| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES U S CONSUMER STAPLES ETF | 2 | Q3 2022 | 7.9% |
| ISHARES PREFERRED INCOME SEC ETF | 2 | Q3 2022 | 12.5% |
| ISHARES CORE MODERATE ALLOCATIN ETF | 2 | Q3 2022 | 4.7% |
| W R BERKLEY CORP | 2 | Q3 2022 | 4.2% |
| FOLIOBEYOND RISING RATES ETF | 2 | Q3 2022 | 4.2% |
| INVSC ACTVLY MNG OPTM YD DVRS ETF | 2 | Q3 2022 | 4.1% |
| MICROSOFT CORP | 2 | Q3 2022 | 4.1% |
| APPLE INC | 2 | Q3 2022 | 4.3% |
| VANGUARD VALUE ETF | 2 | Q3 2022 | 5.1% |
| ISHARES TREASURY FLOATNG RATE BD ETF | 2 | Q3 2022 | 2.9% |
View LFS ASSET MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-12-05 |
| 13F-HR | 2022-08-16 |
View LFS 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.