LPF Advisors

LPF Advisors as of Dec. 31, 2024

Portfolio Holdings for LPF Advisors

LPF Advisors holds 34 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
Vanguard Index Fds Total Stk Mkt (VTI) 25.5 $30M 105k 289.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $15M 214k 71.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.3 $14M 27k 511.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.0 $12M 149k 80.27
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.5 $11M 252k 44.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.7 $6.8M 42k 161.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.6 $6.7M 76k 87.33
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.3 $3.9M 113k 34.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $3.6M 130k 27.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $3.0M 5.6k 538.69
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.4 $2.8M 98k 28.67
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.2M 19k 115.20
Apple (AAPL) 0.8 $917k 3.7k 250.42
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $767k 8.6k 88.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $728k 15k 50.13
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.5 $551k 12k 45.76
Mainstay Definedterm Mn Opp (MMD) 0.4 $469k 31k 14.93
Ishares Tr Core Msci Eafe (IEFA) 0.4 $428k 6.1k 70.28
ConAgra Foods (CAG) 0.3 $404k 15k 27.75
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $325k 7.8k 41.73
Lamb Weston Hldgs (LW) 0.3 $312k 4.7k 66.83
Microsoft Corporation (MSFT) 0.3 $310k 736.00 421.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $300k 4.8k 62.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $297k 1.1k 264.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $274k 1.3k 206.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $258k 569.00 453.28
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $242k 2.5k 96.90
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $235k 2.5k 92.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $234k 1.3k 185.13
Tesla Motors (TSLA) 0.2 $220k 544.00 403.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $219k 1.2k 175.23
Ssga Active Tr Spdr Blackstone (HYBL) 0.2 $207k 7.3k 28.36
Home Depot (HD) 0.2 $204k 524.00 388.99
Hanesbrands (HBI) 0.1 $140k 17k 8.14