Instuitional Investor - Lifewealth Investments, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifewealth Investments, Llc |
| Portfolio Value | $308,174,222 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - RUS TP200 GR ETF | 94,024 | $23,178,002 | 7.52% | |
| 2. | Ishares Tr - RUS TP200 VL ETF | 159,893 | $13,461,352 | 4.37% | |
| 3. | Wisdomtree Tr | 265,204 | $13,342,408 | 4.33% | |
| 4. | Caterpillar Inc | 468,682 | $11,845,101 | 3.84% | |
| 5. | Innovator Etfs Trust | 227,813 | $10,707,211 | 3.47% |
