LifeSteps Financial, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$130M
Signature - Title
Gladys E Limones - SR ADMIN
Location
Claremont, CA
Summary
This page shows a list of all the recent 13F filings made by LifeSteps Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeSteps Financial, Inc. reported 82 stock holdings with total value $130M as of Q4 2024. Top holdings included QQQ, SPY, AAPL, NVDA, and MSFT.
Holdings Value