LIFE LINE WEALTH MANAGEMENT LLC
35 holdingsFiling period: 2026-03-31Current AUM: $247.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 249.8K | $47.9M | $54.8M | 22.13% | +9.8K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 81.4K | $47.0M | $56.0M | 22.62% | +2.3K | 2026-03-31 |
| 3 | IAU | ISHARES GOLD TR | 432.5K | $38.1M | $32.9M | 13.30% | -401,879 | 2026-03-31 |
| 4 | IQLT | ISHARES TR | 492.2K | $22.8M | $24.7M | 9.97% | -450,547 | 2026-03-31 |
| 5 | IVV | ISHARES TR | 33.6K | $21.9M | $25.2M | 10.17% | +1.6K | 2026-03-31 |
| 6 | IWR | ISHARES TR | 148.1K | $14.4M | $16.2M | 6.56% | +116.0K | 2026-03-31 |
| 7 | VLUE | ISHARES TR | 76.7K | $10.9M | $14.7M | 5.92% | -- | 2026-03-31 |
| 8 | IWM | ISHARES TR | 10.9K | $2.7M | $3.2M | 1.28% | +19 | 2026-03-31 |
| 9 | MTUM | ISHARES TR | 11.1K | $2.7M | $3.3M | 1.35% | +254 | 2026-03-31 |
| 10 | IWF | ISHARES TR | 5.1K | $2.2M | $2.4M | 0.97% | -93,179 | 2026-03-31 |
| 11 | EFG | ISHARES TR | 12.0K | $1.3M | $1.5M | 0.59% | +1.1K | 2026-03-31 |
| 12 | IEMG | ISHARES INC | 18.3K | $1.3M | $1.4M | 0.57% | +2.5K | 2026-03-31 |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 18.7K | $1.1M | $1.0M | 0.41% | -- | 2026-03-31 |
| 14 | VUSB | VANGUARD BD INDEX FDS | 12.6K | $628K | $628K | 0.25% | +87 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 5.5K | $623K | $745K | 0.30% | +1.3K | 2026-03-31 |
| 16 | USFR | WISDOMTREE TR | 12.4K | $622K | $622K | 0.25% | +110 | 2026-03-31 |
| 17 | DYNF | BLACKROCK ETF TRUST | 10.6K | $619K | $718K | 0.29% | +2.9K | 2026-03-31 |
| 18 | EFV | ISHARES TR | 8.0K | $594K | $646K | 0.26% | +1.7K | 2026-03-31 |
| 19 | TLT | ISHARES TR | 6.7K | $579K | $549K | 0.22% | +214 | 2026-03-31 |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | 7.0K | $508K | $529K | 0.21% | +232 | 2026-03-31 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | 9.4K | $477K | $476K | 0.19% | +96 | 2026-03-31 |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | 7.6K | $443K | $440K | 0.18% | +46 | 2026-03-31 |
| 23 | AGG | ISHARES TR | 4.4K | $431K | $423K | 0.17% | +95 | 2026-03-31 |
| 24 | LQD | ISHARES TR | 3.9K | $429K | $418K | 0.17% | +88 | 2026-03-31 |
| 25 | IVE | ISHARES TR | 2.0K | $413K | $453K | 0.18% | +606 | 2026-03-31 |
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