0002053368-26-000002.txt : 20260424
0002053368-26-000002.hdr.sgml : 20260424
20260424152216
ACCESSION NUMBER: 0002053368-26-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260424
DATE AS OF CHANGE: 20260424
EFFECTIVENESS DATE: 20260424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Financial Life Planners
CENTRAL INDEX KEY: 0002053368
ORGANIZATION NAME:
EIN: 272221837
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24613
FILM NUMBER: 26893221
BUSINESS ADDRESS:
STREET 1: 2151 EAST BROADWAY
STREET 2: SUITE 203
CITY: TEMPE
STATE: AZ
ZIP: 85282
BUSINESS PHONE: 480-477-8529
MAIL ADDRESS:
STREET 1: 2151 EAST BROADWAY
STREET 2: SUITE 203
CITY: TEMPE
STATE: AZ
ZIP: 85282
13F-HR
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03-31-2026
03-31-2026
Financial Life Planners
2151 EAST BROADWAY
SUITE 203
TEMPE
AZ
85282
13F HOLDINGS REPORT
028-24613
000129415
801-127888
N
Janet Messer
Chief Compliance Officer
720-210-9471
Janet Messer
Milton
IN
04-24-2026
0
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464287150
29254
205
SH
SOLE
0
0
205
ISHARES TR CORE S&P US GWT
ETF
464287671
25670
165
SH
SOLE
0
0
165
ISHARES TR CORE S&P US VLU
ETF
464287663
4646
45
SH
SOLE
0
0
45
ISHARES TR CORE S&P500 ETF
ETF
464287200
27504934
42107
SH
SOLE
0
0
42107
ISHARES TR DOW JONES US ETF
ETF
464287846
80827
510
SH
SOLE
0
0
510
ISHARES TR ESG AW MSCI EAFE
ETF
46435G516
101
1
SH
SOLE
0
0
1
ISHARES TR ESG AWARE MSCI
ETF
46435U663
145
3
SH
SOLE
0
0
3
ISHARES TR ESG AWR MSCI USA
ETF
46435G425
1008
7
SH
SOLE
0
0
7
ISHARES TR ESG AWR US AGRGT
ETF
46435U549
51
1
SH
SOLE
0
0
1
ISHARES TR ESG AWRE USD ETF
ETF
46435G193
742
32
SH
SOLE
0
0
32
ISHARES TR ESG MSCI KLD 400
ETF
464288570
36372
300
SH
SOLE
0
0
300
ISHARES TR ESG OPTIMIZED
ETF
464288802
24528
186
SH
SOLE
0
0
186
ISHARES TR FUTURE EXPONENTI
ETF
46434V381
106340
1560
SH
SOLE
0
0
1560
ISHARES TR ISHARES SEMICDTR
ETF
464287523
11984
36
SH
SOLE
0
0
36
ISHARES TR JPMORGAN USD EMG
ETF
464288281
1222
13
SH
SOLE
0
0
13
ISHARES TR LOW CARBON OPTIM
ETF
46434V464
11249
50
SH
SOLE
0
0
50
ISHARES TR MSCI CHINA ETF
ETF
46429B671
22065
393
SH
SOLE
0
0
393
ISHARES TR MSCI EAFE ETF
ETF
464287465
160380
1651
SH
SOLE
0
0
1651
ISHARES TR MSCI USA MIN VOL
ETF
46429B697
4039
44
SH
SOLE
0
0
44
ISHARES TR MSCI USA QLT FCT
ETF
46432F339
27693
144
SH
SOLE
0
0
144
ISHARES TR NATIONAL MUN ETF
ETF
464288414
2115
20
SH
SOLE
0
0
20
ISHARES TR RUS 1000 ETF
ETF
464287622
137126
385
SH
