Lifelong Wealth Advisors

Lifelong Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 27.8 $62M 536k 115.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 27.2 $61M 881k 68.76
Ishares Tr U.s. Tech Etf (IYW) 6.8 $15M 95k 159.29
Oracle Corporation (ORCL) 3.0 $6.7M 40k 166.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $6.2M 35k 178.08
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $6.2M 61k 101.53
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.3 $5.2M 101k 51.25
Ishares Tr Core Total Usd (IUSB) 1.9 $4.2M 93k 45.20
Ishares Tr Eafe Grwth Etf (EFG) 1.9 $4.2M 43k 96.83
Ishares Tr Us Infrastruc (IFRA) 1.9 $4.2M 91k 46.23
Ishares Tr Eafe Value Etf (EFV) 1.8 $4.1M 78k 52.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $3.3M 147k 22.70
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.3M 5.5k 588.68
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $2.8M 15k 190.88
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $2.5M 19k 128.82
Tesla Motors (TSLA) 0.9 $2.1M 5.1k 403.84
Ishares Msci Emrg Chn (EMXC) 0.9 $2.0M 36k 55.45
Ishares Tr Mbs Etf (MBB) 0.9 $1.9M 21k 91.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $1.7M 14k 126.75
Apple (AAPL) 0.7 $1.6M 6.4k 250.43
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $1.5M 12k 117.50
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $1.4M 15k 95.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.2M 24k 50.71
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $1.2M 23k 52.02
Microsoft Corporation (MSFT) 0.5 $1.1M 2.5k 421.53
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $1.0M 10k 99.92
Ishares Core Msci Emkt (IEMG) 0.4 $995k 19k 52.22
Eli Lilly & Co. (LLY) 0.4 $849k 1.1k 772.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $848k 9.7k 87.33
3M Company (MMM) 0.3 $630k 4.9k 129.10
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $610k 9.5k 64.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $607k 3.3k 184.87
Target Corporation (TGT) 0.2 $536k 4.0k 135.18
Xcel Energy (XEL) 0.2 $501k 7.4k 67.52
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $477k 4.3k 110.25
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $464k 9.3k 49.72
NVIDIA Corporation (NVDA) 0.2 $457k 3.4k 134.29
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $433k 8.3k 51.99
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $418k 18k 22.72
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $410k 19k 21.78
Ark Etf Tr Fintech Innova (ARKF) 0.2 $402k 11k 37.05
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $396k 3.4k 115.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $384k 847.00 453.28
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $373k 8.0k 46.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $372k 4.3k 85.84
Procter & Gamble Company (PG) 0.1 $321k 1.9k 167.65
Ishares Tr Core Msci Eafe (IEFA) 0.1 $321k 4.6k 70.28
UnitedHealth (UNH) 0.1 $317k 627.00 505.86
Amazon (AMZN) 0.1 $288k 1.3k 221.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $278k 12k 22.98
Ishares Esg Awr Msci Em (ESGE) 0.1 $275k 8.2k 33.39
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $273k 6.9k 39.37
Ishares Tr Ultra Short-term (ICSH) 0.1 $271k 5.4k 50.43
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $267k 4.1k 64.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $260k 1.4k 189.30
Mastercard Incorporated Cl A (MA) 0.1 $258k 490.00 526.57
Abbvie (ABBV) 0.1 $246k 1.4k 177.70
Alphabet Cap Stk Cl C (GOOG) 0.1 $244k 1.3k 190.44
Otter Tail Corporation (OTTR) 0.1 $234k 3.2k 73.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k 1.2k 197.49
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $232k 2.6k 89.04
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $221k 7.4k 30.06
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $215k 2.5k 86.31
Exxon Mobil Corporation (XOM) 0.1 $212k 2.0k 107.57
Caterpillar (CAT) 0.1 $210k 579.00 362.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $208k 1.6k 128.66