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Home > Institutional Investor > Liftpoint Family Wealth Advisors Llc > 13F Holdings

Instuitional Investor - Liftpoint Family Wealth Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,952 $27,673,209 18.75%
2.
Blackrock Etf Trust
 DYNF 187,176 $12,729,873 8.63%
3.
Ishares Trust
 IEF 79,508 $10,934,773 7.41%
4.
Ishares Inc - CORE MSCI EMKT
 106,815 $8,848,551 6%
5.
Ishares Trust
 IEF 35,195 $7,991,403 5.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.