Financial-Life-Planners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ARM",
  "ACN",
  null,
  "GOOGL",
  "SRCE",
  "HD",
  null,
  "ISRG",
  "HWM",
  "META",
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "MS",
  "GE",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  null,
  "NOW",
  "RTX",
  null,
  "SPLG",
  "IBM",
  "CI",
  "TDG",
  "VNQ",
  "VIG",
  "IWO",
  "FSK",
  "AXON",
  null,
  "DHI",
  "AMZN",
  "IVE",
  null,
  "VUG",
  "MGK",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "DVY",
  null,
  "OTIS",
  "CRM",
  "DIA",
  "NRG",
  "BAC",
  "BRK-B",
  "CARR",
  "KO",
  "COST",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 83
Total Value: 102738971
Accession Number: 0002053368-25-000002
Form Type: 13F-HR
CIK: financial-life-planners
Manager Name: Financial-Life-Planners

Data Enrichment

82% identified

68 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $102.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921908844

VIG|921908844

Shares:3.3K

Value:$647.6K

% of Portfolio:0.6% ($647.6K/$102.7M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:1.1K

Value:$602.6K

% of Portfolio:0.6% ($602.6K/$102.7M)

922908553

VNQ|922908553

Shares:5.8K

Value:$522.5K

% of Portfolio:0.5% ($522.5K/$102.7M)

464287614

IWF|464287614

Shares:1.4K

Value:$515.1K

% of Portfolio:0.5% ($515.1K/$102.7M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$510.5K

% of Portfolio:0.5% ($510.5K/$102.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:12.1K

Value:$505.4K

% of Portfolio:0.5% ($505.4K/$102.7M)

464287507

IJH|464287507

Shares:8.1K

Value:$470.7K

% of Portfolio:0.5% ($470.7K/$102.7M)

RTX Corp

RTX|75513E101

Shares:3.3K

Value:$443.5K

% of Portfolio:0.4% ($443.5K/$102.7M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$443.4K

% of Portfolio:0.4% ($443.4K/$102.7M)

97720F101

Shares:4.8K

Value:$421.6K

% of Portfolio:0.4% ($421.6K/$102.7M)

92206C714

Shares:5.1K

Value:$420.0K

% of Portfolio:0.4% ($420.0K/$102.7M)

922908736

VUG|922908736

Shares:1.1K

Value:$395.2K

% of Portfolio:0.4% ($395.2K/$102.7M)

78464A854

SPLG|78464A854

Shares:6.0K

Value:$393.1K

% of Portfolio:0.4% ($393.1K/$102.7M)

464287598

IWD|464287598

Shares:2.1K

Value:$388.2K

% of Portfolio:0.4% ($388.2K/$102.7M)

46138J783

Shares:19.5K

Value:$381.4K

% of Portfolio:0.4% ($381.4K/$102.7M)

922908363

VOO|922908363

Shares:722

Value:$371.2K

% of Portfolio:0.4% ($371.2K/$102.7M)

33740F664

Shares:8.2K

Value:$342.3K

% of Portfolio:0.3% ($342.3K/$102.7M)

ServiceNow, Inc.

NOW|81762P102

Shares:417

Value:$332.0K

% of Portfolio:0.3% ($332.0K/$102.7M)

NETFLIX INC

NFLX|64110L106

Shares:321

Value:$299.2K

% of Portfolio:0.3% ($299.2K/$102.7M)

Cigna Group

CI|125523100

Shares:877

Value:$288.6K

% of Portfolio:0.3% ($288.6K/$102.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	3.3K	QoQ +0.48% (-16) YoY-	All Managers (Combined)	$647.6K	0.6% ($647.6K/$102.7M)	QoQ -0.45% (-$3.0K) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	1.1K	QoQ +41.83% (+338) YoY-	All Managers (Combined)	$602.6K	0.6% ($602.6K/$102.7M)	QoQ +25.55% (+$122.7K) YoY-
(VNQcusip922908553)	5.8K	QoQ -9.44% (-602) YoY-	All Managers (Combined)	$522.5K	0.5% ($522.5K/$102.7M)	QoQ -7.94% (-$45.1K) YoY-
(IWFcusip464287614)	1.4K	QoQ -0.34% (-5) YoY-	All Managers (Combined)	$515.1K	0.5% ($515.1K/$102.7M)	QoQ -10.36% (-$59.6K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ -0.20% (-4) YoY-	All Managers (Combined)	$510.5K	0.5% ($510.5K/$102.7M)	QoQ -20.01% (-$127.7K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	12.1K	QoQ -4.91% (-626) YoY-	All Managers (Combined)	$505.4K	0.5% ($505.4K/$102.7M)	QoQ -9.69% (-$54.3K) YoY-
(IJHcusip464287507)	8.1K	QoQ -2.05% (-169) YoY-	All Managers (Combined)	$470.7K	0.5% ($470.7K/$102.7M)	QoQ -8.27% (-$42.5K) YoY-
RTX Corp(RTXcusip75513E101)	3.3K	QoQ -0.29% (-10) YoY-	All Managers (Combined)	$443.5K	0.4% ($443.5K/$102.7M)	QoQ +14.14% (-$55.0K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ -1.44% (-25) YoY-	All Managers (Combined)	$443.4K	0.4% ($443.4K/$102.7M)	QoQ -36.74% (-$257.6K) YoY-
(cusip97720F101)✕	4.8K	QoQ +16.94% (+700) YoY-	All Managers (Combined)	$421.6K	0.4% ($421.6K/$102.7M)	QoQ +3.44% (+$14.0K) YoY-
(cusip92206C714)✕	5.1K	QoQ +0.45% (+23) YoY-	All Managers (Combined)	$420.0K	0.4% ($420.0K/$102.7M)	QoQ +2.05% (+$8.5K) YoY-
(VUGcusip922908736)	1.1K	QoQ +0.18% (-2) YoY-	All Managers (Combined)	$395.2K	0.4% ($395.2K/$102.7M)	QoQ -9.53% (-$41.6K) YoY-
(SPLGcusip78464A854)	6.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$393.1K	0.4% ($393.1K/$102.7M)	QoQ -4.61% (-$19.0K) YoY-
(IWDcusip464287598)	2.1K	QoQ +7.33% (+141) YoY-	All Managers (Combined)	$388.2K	0.4% ($388.2K/$102.7M)	QoQ +9.07% (+$32.3K) YoY-
(cusip46138J783)✕	19.5K	QoQ +1.03% (+200) YoY-	All Managers (Combined)	$381.4K	0.4% ($381.4K/$102.7M)	QoQ +1.60% (+$6.0K) YoY-
(VOOcusip922908363)	722	QoQ +52.00% (+247) YoY-	All Managers (Combined)	$371.2K	0.4% ($371.2K/$102.7M)	QoQ +44.55% (+$114.4K) YoY-
(cusip33740F664)✕	8.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$342.3K	0.3% ($342.3K/$102.7M)	QoQ -2.65% (-$9.3K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	417	QoQ +10.02% (-38) YoY-	All Managers (Combined)	$332.0K	0.3% ($332.0K/$102.7M)	QoQ -17.37% (-$69.8K) YoY-
NETFLIX INC(NFLXcusip64110L106)	321	QoQ +0.62% (+2) YoY-	All Managers (Combined)	$299.2K	0.3% ($299.2K/$102.7M)	QoQ +5.27% (+$15.0K) YoY-
Cigna Group(CIcusip125523100)	877	QoQ -1.01% (-9) YoY-	All Managers (Combined)	$288.6K	0.3% ($288.6K/$102.7M)	QoQ +17.91% (-$43.9K) YoY-