  null,
  "OSK",
  "AAL",
  "SMCI",
  "ARM",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  null,
  null,
  null,
  "CSQ",
  null,
  "RQI",
  "UTF",
  null,
  null,
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  "ETG",
  "DUK",
  "NUV",
  "EIM",
  "D",
  "MGX",
  null,
  null,
  "UTG",
  null,
  null,
  "FGB",
  null,
  null,
  "GPCR",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "GIS",
  "BWAY",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "FE",
  "FULT",
  "QCOM",
  null,
  "FSCO",
  "GLAD",
  null,
  null,
  "ULCC",
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  "NAT",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "UWMC",
  null,
  "IONQ",
  "BBN",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "AISPW",
  "MPC",
  "MMC",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "EXC",
  "GAB",
  "GE",
  null,
  "NVS",
  "NU",
  "IBRX",
  "OXY",
  "BX",
  "HSY",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "PAYX",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "RY",
  null,
  null,
  null,
  null,
  "SHOP",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "MET",
  "SOUN",
  "VV",
  "RCL",
  "SCHW",
  "SUN",
  null,
  null,
  null,
  "KYN",
  "NJR",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "GUT",
  null,
  "VIG",
  "LYG",
  "TTE",
  null,
  "TSCO",
  "SU",
  "SNY",
  "IEF",
  "TSM",
  "GSK",
  "OHI",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  null,
  "DD",
  null,
  null,
  null,
  null,
  "UGI",
  "AON",
  "AFL",
  "AMD",
  "X",
  "SDY",
  "F",
  null,
  "WM",
  "IWR",
  null,
  null,
  "CAH",
  "AEP",
  "CMPS",
  "LSTR",
  "RACE",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "PLUG",
  null,
  null,
  "FNB",
  null,
  null,
  "HBAN",
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  null,
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MTB",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "NSC",
  null,
  "SO",
  null,
  "PPL",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "GAP",
  "MCK",
  "NVT",
  null,
  "SPYV",
  null,
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BMY",
  "BTI",
  "CCL",
  "IGR",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COMP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "DELL",
  "DE",
  "DLR",
  "DOCU",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 494
Total Value: 1419766665
Accession Number: 0001085146-25-002145
Form Type: 13F-HR
CIK: good-life-advisors
Manager Name: Good-Life-Advisors

Data Enrichment

60% identified

297 identified197 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

494 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 25

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Meta Platforms, Inc.

META|30303M102

Shares:12.2K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.4B)

97717X669

Shares:87.9K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:12.5K

Value:$6.7M

% of Portfolio:0.5% ($6.7M/$1.4B)

46654Q609

Shares:87.8K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.4B)

33738D879

Shares:265.4K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.4B)

78464A672

Shares:217.9K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.4B)

25434V609

Shares:117.7K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.4B)

33738R662

Shares:162.9K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.4B)

464287804

IJR|464287804

Shares:56.0K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.4B)

14020G101

Shares:169.3K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.4B)

97717X784

Shares:88.1K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.4B)

921937819

BIV|921937819

Shares:73.2K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.4B)

33733E823

Shares:187.7K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.4B)

EXXON MOBIL CORP

XOM|30231G102

Shares:46.9K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.4B)

NETFLIX INC

NFLX|64110L106

Shares:5.9K

Value:$5.5M

% of Portfolio:0.4% ($5.5M/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:18.6K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.4B)

46434V621

DGRO|46434V621

Shares:86.7K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.4B)

Tesla, Inc.

TSLA|88160R101

Shares:20.6K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.4B)

Walmart Inc.

