Life Wealth Investments, LLC ETFs

Life Wealth Investments, LLC

$151 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWY Ishares Tr Russell 200 Growth	$0	$9.84 Billion 6.52% of portfolio	41,837	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$6.35 Billion 4.2% of portfolio	126,122	Q4 2024 New
IWX Ishares Tr Russell 200 Value E	$0	$5.87 Billion 3.89% of portfolio	74,250	Q4 2024 New
UAPR Innovator U.S. Equity Ultra Bu	$0	$4.34 Billion 2.88% of portfolio	140,718	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$3.64 Billion 2.41% of portfolio	41,630	Q4 2024 New
VNLA Janus Henderson Short Duration	$0	$3.47 Billion 2.3% of portfolio	71,004	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$3.02 Billion 2.0% of portfolio	57,568	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$2.98 Billion 1.97% of portfolio	30,728	Q4 2024 New
IAU Ishares Gold Trust	$46.7B	$2.97 Billion 1.97% of portfolio	60,058	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$2.64 Billion 1.75% of portfolio	20,390	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$2.41 Billion 1.6% of portfolio	22,635	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$2.37 Billion 1.57% of portfolio	41,112	Q4 2024 New
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$2.31 Billion 1.53% of portfolio	54,024	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$2.31 Billion 1.53% of portfolio	33,450	Q4 2024 New
IEMG Ishares Inc	$0	$2.17 Billion 1.44% of portfolio	41,641	Q4 2024 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$1.75 Billion 1.16% of portfolio	35,056	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$1.71 Billion 1.13% of portfolio	13,476	Q4 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$1.71 Billion 1.13% of portfolio	37,631	Q4 2024 New
VGSH Vanguard	$0	$1.66 Billion 1.1% of portfolio	28,532	Q4 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.64 Billion 1.09% of portfolio	32,656	Q4 2024 New
DSEP First Tr ETF Viii Cboe Vest Us	$0	$1.55 Billion 1.03% of portfolio	38,316	Q4 2024 New
MGV Vanguard Mega Cap Value	$0	$1.35 Billion 0.9% of portfolio	10,817	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$1.33 Billion 0.88% of portfolio	8,242	Q4 2024 New
SLV I Shares Silver Trust	$15.2B	$1.24 Billion 0.82% of portfolio	47,263	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$1.21 Billion 0.8% of portfolio	23,932	Q4 2024 New
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$1.2 Billion 0.79% of portfolio	35,669	Q4 2024 New
SIXO Aim ETF Tr Allianzim Us Lg Cap	$0	$1.18 Billion 0.78% of portfolio	36,459	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$1.16 Billion 0.77% of portfolio	13,020	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$1.12 Billion 0.74% of portfolio	19,228	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.08 Billion 0.71% of portfolio	2,000	Q4 2024 New
PMAR Innovator U.S. Equity Power Bu	$0	$1.01 Billion 0.67% of portfolio	25,205	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$907 Million 0.6% of portfolio	11,631	Q4 2024 New
CMF Ishares California Muni Bond E	$0	$905 Million 0.6% of portfolio	15,806	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$866 Million 0.57% of portfolio	19,675	Q4 2024 New
AZBO Aim ETF Prods Tr Allianzim Us	$0	$839 Million 0.56% of portfolio	23,607	Q4 2024 New
DDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$769 Million 0.51% of portfolio	19,163	Q4 2024 New
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$769 Million 0.51% of portfolio	30,130	Q4 2024 New
QQQE Direxion Nasdaq 100 Equal Weig	$0	$739 Million 0.49% of portfolio	8,233	Q4 2024 New
DNOV First Tr ETF Viii Ft Cboe Vest	$0	$696 Million 0.46% of portfolio	16,242	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$689 Million 0.46% of portfolio	1,170	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$651 Million 0.43% of portfolio	11,769	Q4 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$579 Million 0.38% of portfolio	9,126	Q4 2024 New
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$534 Million 0.35% of portfolio	14,807	Q4 2024 New
AZAO Aim ETF Prods Trallianzim U S	$0	$518 Million 0.34% of portfolio	13,564	Q4 2024 New
FAUG First Tr ETF Viii Cboe Vest Us	$0	$403 Million 0.27% of portfolio	8,658	Q4 2024 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$372 Million 0.25% of portfolio	7,330	Q4 2024 New
WDIV Spdr S&P Global Dividend ETF	$0	$362 Million 0.24% of portfolio	5,827	Q4 2024 New
FGD First Tr Exchange Trd Fd Ii Fi	$0	$348 Million 0.23% of portfolio	15,653	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$293 Million 0.19% of portfolio	2,296	Q4 2024 New
DIV Global X Superdividend Us ETF	$0	$282 Million 0.19% of portfolio	15,631	Q4 2024 New

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