Financial Life Planners
data from 30/09/2025
Capitalization
$ 148.841 M
21.09 %
Performance
$ 18.487 M
17.09 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | QQQ | INVESCO QQQ TR | 20.54% | 30.575 M $ | 50928 | 2024/12/31 | 2.402 M $ | 8.83 % |
| 2025/09/30 | IVV | ISHARES TR | 18.43% | 27.436 M $ | 40992 | 2024/12/31 | 1.909 M $ | 7.80 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 9.71% | 14.458 M $ | 77489 | 2024/12/31 | 2.248 M $ | 18.10 % |
| 2025/09/30 | AAPL | APPLE INC | 4.25% | 6.322 M $ | 24828 | 2024/12/31 | 1.289 M $ | 24.11 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 3.91% | 5.826 M $ | 40687 | 2024/12/31 | 1.883 M $ | 52.92 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 3.54% | 5.276 M $ | 28921 | 2025/06/30 | 1.231 M $ | 33.82 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.10% | 4.610 M $ | 8900 | 2024/12/31 | 186.092 K $ | 4.13 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.60% | 3.865 M $ | 7688 | 2024/12/31 | 135.743 K $ | 3.49 % |
| 2025/09/30 | AXON | AXON ENTERPRISE INC | 2.55% | 3.791 M $ | 5282 | 2024/12/31 | -552.161 K $ | -13.32 % |
| 2025/09/30 | MGK | VANGUARD WORLD FD | 1.98% | 2.940 M $ | 7305 | 2024/12/31 | 264.516 K $ | 9.90 % |
| 2025/09/30 | ARKF | ARK ETF TR | 1.89% | 2.818 M $ | 49612 | 2025/06/30 | 249.476 K $ | 13.06 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 1.75% | 2.604 M $ | 2814 | 2024/12/31 | -180.068 K $ | -6.50 % |
| 2025/09/30 | MDY | SPDR S&P MIDCAP 400 ETF TR | 1.57% | 2.333 M $ | 3914 | 2024/12/31 | 119.322 K $ | 5.22 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 1.26% | 1.873 M $ | 2812 | 2024/12/31 | 133.294 K $ | 7.82 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.25% | 1.853 M $ | 8441 | 2024/12/31 | 1.538 K $ | 0.08 % |
| 2025/09/30 | BTCW | WISDOMTREE BITCOIN FD | 1.14% | 1.698 M $ | 14005 | 2024/12/31 | 71.494 K $ | 6.17 % |
| 2025/09/30 | DIA | SPDR DOW JONES INDL AVERAGE | 0.89% | 1.332 M $ | 2872 | 2024/12/31 | 70.609 K $ | 5.24 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.79% | 1.176 M $ | 981 | 2024/12/31 | -135.302 K $ | -10.47 % |
| 2025/09/30 | BSCS | INVESCO EXCH TRD SLF IDX FD | 0.78% | 1.155 M $ | 56165 | 2024/12/31 | 4.530 K $ | 0.39 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.60% | 888.068 K $ | 1209 | 2024/12/31 | -4.299 K $ | -0.50 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 0.51% | 762.431 K $ | 3533 | 2024/12/31 | 37.118 K $ | 5.43 % |
| 2025/09/30 | BSCP | INVESCO EXCH TRD SLF IDX FD | 0.51% | 761.463 K $ | 36803 | 2024/12/31 | 388.000 $ | 0.05 % |
| 2025/09/30 | TSLA | TESLA INC | 0.46% | 683.932 K $ | 1538 | 2024/12/31 | 200.627 K $ | 39.99 % |
| 2025/09/30 | IWF | ISHARES TR | 0.44% | 650.283 K $ | 1388 | 2024/12/31 | 60.792 K $ | 10.32 % |
| 2025/09/30 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 0.44% | 649.891 K $ | 33225 | 2024/12/31 | 1.388 K $ | 0.20 % |
| 2025/09/30 | XLF | SELECT SECTOR SPDR TR | 0.42% | 627.969 K $ | 11657 | 2024/12/31 | 21.622 K $ | 2.86 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.42% | 623.475 K $ | 12085 | 2024/12/31 | 51.346 K $ | 9.02 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.38% | 566.910 K $ | 3388 | 2024/12/31 | 71.686 K $ | 14.59 % |
| 2025/09/30 | V | VISA INC | 0.36% | 538.843 K $ | 1578 | 2024/12/31 | -19.507 K $ | -3.85 % |
| 2025/09/30 | HWM | HOWMET AEROSPACE INC | 0.35% | 514.781 K $ | 2623 | 2024/12/31 | 20.502 K $ | 5.43 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.33% | 483.794 K $ | 608 | 2024/12/31 | 41.996 K $ | 12.51 % |
| 2025/09/30 | SPLG | SPDR SERIES TRUST | 0.31% | 458.095 K $ | 5848 | 2024/12/31 | 32.939 K $ | 7.77 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.31% | 455.051 K $ | 949 | 2024/12/31 | 39.067 K $ | 9.40 % |
| 2025/09/30 | NRG | NRG ENERGY INC | 0.29% | 434.722 K $ | 2684 | 2024/12/31 | 3.844 K $ | 0.85 % |
| 2025/09/30 | CRM | SALESFORCE INC | 0.29% | 434.134 K $ | 1832 | 2024/12/31 | -66.169 K $ | -13.09 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.29% | 427.108 K $ | 697 | 2024/12/31 | 30.867 K $ | 7.81 % |
| 2025/09/30 | IWM | ISHARES TR | 0.28% | 417.796 K $ | 1727 | 2024/12/31 | 42.787 K $ | 12.13 % |
| 2025/09/30 | IJH | ISHARES TR | 0.28% | 415.115 K $ | 6361 | 2024/12/31 | 20.914 K $ | 5.22 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.27% | 408.273 K $ | 4466 | 2024/12/31 | 11.172 K $ | 2.65 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.27% | 404.730 K $ | 1439 | 2024/12/31 | 89.907 K $ | 28.64 % |
| 2025/09/30 | FOCT | FIRST TR EXCHNG TRADED FD VI | 0.26% | 391.898 K $ | 8249 | 2024/12/31 | 22.602 K $ | 6.12 % |
| 2025/09/30 | BSCR | INVESCO EXCH TRD SLF IDX FD | 0.26% | 391.380 K $ | 19857 | 2024/12/31 | 1.243 K $ | 0.31 % |
| 2025/09/30 | VONV | VANGUARD SCOTTSDALE FDS | 0.26% | 385.800 K $ | 4317 | 2024/12/31 | 17.875 K $ | 4.88 % |
| 2025/09/30 | IWD | ISHARES TR | 0.24% | 361.360 K $ | 1775 | 2024/12/31 | 19.393 K $ | 4.82 % |
| 2025/09/30 | NOW | SERVICENOW INC | 0.23% | 334.982 K $ | 364 | 2024/12/31 | -43.012 K $ | -10.49 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.20% | 297.448 K $ | 1221 | 2025/03/31 | 84.486 K $ | 37.29 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.19% | 286.435 K $ | 908 | 2024/12/31 | 22.227 K $ | 8.80 % |
