Filer Name: LIFELONG WEALTH ADVISORS, INC.
CIK: 2051717
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 66
Portfolio Value: $0.22B

Lifelong Wealth Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GSLC US GOLDMAN ACTIVEBETA US LC ETF 536,095 $62M 27.76% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 880,614 $61M 27.22% - -
IYW US ISHARES USTECHNOLOGY ETF 95,440 $15M 6.83% - -
ORCL US ORACLE CORP 39,954 $7M 2.99% - -
QUAL US ISHARES MSCI USA QUALITY FAC 34,899 $6M 2.79% - -
IVW US ISHARES S&P 500 GROWTH ETF 60,701 $6M 2.77% - -
DYNF US ISHRS US E F R A ETF-USD INC 101,074 $5M 2.33% - -
IUSB US ISHARES CORE TOTAL BOND ETF 93,365 $4M 1.90% - -
EFG US ISHARES MSCI EAFE GROWTH ETF 43,351 $4M 1.89% - -
IFRA US ISHARES US INFRASTRUCTURE 90,541 $4M 1.88% - -
EFV US ISHARES MSCI EAFE VALUE ETF 78,339 $4M 1.85% - -
SCHZ US SCHWAB US AGGREGATE BOND ETF 147,284 $3M 1.50% - -
IVV US ISHARES CORE S&P 500 ETF 5,523 $3M 1.46% - -
IVE US ISHARES S&P 500 VALUE ETF 14,632 $3M 1.26% - -
ESGU US ISHARES ESG AWARE MSCI USA 19,285 $2M 1.12% - -
TSLA US TESLA INC 5,085 $2M 0.92% - -
EMXC US ISHARES MSCI EMR MRK EX CHNA 36,349 $2M 0.91% - -
MBB US ISHARES MBS ETF 20,756 $2M 0.86% - -
IWP US ISHARES RUSSELL MID-CAP GROW 13,573 $2M 0.77% - -
AAPL US APPLE INC 6,441 $2M 0.73% - -
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