LA
LPF Advisors Portfolio holdings
AUM
$122M
1-Year Est. Return
3.12%
1 Year Est. Return
+3.12%
AUM
$120M
AUM Growth
+$2.65M
(+2.3%)
Holding
38
Top Buys
| 1 | +$1.26M | |
| 2 | +$769K | |
| 3 | +$609K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$603K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$510K |
Top Sells
| 1 | +$280K | |
| 2 | +$225K | |
| 3 | +$219K | |
| 4 |
Home Depot
HD
|
+$48.6K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$13.5K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Consumer Staples | 0.6% |
| 3 | Consumer Discretionary | 0.47% |
| 4 | Financials | 0.22% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.06T
| $258K | 0.22% |
569
|
|
||
|
27
iShares Core US Aggregate Bond ETF
AGG
$133B
| $241K | 0.2% |
2,492
-139
|
|
||
28
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
| $235K | 0.2% |
2,530
|
|
||
29
iShares Russell 1000 Value ETF
IWD
$65.5B
| $234K | 0.2% |
1,263
|
|
||
30
Tesla
TSLA
$1.44T
| $220K | 0.18% |
+544
|
|
||
31
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
| $219K | 0.18% |
1,249
|
|
||
32
SPDR Blackstone High Income ETF
HYBL
$509M
| $207K | 0.17% |
7,298
|
|
||
|
33
Home Depot
HD
$385B
| $204K | 0.17% |
524
-125
|
|
||
34
Hanesbrands
HBI
$2.43B
| $140K | 0.12% |
17,140
|
|
||
35
Moderna
MRNA
$10.4B
| – | – |
-4,196
|
|
||
36
Realty Income
O
$54.8B
| – | – |
-3,544
|
|
||
37
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| – | – |
-3,814
|
|