Livet Wealth, LLC: 13F holdings
CIK 21114092026Q2
| Positions | 122 |
|---|
| Reported value | $173.4m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 122 (+5 vs prior quarter) |
|---|
| Reported value | $173.4m (+10.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BNDX VANGUARD CHARLOTTE FDS | 282,984 | $13.7m | 7.9% |
| VONG VANGUARD SCOTTSDALE FDS | 104,624 | $13.4m | 7.7% |
| SCHF SCHWAB STRATEGIC TR | 471,249 | $13.1m | 7.5% |
| SCHD SCHWAB STRATEGIC TR | 290,827 | $9.2m | 5.3% |
| AGG ISHARES TR | 92,065 | $9.1m | 5.3% |
| SHYG ISHARES TR | 168,489 | $7.1m | 4.1% |
| SLYG SPDR SERIES TRUST | 45,748 | $5.5m | 3.1% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 238,141 | $4.6m | 2.7% |
| SCHM SCHWAB STRATEGIC TR | 112,804 | $4.2m | 2.4% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 185,622 | $3.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111409")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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