Holdings
LifeSteps Financial, Inc.
As of Sep 30, 2026, LifeSteps Financial, Inc. reported 109 positions worth US$208M. Largest: Invesco QQQ Trust, State Street SPDR S&P 500 ETF and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco QQQ Trust | 41,878 | US$31M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 38,951 | US$29.7M | new | Sep 30, 2026 |
| Nvidia Corporation | 42,989 | US$9.82M | −7,658 | Sep 30, 2026 |
| Apple Inc | 28,328 | US$9.43M | −200 | Sep 30, 2026 |
| Microsoft Corp. | 13,750 | US$7.05M | −429 | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 77,634 | US$5.59M | new | Sep 30, 2026 |
| State Street Technology Select Sector SPDR ETF | 27,007 | US$5.29M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 22,796 | US$4.93M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 6,220 | US$4.76M | new | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 27,250 | US$4.23M | new | Sep 30, 2026 |