Lifelong Wealth Advisors, Inc.
98 holdingsFiling period: 2026-06-30Current AUM: $428.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 940.4K | $82.6M | $84.7M | 19.78% | +139.9K | 2026-06-30 |
| 2 | GSLC | Goldman Sachs ETF TR | 544.0K | $77.2M | $79.5M | 18.58% | -4,201 | 2026-06-30 |
| 3 | JBND | J P Morgan Exchange Traded F | 699.1K | $37.4M | $36.2M | 8.46% | +29.8K | 2026-06-30 |
| 4 | FMDE | Fidelity Covington Trust | 736.7K | $29.9M | $30.7M | 7.17% | -24,893 | 2026-06-30 |
| 5 | AVUV | American Centy ETF TR | 218.6K | $27.3M | $26.8M | 6.26% | -5,941 | 2026-06-30 |
| 6 | DYNF | BlackRock ETF Trust | 161.9K | $11.0M | $11.1M | 2.59% | -7,815 | 2026-06-30 |
| 7 | IYW | iShares TR | 43.6K | $11.0M | $11.0M | 2.57% | -7,464 | 2026-06-30 |
| 8 | HELO | J P Morgan Exchange Traded F | 149.8K | $10.1M | $10.4M | 2.42% | +2.0K | 2026-06-30 |
| 9 | IVW | iShares TR | 71.6K | $9.8M | $9.9M | 2.31% | +3.5K | 2026-06-30 |
| 10 | IVE | iShares TR | 41.9K | $9.5M | $10.0M | 2.34% | -2,329 | 2026-06-30 |
| 11 | IAU | iShares Gold TR | 100.9K | $7.6M | $7.6M | 1.78% | +10.2K | 2026-06-30 |
| 12 | CORO | BlackRock ETF Trust | 182.4K | $6.7M | $6.4M | 1.50% | -- | 2026-06-30 |
| 13 | IUSB | iShares TR | 135.3K | $6.2M | $6.1M | 1.41% | +59.6K | 2026-06-30 |
| 14 | ACWX | iShares TR | 80.3K | $6.1M | $5.9M | 1.38% | -- | 2026-06-30 |
| 15 | BAI | BlackRock ETF Trust | 110.3K | $5.8M | $4.6M | 1.07% | -5,926 | 2026-06-30 |
| 16 | ORCL | Oracle Corp | 34.4K | $5.0M | $4.3M | 1.01% | +31 | 2026-06-30 |
| 17 | IVV | iShares TR | 6.5K | $4.8M | $5.0M | 1.16% | +29 | 2026-06-30 |
| 18 | SCHZ | Schwab Strategic TR | 197.4K | $4.6M | $4.4M | 1.04% | +12.2K | 2026-06-30 |
| 19 | SPMO | Invesco Exch Traded FD TR II | 26.7K | $4.3M | $3.8M | 0.88% | -5,863 | 2026-06-30 |
| 20 | ESGU | iShares TR | 21.2K | $3.5M | $3.6M | 0.83% | +194 | 2026-06-30 |
| 21 | BLCR | BlackRock ETF Trust | 65.0K | $3.3M | $3.2M | 0.74% | -- | 2026-06-30 |
| 22 | THRO | BlackRock ETF Trust | 71.7K | $3.1M | $3.2M | 0.74% | -30,027 | 2026-06-30 |
| 23 | SHLD | Global X Fds | 50.7K | $3.0M | $3.2M | 0.75% | +23.0K | 2026-06-30 |
| 24 | AVEM | American Centy ETF TR | 30.6K | $3.0M | $2.7M | 0.62% | -9,233 | 2026-06-30 |
| 25 | XTEN | Bondbloxx ETF Trust | 58.4K | $2.7M | $2.5M | 0.60% | -12,266 | 2026-06-30 |
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