Livet Wealth

Livet Wealth as of June 30, 2026

Portfolio Holdings for Livet Wealth

Livet Wealth holds 122 positions in its portfolio as reported in the June 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) 7.9 $14M 283k 48.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.7 $13M 105k 127.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.5 $13M 471k 27.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.3 $9.2M 291k 31.71
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $9.1M 92k 98.98
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.1 $7.1M 169k 42.41
Spdr Series Trust St Str Sp600grwo (SLYG) 3.1 $5.5M 46k 119.13
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.7 $4.6M 238k 19.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.4 $4.2M 113k 36.87
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.1 $3.6M 186k 19.62
Cloudflare Cl A Com (NET) 2.0 $3.5M 14k 245.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $3.4M 102k 33.84
Vanguard Index Fds Value Etf (VTV) 1.9 $3.4M 16k 217.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $3.3M 21k 158.03
Spdr Series Trust ST STR SP600SM C (SLYV) 1.8 $3.2M 29k 109.11
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.7 $2.9M 145k 20.36
Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.7 $2.9M 57k 51.78
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 1.6 $2.8M 55k 50.39
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.7M 17k 154.29
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.5 $2.6M 90k 29.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $2.5M 10k 243.00
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.4 $2.4M 131k 18.57
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.3M 45k 50.60
Ishares Tr Rus 1000 Etf (IWB) 1.2 $2.1M 5.2k 409.50
Ishares Tr Ibonds Dec2026 (IBDR) 1.1 $1.9M 78k 24.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $1.9M 81k 23.13
NVIDIA Corporation (NVDA) 1.1 $1.8M 9.2k 200.09
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.9 $1.6M 98k 16.64
Microsoft Corporation (MSFT) 0.8 $1.4M 3.7k 373.02
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.3M 17k 76.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.1M 11k 96.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.0M 1.4k 747.01
Ishares Tr Morningstar Grwt (ILCG) 0.6 $1.0M 8.6k 117.02
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.6 $998k 44k 22.95
Alphabet Cap Stk Cl C (GOOG) 0.6 $967k 2.7k 353.33
Amazon (AMZN) 0.5 $925k 3.9k 238.34
Vanguard Index Fds Growth Etf (VUG) 0.5 $864k 10k 86.14
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $856k 5.8k 148.32
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $837k 18k 47.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $795k 6.4k 124.17
Broadcom (AVGO) 0.5 $784k 2.1k 377.75
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $750k 9.3k 80.57
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $684k 972.00 703.22
Spdr Series Trust St Bloo High Etf (JNK) 0.4 $659k 6.8k 96.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $654k 7.8k 83.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $649k 19k 34.81
Alphabet Cap Stk Cl A (GOOGL) 0.4 $647k 1.8k 357.37
Tesla Motors (TSLA) 0.4 $646k 1.5k 420.60
Adobe Systems Incorporated (ADBE) 0.4 $639k 3.1k 205.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $626k 13k 48.12
Visa Com Cl A (V) 0.4 $621k 1.8k 343.09
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $600k 3.9k 153.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $595k 1.6k 369.93
Apple (AAPL) 0.3 $593k 2.1k 289.36
Ishares Tr Ibon 2026 Te Etf (IBHF) 0.3 $569k 25k 22.65
Ishares Core Msci Emkt (IEMG) 0.3 $564k 6.8k 82.84
Ishares Tr U.s. Tech Etf (IYW) 0.3 $553k 2.2k 252.26
Meta Platforms Cl A (META) 0.3 $553k 982.00 563.29
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $528k 11k 47.41
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $519k 261.00 1989.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $519k 14k 36.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $491k 5.9k 82.65
Eli Lilly & Co. (LLY) 0.3 $465k 388.00 1199.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $461k 1.2k 393.93
Oracle Corporation (ORCL) 0.3 $439k 3.0k 146.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $436k 7.3k 59.69
Boeing Company (BA) 0.2 $431k 2.0k 216.47
Ge Aerospace Com New (GE) 0.2 $414k 1.1k 373.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $408k 5.2k 77.92
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $401k 17k 24.22
Wec Energy Group (WEC) 0.2 $383k 3.3k 116.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $381k 2.6k 146.41
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $370k 3.2k 114.18
Ishares Tr Msci Eafe Etf (EFA) 0.2 $352k 3.4k 103.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $342k 4.8k 71.25
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $340k 6.5k 52.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $333k 1.7k 197.60
Verizon Communications (VZ) 0.2 $330k 7.8k 42.34
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.2 $321k 16k 19.89
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $321k 4.0k 79.42
Astrazeneca Ord (AZN) 0.2 $311k 1.6k 189.62
Ishares Tr Core Msci Eafe (IEFA) 0.2 $311k 3.2k 96.58
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.2 $311k 15k 21.44
Mastercard Incorporated Cl A (MA) 0.2 $307k 598.00 513.60
Novartis Sponsored Adr (NVS) 0.2 $305k 1.9k 156.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $303k 3.4k 87.70
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $290k 608.00 477.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $286k 3.9k 73.41
Netflix (NFLX) 0.2 $285k 4.0k 71.40
Ge Vernova (GEV) 0.2 $284k 242.00 1174.86
Starbucks Corporation (SBUX) 0.2 $267k 2.6k 102.19
Micron Technology (MU) 0.2 $266k 230.00 1154.29
Totalenergies Se Act (TTE) 0.2 $265k 3.4k 77.76
Teledyne Technologies Incorporated (TDY) 0.1 $259k 389.00 666.90
Capital One Financial (COF) 0.1 $251k 1.2k 200.62
Servicenow (NOW) 0.1 $243k 2.5k 99.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $242k 3.1k 77.10
Qualcomm (QCOM) 0.1 $239k 1.3k 184.79
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $239k 2.6k 93.23
Ishares Esg Awr Msci Em (ESGE) 0.1 $239k 4.4k 54.69
Monster Beverage Corp (MNST) 0.1 $237k 2.5k 96.12
Exxon Mobil Corporation (XOM) 0.1 $234k 1.7k 136.72
Ishares Tr Russell 2000 Etf (IWM) 0.1 $233k 776.00 300.37
Parker-Hannifin Corporation (PH) 0.1 $232k 237.00 978.12
Abbvie (ABBV) 0.1 $229k 911.00 251.64
Texas Instruments Incorporated (TXN) 0.1 $229k 767.00 298.07
Corning Incorporated (GLW) 0.1 $223k 873.00 255.43
Wells Fargo & Company (WFC) 0.1 $218k 2.6k 82.64
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $217k 13k 16.39
salesforce (CRM) 0.1 $217k 1.4k 156.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $215k 6.0k 36.13
Lowe's Companies (LOW) 0.1 $213k 968.00 220.49
Lam Research Corp Com New (LRCX) 0.1 $212k 489.00 433.33
Watsco, Incorporated (WSO) 0.1 $205k 493.00 416.73
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $205k 5.7k 36.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $205k 412.00 496.73
Air Products & Chemicals (APD) 0.1 $205k 698.00 293.18
Applied Materials (AMAT) 0.1 $203k 281.00 723.00
American Intl Group Com New (AIG) 0.1 $203k 2.7k 74.53
Chevron Corporation (CVX) 0.1 $202k 1.2k 165.76
Banco Santander Sa Adr (SAN) 0.1 $169k 12k 13.80
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $137k 23k 5.83