Lifelong Wealth Advisors, Inc.
89 holdingsFiling period: 2026-03-31Current AUM: $417.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 548.2K | $68.6M | $78.3M | 18.74% | +7.7K | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 800.5K | $61.3M | $70.4M | 16.84% | +4.6K | 2026-03-31 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 669.3K | $36.0M | $35.3M | 8.44% | +18.8K | 2026-03-31 |
| 4 | FMDE | FIDELITY COVINGTON TRUST | 761.6K | $27.4M | $31.3M | 7.49% | +13.7K | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 224.5K | $24.8M | $28.1M | 6.73% | -1,864 | 2026-03-31 |
| 6 | DYNF | BLACKROCK ETF TRUST | 169.7K | $9.9M | $11.4M | 2.74% | +26.6K | 2026-03-31 |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | 147.7K | $9.4M | $10.1M | 2.42% | +5.0K | 2026-03-31 |
| 8 | IVE | ISHARES TR | 44.3K | $9.3M | $10.3M | 2.45% | +4.3K | 2026-03-31 |
| 9 | IYW | ISHARES TR | 51.0K | $9.3M | $12.1M | 2.91% | -885 | 2026-03-31 |
| 10 | IAU | ISHARES GOLD TR | 90.7K | $8.0M | $6.9M | 1.65% | -19,350 | 2026-03-31 |
| 11 | IVW | ISHARES TR | 68.1K | $7.7M | $9.2M | 2.21% | +6.0K | 2026-03-31 |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | 138.8K | $7.6M | $8.4M | 2.02% | +14.7K | 2026-03-31 |
| 13 | EFV | ISHARES TR | 87.9K | $6.5M | $7.1M | 1.70% | -1,043 | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 78.6K | $5.5M | $6.1M | 1.46% | +2.2K | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 27.3K | $5.2M | $6.0M | 1.43% | +1.4K | 2026-03-31 |
| 16 | ORCL | ORACLE CORP | 34.4K | $5.1M | $4.5M | 1.07% | -5 | 2026-03-31 |
| 17 | SCHZ | SCHWAB STRATEGIC TR | 185.3K | $4.3M | $4.2M | 1.01% | +5.9K | 2026-03-31 |
| 18 | IVV | ISHARES TR | 6.4K | $4.2M | $4.8M | 1.15% | +628 | 2026-03-31 |
| 19 | BAI | BLACKROCK ETF TRUST | 116.2K | $3.8M | $4.8M | 1.15% | +12.0K | 2026-03-31 |
| 20 | THRO | BLACKROCK ETF TRUST | 101.7K | $3.7M | $4.3M | 1.04% | +10.5K | 2026-03-31 |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | 32.6K | $3.6M | $4.7M | 1.12% | +3.5K | 2026-03-31 |
| 22 | IUSB | ISHARES TR | 75.7K | $3.5M | $3.4M | 0.82% | +3.2K | 2026-03-31 |
| 23 | XTEN | BONDBLOXX ETF TRUST | 70.6K | $3.2M | $3.1M | 0.75% | +4.4K | 2026-03-31 |
| 24 | AVEM | AMERICAN CENTY ETF TR | 39.8K | $3.2M | $3.6M | 0.85% | +3.4K | 2026-03-31 |
| 25 | ESGU | ISHARES TR | 21.0K | $3.0M | $3.4M | 0.82% | -17 | 2026-03-31 |
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