HoldingsChannel.com
LifeSteps Financial Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 43,030 +1,291 $11,091
     SPY43,030+1,291$11,091
INVESCO QQQ TR 42,785 +431 $8,146
     QQQ42,785+431$8,146
SPDR SER TR (SDY) 44,505 -2,277 $3,554
     SDY44,505-2,277$3,554
ISHARES TR (IJH) 21,722 -589 $3,125
     IJH21,722-589$3,125
SPDR SER TR (SPTS) 100,130 +29,444 $3,076
     SPTS100,130+29,444$3,076
APPLE INC 11,689 +492 $2,973
     AAPL11,689+492$2,973
VANGUARD WHITEHALL FDS (VYM) 41,972 -2,977 $2,970
     VYM41,972-2,977$2,970
ISHARES TR (IBDL) 110,195 +4,198 $2,778
     IBDL110,195+4,198$2,778
ISHARES TR (IBDM) 102,531 +4,691 $2,527
     IBDM102,531+4,691$2,527
ISHARES TR (IBDN) 99,544 +5,449 $2,468
     IBDN99,544+5,449$2,468
ISHARES TR (IBDO) 91,749 +7,051 $2,294
     IBDO91,749+7,051$2,294
ISHARES TR (IWM) 18,608 -198 $2,130
     IWM18,608-198$2,130
ISHARES TR (IBDP) 75,571 +38,546 $1,868
     IBDP75,571+38,546$1,868
VANGUARD BD INDEX FDS (BSV) 22,376 -435 $1,839
     BSV22,376-435$1,839
ISHARES TR (IBMI) 70,472 +2,890 $1,788
     IBMI70,472+2,890$1,788
ISHARES TR (IBMK) 66,357 +4,139 $1,726
     IBMK66,357+4,139$1,726
US BANCORP DEL 49,652 -200 $1,711
     USB49,652-200$1,711
ISHARES TR (IBMJ) 62,818 +3,790 $1,602
     IBMJ62,818+3,790$1,602
ISHARES TR (IBML) 61,152 +2,188 $1,569
     IBML61,152+2,188$1,569
VANGUARD WORLD FDS (VPU) 11,875 -2,985 $1,448
     VPU11,875-2,985$1,448
MICROSOFT CORP 9,150 +853 $1,443
     MSFT9,150+853$1,443
VANGUARD INDEX FDS (VUG) 8,055 UNCH $1,262
     VUG8,055UNCH$1,262
AMAZON COM INC 636 +43 $1,240
     AMZN636+43$1,240
EXXON MOBIL CORP 28,352 -201 $1,077
     XOM28,352-201$1,077
ISHARES TR (IJS) 10,456 -1,437 $1,045
     IJS10,456-1,437$1,045
JPMORGAN CHASE & CO 11,027 +33 $993
     JPM11,027+33$993
VANGUARD INDEX FDS (VTV) 9,788 +585 $872
     VTV9,788+585$872
ISHARES TR (IBMM) 30,747 +2,489 $804
     IBMM30,747+2,489$804
NEXTERA ENERGY INC 2,975 +1 $716
     NEE2,975+1$716
JOHNSON & JOHNSON 5,225 UNCH $685
     JNJ5,225UNCH$685
VERIZON COMMUNICATIONS INC 12,451 +1,134 $669
     VZ12,451+1,134$669
BERKSHIRE HATHAWAY INC DEL      $589
     BRK.B3,221+100$589
SELECT SECTOR SPDR TR (XLK) 7,135 +205 $573
     XLK7,135+205$573
ISHARES TR (IGIB) 10,408 UNCH $572
     IGIB10,408UNCH$572
DISNEY WALT CO 5,780 +150 $558
     DIS5,780+150$558
SCHWAB STRATEGIC TR 12,360 +5,637 $556
     SCHD12,360+5,637$556
AUTOMATIC DATA PROCESSING IN 4,005 UNCH $547
     ADP4,005UNCH$547
HOME DEPOT INC 2,865 +25 $535
     HD2,865+25$535
ISHARES TR (IVW) 3,144 UNCH $519
     IVW3,144UNCH$519
VANGUARD SCOTTSDALE FDS (VGSH) 8,030 +8,030 $501
     VGSH8,030+8,030$501
SCHWAB STRATEGIC TR 14,339 +105 $469
     SCHH14,339+105$469
VANGUARD WORLD FDS (VHT) 2,797 UNCH $465
     VHT2,797UNCH$465
ILLINOIS TOOL WKS INC 3,221 -100 $458
     ITW3,221-100$458
SCHWAB STRATEGIC TR 9,816 -1,293 $414
     SCHM9,816-1,293$414
SCHWAB STRATEGIC TR 5,013 -369 $399
     SCHG5,013-369$399
AT&T INC 13,409 +3,627 $391
     T13,409+3,627$391
ISHARES TR (USMV) 7,194 -291 $389
     USMV7,194-291$389
VANGUARD INDEX FDS (VNQ) 5,541 +1 $387
     VNQ5,541+1$387
PROCTER & GAMBLE CO 3,242 +1 $357
     PG3,242+1$357
VANGUARD CHARLOTTE FDS (BNDX) 6,080 -208 $342
     BNDX6,080-208$342

See Full List: All Stocks Held By LifeSteps Financial Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LifeSteps Financial Inc.

Size ($ in 1000's)
At 03/31/2020: $86,875
At 12/31/2019: $105,957

LifeSteps Financial Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LifeSteps Financial Inc. 13F filings. Link to 13F filings: SEC filings

LifeSteps Financial Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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