SOLE
0
0
385
ISHARES TR RUS 1000 GRW ETF
ETF
464287614
593093
1391
SH
SOLE
0
0
1391
ISHARES TR RUS 1000 VAL ETF
ETF
464287598
349980
1638
SH
SOLE
0
0
1638
ISHARES TR RUS 2000 GRW ETF
ETF
464287648
180393
575
SH
SOLE
0
0
575
ISHARES TR RUS 2000 VAL ETF
ETF
464287630
12664
67
SH
SOLE
0
0
67
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
499504
2014
SH
SOLE
0
0
2014
ISHARES TR RUSSELL 3000 ETF
ETF
464287689
8333
22
SH
SOLE
0
0
22
ISHARES TR S&P 500 GRWT ETF
ETF
464287309
66900
591
SH
SOLE
0
0
591
ISHARES TR S&P 500 VAL ETF
ETF
464287408
117136
555
SH
SOLE
0
0
555
ISHARES TR S&P MC 400GR ETF
ETF
464287606
237014
2356
SH
SOLE
0
0
2356
ISHARES TR S&P MC 400VL ETF
ETF
464287705
83529
630
SH
SOLE
0
0
630
ISHARES TR S&P SML 600 GWT
ETF
464287887
215931
1492
SH
SOLE
0
0
1492
ISHARES TR SELECT DIVID ETF
ETF
464287168
134258
887
SH
SOLE
0
0
887
ISHARES TR SELF DRIVNG EV
ETF
46435U366
16
0
SH
SOLE
0
0
0
ISHARES TR SP SMCP600VL ETF
ETF
464287879
147950
1249
SH
SOLE
0
0
1249
ISHARES TR U.S. ENERGY ETF
ETF
464287796
240321
3710
SH
SOLE
0
0
3710
ISHARES TR U.S. FIN SVC ETF
ETF
464287770
5041
61
SH
SOLE
0
0
61
ISHARES TR U.S. FINLS ETF
ETF
464287788
25377
216
SH
SOLE
0
0
216
ISHARES TR U.S. UTILITS ETF
ETF
464287697
3759
32
SH
SOLE
0
0
32
ISHARES TR US AER DEF ETF
ETF
464288760
17057
78
SH
SOLE
0
0
78
ISHARES TR US CONSM STAPLES
ETF
464287812
25431
363
SH
SOLE
0
0
363
ISHARES TR US INDUSTRIALS
ETF
464287754
38
0
SH
SOLE
0
0
0
J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI
ETF
46654Q815
368
7
SH
SOLE
0
0
7
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
ETF
46641Q837
7925
157
SH
SOLE
0
0
157
JPMORGAN CHASE & CO COM
COM
46625H100
251402
855
SH
SOLE
0
0
855
LINDE PLC SHS
COM
G54950103
14972
30
SH
SOLE
0
0
30
LOWES COS INC COM
COM
548661107
17915
76
SH
SOLE
0
0
76
LUMEN TECHNOLOGIES INC COM
COM
550241103
202
29
SH
SOLE
0
0
29
MAGNUM ICE CREAM CO NV ORD SHS
COM
N5505D105
1481
99
SH
SOLE
0
0
99
MARRIOTT INTL INC NEW CL A
COM
571903202
19901
61
SH
SOLE
0
0
61
MASTERCARD INCORPORATED CL A
COM
57636Q104
5521
11
SH
SOLE
0
0
11
MATERION CORP COM
COM
576690101
90
1
SH
SOLE
0
0
1
MCDONALDS CORP COM
COM
580135101
50817
164
SH
SOLE
0
0
164
MCKESSON CORP COM
COM
58155Q103
8734
10
SH
SOLE
0
0
10
MERCK & CO INC COM
COM
58933Y105
78
1
SH
SOLE
0
0
1
META PLATFORMS INC CL A
COM
30303M102
678921
1187
SH
SOLE
0
0
1187
METLIFE INC COM
COM
59156R108
16435
232
SH
SOLE
0
0
232
MFA FINL INC COM
COM
55272X607
29
3
SH
