LifeSteps Financial, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$121M
Signature - Title
Gladys E Limones - SR ADMIN
Location
250 W. First St. #248, Claremont, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 81 $121M +$5.97M -$17.2M -$11.2M QQQ, SPY, AAPL, NVDA, MSFT 13F-HR 7/17/2024, 01:21 PM
Q1 2024 440 $133M +$15.4M -$1.52M +$13.9M QQQ, SPY, AAPL, MSFT, IJH 13F-HR 4/26/2024, 03:56 PM
Q4 2023 82 $113M +$4.78M -$1.33M +$3.45M QQQ, SPY, AAPL, MSFT, IJH 13F-HR 1/18/2024, 05:49 PM
Q3 2023 72 $98.3M +$2.46M -$1.6M +$859K QQQ, SPY, AAPL, MSFT, IJH 13F-HR 10/25/2023, 04:43 PM
Q2 2023 72 $101M +$1.9M -$1.92M -$22.1K QQQ, SPY, AAPL, MSFT, SDY 13F-HR 7/14/2023, 12:59 PM
Q1 2023 67 $94.2M +$576K -$7.52M -$6.95M SPY, QQQ, AAPL, SDY, IJH 13F-HR 4/12/2023, 12:14 PM
Q4 2022 70 $96M +$10.7M -$8.66M +$2.01M SPY, QQQ, AAPL, SDY, CVBF 13F-HR 1/18/2023, 05:27 PM
Q3 2022 72 $88.7M +$4.08M -$5.31M -$1.23M SPY, QQQ, AAPL, IJH, SDY 13F-HR 10/14/2022, 01:12 PM
Q2 2022 75 $95.9M +$1.66M -$19.6M -$17.9M SPY, QQQ, AAPL, IJH, SDY 13F-HR 7/13/2022, 03:03 PM
Q1 2022 82 $135M +$7.66M -$5.49M +$2.17M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 4/12/2022, 02:03 PM
Q4 2021 79 $141M +$4.38M -$5.36M -$978K SPY, QQQ, SPTS, AAPL, IJH 13F-HR 1/26/2022, 02:44 PM
Q3 2021 81 $131M +$3.17M -$1.63M +$1.55M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 10/6/2021, 01:24 PM
Q2 2021 84 $130M +$7.09M -$4.46M +$2.63M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 7/9/2021, 03:34 PM
Q1 2021 84 $120M +$8.1M -$2.99M +$5.1M SPY, QQQ, AAPL, SPTS, IJH 13F-HR 4/20/2021, 04:51 PM
Q4 2020 84 $109M +$6.94M -$2.09M +$4.86M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 1/25/2021, 12:07 PM
Q3 2020 78 $94.8M +$8.61M -$2M +$6.61M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 10/21/2020, 01:57 PM
Q2 2020 72 $86.6M +$9.24M -$21.9M -$12.7M SPY, QQQ, SPTS, AAPL, IJH 13F-HR 8/5/2020, 03:52 PM
Q1 2020 76 $86.9M +$4.89M -$7.76M -$2.87M SPY, QQQ, SDY, IJH, SPTS 13F-HR 5/21/2020, 01:25 PM
Q4 2019 93 $106M $0 $0 SPY, QQQ, SDY, IJH, VYM 13F-HR 1/30/2020, 05:25 PM