Instuitional Investor - Lifeworks Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifeworks Advisors, Llc |
| Portfolio Value | $670,654,217 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 901,955 | $36,520,159 | 5.45% | |
| 2. | Ishares Tr - US TREAS BD ETF | 996,931 | $22,909,474 | 3.42% | |
| 3. | IEF | 168,431 | $18,461,676 | 2.75% | |
| 4. | Ishares Tr - MBS ETF | 171,720 | $16,122,814 | 2.4% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 312,881 | $15,490,756 | 2.31% |
