Financial Life Planners Quant / Systematic

Location: Tempe, AZ

CIK: 0002053368 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $139M (100.0% shares, 0.0% debt)

Holdings (61)

QQQ INVESCO QQQ TRUNIT SER 1 23.0%
Value $32.01M Shares 52,111 Est. Cost $519.30 Unrealized
IVV ISHARES TRCORE S&P500 ETF 20.6%
Value $28.72M Shares 41,934 Est. Cost $596.37 Unrealized
NVDA NVIDIA CORPORATIONCOM 10.4%
Value $14.42M Shares 77,337 Est. Cost $137.79 Unrealized +35.1%
AAPL APPLE INCCOM 4.9%
Value $6.763M Shares 24,876 Est. Cost $234.36 Unrealized +14.5%
PLTR PALANTIR TECHNOLOGIES INCCL A 3.8%
Value $5.246M Shares 29,513 Est. Cost $121.93 Unrealized +48.5%
HOOD ROBINHOOD MKTS INCCOM CL A 3.4%
Value $4.682M Shares 41,395 Est. Cost $63.62 Unrealized +104.4%
MSFT MICROSOFT CORPCOM 3.1%
Value $4.262M Shares 8,812 Est. Cost $422.35 Unrealized +18.5%
BRK/B BERKSHIRE HATHAWAY INC DELCL B NEW 2.7%
Value $3.747M Shares 7,454 Est. Cost $467.72 Unrealized +6.4%
MGK VANGUARD WORLD FDMEGA GRWTH IND 2.1%
Value $2.983M Shares 7,227 Est. Cost $343.94 Unrealized
ARKF ARK ETF TRBLOCKCHAIN & FIN 1.9%
Value $2.671M Shares 56,084 Est. Cost $51.29 Unrealized
AXON AXON ENTERPRISE INCCOM 1.9%
Value $2.656M Shares 4,677 Est. Cost $657.56 Unrealized -5.6%
COST COSTCO WHSL CORP NEWCOM 1.7%
Value $2.381M Shares 2,761 Est. Cost $931.32 Unrealized -2.7%
MDY SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP 1.7%
Value $2.341M Shares 3,881 Est. Cost $570.29 Unrealized
SPY SPDR S&P 500 ETF TRTR UNIT 1.5%
Value $2.025M Shares 2,969 Est. Cost $592.60 Unrealized
AMZN AMAZON COM INCCOM 1.4%
Value $2.012M Shares 8,718 Est. Cost $205.35 Unrealized +11.4%
BTCW WISDOMTREE BITCOIN FDSHS BEN INT 1.0%
Value $1.456M Shares 15,712 Est. Cost $108.32 Unrealized
DIA SPDR DOW JONES INDL AVERAGEUT SER 1 1.0%
Value $1.385M Shares 2,882 Est. Cost $425.66 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 0.8%
Value $1.112M Shares 53,999 Est. Cost $20.14 Unrealized
META META PLATFORMS INCCL A 0.6%
Value $803K Shares 1,216 Est. Cost $603.66 Unrealized +10.5%
NFLX NETFLIX INCCOM 0.6%
Value $794K Shares 8,469 Est. Cost $107.27 Unrealized +0.5%
VIG VANGUARD SPECIALIZED FUNDSDIV APP ETF 0.6%
Value $783K Shares 3,562 Est. Cost $196.93 Unrealized
TSLA TESLA INCCOM 0.5%
Value $688K Shares 1,530 Est. Cost $321.74 Unrealized +37.8%
GS GOLDMAN SACHS GROUP INCCOM 0.5%
Value $673K Shares 765 Est. Cost $658.62 Unrealized +23.5%
BAC BANK AMERICA CORPCOM 0.5%
Value $660K Shares 11,997 Est. Cost $42.83 Unrealized +23.0%
IWF ISHARES TRRUS 1000 GRW ETF 0.5%
Value $658K Shares 1,390 Est. Cost $401.32 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB 0.5%
Value $641K Shares 32,726 Est. Cost $19.43 Unrealized
XLF SELECT SECTOR SPDR TRSTATE STREET FIN 0.5%
Value $636K Shares 11,620 Est. Cost $49.15 Unrealized
RTX RTX CORPORATIONCOM 0.4%
Value $624K Shares 3,401 Est. Cost $118.27 Unrealized +46.6%
AVGO BROADCOM INCCOM 0.4%
Value $605K Shares 1,749 Est. Cost $344.31 Unrealized +3.7%
