Instuitional Investor - Lifestyle Asset Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Lifestyle Asset Management, Inc. |
| Portfolio Value | $181,909,899 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 51,349 | $28,724,167 | 15.79% | |
| 2. | First Tr Exchng Traded Fd Vi | 557,383 | $16,548,702 | 9.1% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 55,109 | $9,546,525 | 5.25% | |
| 4. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 279,315 | $9,357,058 | 5.14% | |
| 5. | IEF | 85,742 | $8,481,648 | 4.66% |