SOLE
0
0
3
MGM RESORTS INTERNATIONAL COM
COM
552953101
3703
100
SH
SOLE
0
0
100
MICROCHIP TECHNOLOGY INC. COM
COM
595017104
22371
346
SH
SOLE
0
0
346
MICRON TECHNOLOGY INC COM
COM
595112103
35832
106
SH
SOLE
0
0
106
MICROSOFT CORP COM
COM
594918104
3183344
8600
SH
SOLE
0
0
8600
MONDELEZ INTL INC CL A
COM
609207105
12312
214
SH
SOLE
0
0
214
MORGAN STANLEY COM NEW
COM
617446448
149768
910
SH
SOLE
0
0
910
MOSAIC CO COM
COM
61945C103
466
18
SH
SOLE
0
0
18
NANO X IMAGING LTD ORD SHS
COM
M70700105
1213
534
SH
SOLE
0
0
534
NETFLIX INC. COM
COM
64110L106
18327
191
SH
SOLE
0
0
191
NEWMONT CORP COM
COM
651639106
72
1
SH
SOLE
0
0
1
NEXTERA ENERGY INC COM
COM
65339F101
29682
320
SH
SOLE
0
0
320
NIO INC SPON ADS
SPON ADS
62914V106
1249
207
SH
SOLE
0
0
207
NORFOLK SOUTHN CORP COM
COM
655844108
33289
116
SH
SOLE
0
0
116
NORTHROP GRUMMAN CORP COM
COM
666807102
29982
44
SH
SOLE
0
0
44
NOVAVAX INC COM NEW
COM
670002401
399
49
SH
SOLE
0
0
49
NOVO-NORDISK A S ADR
ADR
670100205
22165
603
SH
SOLE
0
0
603
NRG ENERGY INC COM NEW
COM
629377508
378894
2593
SH
SOLE
0
0
2593
NUCOR CORP COM
COM
670346105
12759
75
SH
SOLE
0
0
75
NVIDIA CORPORATION COM
COM
67066G104
13349537
76546
SH
SOLE
0
0
76546
ORACLE CORP COM
COM
68389X105
212687
1446
SH
SOLE
0
0
1446
OREILLY AUTOMOTIVE INC COM
COM
67103H107
3878
42
SH
SOLE
0
0
42
OTIS WORLDWIDE CORP COM
COM
68902V107
54206
703
SH
SOLE
0
0
703
PALANTIR TECHNOLOGIES INC CL A
COM
69608A108
4222495
28866
SH
SOLE
0
0
28866
PALO ALTO NETWORKS INC COM
COM
697435105
962
6
SH
SOLE
0
0
6
PARKER-HANNIFIN CORP COM
COM
701094104
78262
87
SH
SOLE
0
0
87
PEAKSTONE REALTY TRUST COMMON SHARES
COM
39818P799
70497
3375
SH
SOLE
0
0
3375
PEPSICO INC COM
COM
713448108
7765
50
SH
SOLE
0
0
50
PFIZER INC COM
COM
717081103
198
7
SH
SOLE
0
0
7
PHILIP MORRIS INTL INC COM
COM
718172109
137620
832
SH
SOLE
0
0
832
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN
COM
726503105
26864
1203
SH
SOLE
0
0
1203
PNC FINL SVCS GROUP INC COM
COM
693475105
30645
147
SH
SOLE
0
0
147
PROCTER & GAMBLE CO COM
COM
742718109
6056
42
SH
SOLE
0
0
42
PROGRESSIVE CORP COM
COM
743315103
42613
215
SH
SOLE
0
0
215
PROSHARES TR BITCOIN ETF
ETF
74347G440
7531
809
SH
SOLE
0
0
809
PROSHARES TR PSHS ULT S&P 500
ETF
74347R107
144338
2782
SH
SOLE
0
0
2782
PROSHARES TR PSHS ULTRA QQQ
ETF
74347R206
188755
3094
SH
SOLE
0
0
3094
PUBLIC SVC ENTERPRISE GROUP COM
COM
744573106
54632
675
SH
SOLE
0
0
675
QNITY ELECTRONICS INC COMMON STOCK
COM
