Life Line Wealth Management

Life Line Wealth Management as of March 31, 2025

Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 34 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 16.9 $46M 653k 70.21
Ishares Msci Germany Etf (EWG) 16.5 $45M 1.2M 37.08
Ishares Tr Core S&p500 Etf (IVV) 15.6 $42M 75k 561.90
Ishares Tr 7-10 Yr Trsy Bd (IEF) 11.9 $32M 340k 95.37
Ishares Core Msci Emkt (IEMG) 9.5 $26M 479k 53.97
Ishares Tr Eafe Grwth Etf (EFG) 9.3 $25M 252k 100.00
Ishares Gold Tr Ishares New (IAU) 9.1 $25M 422k 58.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $5.6M 12k 468.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $5.0M 29k 170.89
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $3.8M 11k 361.08
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $3.1M 37k 85.07
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.1M 11k 199.49
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.1M 11k 202.13
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.3M 19k 71.97
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $602k 12k 49.86
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $598k 12k 50.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $550k 6.0k 91.03
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $495k 6.6k 74.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $458k 9.0k 50.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $427k 7.3k 58.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $423k 3.5k 121.90
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $421k 3.9k 108.69
Hims & Hers Health Com Cl A (HIMS) 0.2 $420k 14k 29.55
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $408k 4.1k 98.92
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $381k 4.2k 91.73
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $377k 7.6k 49.73
Ishares Tr Core Msci Intl (IDEV) 0.1 $299k 4.3k 68.90
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $267k 12k 23.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $256k 2.8k 92.83
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $248k 1.3k 193.04
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $228k 4.7k 48.76
Netflix (NFLX) 0.1 $219k 235.00 932.53
Ishares Tr Eafe Value Etf (EFV) 0.1 $217k 3.7k 58.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $217k 2.2k 100.60