Life Line Wealth Management

Life Line Wealth Management as of March 31, 2024

Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 37.1 $98M 1.1M 91.80
Ishares Tr Core S&p500 Etf (IVV) 19.6 $52M 98k 525.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.9 $45M 101k 444.01
Ishares Tr Msci Usa Value (VLUE) 9.2 $24M 224k 108.31
Ishares Tr Russell 2000 Etf (IWM) 4.6 $12M 57k 210.30
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $12M 105k 110.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 3.7 $9.7M 459k 21.15
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.4M 22k 62.06
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.3M 14k 94.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $859k 5.2k 164.34
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.3 $693k 24k 28.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $670k 2.0k 337.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $603k 5.5k 108.91
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $591k 12k 50.29
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $568k 12k 49.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $558k 4.9k 114.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $444k 6.7k 65.87
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $434k 8.6k 50.45
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $424k 4.3k 97.94
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $414k 4.4k 94.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $407k 7.0k 58.07
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $357k 7.2k 49.70
Ishares Tr Eafe Value Etf (EFV) 0.1 $347k 6.4k 54.40
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $319k 14k 22.99
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $310k 3.0k 103.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $306k 3.6k 84.43
Ishares Tr Core Msci Intl (IDEV) 0.1 $294k 4.4k 67.13
Vanguard Index Fds Value Etf (VTV) 0.1 $251k 1.5k 162.81
Hims & Hers Health Com Cl A (HIMS) 0.1 $220k 14k 15.47
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $206k 2.0k 100.54
Ishares Core Msci Emkt (IEMG) 0.1 $200k 3.9k 51.60