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Home > Institutional Investor > Lifelong Wealth Advisors, Inc. > Profile

Instuitional Investor - Lifelong Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lifelong Wealth Advisors, Inc.
Portfolio Value $222,468,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 536,095 $61,755,596 27.75%
2.
Spdr Series Trust
 880,614 $60,548,076 27.21%
3.
Ishares Trust
 IEF 95,440 $15,202,203 6.83%
4.
Oracle Corp
 ORCL 39,954 $6,657,935 2.99%
5.
Ishares Tr - MSCI USA QLT FCT
 34,899 $6,214,833 2.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)