74743L100
19644
170
SH
SOLE
0
0
170
QUALCOMM INC COM
COM
747525103
2859
22
SH
SOLE
0
0
22
RALLIANT CORP COM
COM
750940108
710
17
SH
SOLE
0
0
17
RECURSION PHARMACEUTICALS IN CL A
COM
75629V104
9168
2986
SH
SOLE
0
0
2986
REPUBLIC SVCS INC COM
COM
760759100
56051
256
SH
SOLE
0
0
256
RICHTECH ROBOTICS INC CL B
COM
765504105
4180
2000
SH
SOLE
0
0
2000
ROBINHOOD MKTS INC COM CL A
COM
770700102
2849691
41121
SH
SOLE
0
0
41121
ROCKWELL AUTOMATION INC COM
COM
773903109
1452
4
SH
SOLE
0
0
4
RTX CORPORATION COM
COM
75513E101
658261
3412
SH
SOLE
0
0
3412
S&P GLOBAL INC COM
COM
78409V104
18499
43
SH
SOLE
0
0
43
SALESFORCE INC COM
COM
79466L302
109199
585
SH
SOLE
0
0
585
SAP SE SPON ADR
SPON ADR
803054204
5216
30
SH
SOLE
0
0
30
SCHWAB CHARLES CORP COM
COM
808513105
58718
625
SH
SOLE
0
0
625
SCHWAB STRATEGIC TR FUNDAMENTAL INTL
ETF
808524755
25102
513
SH
SOLE
0
0
513
SCHWAB STRATEGIC TR US BRD MKT ETF
ETF
808524102
26783
1067
SH
SOLE
0
0
1067
SCHWAB STRATEGIC TR US DIVIDEND EQ
ETF
808524797
93809
3058
SH
SOLE
0
0
3058
SCHWAB STRATEGIC TR US LCAP GR ETF
ETF
808524300
7314
251
SH
SOLE
0
0
251
SELECT SECTOR SPDR TR STATE STREET COM
ETF
81369Y852
27344
247
SH
SOLE
0
0
247
SELECT SECTOR SPDR TR STATE STREET ENE
ETF
81369Y506
206317
3368
SH
SOLE
0
0
3368
SELECT SECTOR SPDR TR STATE STREET FIN
ETF
81369Y605
566253
11470
SH
SOLE
0
0
11470
SELECT SECTOR SPDR TR STATE STREET HEA
ETF
81369Y209
47782
326
SH
SOLE
0
0
326
SELECT SECTOR SPDR TR STATE STREET IND
ETF
81369Y704
76
0
SH
SOLE
0
0
0
SELECT SECTOR SPDR TR STATE STREET MAT
ETF
81369Y100
54
1
SH
SOLE
0
0
1
SELECT SECTOR SPDR TR STATE STREET TEC
ETF
81369Y803
88419
665
SH
SOLE
0
0
665
SERVICENOW INC COM
COM
81762P102
112914
1080
SH
SOLE
0
0
1080
SIMON PPTY GROUP INC NEW COM
COM
828806109
11464
61
SH
SOLE
0
0
61
SOLSTICE ADVANCED MATLS INC COM SHS
COM
83443Q103
77
1
SH
SOLE
0
0
1
SONIDA SENIOR LIVING INC COM
COM
140475203
10095
313
SH
SOLE
0
0
313
SOUTHERN CO COM
COM
842587107
15102
156
SH
SOLE
0
0
156
SOUTHWEST AIRLS CO COM
COM
844741108
11713
312
SH
SOLE
0
0
312
SPDR GOLD TR GOLD SHS
COM
78463V107
209611
487
SH
SOLE
0
0
487
SPDR INDEX SHS FDS STATE STREET SPD
COM
78463X152
72500
863
SH
SOLE
0
0
863
SPDR SERIES TRUST STATE STREET SPD
COM
78464A821
61573
642
SH
SOLE
0
0
642
SPDR SERIES TRUST STATE STREET SPD
COM
78464A763
58770
403
SH
SOLE
0
0
403
SPDR SERIES TRUST STATE STREET SPD
COM
78464A599
15544
109
SH
SOLE
0
0
109
SPDR SERIES TRUST STATE STREET SPD
COM
78464A870
