Lifelong Wealth Advisors

Lifelong Wealth Advisors as of March 31, 2025

Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 68 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
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 27.5 $59M 532k 110.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 26.9 $58M 875k 65.76
Ishares Tr U.s. Tech Etf (IYW) 6.3 $13M 95k 140.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $6.5M 38k 170.89
Ishares Tr S&p 500 Grwt Etf (IVW) 2.7 $5.7M 62k 92.83
Oracle Corporation (ORCL) 2.6 $5.6M 40k 139.81
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $5.2M 106k 48.76
Ishares Tr Core Total Usd (IUSB) 2.0 $4.3M 93k 46.08
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.9M 21k 190.58
Ishares Tr Eafe Value Etf (EFV) 1.8 $3.9M 67k 58.94
Ishares Tr Us Infrastruc (IFRA) 1.7 $3.6M 79k 45.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $3.5M 152k 23.16
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.1M 5.5k 561.90
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $2.5M 20k 121.91
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $2.5M 25k 100.00
Ishares Msci Emrg Chn (EMXC) 0.9 $2.0M 36k 55.09
Ishares Core Msci Emkt (IEMG) 0.8 $1.8M 33k 53.97
Ishares Tr Mbs Etf (MBB) 0.8 $1.7M 19k 93.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.5M 13k 117.49
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $1.5M 16k 92.53
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $1.4M 12k 116.39
Apple (AAPL) 0.7 $1.4M 6.5k 222.14
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.7 $1.4M 31k 46.02
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.2M 24k 52.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.1M 21k 50.85
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.5 $980k 21k 46.57
Microsoft Corporation (MSFT) 0.4 $960k 2.6k 375.42
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $926k 15k 61.89
Eli Lilly & Co. (LLY) 0.4 $917k 1.1k 825.91
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $875k 24k 36.29
3M Company (MMM) 0.3 $717k 4.9k 146.85
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $697k 12k 60.60
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $651k 6.5k 100.18
Xcel Energy (XEL) 0.3 $645k 9.1k 70.79
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $568k 12k 46.67
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $550k 12k 47.48
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $525k 3.3k 161.29
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $522k 5.1k 102.41
Target Corporation (TGT) 0.2 $499k 4.8k 104.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $456k 856.00 532.58
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $442k 19k 23.06
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $411k 19k 22.18
NVIDIA Corporation (NVDA) 0.2 $383k 3.5k 108.38
Tesla Motors (TSLA) 0.2 $374k 1.4k 259.16
Ark Etf Tr Fintech Innova (ARKF) 0.2 $361k 11k 33.26
Ishares Tr Core Msci Eafe (IEFA) 0.2 $350k 4.6k 75.65
Ishares Esg Awr Msci Em (ESGE) 0.2 $331k 9.5k 34.95
Procter & Gamble Company (PG) 0.2 $329k 1.9k 170.42
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $307k 2.9k 104.58
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $302k 3.9k 78.28
UnitedHealth (UNH) 0.1 $298k 569.00 523.75
Abbvie (ABBV) 0.1 $298k 1.4k 209.52
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $297k 13k 22.98
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $295k 3.3k 90.59
Ishares Tr Ultra Short-term (ICSH) 0.1 $271k 5.4k 50.70
Mastercard Incorporated Cl A (MA) 0.1 $270k 493.00 548.12
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $258k 6.4k 40.49
Amazon (AMZN) 0.1 $256k 1.3k 190.26
Otter Tail Corporation (OTTR) 0.1 $255k 3.2k 80.37
Exxon Mobil Corporation (XOM) 0.1 $254k 2.1k 118.94
Wells Fargo & Company (WFC) 0.1 $253k 3.5k 71.78
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $242k 3.6k 67.34
Alphabet Cap Stk Cl A (GOOGL) 0.1 $221k 1.4k 154.64
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $214k 6.7k 31.85
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $212k 2.5k 84.95
Seagate Technology Hldngs Pl Put Put Option 0.1 $204k 2.4k 84.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $202k 1.3k 156.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $201k 1.6k 121.99