Livet Wealth

Livet Wealth as of Sept. 30, 2026

Portfolio Holdings for Livet Wealth

Livet Wealth holds 119 positions in its portfolio as reported in the September 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 $15M 310k 46.87
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.6 $14M 107k 128.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.3 $13M 477k 27.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.3 $9.6M 295k 32.53
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $9.6M 101k 94.54
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.1 $7.3M 178k 41.25
Spdr Series Trust St Str Sp600grwo (SLYG) 2.8 $5.0M 47k 106.97
Cloudflare Cl A Com (NET) 2.7 $4.9M 14k 347.28
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 2.6 $4.7M 238k 19.55
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.5 $4.4M 228k 19.52
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.3 $4.1M 202k 20.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $3.9M 115k 34.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $3.5M 98k 35.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $3.2M 21k 155.20
Vanguard Index Fds Mrngstr Val Etf (VTV) 1.7 $3.1M 14k 216.08
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.7 $3.1M 168k 18.20
Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.7 $3.0M 58k 51.76
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 1.5 $2.8M 55k 50.21
Spdr Series Trust ST STR SP600SM C (SLYV) 1.5 $2.8M 27k 102.15
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.8M 18k 155.25
NVIDIA Corporation (NVDA) 1.4 $2.5M 11k 228.38
Fidelity Covington Trust Msci Rl Est Etf (FREL) 1.4 $2.5M 92k 27.18
Vanguard Index Fds MRNGSTR SML CP V (VBR) 1.3 $2.4M 10k 231.03
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.3M 47k 49.20
Microsoft Corporation (MSFT) 1.2 $2.2M 4.2k 512.90
Ishares Tr Rus 1000 Etf (IWB) 1.2 $2.1M 5.2k 416.09
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 1.1 $2.0M 123k 16.14
Ishares Tr Ibonds Dec2026 (IBDR) 1.1 $2.0M 81k 24.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $1.8M 80k 22.10
Apple (AAPL) 0.8 $1.4M 4.3k 333.02
Amazon (AMZN) 0.7 $1.3M 5.3k 249.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.2M 16k 72.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.1M 1.4k 762.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.1M 12k 89.63
Ishares Tr Morningstar Grwt (ILCG) 0.6 $1.0M 8.6k 116.97
Alphabet Cap Stk Cl A (GOOGL) 0.5 $927k 2.7k 344.08
Alphabet Cap Stk Cl C (GOOG) 0.5 $925k 2.7k 340.74
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.5 $920k 10k 90.11
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $858k 38k 22.82
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.5 $836k 11k 78.42
Meta Platforms Cl A (META) 0.5 $819k 1.1k 725.18
Ishares Tr Usd Grn Bond Etf (BGRN) 0.4 $807k 18k 45.62
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $770k 5.7k 136.05
Broadcom (AVGO) 0.4 $769k 2.2k 351.19
Adobe Systems Incorporated (ADBE) 0.4 $711k 3.0k 239.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $690k 5.5k 125.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $648k 13k 49.74
Spdr Series Trust St Bloo High Etf (JNK) 0.4 $641k 6.9k 92.75
Tesla Motors (TSLA) 0.4 $641k 1.8k 354.81
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $638k 972.00 656.68
Visa Com Cl A (V) 0.3 $629k 1.8k 359.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $601k 7.2k 82.97
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.3 $601k 1.6k 374.13
Ishares Tr U.s. Tech Etf (IYW) 0.3 $581k 2.2k 264.86
Ishares Tr Ibon 2026 Te Etf (IBHF) 0.3 $566k 25k 22.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $564k 17k 33.31
Ishares Core Msci Emkt (IEMG) 0.3 $548k 6.8k 81.16
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $506k 11k 45.25
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.3 $494k 3.6k 137.94
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $493k 272.00 1811.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $478k 13k 36.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $465k 5.9k 78.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $434k 7.3k 59.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $431k 615.00 700.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $418k 1.2k 357.01
Boeing Company (BA) 0.2 $407k 2.2k 186.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $400k 5.2k 76.41
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $399k 17k 24.12
Advanced Micro Devices (AMD) 0.2 $375k 613.00 611.76
Ishares Tr Msci Eafe Etf (EFA) 0.2 $372k 3.6k 103.90
Eli Lilly & Co. (LLY) 0.2 $365k 315.00 1157.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $358k 2.6k 137.68
Applied Materials (AMAT) 0.2 $355k 695.00 511.38
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $354k 775.00 456.19
Novartis Sponsored Adr (NVS) 0.2 $351k 2.5k 142.57
Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.2 $344k 1.8k 195.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $340k 4.8k 70.62
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $340k 22k 15.77
Verizon Communications (VZ) 0.2 $333k 7.3k 45.87
Micron Technology (MU) 0.2 $329k 309.00 1065.11
Ge Aerospace Com New (GE) 0.2 $326k 1.0k 312.29
Netflix (NFLX) 0.2 $319k 4.6k 69.58
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $318k 6.6k 48.52
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $314k 3.4k 91.11
Ishares Tr Core Msci Eafe (IEFA) 0.2 $312k 3.2k 96.88
Wec Energy Group (WEC) 0.2 $310k 3.1k 100.78
salesforce (CRM) 0.2 $308k 1.3k 229.57
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.2 $302k 15k 20.43
Totalenergies Se Act (TTE) 0.2 $296k 3.5k 85.50
Mastercard Incorporated Cl A (MA) 0.2 $296k 536.00 551.47
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.2 $292k 13k 23.07
Astrazeneca Ord (AZN) 0.2 $291k 1.8k 161.47
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $290k 2.0k 148.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $288k 4.1k 70.14
JPMorgan Chase & Co. (JPM) 0.2 $282k 851.00 330.83
Exxonmobil Holdings Corp Com Shs (XOM) 0.2 $278k 1.7k 162.75
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $275k 3.4k 82.17
Oracle Corporation (ORCL) 0.2 $274k 2.0k 137.30
Thomsoncorp (TRI) 0.1 $265k 2.7k 97.33
Chevron Corporation (CVX) 0.1 $259k 1.3k 204.21
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $241k 2.6k 93.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $226k 3.1k 71.94
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $222k 10k 22.10
Capital One Financial (COF) 0.1 $221k 1.1k 193.07
Texas Instruments Incorporated (TXN) 0.1 $220k 786.00 280.09
Ishares Esg Awr Msci Em (ESGE) 0.1 $220k 4.1k 54.16
Abbvie (ABBV) 0.1 $219k 837.00 261.59
Walt Disney Company (DIS) 0.1 $218k 2.1k 104.90
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $216k 413.00 522.81
Ishares Tr Russell 2000 Etf (IWM) 0.1 $216k 776.00 277.82
Qualcomm (QCOM) 0.1 $215k 1.2k 184.04
Ge Vernova (GEV) 0.1 $213k 224.00 950.49
Monster Beverage Corp (MNST) 0.1 $208k 5.0k 41.62
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $208k 5.7k 36.66
Philip Morris International (PM) 0.1 $204k 1.1k 190.82
Starbucks Corporation (SBUX) 0.1 $202k 2.1k 93.96
Unilever Spon Adr New (UL) 0.1 $201k 3.3k 60.73
Banco Santander Sa Adr (SAN) 0.1 $178k 13k 13.83
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $136k 24k 5.63