| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INDI | Exit | INDIE SEMICONDUCTOR INCcall | $0 | – | -4,000 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO DELcall | $0 | – | -100,000 | -100.0% | -0.01% | – |
| INDI | Exit | INDIE SEMICONDUCTOR INC | $0 | – | -6,710 | -100.0% | -0.04% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -55,300 | -100.0% | -0.07% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -13,577 | -100.0% | -0.14% | – |
| DIV | Exit | GLOBAL X FDSglobx supdv us | $0 | – | -10,933 | -100.0% | -0.15% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,636 | -100.0% | -0.17% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -9,929 | -100.0% | -0.17% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -3,432 | -100.0% | -0.17% | – |
| IDHQ | Exit | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $0 | – | -7,970 | -100.0% | -0.17% | – |
| KGC | Exit | KINROSS GOLD CORP | $0 | – | -45,507 | -100.0% | -0.17% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -888 | -100.0% | -0.17% | – |
| Exit | DIMENSIONAL ETF TRUSTus sustainabilty | $0 | – | -7,623 | -100.0% | -0.17% | – | |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -515 | -100.0% | -0.18% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -4,300 | -100.0% | -0.18% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -8,030 | -100.0% | -0.18% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,517 | -100.0% | -0.18% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -513 | -100.0% | -0.18% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,382 | -100.0% | -0.19% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -4,991 | -100.0% | -0.20% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,206 | -100.0% | -0.21% | – |
| XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -2,932 | -100.0% | -0.24% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,659 | -100.0% | -0.25% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,097 | -100.0% | -0.25% | – |
| Exit | DIMENSIONAL ETF TRUSTglobal sustaina | $0 | – | -6,187 | -100.0% | -0.25% | – | |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,251 | -100.0% | -0.26% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -7,160 | -100.0% | -0.26% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -725 | -100.0% | -0.26% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,512 | -100.0% | -0.26% | – |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -4,166 | -100.0% | -0.26% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,555 | -100.0% | -0.27% | – |
| INTC | Exit | INTEL CORP | $0 | – | -9,796 | -100.0% | -0.29% | – |
| SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -4,670 | -100.0% | -0.29% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,904 | -100.0% | -0.30% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,849 | -100.0% | -0.30% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -11,561 | -100.0% | -0.30% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -2,040 | -100.0% | -0.30% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -5,060 | -100.0% | -0.30% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,848 | -100.0% | -0.31% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,181 | -100.0% | -0.31% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -4,919 | -100.0% | -0.32% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -8,063 | -100.0% | -0.33% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -16,800 | -100.0% | -0.33% | – |
| EOG | Exit | EOG RES INC | $0 | – | -3,252 | -100.0% | -0.34% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,384 | -100.0% | -0.34% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,331 | -100.0% | -0.35% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -8,020 | -100.0% | -0.35% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -5,994 | -100.0% | -0.36% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,376 | -100.0% | -0.38% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -10,062 | -100.0% | -0.40% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -6,661 | -100.0% | -0.40% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -11,791 | -100.0% | -0.45% | – |
| PDD | Exit | PDD HOLDINGS INCsponsored ads | $0 | – | -5,665 | -100.0% | -0.46% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,318 | -100.0% | -0.46% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,740 | -100.0% | -0.48% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -19,615 | -100.0% | -0.49% | – |
| BA | Exit | BOEING CO | $0 | – | -3,342 | -100.0% | -0.53% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -6,421 | -100.0% | -0.55% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,771 | -100.0% | -0.55% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,991 | -100.0% | -0.58% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -1,318 | -100.0% | -0.58% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -15,761 | -100.0% | -0.62% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -27,847 | -100.0% | -0.63% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -17,744 | -100.0% | -0.64% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -12,206 | -100.0% | -0.64% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -7,669 | -100.0% | -0.65% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -2,898 | -100.0% | -0.68% | – |
| SECT | Exit | NORTHERN LTS FD TR IVmain sectr rotn | $0 | – | -20,423 | -100.0% | -0.71% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -9,179 | -100.0% | -0.71% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -12,021 | -100.0% | -0.74% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -2,520 | -100.0% | -0.80% | – |
| Exit | ZACKS TRUSTearngs constant | $0 | – | -42,826 | -100.0% | -0.85% | – | |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -11,672 | -100.0% | -0.87% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -44,270 | -100.0% | -0.96% | – |
| AAPL | Exit | APPLE INC | $0 | – | -6,794 | -100.0% | -0.96% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -5,255 | -100.0% | -1.18% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -8,862 | -100.0% | -1.23% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -17,719 | -100.0% | -1.30% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -13,743 | -100.0% | -1.33% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -28,499 | -100.0% | -1.38% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -68,464 | -100.0% | -1.38% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -24,330 | -100.0% | -1.48% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -82,588 | -100.0% | -1.53% | – | |
| PGHY | Exit | INVESCO EXCH TRADED FD TR IIglobal ex us hgh | $0 | – | -100,008 | -100.0% | -1.56% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -49,755 | -100.0% | -1.72% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -31,794 | -100.0% | -1.83% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -19,144 | -100.0% | -2.18% | – |
| Exit | DIAMOND OFFSHORE DRILLING IN | $0 | – | -190,364 | -100.0% | -2.30% | – | |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -28,795 | -100.0% | -2.44% | – |
| CVE | Exit | CENOVUS ENERGY INC | $0 | – | -145,088 | -100.0% | -2.49% | – |
| WFRD | Exit | WEATHERFORD INTL PLC | $0 | – | -34,391 | -100.0% | -2.56% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -21,789 | -100.0% | -2.78% | – |
| Exit | PIMCO ETF TRsr ln active etf | $0 | – | -68,662 | -100.0% | -2.85% | – | |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -146,378 | -100.0% | -2.93% | – | |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -433,210 | -100.0% | -2.93% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -15,986 | -100.0% | -3.03% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -100,135 | -100.0% | -3.08% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -40,696 | -100.0% | -3.08% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -61,288 | -100.0% | -3.28% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -500,824 | -100.0% | -3.28% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -82,340 | -100.0% | -3.96% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -242,654 | -100.0% | -4.20% | – |
| CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -81,020 | -100.0% | -4.32% | – |
| TDW | Exit | TIDEWATER INC NEW | $0 | – | -76,972 | -100.0% | -4.51% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 14 | Q3 2023 | 3.4% |
| BK OF AMERICA CORP | 14 | Q3 2023 | 4.5% |
| APPLE INC | 13 | Q3 2023 | 2.4% |
| INTEL CORP | 13 | Q3 2023 | 0.5% |
| ISHARES TR | 12 | Q1 2023 | 6.1% |
| ISHARES TR | 12 | Q1 2023 | 1.6% |
| ISHARES TR | 12 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 1.1% |
| EMERSON ELEC CO | 12 | Q3 2023 | 0.7% |
View LifePro Asset Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
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.