LF
| |
LifeSteps Financial, Inc.13F | |
| LifeSteps Financial, Inc. | |
| Last update 2025-04-24 | 82 Stocks (1 new) |
| Value $123.00 Mil | Turnover 2 % |
LifeSteps Financial, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 38,382 | 17,998.1 | +0.98% | 14.600 | +0.14% | 0.010 | +24.00% | +10.41% | 358,968.8 | ||
SPY | SPDR S&P 500 ETF Trust | 30,221 | 16,905.5 | -0.61% | 13.710 | -0.08% | 0.000 | +18.60% | +8.67% | 653,231.6 | ||
AAPL | Apple Inc | 31,179 | 6,925.7 | -9.05% | 5.620 | -0.60% | 0.000 | +4.92% | -14.19% | 3,201,867.7 | Hardware | |
NVDA | NVIDIA Corp | 47,976 | 5,199.7 | -2.31% | 4.220 | -0.12% | 0.000 | +66.22% | +27.14% | 4,163,321.8 | Semiconductors | |
MSFT | Microsoft Corp | 13,693 | 5,140.1 | -3.39% | 4.170 | -0.16% | 0.000 | +35.21% | +20.34% | 3,755,503.1 | Software | |
SDY | SPDR Dividend ETF | 29,412 | 3,990.6 | +1.00% | 3.240 | +0.03% | 0.020 | +8.52% | +7.27% | 20,490.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 66,276 | 3,867.2 | +0.26% | 3.140 | +0.01% | 0.000 | +15.95% | +3.84% | 98,602.1 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 29,647 | 3,823.3 | -2.47% | 3.100 | -0.07% | 0.010 | +12.57% | +8.22% | 59,598.9 | ||
VTV | Vanguard Value ETF | 20,424 | 3,528.0 | +22.27% | 2.860 | +0.52% | 0.000 | +10.99% | +7.72% | 135,329.9 | ||
XLK | Technology Select Sector SPDR ETF | 14,613 | 3,017.3 | -0.23% | 2.450 | -0.01% | 0.000 | +31.58% | +12.26% | 82,662.8 |
LifeSteps Financial, Inc.'s Historical Top Holdings Breakdowns
LifeSteps Financial, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.60% | 209.68 ($231.67) 247.1 | $214.38 | -7.47% | Reduce -9.05% | 31,179 | -3,101 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.52% | 167.73 ($174.39) 179.21 | $180.31 | 3.40% | Add 22.27% | 20,424 | 3,720 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.51% | 27.01 ($27.88) 28.54 | $27.34 | -1.92% | Add 33.55% | 90,020 | 22,617 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.36% | 63.17 ($72.04) 81.49 | $91.08 | 26.44% | New holding | 6,132 | 6,132 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.20% | 369.1 ($404.54) 427.61 | $449.68 | 11.16% | Reduce -12.73% | 4,408 | -643 | |
SRE | Sempra | 2025-03-31 | Sold Out Sold Out | -0.17% | 67.85 ($77.91) 87.67 | $78.91 | 1.28% | Sold Out | 0 | -2,564 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.16% | 375.39 ($407.71) 447.2 | $505.28 | 23.93% | Reduce -3.39% | 13,693 | -481 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Add Add | +0.15% | 25.58 ($27.85) 29.24 | $29.11 | 4.51% | Add 9.67% | 77,891 | 6,868 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.14% | 468.34 ($508.07) 539.52 | $563.00 | 10.81% | Add 0.98% | 38,382 | 372 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.12% | 106.98 ($126.74) 149.43 | $170.72 | 34.70% | Reduce -2.31% | 47,976 | -1,133 |
LifeSteps Financial, Inc. Total Holding History ($B)
LifeSteps Financial, Inc.'s Asset Allocation
LifeSteps Financial, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LifeSteps Financial, Inc.'s Hypothetical Growth since 2025-03-31
LifeSteps Financial, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LifeSteps Financial, Inc.'s Holdings Heat Map
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LifeSteps Financial, Inc.'s Holdings Bubble Chart
LifeSteps Financial, Inc. News
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