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Lifepro Asset Management

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$163.35M
# of Holdings
151
Performance Rank
N/A
Allocation (Top 20)
N/A

Lifepro Asset Management Holdings Map

Top 50 Lifepro Asset Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BKLN
INVESCO EXCH TRADED FD TR II
4.71%366.5K$7.7M
+6.36%(+21.90K)
2023-Q3: 242.7K shares2023-Q4: 272.5K shares2024-Q1: 356.7K shares2024-Q2: 344.6K shares2024-Q3: 366.5K shares2024-09-30
LONZ
PIMCO ETF TR
2.85%91.0K$4.7M
+6.59%(+5.63K)
2023-Q3: 68.7K shares2023-Q4: 78.4K shares2024-Q1: 86.5K shares2024-Q2: 85.4K shares2024-Q3: 91.0K shares2024-09-30
MSFT
MICROSOFT CORP
2.71%10.3K$4.4M
+608.21%(+8.82K)
2023-Q3: 1.2K shares2023-Q4: 1.2K shares2024-Q1: 1.4K shares2024-Q2: 1.4K shares2024-Q3: 10.3K shares2024-09-30
AGNC
AGNC INVT CORP
2.55%398.4K$4.2M
+5.39%(+20.37K)
2023-Q4: 227.1K shares2024-Q1: 303.5K shares2024-Q2: 378.0K shares2024-Q3: 398.4K shares2024-09-30
DFSD
DIMENSIONAL ETF TRUST
2.34%80.2K$3.8M
+22.21%(+14.57K)
2024-Q1: 55.0K shares2024-Q2: 65.6K shares2024-Q3: 80.2K shares2024-09-30
DFCF
DIMENSIONAL ETF TRUST
2.19%82.9K$3.6M
+15.86%(+11.35K)
2024-Q1: 60.6K shares2024-Q2: 71.6K shares2024-Q3: 82.9K shares2024-09-30
XCCC
BONDBLOXX ETF TRUST
2.16%88.7K$3.5M
+49.44%(+29.36K)
2024-Q2: 59.4K shares2024-Q3: 88.7K shares2024-09-30
IBIT
ISHARES BITCOIN TRUST ETF
2.07%93.6K$3.4Mnew2024-Q3: 93.6K shares2024-09-30
PGHY
INVESCO EXCH TRADED FD TR II
2.07%166.8K$3.4M
+4.91%(+7.80K)
2023-Q3: 100.0K shares2023-Q4: 56.2K shares2024-Q1: 63.1K shares2024-Q2: 159.0K shares2024-Q3: 166.8K shares2024-09-30
DFAC
DIMENSIONAL ETF TRUST
1.98%94.3K$3.2M
-8.21%(-8.43K)
2023-Q3: 44.3K shares2023-Q4: 91.6K shares2024-Q1: 103.6K shares2024-Q2: 102.7K shares2024-Q3: 94.3K shares2024-09-30

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