WMT|931142103

Shares:60.2K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.4B)

33738R605

Shares:96.2K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	12.2K	QoQ +1.66% (+199) YoY +26.37% (+2.5K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.4B)	QoQ +0.06% (+$4.8K) YoY +50.00% (+$2.3M)
(cusip97717X669)✕	87.9K	QoQ -2.43% (-2.2K) YoY +3.58% (+3.0K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.4B)	QoQ -3.72% (-$271.1K) YoY +8.57% (+$554.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	12.5K	QoQ +11.47% (+1.3K) YoY +137.56% (+7.3K)	All Managers (Combined)	$6.7M	0.5% ($6.7M/$1.4B)	QoQ +30.97% (+$1.6M) YoY +200.87% (+$4.5M)
(cusip46654Q609)✕	87.8K	QoQ +36.52% (+23.5K) YoY +1246.65% (+81.3K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.4B)	QoQ +24.32% (+$1.3M) YoY +1315.33% (+$6.0M)
(cusip33738D879)✕	265.4K	QoQ +49.60% (+88.0K) YoY +826.35% (+236.8K)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.4B)	QoQ +46.39% (+$2.0M) YoY +797.59% (+$5.6M)
(cusip78464A672)✕	217.9K	QoQ +37.16% (+59.0K) YoY +2371.72% (+209.1K)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.4B)	QoQ +40.60% (+$1.8M) YoY +2406.90% (+$6.0M)
(cusip25434V609)✕	117.7K	QoQ -5.64% (-7.0K) YoY NEW(+117.7K)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.4B)	QoQ -12.71% (-$882.2K) YoY NEW(+$6.1M)
(cusip33738R662)✕	162.9K	QoQ +29.20% (+36.8K) YoY +2512.70% (+156.6K)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.4B)	QoQ +39.42% (+$1.7M) YoY +2636.43% (+$5.7M)
(IJRcusip464287804)	56.0K	QoQ +0.06% (-39) YoY +28.56% (+12.4K)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.4B)	QoQ -9.18% (-$592.1K) YoY +21.64% (+$1.0M)
(cusip14020G101)✕	169.3K	QoQ -2.25% (-3.9K) YoY +37.90% (+46.5K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.4B)	QoQ -9.93% (-$639.5K) YoY +47.65% (+$1.9M)
(cusip97717X784)✕	88.1K	QoQ +20.82% (+15.2K) YoY +106.14% (+45.3K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.4B)	QoQ +21.73% (+$1.0M) YoY +108.48% (+$3.0M)
(BIVcusip921937819)	73.2K	QoQ +1.72% (+1.2K) YoY +154.75% (+44.5K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.4B)	QoQ +4.23% (+$227.6K) YoY +158.71% (+$3.4M)
(cusip33733E823)✕	187.7K	QoQ +27.13% (+40.1K) YoY +1117.45% (+172.3K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.4B)	QoQ +20.45% (+$948.2K) YoY +1079.40% (+$5.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	46.9K	QoQ +1.01% (+471) YoY +11.59% (+4.9K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.4B)	QoQ +11.68% (+$583.1K) YoY +14.17% (+$691.9K)
NETFLIX INC(NFLXcusip64110L106)	5.9K	QoQ +7.02% (+384) YoY +227.05% (+4.1K)	All Managers (Combined)	$5.5M	0.4% ($5.5M/$1.4B)	QoQ +11.97% (+$583.4K) YoY +402.17% (+$4.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	18.6K	QoQ +2.14% (+391) YoY +45.39% (+5.8K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.4B)	QoQ +21.55% (+$951.1K) YoY +103.64% (+$2.7M)
(DGROcusip46434V621)	86.7K	QoQ +58.76% (+32.1K) YoY +580.81% (+74.0K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.4B)	QoQ +59.90% (+$2.0M) YoY +624.45% (+$4.6M)
Tesla, Inc.(TSLAcusip88160R101)	20.6K	QoQ +8.67% (-1.6K) YoY +6.41% (+1.2K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.4B)	QoQ -30.26% (-$2.3M) YoY +56.88% (+$1.9M)
Walmart Inc.(WMTcusip931142103)	60.2K	QoQ +0.65% (-393) YoY +5.89% (+3.3K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.4B)	QoQ -2.19% (-$118.6K) YoY +54.50% (+$1.9M)
(cusip33738R605)✕	96.2K	QoQ -17.86% (-20.9K) YoY -37.54% (-57.8K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.4B)	QoQ -23.70% (-$1.6M) YoY -40.12% (-$3.5M)