| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 20.2% |
| ISHARES TR | 7 | Q2 2024 | 10.0% |
| ISHARES TR | 7 | Q2 2024 | 6.2% |
| SPDR INDEX SHS FDS | 7 | Q2 2024 | 4.3% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 5.3% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 3.8% |
| APPLE INC | 7 | Q2 2024 | 1.0% |
| NORTHERN LTS FD TR III | 7 | Q2 2024 | 1.3% |
| ALPHABET INC | 7 | Q2 2024 | 1.0% |
| NORTHERN LTS FD TR III | 7 | Q2 2024 | 1.2% |
View Lifestyle Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-04-20 |
View Lifestyle Asset Management, Inc.'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.