Instuitional Investor - Lifeworks Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifeworks Advisors, Llc |
| Portfolio Value | $601,742,049 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 817,424 | $29,762,408 | 4.95% | |
| 2. | Ishares Tr - US TREAS BD ETF | 940,531 | $21,618,097 | 3.59% | |
| 3. | IEF | 167,921 | $18,251,367 | 3.03% | |
| 4. | Ishares Tr - MBS ETF | 162,540 | $15,243,018 | 2.53% | |
| 5. | Vanguard Malvern Fds | 281,118 | $14,027,810 | 2.33% |
