HoldingsChannel.com
LifeSteps Financial Inc. Top Holdings
As of  09/30/2022, below is a summary of the LifeSteps Financial Inc. top holdings by largest position size, as per the latest 13f filing made by LifeSteps Financial Inc.. In the LifeSteps Financial Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by LifeSteps Financial Inc. in that top holding, then the share count change between reporting periods, and finally the LifeSteps Financial Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TRUST (SPY) 37,621 -2,604 $13,437
     SPY37,621-2,604$13,437
INVESCO QQQ TRUST 43,851 -1,049 $11,720
     QQQ43,851-1,049$11,720
APPLE INC COM 39,386 +1,289 $5,443
     AAPL39,386+1,289$5,443
ISHARES CORE S&P MID CAP ETF (IJH) 17,910 -1,375 $3,927
     IJH17,910-1,375$3,927
SPDR S&P DIVIDEND ETF (SDY) 32,337 +328 $3,606
     SDY32,337+328$3,606
MICROSOFT CORP COM 13,584 +1,260 $3,164
     MSFT13,584+1,260$3,164
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) 32,961 -777 $3,127
     VYM32,961-777$3,127
ISHARES RUSSELL 2000 ETF (IWM) 16,564 -803 $2,732
     IWM16,564-803$2,732
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 17,684 -1,501 $2,101
     XLK17,684-1,501$2,101
US BANCORP DEL COM NEW 50,617 +1,000 $2,041
     USB50,617+1,000$2,041
VANGUARD VALUE ETF (VTV) 15,593 -3,321 $1,925
     VTV15,593-3,321$1,925
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) 22,494 -1,589 $1,855
     IJS22,494-1,589$1,855
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 26,093 -274 $1,733
     SCHD26,093-274$1,733
SCHWAB U.S. MID CAP ETF (SCHM) 28,258 -5,877 $1,710
     SCHM28,258-5,877$1,710
VANGUARD GROWTH ETF (VUG) 6,623 -177 $1,417
     VUG6,623-177$1,417
AMAZON COM INC COM 12,076 +396 $1,365
     AMZN12,076+396$1,365
HOME DEPOT INC COM 4,515 +302 $1,246
     HD4,515+302$1,246
JPMORGAN CHASE & CO COM 10,359 +2,306 $1,082
     JPM10,359+2,306$1,082
VANGUARD MEGA CAP GROWTH ETF (MGK) 5,682 +755 $990
     MGK5,682+755$990
ISHARES TIPS BOND ETF (TIP) 9,429 +3,722 $989
     TIP9,429+3,722$989
ABBVIE INC COM 7,316 +304 $982
     ABBV7,316+304$982
AUTOMATIC DATA PROCESSING INC COM 4,304 +577 $974
     ADP4,304+577$974
ISHARES CORE S&P SMALL CAP ETF (IJR) 10,729 -4,996 $935
     IJR10,729-4,996$935
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) 15,120 -3,882 $872
     FHLC15,120-3,882$872
JOHNSON & JOHNSON COM 5,187 -25 $847
     JNJ5,187-25$847
BERKSHIRE HATHAWAY INC DEL CL B NEW      $843
     BRK.B3,156+100$843
NEXTERA ENERGY INC COM 9,565 +1 $750
     NEE9,565+1$750
ISHARES S&P 500 GROWTH ETF (IVW) 11,767 UNCH $681
     IVW11,767UNCH$681
NVIDIA CORPORATION COM 5,611 +89 $681
     NVDA5,611+89$681
TESLA INC COM 2,568 +1,727 $681
     TSLA2,568+1,727$681
MASTERCARD INCORPORATED CL A 2,128 +29 $605
     MA2,128+29$605
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 13,558 -1,412 $603
     IUSB13,558-1,412$603
EXXON MOBIL CORP COM 6,847 +1,783 $598
     XOM6,847+1,783$598
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 9,306 +3 $519
     SCHG9,306+3$519
ISHARES U.S. TREASURY BOND ETF (GOVT) 22,471 -2,159 $511
     GOVT22,471-2,159$511
ALPHABET INC CAP STK CL C 5,200 +4,950 $500
     GOOG5,200+4,950$500
ISHARES US TRANSPORTATION ETF (IYT) 2,536 -411 $498
     IYT2,536-411$498
PEPSICO INC COM 3,036 +332 $496
     PEP3,036+332$496
DISNEY WALT CO COM 5,083 +67 $480
     DIS5,083+67$480
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 6,715 -39 $444
     USMV6,715-39$444
ILLINOIS TOOL WKS INC COM 2,454 +333 $443
     ITW2,454+333$443
SCHWAB 1 5 YEAR CORPORATE BOND ETF (SCHJ) 9,357 -545 $433
     SCHJ9,357-545$433
ISHARES 5 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) 8,728 UNCH $421
     IGIB8,728UNCH$421
PROCTER AND GAMBLE CO COM 3,329 +2 $420
     PG3,329+2$420
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 7,147 -57 $418
     SCHV7,147-57$418
CHEVRON CORP NEW COM 2,842 +275 $408
     CVX2,842+275$408
SCHWAB U.S. REIT ETF (SCHH) 21,206 -1,052 $396
     SCHH21,206-1,052$396
PFIZER INC COM 8,418 +239 $368
     PFE8,418+239$368
NOVO NORDISK A S ADR 3,618 UNCH $360
     NVO3,618UNCH$360
VANGUARD LONG TERM BOND ETF (BLV) 4,660 +4,660 $335
     BLV4,660+4,660$335

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 09/30/2022: $88,731
At 06/30/2022: $95,928

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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