Instuitional Investor - Lifestyle Asset Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Lifestyle Asset Management, Inc. |
| Portfolio Value | $214,228,039 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 41,873 | $25,871,518 | 12.08% | |
| 2. | First Tr Exchng Traded Fd Vi | 554,223 | $17,624,291 | 8.23% | |
| 3. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 324,002 | $11,430,800 | 5.34% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 56,389 | $10,248,171 | 4.78% | |
| 5. | Spdr Series Trust | 114,878 | $9,495,815 | 4.43% |
