Livet Wealth, LLC
118 holdingsFiling period: 2026-03-31Current AUM: $169.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | 262.5K | $12.6M | $12.5M | 7.41% | +6.5K | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 481.6K | $11.9M | $13.2M | 7.80% | -5,567 | 2026-03-31 |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 105.0K | $11.5M | $12.8M | 7.56% | +684 | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 296.8K | $9.1M | $9.9M | 5.87% | +2.4K | 2026-03-31 |
| 5 | AGG | ISHARES TR | 80.1K | $8.0M | $7.8M | 4.61% | +2.5K | 2026-03-31 |
| 6 | SHYG | ISHARES TR | 156.1K | $6.6M | $6.6M | 3.89% | +836 | 2026-03-31 |
| 7 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 233.2K | $4.6M | $4.6M | 2.69% | -15,790 | 2026-03-31 |
| 8 | SLYG | SPDR SERIES TRUST | 46.6K | $4.5M | $5.4M | 3.17% | -545 | 2026-03-31 |
| 9 | SCHM | SCHWAB STRATEGIC TR | 115.0K | $3.6M | $4.0M | 2.36% | +1.6K | 2026-03-31 |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | 167.6K | $3.3M | $3.3M | 1.94% | +11.0K | 2026-03-31 |
| 11 | VYM | VANGUARD WHITEHALL FDS | 21.6K | $3.2M | $3.5M | 2.07% | -202 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 15.8K | $3.1M | $3.5M | 2.05% | -6,865 | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 103.4K | $3.0M | $3.5M | 2.09% | -4,580 | 2026-03-31 |
| 14 | NET | CLOUDFLARE INC | 14.2K | $2.9M | $4.0M | 2.34% | -275 | 2026-03-31 |
| 15 | SLYV | SPDR SERIES TRUST | 30.5K | $2.9M | $3.3M | 1.95% | -314 | 2026-03-31 |
| 16 | SPEM | SPDR INDEX SHS FDS | 57.9K | $2.7M | $2.9M | 1.74% | +87 | 2026-03-31 |
| 17 | SPDW | SPDR INDEX SHS FDS | 56.9K | $2.6M | $2.8M | 1.68% | -53 | 2026-03-31 |
| 18 | BSCS | INVESCO EXCH TRD SLF IDX FD | 126.0K | $2.6M | $2.6M | 1.51% | +3.9K | 2026-03-31 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | 17.5K | $2.6M | $2.6M | 1.56% | +201 | 2026-03-31 |
| 20 | FREL | FIDELITY COVINGTON TRUST | 87.2K | $2.3M | $2.6M | 1.55% | +4.8K | 2026-03-31 |
| 21 | VBR | VANGUARD INDEX FDS | 10.2K | $2.2M | $2.5M | 1.48% | -213 | 2026-03-31 |
| 22 | IAGG | ISHARES TR | 44.1K | $2.2M | $2.2M | 1.30% | +792 | 2026-03-31 |
| 23 | BSCT | INVESCO EXCH TRD SLF IDX FD | 108.1K | $2.0M | $2.0M | 1.18% | +6.3K | 2026-03-31 |
| 24 | IBDR | ISHARES TR | 79.6K | $1.9M | $1.9M | 1.14% | +18.1K | 2026-03-31 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | 82.1K | $1.9M | $1.9M | 1.10% | -16,040 | 2026-03-31 |
← Scroll →
Page 1 of 5