| 2025/09/30 | CI | THE CIGNA GROUP | 0.17% | 255.386 K $ | 886 | 2024/12/31 | -37.335 K $ | -12.81 % |
| 2025/09/30 | SLV | ISHARES SILVER TR | 0.17% | 248.967 K $ | 5876 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DHI | D R HORTON INC | 0.16% | 237.305 K $ | 1400 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IGV | ISHARES TR | 0.16% | 232.831 K $ | 2024 | 2025/03/31 | 11.152 K $ | 5.03 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.15% | 229.099 K $ | 762 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IJK | ISHARES TR | 0.15% | 225.282 K $ | 2349 | 2024/12/31 | 11.872 K $ | 5.40 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.15% | 217.969 K $ | 1933 | 2024/12/31 | 9.484 K $ | 4.59 % |
| 2025/09/30 | IJT | ISHARES TR | 0.14% | 210.412 K $ | 1487 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.14% | 209.958 K $ | 864 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.14% | 209.009 K $ | 741 | 2024/12/31 | -9.477 K $ | -4.28 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.14% | 208.377 K $ | 290 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWO | ISHARES TR | 0.13% | 193.089 K $ | 603 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VST | VISTRA CORP | 0.12% | 183.923 K $ | 939 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IYE | ISHARES TR | 0.12% | 174.964 K $ | 3682 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SRCE | 1ST SOURCE CORP | 0.12% | 173.471 K $ | 2818 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.11% | 170.115 K $ | 609 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.11% | 160.011 K $ | 450 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CARR | CARRIER GLOBAL CORPORATION | 0.11% | 159.689 K $ | 2675 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.10% | 155.524 K $ | 820 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | EFA | ISHARES TR | 0.10% | 151.473 K $ | 1622 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | FSK | FS KKR CAP CORP | 0.10% | 147.025 K $ | 9848 | 2024/12/31 | -56.209 K $ | -28.05 % |
| 2025/09/30 | NET | CLOUDFLARE INC | 0.10% | 143.776 K $ | 670 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MS | MORGAN STANLEY | 0.10% | 142.970 K $ | 899 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.10% | 142.812 K $ | 433 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ARM | ARM HOLDINGS PLC | 0.09% | 140.150 K $ | 991 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWB | ISHARES TR | 0.09% | 139.805 K $ | 383 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | QLD | PROSHARES TR | 0.09% | 139.464 K $ | 1016 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IJS | ISHARES TR | 0.09% | 137.243 K $ | 1241 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | WMT | WALMART INC | 0.09% | 135.999 K $ | 1320 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.09% | 133.851 K $ | 175 | 2024/12/31 | -19.869 K $ | -2.12 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.09% | 132.668 K $ | 820 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XLE | SELECT SECTOR SPDR TR | 0.09% | 130.704 K $ | 1463 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BIL | SPDR SERIES TRUST | 0.09% | 127.258 K $ | 1387 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OTIS | OTIS WORLDWIDE CORP | 0.08% | 123.870 K $ | 1355 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DVY | ISHARES TR | 0.08% | 123.631 K $ | 870 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IVE | ISHARES TR | 0.08% | 113.600 K $ | 550 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.08% | 113.124 K $ | 697 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TDG | TRANSDIGM GROUP INC | 0.08% | 112.986 K $ | 86 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.08% | 112.516 K $ | 778 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.07% | 109.960 K $ | 230 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.07% | 104.441 K $ | 1246 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XT | ISHARES TR | 0.07% | 104.228 K $ | 1449 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.07% | 103.758 K $ | 256 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TRV | TRAVELERS COMPANIES INC | 0.07% | 99.679 K $ | 357 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ACN | ACCENTURE PLC IRELAND | 0.06% | 93.765 K $ | 380 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.06% | 93.505 K $ | 332 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EW | EDWARDS LIFESCIENCES CORP | 0.06% | 93.324 K $ | 1200 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | THEMES ETF TR | 0.06% | 92.512 K $ | 800 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | VBR | VANGUARD INDEX FDS | 0.06% | 91.767 K $ | 440 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.06% | 88.105 K $ | 197 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SHY | ISHARES TR | 0.06% | 84.537 K $ | 1019 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SSO | PROSHARES TR | 0.06% | 82.498 K $ | 736 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.06% | 81.955 K $ | 3002 | 2025/09/30 | 0.000 $ | 0.00 % |