Instuitional Investor - Lifeworks Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifeworks Advisors, Llc |
| Portfolio Value | $289,808,893 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds | 202,542 | $9,618,696 | 3.31% | |
| 2. | Ishares Tr | 396,831 | $9,142,985 | 3.15% | |
| 3. | IEF | 74,468 | $8,240,604 | 2.84% | |
| 4. | Fidelity Covington Trust | 119,680 | $7,742,114 | 2.67% | |
| 5. | Fidelity Covington Trust | 49,667 | $7,134,156 | 2.46% |
