Notify me when Lifestyle Asset Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $307,394,396 | +$43,575,489 | -$32,364,992 | +$11,210,497 | SPY, AGG, IBND, CWB, BUFR | 13F-HR | 10 Feb 2026, 19:03 |
| Q3 2025 | 135 | $292,855,903 | +$89,590,897 | -$29,746,284 | +$59,844,613 | SPY, IBND, SDVY, AGG, CWB | 13F-HR | 09 Oct 2025, 16:29 |
| Q2 2025 | 124 | $214,228,039 | +$45,889,687 | -$26,190,526 | +$19,699,161 | SPY, BUFR, SDVY, RSP, CWB | 13F-HR | 09 Jul 2025, 10:58 |
| Q1 2025 | 116 | $181,909,899 | +$33,450,202 | -$28,104,385 | +$5,345,817 | SPY, BUFR, RSP, SDVY, AGG | 13F-HR | 10 Apr 2025, 15:47 |
| Q4 2024 | 105 | $183,542,593 | +$41,951,220 | -$38,183,523 | +$3,767,697 | SPY, BUFR, AVUV, AVLV, AGG | 13F-HR | 17 Jan 2025, 17:17 |
| Q3 2024 | 104 | $181,104,530 | +$36,253,245 | -$35,339,558 | +$913,687 | SPY, GJUL, AGG, AVUV, AVLV | 13F-HR | 31 Oct 2024, 14:43 |
| Q2 2024 | 97 | $174,048,357 | +$29,352,075 | -$23,491,814 | +$5,860,261 | SPY, DMAR, AVUV, AVLV, BIL | 13F-HR | 19 Jul 2024, 16:25 |
| Q1 2024 | 104 | $169,287,089 | +$52,741,818 | -$75,447,373 | -$22,705,555 | DMAR, SPY, AVUV, AVLV, BIL | 13F-HR | 19 Apr 2024, 10:33 |
| Q4 2023 | 97 | $179,854,700 | +$54,984,870 | -$52,536,515 | +$2,448,355 | DJUL, GOCT, AVUV, SPY, AGG | 13F-HR | 12 Feb 2024, 09:08 |
| Q3 2023 | 87 | $164,867,569 | +$40,587,639 | -$37,903,531 | +$2,684,108 | DJUL, SPY, IWM, JPST, CWB | 13F-HR | 05 Oct 2023, 16:41 |
| Q2 2023 | 88 | $166,557,647 | +$55,295,434 | -$44,002,034 | +$11,293,400 | GAPR, SPY, IWM, CWB, JPST | 13F-HR | 13 Jul 2023, 16:03 |
| Q1 2023 | 77 | $149,511,631 | +$29,803,323 | -$10,866,269 | +$18,937,054 | SPY, FOCT, IWM, SPGP, BIL | 13F-HR | 21 Apr 2023, 14:56 |
| Q4 2022 | 70 | $124,988,127 | $0 | $0 | $0 | SPY, FOCT, IWM, SPGP, AGG | 13F-HR | 20 Apr 2023, 13:57 |