Financial-Life-Planners

Filing Details

13F-HR2025-03-31
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
Manager Name
Financial-Life-Planners
Data Enrichment
82% identified
68 identified15 unidentified

Holdings

83 positions • $102.7M total value
Manager:
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Page 5 of 5
MORGAN STANLEY
Shares:887
Value:$103.5K
% of Portfolio:0.1% ($103.5K/$102.7M)
VISA INC.
Shares:288
Value:$101.0K
% of Portfolio:0.1% ($101.0K/$102.7M)
COCA COLA CO
Shares:1.4K
Value:$100.7K
% of Portfolio:0.1% ($100.7K/$102.7M)