Livet Wealth

Livet Wealth as of March 31, 2026

Portfolio Holdings for Livet Wealth

Livet Wealth holds 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.0 $13M 263k 48.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.6 $12M 482k 24.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.3 $12M 105k 109.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.8 $9.1M 297k 30.68
Ishares Tr Core Us Aggbd Et (AGG) 5.1 $8.0M 80k 99.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.2 $6.6M 156k 42.31
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.9 $4.6M 233k 19.53
Spdr Series Trust State Street Spd (SLYG) 2.9 $4.5M 47k 96.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $3.6M 115k 30.96
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.1 $3.3M 168k 19.62
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $3.2M 22k 148.10
Vanguard Index Fds Value Etf (VTV) 2.0 $3.1M 16k 196.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.0M 103k 29.13
Cloudflare Cl A Com (NET) 1.9 $2.9M 14k 206.34
Spdr Series Trust State Street Spd (SLYV) 1.8 $2.9M 31k 94.58
Spdr Index Shs Fds State Street Spd (SPEM) 1.7 $2.7M 58k 46.91
Spdr Index Shs Fds State Street Spd (SPDW) 1.7 $2.6M 57k 45.65
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.6 $2.6M 126k 20.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.6M 18k 145.79
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.5 $2.3M 87k 26.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $2.2M 10k 217.26
Ishares Tr Core Intl Aggr (IAGG) 1.4 $2.2M 44k 50.04
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.3 $2.0M 108k 18.66
Ishares Tr Ibonds Dec2026 (IBDR) 1.2 $1.9M 80k 24.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $1.9M 82k 23.22
Ishares Tr Rus 1000 Etf (IWB) 1.2 $1.8M 5.1k 356.56
NVIDIA Corporation (NVDA) 1.0 $1.5M 8.8k 174.40
Microsoft Corporation (MSFT) 0.9 $1.4M 3.6k 370.17
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.9 $1.3M 80k 16.72
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.3M 17k 77.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.0M 11k 88.70
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $910k 1.4k 650.53
Ishares Tr Morningstar Grwt (ILCG) 0.5 $819k 8.6k 95.48
Alphabet Cap Stk Cl C (GOOG) 0.5 $792k 2.8k 286.86
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $790k 17k 47.47
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $778k 6.3k 124.32
Adobe Systems Incorporated (ADBE) 0.5 $759k 3.1k 243.08
Amazon (AMZN) 0.5 $747k 3.6k 208.27
Vanguard Index Fds Growth Etf (VUG) 0.5 $730k 1.7k 436.79
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $704k 1.1k 616.92
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.4 $696k 30k 23.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $683k 1.6k 426.40
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $674k 2.3k 287.19
Spdr Series Trust State Street Spd (JNK) 0.4 $638k 6.7k 95.72
Meta Platforms Cl A (META) 0.4 $624k 1.1k 572.13
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $614k 13k 46.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $586k 7.8k 75.10
Broadcom (AVGO) 0.4 $579k 1.9k 309.51
Ishares Tr Ibonds 2026 Term (IBHF) 0.4 $577k 25k 22.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $567k 19k 30.50
Tesla Motors (TSLA) 0.3 $545k 1.5k 371.75
Visa Com Cl A (V) 0.3 $544k 1.8k 302.24
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $544k 11k 47.55
Alphabet Cap Stk Cl A (GOOGL) 0.3 $528k 1.8k 287.56
Apple (AAPL) 0.3 $516k 2.0k 253.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $515k 1.6k 320.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $492k 5.9k 82.75
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $486k 3.9k 124.47
Ishares Core Msci Emkt (IEMG) 0.3 $480k 6.9k 69.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $471k 14k 32.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $458k 5.8k 78.42
Oracle Corporation (ORCL) 0.3 $456k 3.1k 147.11
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $452k 19k 24.24
Verizon Communications (VZ) 0.3 $438k 8.7k 50.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $411k 1.3k 313.79
Ishares Tr U.s. Tech Etf (IYW) 0.3 $409k 2.3k 181.39
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $404k 4.4k 91.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $402k 5.1k 79.26
Boeing Company (BA) 0.3 $402k 2.0k 199.03
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $390k 3.3k 118.62
Wec Energy Group (WEC) 0.2 $386k 3.3k 115.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $386k 7.1k 54.05
Netflix (NFLX) 0.2 $381k 4.0k 96.15
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $375k 4.0k 92.69
Eli Lilly & Co. (LLY) 0.2 $359k 390.00 919.77
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.2 $334k 16k 21.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $333k 2.6k 128.12
Astrazeneca Ord (AZN) 0.2 $328k 1.7k 197.22
Totalenergies Se Act (TTE) 0.2 $324k 3.6k 90.98
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $319k 7.1k 45.06
Novartis Sponsored Adr (NVS) 0.2 $313k 2.1k 152.75
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.2 $311k 18k 16.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $310k 1.7k 184.27
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $309k 234.00 1320.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $307k 4.8k 64.07
Mastercard Incorporated Cl A (MA) 0.2 $300k 601.00 499.66
Ishares Tr Msci Eafe Etf (EFA) 0.2 $300k 3.1k 97.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $287k 3.9k 73.64
Servicenow (NOW) 0.2 $284k 2.7k 104.55
Ishares Tr Core Msci Eafe (IEFA) 0.2 $279k 3.1k 90.53
Unilever Spon Adr New (UL) 0.2 $278k 4.9k 56.97
Exxon Mobil Corporation (XOM) 0.2 $268k 1.6k 169.66
Sony Group Corp Sponsored Adr (SONY) 0.2 $255k 12k 20.70
Equinor Asa Sponsored Adr (EQNR) 0.2 $255k 6.0k 42.20
salesforce (CRM) 0.2 $251k 1.3k 186.67
Qualcomm (QCOM) 0.2 $248k 1.9k 128.78
Teledyne Technologies Incorporated (TDY) 0.2 $238k 393.00 605.01
Starbucks Corporation (SBUX) 0.1 $234k 2.6k 89.59
Ge Aerospace Com New (GE) 0.1 $233k 822.00 283.77
Chevron Corporation (CVX) 0.1 $233k 1.1k 206.90
Capital One Financial (COF) 0.1 $232k 1.3k 182.43
Lowe's Companies (LOW) 0.1 $227k 962.00 236.28
LeMaitre Vascular (LMAT) 0.1 $227k 2.1k 109.17
Wells Fargo & Company (WFC) 0.1 $222k 2.8k 79.61
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $220k 2.6k 86.37
Ishares Esg Awr Msci Em (ESGE) 0.1 $216k 4.7k 45.47
Parker-Hannifin Corporation (PH) 0.1 $214k 239.00 895.24
HSBC HLDGS Spon Adr New (HSBC) 0.1 $212k 2.6k 82.49
American Intl Group Com New (AIG) 0.1 $210k 2.8k 75.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $205k 607.00 337.95
Agnico (AEM) 0.1 $205k 1.0k 202.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $204k 3.0k 67.54
Air Products & Chemicals (APD) 0.1 $204k 701.00 290.49
Constellation Brands Cl A (STZ) 0.1 $203k 1.4k 150.00
American Water Works (AWK) 0.1 $202k 1.5k 136.09
Banco Santander Sa Adr (SAN) 0.1 $139k 12k 11.28
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $125k 25k 5.03