LPF Advisors

LPF Advisors as of March 31, 2025

Portfolio Holdings for LPF Advisors

LPF Advisors holds 34 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
Vanguard Index Fds Total Stk Mkt (VTI) 25.0 $31M 111k 274.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.6 $17M 226k 73.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.7 $13M 28k 468.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.5 $13M 157k 81.76
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.0 $12M 269k 45.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 6.0 $7.3M 45k 160.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.8 $7.0M 77k 91.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.6 $4.4M 123k 35.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $3.3M 117k 27.96
Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.5 $3.1M 108k 28.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.2M 4.4k 513.86
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.2M 21k 104.57
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $809k 8.6k 93.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $721k 15k 49.62
Apple (AAPL) 0.4 $515k 2.3k 222.13
Mainstay Definedterm Mn Opp (MMD) 0.4 $467k 31k 15.08
Ishares Tr Core Msci Eafe (IEFA) 0.4 $461k 6.1k 75.65
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $402k 9.9k 40.70
ConAgra Foods (CAG) 0.3 $388k 15k 26.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $303k 569.00 532.58
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $291k 1.1k 258.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $282k 4.8k 58.35
Microsoft Corporation (MSFT) 0.2 $276k 736.00 375.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $268k 1.3k 202.13
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $257k 6.3k 41.13
Lamb Weston Hldgs (LW) 0.2 $249k 4.7k 53.30
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $247k 2.5k 98.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $238k 1.3k 188.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $223k 2.5k 88.00
Realty Income (O) 0.2 $212k 3.7k 58.01
Moderna (MRNA) 0.2 $210k 7.4k 28.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $210k 1.2k 173.23
Ishares Core Msci Emkt (IEMG) 0.2 $206k 3.8k 53.97
Hanesbrands (HBI) 0.1 $99k 17k 5.77