26606
208
SH
SOLE
0
0
208
SPDR SERIES TRUST STATE STREET SPD
COM
78464A755
14915
138
SH
SOLE
0
0
138
SPDR SERIES TRUST STATE STREET SPD
COM
78464A409
26530
271
SH
SOLE
0
0
271
SPDR SERIES TRUST STATE STREET SPD
COM
78468R747
261
2
SH
SOLE
0
0
2
SPDR SERIES TRUST STATE STREET SPD
COM
78464A888
43127
437
SH
SOLE
0
0
437
SPDR SERIES TRUST STATE STREET SPD
COM
78464A854
449996
5879
SH
SOLE
0
0
5879
STARBUCKS CORP COM
COM
855244109
2047
23
SH
SOLE
0
0
23
STATE STR SPDR DOW JONES IND UT SER 1
COM
78467X109
1252188
2703
SH
SOLE
0
0
2703
STATE STR SPDR S&P 500 ETF T TR UNIT
COM
78462F103
1915996
2946
SH
SOLE
0
0
2946
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP
COM
78467Y107
2348785
3808
SH
SOLE
0
0
3808
STOKE THERAPEUTICS INC COM
COM
86150R107
4689
144
SH
SOLE
0
0
144
STRYKER CORPORATION COM
COM
863667101
4892
15
SH
SOLE
0
0
15
STURM RUGER & CO INC COM
COM
864159108
14967
373
SH
SOLE
0
0
373
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
SPONSORED ADS
874039100
265673
786
SH
SOLE
0
0
786
TCW ETF TRUST TRANSFRM 500 ETF
ETF
29287L106
312
4
SH
SOLE
0
0
4
TENABLE HLDGS INC COM
COM
88025T102
3383
200
SH
SOLE
0
0
200
TESLA INC COM
COM
88160R101
564304
1518
SH
SOLE
0
0
1518
TEXAS INSTRS INC COM
COM
882508104
16095
83
SH
SOLE
0
0
83
THE CIGNA GROUP COM
COM
125523100
239029
896
SH
SOLE
0
0
896
THEMES ETF TR LEVERAGE SHS 2X
ETF
882927460
12945
756
SH
SOLE
0
0
756
TIDAL TRUST III NAACP MINO ETF
ETF
45259A209
351
7
SH
SOLE
0
0
7
TJX COS INC NEW COM
COM
872540109
124997
783
SH
SOLE
0
0
783
TRANSDIGM GROUP INC COM
COM
893641100
34449
30
SH
SOLE
0
0
30
TRAVELERS COMPANIES INC COM
COM
89417E109
104915
360
SH
SOLE
0
0
360
TRUMP MEDIA & TECHNOLOGY GRO COM
COM
25400Q105
56
6
SH
SOLE
0
0
6
UNILEVER PLC SPON ADR NEW
SPON ADR
904767803
25181
442
SH
SOLE
0
0
442
UNITED RENTALS INC COM
COM
911363109
1487
2
SH
SOLE
0
0
2
UNITEDHEALTH GROUP INC COM
COM
91324P102
61491
227
SH
SOLE
0
0
227
US BANCORP COM NEW
COM
902973304
27058
520
SH
SOLE
0
0
520
VALERO ENERGY CORP COM
COM
91913Y100
27944
113
SH
SOLE
0
0
113
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX
Mutual fund
921932885
45728
400
SH
SOLE
0
0
400
VANGUARD BD INDEX FDS TOTAL BND MRKT
Mutual fund
921937835
9911
135
SH
SOLE
0
0
135
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
ETF
92203J407
621
13
SH
SOLE
0
0
13
VANGUARD INDEX FDS GROWTH ETF
ETF
922908736
415754
952
SH
SOLE
0
0
952
VANGUARD INDEX FDS MCAP GR IDXVIP
Mutual fund
922908538