HWM HOWMET AEROSPACE INCCOM 0.4%
Value $558K Shares 2,723 Est. Cost $145.51 Unrealized +36.8%
V VISA INCCOM CL A 0.4%
Value $507K Shares 1,447 Est. Cost $337.93 Unrealized +0.7%
SPYM SPDR SERIES TRUSTSTATE STREET SPD 0.3%
Value $470K Shares 5,865 Est. Cost $68.94 Unrealized
NRG NRG ENERGY INCCOM NEW 0.3%
Value $470K Shares 2,954 Est. Cost $104.40 Unrealized +58.3%
VUG VANGUARD INDEX FDSGROWTH ETF 0.3%
Value $464K Shares 951 Est. Cost $410.54 Unrealized
CRM SALESFORCE INCCOM 0.3%
Value $455K Shares 1,717 Est. Cost $316.76 Unrealized -21.7%
VOO VANGUARD INDEX FDSS&P 500 ETF SHS 0.3%
Value $439K Shares 700 Est. Cost $531.50 Unrealized
IWM ISHARES TRRUSSELL 2000 ETF 0.3%
Value $431K Shares 1,752 Est. Cost $222.51 Unrealized
IJH ISHARES TRCORE S&P MCP ETF 0.3%
Value $410K Shares 6,217 Est. Cost $62.31 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VIFT VEST US EQT 0.3%
Value $404K Shares 8,249 Est. Cost $42.63 Unrealized
VONV VANGUARD SCOTTSDALE FDSVNG RUS1000VAL 0.3%
Value $401K Shares 4,340 Est. Cost $81.24 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB 0.3%
Value $396K Shares 20,059 Est. Cost $19.49 Unrealized
GOOG ALPHABET INCCAP STK CL C 0.3%
Value $396K Shares 1,261 Est. Cost $185.76 Unrealized +54.1%
SLV ISHARES SILVER TRISHARES 0.3%
Value $379K Shares 5,876 Est. Cost $42.37 Unrealized
VNQ VANGUARD INDEX FDSREAL ESTATE ETF 0.3%
Value $371K Shares 4,189 Est. Cost $89.07 Unrealized
IWD ISHARES TRRUS 1000 VAL ETF 0.3%
Value $360K Shares 1,713 Est. Cost $185.37 Unrealized
VST VISTRA CORPCOM 0.2%
Value $320K Shares 1,986 Est. Cost $189.37 Unrealized -3.9%
JPM JPMORGAN CHASE & CO.COM 0.2%
Value $294K Shares 912 Est. Cost $235.25 Unrealized +31.6%
ORCL ORACLE CORPCOM 0.2%
Value $281K Shares 1,442 Est. Cost $175.85 Unrealized +35.4%
NOW SERVICENOW INCCOM 0.2%
Value $279K Shares 1,820 Est. Cost $177.57 Unrealized -3.4%
GE GE AEROSPACECOM NEW 0.2%
Value $271K Shares 878 Est. Cost $276.40 Unrealized +8.8%
GOOGL ALPHABET INCCAP STK CL A 0.2%
Value $270K Shares 863 Est. Cost $209.20 Unrealized +36.5%
CI THE CIGNA GROUPCOM 0.2%
Value $245K Shares 891 Est. Cost $311.40 Unrealized -10.3%
XOM EXXON MOBIL CORPCOM 0.2%
Value $235K Shares 1,950 Est. Cost $110.13 Unrealized +4.9%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS 0.2%
Value $231K Shares 760 Est. Cost $284.23 Unrealized
IJK ISHARES TRS&P MC 400GR ETF 0.2%
Value $228K Shares 2,354 Est. Cost $90.93 Unrealized
IGV ISHARES TREXPANDED TECH 0.2%
Value $228K Shares 2,156 Est. Cost $92.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.2%
Value $221K Shares 745 Est. Cost $231.57 Unrealized +29.0%
QLD PROSHARES TRPSHS ULTRA QQQ 0.2%
Value $218K Shares 3,094 Est. Cost $92.36 Unrealized
APP APPLOVIN CORPCOM CL A 0.2%
Value $217K Shares 322 Est. Cost $477.93 Unrealized +31.8%
IJT ISHARES TRS&P SML 600 GWT 0.2%
Value $210K Shares 1,490 Est. Cost $141.50 Unrealized
DHI D R HORTON INCCOM 0.1%
Value $202K Shares 1,402 Est. Cost $156.63 Unrealized -2.9%