Lifestyle Asset Management, Inc. has disclosed 97 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $174.00 Mil. The turnover rate is 16%.
In Lifestyle Asset Management, Inc.'s current portfolio as of 2024-06-30, the top 5 holdings are
S&P 500 ETF TRUST ETF (SPY), FT Vest U.S. Equity Deep Buffer ETF - March (DMAR), Avantis U.S. Small Cap Value ETF (AVUV), Avantis U.S. Large Cap Value ETF (AVLV), SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), not including call and put options.
Lifestyle Asset Management, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Lifestyle Asset Management, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Lifestyle Asset Management, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Lifestyle Asset Management, Inc..