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Lpf Advisors Llc

Portfolio Manager
Lpf Advisors Llc
Performance
0% (N/A)
AUM (13F)
$122.17M
# of Holdings
34
Performance Rank
N/A
Allocation (Top 20)
N/A

Lpf Advisors Llc Holdings Map

Top 34 Lpf Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
24.99%111.1K$30.5M
+5.79%(+6.08K)
2024-Q1: 96.8K shares2024-Q2: 98.5K shares2024-Q3: 100.6K shares2024-Q4: 105.0K shares2025-Q1: 111.1K shares2025-03-31
BND
VANGUARD BD INDEX FDS
13.61%226.3K$16.6M
+6.02%(+12.86K)
2024-Q1: 192.2K shares2024-Q2: 196.4K shares2024-Q3: 202.8K shares2024-Q4: 213.5K shares2025-Q1: 226.3K shares2025-03-31
QQQ
INVESCO QQQ TR
10.69%27.8K$13.1M
+5.16%(+1.37K)
2024-Q1: 24.6K shares2024-Q2: 25.0K shares2024-Q3: 25.5K shares2024-Q4: 26.5K shares2025-Q1: 27.8K shares2025-03-31
VCIT
VANGUARD SCOTTSDALE FDS
10.51%157.0K$12.8M
+5.37%(+8.00K)
2024-Q1: 131.2K shares2024-Q2: 136.3K shares2024-Q3: 141.5K shares2024-Q4: 149.0K shares2025-Q1: 157.0K shares2025-03-31
FBND
FIDELITY MERRIMACK STR TR
10.03%268.5K$12.3M
+6.44%(+16.25K)
2024-Q1: 219.4K shares2024-Q2: 226.8K shares2024-Q3: 238.6K shares2024-Q4: 252.2K shares2025-Q1: 268.5K shares2025-03-31
VOE
VANGUARD INDEX FDS
5.96%45.4K$7.3M
+7.89%(+3.31K)
2024-Q1: 38.7K shares2024-Q2: 39.4K shares2024-Q3: 40.4K shares2024-Q4: 42.0K shares2025-Q1: 45.4K shares2025-03-31
TLT
ISHARES TR
5.76%77.3K$7.0M
+1.29%(+986)
2024-Q1: 64.9K shares2024-Q2: 67.3K shares2024-Q3: 71.9K shares2024-Q4: 76.3K shares2025-Q1: 77.3K shares2025-03-31
SCHC
SCHWAB STRATEGIC TR
3.6%122.5K$4.4M
+8.01%(+9.09K)
2024-Q1: 104.0K shares2024-Q2: 105.7K shares2024-Q3: 108.5K shares2024-Q4: 113.4K shares2025-Q1: 122.5K shares2025-03-31
SCHD
SCHWAB STRATEGIC TR
2.68%116.9K$3.3M
-10.15%(-13.21K)
2024-Q1: 40.7K shares2024-Q2: 40.9K shares2024-Q3: 41.6K shares2024-Q4: 130.1K shares2025-Q1: 116.9K shares2025-03-31
ANGL
VANECK ETF TRUST
2.54%107.5K$3.1M
+9.67%(+9.47K)
2024-Q1: 85.3K shares2024-Q2: 88.1K shares2024-Q3: 90.5K shares2024-Q4: 98.0K shares2025-Q1: 107.5K shares2025-03-31

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