Financial Life Planners Portfolio Holdings by Sector

Financial Life Planners

$119 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ IVV IWM MDY EFA MGK SPY DIA 139 stocks	$72.9 Million 61.52% of portfolio	139	-	139	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD TSM AVGO MRVL ADI MCHP TXN 12 stocks	$11.7 Million 9.87% of portfolio	12	-	12	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL GPRO 2 stocks	$7.21 Million 6.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL HOOD NET CRWD ADBE GDDY TENB 11 stocks	$6.86 Million 5.79% of portfolio	11	-	11	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG 2 stocks	$3.26 Million 2.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$2.38 Million 2.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CHWY BABA 3 stocks	$1.95 Million 1.65% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW TTD DT COIN DDOG ADSK SAP 9 stocks	$1.37 Million 1.16% of portfolio	9	-	9	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY MRK ABBV JNJ BMY AZN PFE AMGN 8 stocks	$1.24 Million 1.04% of portfolio	8	-	8	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX TDG HWM BA GD NOC HEI 10 stocks	$1.18 Million 1.0% of portfolio	10	-	10	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META SNAP 3 stocks	$1.1 Million 0.93% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC C 4 stocks	$814,378 0.69% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM NIO RIVN 4 stocks	$703,536 0.59% of portfolio	4	-	4	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI UNH CVS 3 stocks	$388,466 0.33% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials OTIS GE PH ETN DOV ITW 6 stocks	$347,260 0.29% of portfolio	6	-	6	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$300,276 0.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM KD 3 stocks	$251,665 0.21% of portfolio	3	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK AMP CSQ GGN 4 stocks	$236,007 0.2% of portfolio	4	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN 2 stocks	$211,082 0.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR TT 2 stocks	$206,894 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW HLI GS 4 stocks	$203,351 0.17% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$191,364 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SRCE PNC FCNCA BANR USB TFC CFG HBAN 8 stocks	$180,146 0.15% of portfolio	8	-	8	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$171,924 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV PGR CB 3 stocks	$171,706 0.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP COF DFS MA 5 stocks	$157,321 0.13% of portfolio	5	-	5	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG ELF UL CL 4 stocks	$147,957 0.12% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM BP IMO CVX 4 stocks	$147,676 0.12% of portfolio	4	-	4	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$146,478 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET WMB FLNG LNG PAA KMI 6 stocks	$137,208 0.12% of portfolio	6	-	6	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FIX BLD FLR EME 4 stocks	$123,808 0.1% of portfolio	4	-	4	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$119,191 0.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW ABT SYK BSX MDT NNOX 6 stocks	$111,982 0.09% of portfolio	6	-	6	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$110,773 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$110,412 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG NEE SO ES DUK CMS D XEL 8 stocks	$105,410 0.09% of portfolio	8	-	8	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$93,161 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO RXRX VRTX NVAX 4 stocks	$87,512 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG MMC BRO 3 stocks	$87,166 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD APD CC ECL ALTO PPG 6 stocks	$85,181 0.07% of portfolio	6	-	6	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$83,251 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX 2 stocks	$81,501 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML KLAC 3 stocks	$77,872 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG HES 3 stocks	$68,850 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA SMG MOS 3 stocks	$65,738 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME SPGI MCO 3 stocks	$62,056 0.05% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CMCSA VZ T 4 stocks	$61,615 0.05% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Retail \| Real Estate ADC SPG 2 stocks	$54,082 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT 2 stocks	$53,837 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$50,805 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG 1 stocks	$43,741 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LOPE 1 stocks	$36,855 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$35,605 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$31,157 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC MFA 2 stocks	$28,474 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYM VTI 2 stocks	$27,981 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$27,402 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT AYI 2 stocks	$27,335 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$26,559 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET PRU 2 stocks	$25,856 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK CAH 3 stocks	$24,019 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$21,651 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV AAL 2 stocks	$20,183 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MTRN 1 stocks	$17,703 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$16,484 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EGP PLD 2 stocks	$14,768 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$13,963 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology ZBRA CSCO 2 stocks	$13,560 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$13,369 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$12,660 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM NCLH 2 stocks	$12,632 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Silver \| Basic Materials SVM 1 stocks	$11,463 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR WELL 2 stocks	$8,705 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$8,655 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$6,148 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV VNT 2 stocks	$4,624 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM ORLY BBWI 3 stocks	$3,586 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$3,466 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$3,435 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$2,929 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$2,517 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$2,515 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$2,409 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$2,003 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$1,422 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC 1 stocks	$1,009 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services DWAC 1 stocks	$205 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$104 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy DNOW 1 stocks	$26 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate ALEX 1 stocks	$22 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$21 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Financial Life Planners Portfolio Holdings by Sector

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