HoldingsChannel.com
LifeSteps Financial Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 41,739 +41,739 $13,434
     SPY41,739+41,739$13,434
INVESCO QQQ TR 42,354 +42,354 $9,005
     QQQ42,354+42,354$9,005
SPDR SERIES TRUST (SDY) 46,782 +46,782 $5,032
     SDY46,782+46,782$5,032
ISHARES TR (IJH) 22,311 +22,311 $4,592
     IJH22,311+22,311$4,592
VANGUARD WHITEHALL FDS INC (VYM) 44,949 +44,949 $4,212
     VYM44,949+44,949$4,212
APPLE INC 11,197 +11,197 $3,288
     AAPL11,197+11,197$3,288
ISHARES TR (IWM) 18,806 +18,806 $3,116
     IWM18,806+18,806$3,116
US BANCORP DEL 49,852 +49,852 $2,956
     USB49,852+49,852$2,956
ISHARES TR (IBDL) 105,997 +105,997 $2,682
     IBDL105,997+105,997$2,682
ISHARES TR (IBDM) 97,840 +97,840 $2,442
     IBDM97,840+97,840$2,442
ISHARES TR (IBDN) 94,095 +94,095 $2,380
     IBDN94,095+94,095$2,380
ISHARES TR (IBDO) 84,698 +84,698 $2,165
     IBDO84,698+84,698$2,165
VANGUARD WORLD FDS (VPU) 14,860 +14,860 $2,123
     VPU14,860+14,860$2,123
SPDR SERIES TRUST (SPTS) 70,686 +70,686 $2,118
     SPTS70,686+70,686$2,118
EXXON MOBIL CORP 28,553 +28,553 $1,992
     XOM28,553+28,553$1,992
ISHARES TR (IJS) 11,893 +11,893 $1,912
     IJS11,893+11,893$1,912
VANGUARD BD INDEX FD INC (BSV) 22,811 +22,811 $1,839
     BSV22,811+22,811$1,839
ISHARES TR (IBMI) 67,582 +67,582 $1,725
     IBMI67,582+67,582$1,725
ISHARES TR (IBMK) 62,218 +62,218 $1,628
     IBMK62,218+62,218$1,628
JPMORGAN CHASE & CO 10,994 +10,994 $1,533
     JPM10,994+10,994$1,533
ISHARES TR (IBML) 58,964 +58,964 $1,522
     IBML58,964+58,964$1,522
ISHARES TR (IBMJ) 59,028 +59,028 $1,521
     IBMJ59,028+59,028$1,521
VANGUARD INDEX FDS (VUG) 8,055 +8,055 $1,467
     VUG8,055+8,055$1,467
MICROSOFT CORP 8,297 +8,297 $1,308
     MSFT8,297+8,297$1,308
VANGUARD INDEX FDS (VTV) 9,203 +9,203 $1,103
     VTV9,203+9,203$1,103
AMAZON COM INC 593 +593 $1,096
     AMZN593+593$1,096
ISHARES TR (IBDP) 37,025 +37,025 $951
     IBDP37,025+37,025$951
DISNEY WALT CO 5,630 +5,630 $814
     DIS5,630+5,630$814
JOHNSON & JOHNSON 5,225 +5,225 $762
     JNJ5,225+5,225$762
ISHARES TR (IBMM) 28,258 +28,258 $747
     IBMM28,258+28,258$747
PPG INDS INC 5,430 +5,430 $725
     PPG5,430+5,430$725
NEXTERA ENERGY INC 2,974 +2,974 $720
     NEE2,974+2,974$720
BERKSHIRE HATHAWAY INC DEL      $707
     BRK.B3,121+3,121$707
VERIZON COMMUNICATIONS INC 11,317 +11,317 $695
     VZ11,317+11,317$695
AUTOMATIC DATA PROCESSING IN 4,005 +4,005 $683
     ADP4,005+4,005$683
SCHWAB STRATEGIC TR 11,109 +11,109 $668
     SCHM11,109+11,109$668
ISHARES TR (EFA) 9,594 +9,594 $666
     EFA9,594+9,594$666
SCHWAB STRATEGIC TR 14,234 +14,234 $654
     SCHH14,234+14,234$654
SELECT SECTOR SPDR TR (XLK) 6,930 +6,930 $635
     XLK6,930+6,930$635
WISDOMTREE TR 8,919 +8,919 $630
     HEDJ8,919+8,919$630
HOME DEPOT INC 2,840 +2,840 $620
     HD2,840+2,840$620
ISHARES TR (IEFA) 9,487 +9,487 $619
     IEFA9,487+9,487$619
ISHARES TR (IVW) 3,144 +3,144 $609
     IVW3,144+3,144$609
ISHARES TR (IGIB) 10,408 +10,408 $603
     IGIB10,408+10,408$603
ILLINOIS TOOL WKS INC 3,321 +3,321 $597
     ITW3,321+3,321$597
VANGUARD WORLD FDS (VHT) 2,797 +2,797 $536
     VHT2,797+2,797$536
VANGUARD INDEX FDS (VNQ) 5,540 +5,540 $514
     VNQ5,540+5,540$514
SCHWAB STRATEGIC TR 5,382 +5,382 $500
     SCHG5,382+5,382$500
ISHARES TR (USMV) 7,485 +7,485 $491
     USMV7,485+7,485$491
SCHWAB STRATEGIC TR 7,111 +7,111 $427
     SCHV7,111+7,111$427

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

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

Size ($ in 1000's)
At 12/31/2019: $105,957
At 09/30/2019: $0

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.