Financial Life Planners’s TCW Transform 500 ETF VOTE Stock Holding History

Financial Life Planners’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361	Hold	4	–	–	﹤0.01%	312
2026 Q1	$312	Buy	+4	New	+$319	﹤0.01%	339
2025 Q4	–	Sell	-4	Closed	-$319	–	324
2025 Q3	$319	Buy	+4	New	+$302	﹤0.01%	334
2025 Q1	–	Sell	-4	Closed	-$277	–	376
2024 Q4	$277	Buy	+4	New	+$276	﹤0.01%	377

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Financial Life Planners's VOTE Position: Q2 2026 in Review

Financial Life Planners held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 4 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Financial Life Planners first reported a position in VOTE in Q4 2024 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Financial Life Planners held 4 shares of TCW Transform 500 ETF worth $361 as of Q2 2026.
Financial Life Planners left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #312 holding.
Financial Life Planners first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.