17161
67
SH
SOLE
0
0
67
VANGUARD INDEX FDS REAL ESTATE ETF
ETF
922908553
375509
4233
SH
SOLE
0
0
4233
VANGUARD INDEX FDS S&P 500 ETF SHS
ETF
922908363
419174
701
SH
SOLE
0
0
701
VANGUARD INDEX FDS SM CP VAL ETF
ETF
922908611
71273
328
SH
SOLE
0
0
328
VANGUARD INDEX FDS SMALL CP ETF
ETF
922908751
6387
24
SH
SOLE
0
0
24
VANGUARD INDEX FDS SML CP GRW ETF
ETF
922908595
9764
32
SH
SOLE
0
0
32
VANGUARD INDEX FDS TOTAL STK MKT
Mutual fund
922908769
3690
12
SH
SOLE
0
0
12
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
ETF
922042874
25411
308
SH
SOLE
0
0
308
VANGUARD MALVERN FDS STRM INFPROIDX
Mutual fund
922020805
212
4
SH
SOLE
0
0
4
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL
Mutual fund
92206C714
408585
4359
SH
SOLE
0
0
4359
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX
Mutual fund
92206C664
8886
89
SH
SOLE
0
0
89
VANGUARD SPECIALIZED FUNDS DIV APP ETF
ETF
921908844
644664
2998
SH
SOLE
0
0
2998
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
Mutual fund
921943858
11164
174
SH
SOLE
0
0
174
VANGUARD WORLD FD ESG US STK ETF
ETF
921910733
1144
10
SH
SOLE
0
0
10
VANGUARD WORLD FD INF TECH ETF
ETF
92204A702
4952
7
SH
SOLE
0
0
7
VANGUARD WORLD FD MEGA CAP VAL ETF
ETF
921910840
40040
276
SH
SOLE
0
0
276
VANGUARD WORLD FD MEGA GRWTH IND
Mutual fund
921910816
2396526
6522
SH
SOLE
0
0
6522
VENTAS INC COM
COM
92276F100
10110
124
SH
SOLE
0
0
124
VERALTO CORP COM SHS
COM
92338C103
10177
115
SH
SOLE
0
0
115
VERTIV HOLDINGS CO COM CL A
COM
92537N108
47160
188
SH
SOLE
0
0
188
VICI PPTYS INC COM
COM
925652109
10644
390
SH
SOLE
0
0
390
VIRGIN GALACTIC HOLDINGS INC COM NEW
COM
92766K403
25
10
SH
SOLE
0
0
10
VISA INC COM CL A
COM
92826C839
55700
184
SH
SOLE
0
0
184
VISTRA CORP COM
COM
92840M102
15113
101
SH
SOLE
0
0
101
VOLATILITY SHS TR 2X BITCOIN STRAT
ETF
92864M301
10505
713
SH
SOLE
0
0
713
VONTIER CORPORATION COM
COM
928881101
722
20
SH
SOLE
0
0
20
WALMART INC COM
COM
931142103
164345
1322
SH
SOLE
0
0
1322
WATSCO INC COM
COM
942622200
5750
16
SH
SOLE
0
0
16
WELLS FARGO & CO COM
COM
949746101
99913
1255
SH
SOLE
0
0
1255
WELLTOWER INC COM
COM
95040Q104
85
0
SH
SOLE
0
0
0
WILLIAMS COS INC COM
COM
969457100
41782
574
SH
SOLE
0
0
574
WILLIAMS SONOMA INC COM
COM
969904101
2390
13
SH
SOLE
0
0
13
WISDOMTREE BITCOIN FD SHS BEN INT
ETF
97720F101
1118426
15597
SH
SOLE
0
0
15597
WISDOMTREE TR EMG MKTS SMCAP
ETF
97717W281
1258
21
SH
SOLE
0
0
21
WORKDAY INC CL A
COM
98138H101
2209
17
SH
SOLE
0
0
17