Life Line Wealth Management

Life Line Wealth Management as of June 30, 2024

Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.1 $43M 78k 547.23
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 14.5 $38M 1.8M 21.04
Ssga Active Etf Tr Blackstone Senr (SRLN) 14.5 $38M 916k 41.80
Ishares Tr 20 Yr Tr Bd Etf (TLT) 14.5 $38M 417k 91.78
Ishares Tr Rus 1000 Grw Etf (IWF) 10.1 $27M 73k 364.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.7 $26M 151k 170.76
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 9.3 $25M 379k 64.95
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $24M 246k 97.07
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.2M 22k 52.46
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $589k 6.4k 91.78
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $577k 12k 50.31
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $576k 12k 49.52
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $440k 8.7k 50.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $411k 7.1k 57.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $402k 3.7k 107.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $397k 3.3k 119.31
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $362k 7.3k 49.70
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $297k 13k 22.72
Ishares Tr Core Msci Intl (IDEV) 0.1 $293k 4.5k 65.64
Hims & Hers Health Com Cl A (HIMS) 0.1 $287k 14k 20.19
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $209k 2.1k 100.67