Instuitional Investor - Lifestyle Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Lifestyle Asset Management, Inc.
Portfolio Value $306,171,715
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 62,546 $40,676,234 13.29%
2. IEF 393,707 $39,083,287 12.77%
3. IEF 136,422 $13,020,116 4.25%
4.
Spdr Series Trust
141,794 $12,994,002 4.24%
5.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
101,659 $11,396,996 3.72%