06/30/2022
Top Buys (13F)
- Name% Change
- VTIP Vanguard Short-Term... 15.9%
- IYK iShares U.S. Consum... 6.46%
- VTV VANGUARD VALUE INDE... 5.08%
- KO Coca Cola Co. 4.48%
- PSQ ProShares Short QQQ 4.29%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- VTIP Vanguard Short-Term Inflati... 15.9%
- IYK iShares U.S. Consumer Stapl... 6.46%
- VTV VANGUARD VALUE INDEX FUND-E... 5.08%
- KO Coca Cola Co. 4.48%
- PSQ ProShares Short QQQ 4.29%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for LFS ASSET MANAGEMENT
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | -4.82% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
LFS WEALTH ADVISORS3223 CROW CANYON RD SUITE 245
SAN RAMON CA 94583
Country: United States
Business Phone: 925-800-7470
Fax: 650-558-9656
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | CA |
| Number of employees: | 7 |
| Other Business Activities: | registered representative of a broker-dealer,real estate broker, dealer, or agent ,accountant or accounting firm |
| Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees,Commissions |
| Amount of client funds and securities: | 37,451,700 |
| Total Number of Clients: | 463 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTP://WWW.LFSFINANCE.COM
- http://lwww.linkedin.com
- http://lwww.twitter.com
- http://lwww.facebook.com
- http://lwww.instagram.com
Data above was derived from SEC filings.
