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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 $213,441,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 532,300 $58,595,561 27.45%
2.
Spdr Series Trust
 874,455 $57,504,157 26.94%
3.
Ishares Trust
 IEF 95,423 $13,401,160 6.28%
4.
Ishares Tr - MSCI USA QLT FCT
 38,111 $6,512,820 3.05%
5.
Ishares Trust
 IEF 61,675 $5,725,290 2.68%
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)