FLP
Financial Life Planners Portfolio
Invests via Financial Life Planners | Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Invests via Financial Life Planners
Managed by Gina Giachetti Wight, William Matthew Fick Jr.
Automatically Tracked
Company Profile
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Independent advisory firm specializing in holistic retirement and wealth-planning solutions for individuals and small institutions, Financial Life Planners offers fiduciary financial planning, investment advisory and retirement-income design. The firm targets high-net-worth and pre-retiree households, using model-based portfolios and fee-based recurring revenue. Positioned as a boutique planner, it competes on personalized client service, retirement tax planning and comprehensive cash-flow forecasting to drive client retention and AUM growth.
Investment Philosophy & Strategy
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
Adopts a retirement-first, fiduciary investment approach that prioritizes income sustainability, downside protection and tax-aware asset placement. Portfolios are model-driven with core-satellite diversification combining low-cost passive exposures and active income or tax-advantaged sleeves tailored to pre-retiree and high-net-worth cash‑flow needs. Emphasizes time-horizon matching, liability-aware glidepaths and withdrawal-rate stress testing to preserve capital across distribution phases. Risk discipline centers on drawdown control, liquidity for near-term liabilities and fee transparency; business strategy leans boutique, client-retention oriented and growth through recurring advisory fees and customized retirement solutions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-6.58%
Gain -1.46%
Monthly
-0.4%
Yearly
-4.67%
Drawdown
35.39%
$113.05M
Equity
Holdings
$113.05M
Investment
$122.23M
-$9.2M
Profit -$1.94M
Realized
-$18,569.09
Unrealized
-$9.18M
Dividends
$1.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.46%
Profit
-$1.94M
Win %
67%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$1.34M
Win %
67%
This Month
Compared to last month
Gain
-1.17%
Profit
-$1.34M
Win %
67%
This Year
Compared to last year
Gain
3.77%
Profit
$4.11M
Win %
67%
META Meta Platforms Inc Class A
+4.24%
+$30,825.6 
XOM Exxon Mobil Corporation
+2.11%
+$6,142.52 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$31,381.34 
COST Costco Wholesale Corporation
+0.79%
+$20,873.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.2%
+$541.42 
NRG NRG Energy, Inc.
+0.17%
+$679.42 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$490.89 
IWD iShares Russell 1000 Value ETF
+0.01%
+$51.41 
TSLA Tesla, Inc.
0%
+$24.48 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
NOW ServiceNow, Inc.
-7.62%
-$17,708.6 
IBM International Business Machines Corporation
-7.1%
-$17,418.1 
PLTR Palantir Technologies Inc.
-6.53%
-$293,064.09 
HOOD Robinhood Markets, Inc.
-6.02%
-$219,807.45 
ORCL Oracle Corporation
-5.76%
-$20,303.36 
APP AppLovin Corporation Class A Common Stock
-5.75%
-$11,205.6 
CRM Salesforce Inc
-5.04%
-$17,393.21 
IGV iShares Expanded Tech-Software Sector ETF
-4.33%
-$9,766.68 
ARKF Ark Fintech Innovation ETF
-3.95%
-$91,977.76 
NVDA NVIDIA Corporation
-3.55%
-$612,509.04 
MSFT Microsoft Corp.
-3.11%
-$120,900.64 
VST Vistra Corp
-2.63%
-$8,241.9 
SLV iShares Silver Trust
-2.61%
-$10,429.9 
BTCW WisdomTree Bitcoin Fund
-2.6%
-$29,067.2 
AMZN Amazon.com Inc
-2.53%
-$56,667 
DHI D.R. Horton, Inc.
-2.3%
-$4,766.81 
NFLX Netflix, Inc.
-2.17%
-$15,328.89 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$7,288.4 
GS The Goldman Sachs Group, Inc.
-1.93%
-$15,713.07 
AXON Axon Enterprise, Inc.
-1.76%
-$40,409.28 
AAPL Apple Inc.
-1.57%
-$122,887.44 
IWM iShares Russell 2000 ETF
-1.39%
-$7,095.6 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$9,479.8 
VUG Vanguard Growth ETF
-1.22%
-$6,276.6 
V Visa Inc. Class A
-1.16%
-$5,324.96 
XLF Financial Select Sector SPDR Fund
-1.16%
-$6,913.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
-1.14%
-$16,888.52 
MGK Vanguard Mega Cap Growth ETF
-1.12%
-$37,240.73 
RTX RTX Corporation
-0.91%
-$5,373.61 
GE General Electric Company
-0.87%
-$2,414.5 
HWM Howmet Aerospace Inc.
-0.82%
-$5,609.38 
GOOGL Alphabet Inc
-0.79%
-$2,468.18 
GOOG Alphabet Inc
-0.76%
-$3,417.31 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$16,151.36 
IVV iShares Core S&P 500 ETF
-0.71%
-$226,862.94 
VOO Vanguard S&P 500 ETF
-0.71%
-$3,465 
CI The Cigna Group
-0.68%
-$1,648.35 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.58%
-$1,415.5 
QLD ProShares Ultra QQQ
-0.53%
-$1,639.82 
AVGO Broadcom Inc.
-0.49%
-$4,092.66 
FOCT FT Vest U.S. Equity Buffer ETF
-0.33%
-$1,443.58 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$1,852.24 
VNQ Vanguard Real Estate ETF
-0.13%
-$502.68 
BAC Bank of America Corporation
-0.11%
-$719.82 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$404.11 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$1,591.21 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$539.99 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$100.3 Events
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Dividends
Dividend Analysis
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| Trades 940 | Longs Won 196/940 20% | Profit Factor 0.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $777,980.85 |
| Average Win $110,083.23 | Best Trade (Apr 21) $12.16M | Sharpe Ratio -31.54 |
| Average Loss -$41,368.5 | Worst Trade (Mar 20) -$21.91M | Z-Score -10.86 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1d | Expectancy -$9,789.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2,732 | 2,459 | 2,186 | 1,913 | 1,639 | 1,366 | 1,093 | 820 | 546 | 273 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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