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Home > Institutional Investor > Lifestyle Asset Management, Inc. > Profile

Instuitional Investor - Lifestyle Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Lifestyle Asset Management, Inc.
Portfolio Value $307,394,396
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 62,681 $42,743,244 13.91%
2.
Ishares Trust
 IEF 166,381 $16,618,142 5.41%
3.
Spdr Series Trust
 484,372 $15,553,173 5.06%
4.
Spdr Series Trust
 141,135 $12,589,242 4.1%
5.
First Tr Exchng Traded Fd Vi
 324,170 $11,106,064 3.61%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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