Instuitional Investor - Lifewealth Investments, Llc
Fund Profile
Filing Period:
Fund Name: | Lifewealth Investments, Llc |
Portfolio Value | $244,346,917 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - RUS TP200 GR ETF | 73,444 | $15,492,353 | 6.34% | |
2. | Wisdomtree Tr | 217,353 | $10,939,343 | 4.48% | |
3. | Ishares Tr - RUS TP200 VL ETF | 130,183 | $10,698,360 | 4.38% | |
4. | AAPL | 38,515 | $8,555,416 | 3.5% | |
5. | Innovator Etfs Trust | 178,442 | $7,867,507 | 3.22% |