Instuitional Investor - Lifeworks Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Lifeworks Advisors, Llc |
| Portfolio Value | $554,114,417 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 710,638 | $24,254,058 | 4.37% | |
| 2. | Ishares Tr - US TREAS BD ETF | 821,816 | $18,885,342 | 3.4% | |
| 3. | IEF | 137,908 | $14,734,073 | 2.65% | |
| 4. | Fidelity Covington Trust | 214,778 | $14,035,769 | 2.53% | |
| 5. | Ishares Tr - MBS ETF | 145,793 | $13,366,282 | 2.41% |
