$130 Million is the total value of LifePro Asset Management's 105 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $681,716 | +15.4% | 13,186 | 0.0% | 0.53% | +22.6% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $500,108 | +0.2% | 6,661 | 0.0% | 0.39% | +6.3% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $337,885 | +23.5% | 2,040 | 0.0% | 0.26% | +31.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 17 | Q2 2024 | 3.3% |
| VANGUARD INDEX FDS | 17 | Q2 2024 | 3.4% |
| BK OF AMERICA CORP | 17 | Q2 2024 | 4.5% |
| APPLE INC | 16 | Q2 2024 | 2.4% |
| INTEL CORP | 16 | Q2 2024 | 0.5% |
| ISHARES TR | 15 | Q2 2024 | 2.1% |
| JOHNSON & JOHNSON | 15 | Q2 2024 | 1.1% |
| AMAZON COM INC | 15 | Q2 2024 | 0.8% |
| EMERSON ELEC CO | 15 | Q2 2024 | 0.7% |
| AUTOMATIC DATA PROCESSING IN | 15 | Q2 2024 | 0.6% |
View LifePro Asset Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| N-PX | 2024-07-10 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-15 |
View LifePro Asset Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.