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Portfolio (Quarterly) Guide ↗

LifeSteps Financial, Inc.

· CIK 0001801373
13F Portfolio $215M AUM 792 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 792 New
Page 16 of 40  ·  792 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VOE VANGUARD MID-CAP VALUE ETF 109.0 $22K 0.01% NEW $197.60 +5.9%
302 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 155.0 $21K 0.01% NEW $136.95 +30.6%
303 KR KROGER CO COM Consumer Defensive 380.0 $21K 0.01% NEW $55.53 +5.4%
304 UPS UNITED PARCEL SVCS INC CL B Industrials 196.0 $21K 0.01% NEW $107.50 -3.7%
305 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 532.0 $21K 0.01% NEW $39.50 +29.5%
306 MHO M/I HOMES INC COM Consumer Cyclical 130.0 $21K 0.01% NEW $160.79 -8.3%
307 NET CLOUDFLARE INC CL A COM Technology 85.0 $21K 0.01% NEW $245.28 +16.0%
308 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 235.0 $21K 0.01% NEW $88.60 -30.7%
309 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 263.0 $21K 0.01% NEW $79.16 -1.2%
310 MTZ MASTEC INC COM Industrials 50.0 $21K 0.01% NEW $416.06 -44.2%
311 CVS CVS HEALTH CORP COM Healthcare 200.0 $21K 0.01% NEW $103.45 -6.0%
312 UNP UNION PAC CORP COM Industrials 76.0 $21K 0.01% NEW $272.00 +6.3%
313 TIP ISHARES TIPS BOND ETF 185.0 $20K 0.01% NEW $109.43 -2.2%
314 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 200.0 $20K 0.01% NEW $99.38 -0.2%
315 GM GENERAL MTRS CO COM Consumer Cyclical 252.0 $19K 0.01% NEW $77.08 +13.2%
316 NOW SERVICENOW INC COM Technology 193.0 $19K 0.01% NEW $99.28 +46.6%
317 NXPI NXP SEMICONDUCTORS N V COM Technology 68.0 $19K 0.01% NEW $281.03 -19.9%
318 JPMORGAN ULTRA-SHORT INCOME ETF 370.0 $19K 0.01% NEW $50.57
319 CME CME GROUP INC COM Financial Services 83.0 $18K 0.01% NEW $220.83 +27.7%
320 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 384.0 $18K 0.01% NEW $47.71 +4.5%
Page 16 of 40  ·  792 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.0%
Technology 23.6%
Industrials 5.3%
Consumer Cyclical 4.8%
Consumer Defensive 4.1%
Healthcare 3.6%
Communication Services 1.8%
Utilities 1.7%
Energy 0.9%
Basic Materials 0.2%