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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464287606

IJK|464287606

Shares:3.2K

Value:$269.7K

% of Portfolio:0.3% ($269.7K/$102.7M)

Alphabet Inc.

GOOG|02079K107

Shares:1.7K

Value:$260.1K

% of Portfolio:0.3% ($260.1K/$102.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.9K

Value:$225.8K

% of Portfolio:0.2% ($225.8K/$102.7M)

NRG ENERGY, INC.

NRG|629377508

Shares:2.4K

Value:$225.5K

% of Portfolio:0.2% ($225.5K/$102.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:410

Value:$224.1K

% of Portfolio:0.2% ($224.1K/$102.7M)

ORACLE CORP

ORCL|68389X105

Shares:1.4K

Value:$200.0K

% of Portfolio:0.2% ($200.0K/$102.7M)

FS KKR Capital Corp

FSK|302635206

Shares:9.5K

Value:$198.6K

% of Portfolio:0.2% ($198.6K/$102.7M)

464287887

IJT|464287887

Shares:1.6K

Value:$196.9K

% of Portfolio:0.2% ($196.9K/$102.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:794

Value:$194.8K

% of Portfolio:0.2% ($194.8K/$102.7M)

464287796

Shares:3.6K

Value:$179.9K

% of Portfolio:0.2% ($179.9K/$102.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.2K

Value:$178.3K

% of Portfolio:0.2% ($178.3K/$102.7M)

HORTON D R INC /DE/

DHI|23331A109

Shares:1.4K

Value:$177.7K

% of Portfolio:0.2% ($177.7K/$102.7M)

46137V357

RSP|46137V357

Shares:1.0K

Value:$177.5K

% of Portfolio:0.2% ($177.5K/$102.7M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:2.7K

Value:$170.5K

% of Portfolio:0.2% ($170.5K/$102.7M)

1ST SOURCE CORP

SRCE|336901103

Shares:2.8K

Value:$166.5K

% of Portfolio:0.2% ($166.5K/$102.7M)

46428Q109

Shares:5.2K

Value:$162.5K

% of Portfolio:0.2% ($162.5K/$102.7M)

46434V381

Shares:2.7K

Value:$158.1K

% of Portfolio:0.2% ($158.1K/$102.7M)

Accenture plc

ACN|G1151C101

Shares:505

Value:$157.5K

% of Portfolio:0.2% ($157.5K/$102.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:632

Value:$157.2K

% of Portfolio:0.2% ($157.2K/$102.7M)

464287648

IWO|464287648

Shares:602

Value:$153.8K

% of Portfolio:0.1% ($153.8K/$102.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJKcusip464287606)	3.2K	QoQ -9.40% (-336) YoY-	All Managers (Combined)	$269.7K	0.3% ($269.7K/$102.7M)	QoQ -17.01% (-$55.3K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$260.1K	0.3% ($260.1K/$102.7M)	QoQ NEW(+$260.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	1.9K	QoQ +76.55% (+823) YoY-	All Managers (Combined)	$225.8K	0.2% ($225.8K/$102.7M)	QoQ +95.17% (+$110.1K) YoY-
NRG ENERGY, INC.(NRGcusip629377508)	2.4K	QoQ +11.36% (+241) YoY-	All Managers (Combined)	$225.5K	0.2% ($225.5K/$102.7M)	QoQ +17.83% (+$34.1K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	410	QoQ +1608.33% (+386) YoY-	All Managers (Combined)	$224.1K	0.2% ($224.1K/$102.7M)	QoQ +1522.95% (+$210.3K) YoY-
ORACLE CORP(ORCLcusip68389X105)	1.4K	QoQ -1.51% (-22) YoY-	All Managers (Combined)	$200.0K	0.2% ($200.0K/$102.7M)	QoQ -17.30% (-$41.9K) YoY-
FS KKR Capital Corp(FSKcusip302635206)	9.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$198.6K	0.2% ($198.6K/$102.7M)	QoQ -3.54% (-$7.3K) YoY-
(IJTcusip464287887)	1.6K	QoQ -11.17% (-199) YoY-	All Managers (Combined)	$196.9K	0.2% ($196.9K/$102.7M)	QoQ -18.26% (-$44.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	794	QoQ +13.42% (+94) YoY-	All Managers (Combined)	$194.8K	0.2% ($194.8K/$102.7M)	QoQ +15.94% (+$26.8K) YoY-
(cusip464287796)✕	3.6K	QoQ -5.29% (-204) YoY-	All Managers (Combined)	$179.9K	0.2% ($179.9K/$102.7M)	QoQ +2.44% (-$4.3K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.2K	QoQ -61.63% (-1.9K) YoY-	All Managers (Combined)	$178.3K	0.2% ($178.3K/$102.7M)	QoQ -68.76% (-$392.5K) YoY-
HORTON D R INC /DE/(DHIcusip23331A109)	1.4K	QoQ +0.07% (-1) YoY-	All Managers (Combined)	$177.7K	0.2% ($177.7K/$102.7M)	QoQ -8.99% (-$17.6K) YoY-
(RSPcusip46137V357)	1.0K	QoQ -19.92% (-255) YoY-	All Managers (Combined)	$177.5K	0.2% ($177.5K/$102.7M)	QoQ -20.79% (-$46.6K) YoY-
CARRIER GLOBAL Corp(CARRcusip14448C104)	2.7K	QoQ +0.33% (-9) YoY-	All Managers (Combined)	$170.5K	0.2% ($170.5K/$102.7M)	QoQ -6.79% (-$12.4K) YoY-
1ST SOURCE CORP(SRCEcusip336901103)	2.8K	QoQ +239.09% (+2.0K) YoY-	All Managers (Combined)	$166.5K	0.2% ($166.5K/$102.7M)	QoQ +247.28% (+$118.5K) YoY-
(cusip46428Q109)✕	5.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$162.5K	0.2% ($162.5K/$102.7M)	QoQ +17.69% (+$24.4K) YoY-
(cusip46434V381)✕	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$158.1K	0.2% ($158.1K/$102.7M)	QoQ -3.50% (-$5.7K) YoY-
Accenture plc(ACNcusipG1151C101)	505	QoQ -0.78% (-4) YoY-	All Managers (Combined)	$157.5K	0.2% ($157.5K/$102.7M)	QoQ -12.03% (-$21.5K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	632	QoQ +92.09% (+303) YoY-	All Managers (Combined)	$157.2K	0.2% ($157.2K/$102.7M)	QoQ +116.65% (+$84.7K) YoY-
(IWOcusip464287648)	602	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$153.8K	0.1% ($153.8K/$102.7M)	QoQ -11.09% (-$19.2K) YoY-