Instuitional Investor - Lifestyle Asset Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Lifestyle Asset Management, Inc. |
| Portfolio Value | $372,066,610 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 81,416 | $60,799,377 | 16.34% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 236,820 | $21,124,305 | 5.68% | |
| 3. | KRE | 137,965 | $14,875,386 | 4% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 91,872 | $14,841,044 | 3.99% | |
| 5. | Invesco Qqq Tr | 19,866 | $14,629,322 | 3.93% |
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