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Home > Institutional Investor > Liftpoint Family Wealth Advisors Llc > Profile

Instuitional Investor - Liftpoint Family Wealth Advisors Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Liftpoint Family Wealth Advisors Llc
Portfolio Value	$117,143,286

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	22,412	$15,350,875	13.1%
2.	Blackrock Etf Trust		185,396	$11,273,931	9.62%
3.	Ishares Trust	IEF	74,348	$9,164,134	7.82%
4.	Ishares Trust	IEF	40,507	$8,590,319	7.33%
5.	Ishares Tr - EAFE VALUE ETF		114,370	$8,167,162	6.97%