Life Line Wealth Management

Life Line Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 27.3 $69M 699k 98.88
Ishares Tr Rus 1000 Grw Etf (IWF) 18.3 $46M 152k 303.17
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 17.9 $45M 495k 91.39
Ishares Tr Core S&p500 Etf (IVV) 17.9 $45M 95k 477.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 13.8 $35M 361k 96.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.7M 12k 147.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $945k 2.3k 409.51
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $942k 19k 50.24
Vanguard World Mega Grwth Ind (MGK) 0.4 $889k 3.4k 259.53
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $865k 5.5k 156.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $684k 5.0k 136.39
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $562k 11k 49.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $549k 5.0k 110.66
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.2 $544k 20k 27.09
Home Depot (HD) 0.2 $517k 1.5k 346.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $431k 4.1k 104.92
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $426k 8.5k 50.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $416k 7.1k 58.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $415k 6.6k 62.66
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $386k 3.9k 99.25
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $353k 15k 23.27
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $349k 7.1k 49.39
Vanguard Index Fds Value Etf (VTV) 0.1 $283k 1.9k 149.47
Ishares Tr Core Msci Intl (IDEV) 0.1 $276k 4.3k 63.66
Microsoft Corporation (MSFT) 0.1 $274k 727.00 376.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $202k 2.0k 99.79
Hims & Hers Health Com Cl A (HIMS) 0.1 $126k 14k 8.90