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Livet Wealth Portfolio holdings

AUM $157M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$453K
3
+$438K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$314K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$250K

Top Sells

1
+$1.37M
2
+$1.25M
3
+$550K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$490K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$375K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.76%
3 Financials 1.46%
4 Consumer Discretionary 1.11%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
26
iShares Russell 1000 ETF
IWB
$48.6B
$1.84M 1.17%
5,149
+5
NVDA icon
27
NVIDIA
NVDA
$5.11T
$1.54M 0.98%
8,807
-144
MSFT icon
28
Microsoft
MSFT
$2.86T
$1.35M 0.86%
3,648
-124
BSCU icon
29
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.61B
$1.34M 0.85%
80,260
+10,642
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$1.31M 0.83%
17,009
+244
VNQ icon
31
Vanguard Real Estate ETF
VNQ
$37.7B
$1.01M 0.65%
11,439
+210
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$910K 0.58%
1,399
ILCG icon
33
iShares Morningstar Growth ETF
ILCG
$3.23B
$819K 0.52%
8,582
+53
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.33T
$792K 0.5%
2,762
-159
BGRN icon
35
iShares USD Green Bond ETF
BGRN
$495M
$790K 0.5%
16,634
-200
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$109B
$778K 0.49%
6,258
+75
ADBE icon
37
Adobe
ADBE
$88.9B
$759K 0.48%
3,122
+30
AMZN icon
38
Amazon
AMZN
$2.64T
$747K 0.48%
3,588
-953
VUG icon
39
Vanguard Growth ETF
VUG
$226B
$730K 0.46%
10,026
-16,032
MDY icon
40
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$704K 0.45%
1,141
-9
BSJQ icon
41
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$937M
$696K 0.44%
30,047
+640
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$128B
$683K 0.43%
6,404
+36
VO icon
43
Vanguard Mid-Cap ETF
VO
$106B
$674K 0.43%
9,392
-1,024
JNK icon
44
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.43B
$637K 0.41%
6,660
+92
META icon
45
Meta Platforms (Facebook)
META
$1.7T
$624K 0.4%
1,090
+171
SCHC icon
46
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$614K 0.39%
13,137
-645
VEU icon
47
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$586K 0.37%
7,797
-51
AVGO icon
48
Broadcom
AVGO
$1.9T
$578K 0.37%
1,869
-183
IBHF icon
49
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$846M
$577K 0.37%
25,135
+7,800
SCHV
50
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$567K 0.36%
18,603
-1,304
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