Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 4 | Q3 2023 | 20.2% |
ISHARES TR | 4 | Q3 2023 | 10.0% |
INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 7.7% |
ISHARES TR | 4 | Q3 2023 | 5.1% |
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 5.3% |
SPDR INDEX SHS FDS | 4 | Q3 2023 | 4.3% |
FIRST TR EXCH TRADED FD III | 4 | Q3 2023 | 2.0% |
EXXON MOBIL CORP | 4 | Q3 2023 | 1.5% |
APPLE INC | 4 | Q3 2023 | 1.0% |
MARATHON PETE CORP | 4 | Q3 2023 | 0.9% |
View Lifestyle Asset Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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.