News + Filings Holdings
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LifeSteps Financial, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| TIP | Common | 0 | -9,429 | 0 | -989,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSB | Common | 0 | -13,558 | 0 | -603,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| GOVT | Common | 0 | -22,471 | 0 | -511,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CIU | Common | 0 | -8,728 | 0 | -421,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHH | Common | 0 | -21,206 | 0 | -396,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BLV | Common | 0 | -4,660 | 0 | -335,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 0 | -3,210 | 0 | -307,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 0 | -4,014 | 0 | -286,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 0 | -3,182 | 0 | -255,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 0 | -1,887 | 0 | -245,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 0 | -2,221 | 0 | -228,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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STARBUCKS CORP
| SBUX | Common | 0 | -2,637 | 0 | -222,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 0 | -2,966 | 0 | -220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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