Lifelong-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTTR",
  "MMM",
  null,
  "ABBV",
  null,
  "GOOGL",
  null,
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  "STX",
  "SPLG",
  "TGT",
  null,
  null,
  null,
  "IWP",
  "GSLC",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "WFC",
  "XEL",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  null,
  null,
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "ITOT",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 68
Total Value: 213441120
Accession Number: 0001725547-25-001450
Form Type: 13F-HR
CIK: lifelong-wealth-advisors
Manager Name: Lifelong-Wealth-Advisors

Data Enrichment

53% identified

36 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $213.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430503

GSLC|381430503

Shares:532.3K

Value:$58.6M

% of Portfolio:27.5% ($58.6M/$213.4M)

78464A854

SPLG|78464A854

Shares:874.5K

Value:$57.5M

% of Portfolio:26.9% ($57.5M/$213.4M)

464287721

Shares:95.4K

Value:$13.4M

% of Portfolio:6.3% ($13.4M/$213.4M)

46432F339

QUAL|46432F339

Shares:38.1K

Value:$6.5M

% of Portfolio:3.1% ($6.5M/$213.4M)

464287309

IVW|464287309

Shares:61.7K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$213.4M)

ORACLE CORP

ORCL|68389X105

Shares:40.0K

Value:$5.6M

% of Portfolio:2.6% ($5.6M/$213.4M)

09290C103

Shares:106.0K

Value:$5.2M

% of Portfolio:2.4% ($5.2M/$213.4M)

46434V613

Shares:93.1K

Value:$4.3M

% of Portfolio:2.0% ($4.3M/$213.4M)

464287408

IVE|464287408

Shares:20.7K

Value:$3.9M

% of Portfolio:1.8% ($3.9M/$213.4M)

464288877

Shares:66.7K

Value:$3.9M

% of Portfolio:1.8% ($3.9M/$213.4M)

46435U713

Shares:79.4K

Value:$3.6M

% of Portfolio:1.7% ($3.6M/$213.4M)

808524839

Shares:152.3K

Value:$3.5M

% of Portfolio:1.7% ($3.5M/$213.4M)

464287200

IVV|464287200

Shares:5.5K

Value:$3.1M

% of Portfolio:1.4% ($3.1M/$213.4M)

46435G425

ESGU|46435G425

Shares:20.3K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$213.4M)

464288885

EFG|464288885

Shares:24.7K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$213.4M)

46434G764

EMXC|46434G764

Shares:36.3K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$213.4M)

46434G103

IEMG|46434G103

Shares:32.6K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$213.4M)

464288588

Shares:18.5K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$213.4M)

464287481

IWP|464287481

Shares:12.9K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$213.4M)

46138E339

Shares:15.9K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$213.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(GSLCcusip381430503)	532.3K	QoQ -0.70% (-3.8K) YoY-	All Managers (Combined)	$58.6M	27.5% ($58.6M/$213.4M)	QoQ -5.11% (-$3.2M) YoY-
(SPLGcusip78464A854)	874.5K	QoQ -0.69% (-6.2K) YoY-	All Managers (Combined)	$57.5M	26.9% ($57.5M/$213.4M)	QoQ -5.02% (-$3.0M) YoY-
(cusip464287721)✕	95.4K	QoQ -0.01% (-17) YoY-	All Managers (Combined)	$13.4M	6.3% ($13.4M/$213.4M)	QoQ -11.84% (-$1.8M) YoY-
(QUALcusip46432F339)	38.1K	QoQ +9.20% (+3.2K) YoY-	All Managers (Combined)	$6.5M	3.1% ($6.5M/$213.4M)	QoQ +4.79% (+$298.0K) YoY-
(IVWcusip464287309)	61.7K	QoQ +1.60% (-974) YoY-	All Managers (Combined)	$5.7M	2.7% ($5.7M/$213.4M)	QoQ -7.10% (-$437.7K) YoY-
ORACLE CORP(ORCLcusip68389X105)	40.0K	QoQ +0.02% (-8) YoY-	All Managers (Combined)	$5.6M	2.6% ($5.6M/$213.4M)	QoQ -16.08% (-$1.1M) YoY-
(cusip09290C103)✕	106.0K	QoQ +4.91% (-5.0K) YoY-	All Managers (Combined)	$5.2M	2.4% ($5.2M/$213.4M)	QoQ -0.18% (-$9.4K) YoY-
(cusip46434V613)✕	93.1K	QoQ -0.33% (-313) YoY-	All Managers (Combined)	$4.3M	2.0% ($4.3M/$213.4M)	QoQ +1.60% (-$67.7K) YoY-
(IVEcusip464287408)	20.7K	QoQ +41.34% (+6.0K) YoY-	All Managers (Combined)	$3.9M	1.8% ($3.9M/$213.4M)	QoQ +41.12% (+$1.1M) YoY-
(cusip464288877)✕	66.7K	QoQ -14.87% (-11.7K) YoY-	All Managers (Combined)	$3.9M	1.8% ($3.9M/$213.4M)	QoQ -4.37% (-$179.8K) YoY-
(cusip46435U713)✕	79.4K	QoQ -12.28% (-11.1K) YoY-	All Managers (Combined)	$3.6M	1.7% ($3.6M/$213.4M)	QoQ -14.49% (-$606.9K) YoY-
(cusip808524839)✕	152.3K	QoQ +3.38% (+5.0K) YoY-	All Managers (Combined)	$3.5M	1.7% ($3.5M/$213.4M)	QoQ +5.47% (+$183.1K) YoY-
(IVVcusip464287200)	5.5K	QoQ -0.50% (-28) YoY-	All Managers (Combined)	$3.1M	1.4% ($3.1M/$213.4M)	QoQ -5.03% (-$163.6K) YoY-
(ESGUcusip46435G425)	20.3K	QoQ +5.01% (-967) YoY-	All Managers (Combined)	$2.5M	1.2% ($2.5M/$213.4M)	QoQ -0.61% (-$15.3K) YoY-
(EFGcusip464288885)	24.7K	QoQ -43.05% (-18.7K) YoY-	All Managers (Combined)	$2.5M	1.2% ($2.5M/$213.4M)	QoQ -41.19% (-$1.7M) YoY-
(EMXCcusip46434G764)	36.3K	QoQ -0.01% (-5) YoY-	All Managers (Combined)	$2.0M	0.9% ($2.0M/$213.4M)	QoQ -0.66% (-$13.4K) YoY-
(IEMGcusip46434G103)	32.6K	QoQ +71.25% (+13.6K) YoY-	All Managers (Combined)	$1.8M	0.8% ($1.8M/$213.4M)	QoQ +76.99% (+$766.3K) YoY-
(cusip464288588)✕	18.5K	QoQ -10.92% (-2.3K) YoY-	All Managers (Combined)	$1.7M	0.8% ($1.7M/$213.4M)	QoQ -8.88% (-$169.0K) YoY-
(IWPcusip464287481)	12.9K	QoQ -4.87% (-662) YoY-	All Managers (Combined)	$1.5M	0.7% ($1.5M/$213.4M)	QoQ -11.82% (-$203.5K) YoY-
(cusip46138E339)✕	15.9K	QoQ +7.80% (+1.1K) YoY-	All Managers (Combined)	$1.5M	0.7% ($1.5M/$213.4M)	QoQ +4.99% (+$69.9K) YoY-