13F-HR filed by Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 66 holding rows worth $222,468,279.
- Accession
- 0001221073-25-000033
- Filer
- CIK 2051717
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 66 entries on the cover page, a total value of $222,468,279 stated on the cover page (in dollars after the unit check, H1), rows summing to $222,468,279 with VALUE read as dollars as filed, 13F file number 028-25101. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 536,095 | $61,755,596 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 880,614 | $60,548,076 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 95,440 | $15,202,203 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 39,954 | $6,657,935 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 34,899 | $6,214,833 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 60,701 | $6,162,972 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 101,074 | $5,180,042 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 93,365 | $4,220,091 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 43,351 | $4,197,660 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 90,541 | $4,186,086 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 78,339 | $4,110,434 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 147,284 | $3,343,357 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,523 | $3,251,280 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 14,632 | $2,792,956 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 19,285 | $2,484,224 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,085 | $2,053,527 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 36,349 | $2,015,552 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 20,756 | $1,902,903 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 13,573 | $1,720,378 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,441 | $1,613,022 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 12,429 | $1,460,408 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 14,733 | $1,399,782 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 23,465 | $1,189,889 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 22,566 | $1,173,883 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,543 | $1,071,943 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 10,145 | $1,013,689 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 19,057 | $995,159 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,100 | $849,200 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 9,707 | $847,737 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 4,876 | $629,505 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 9,525 | $610,076 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 3,283 | $606,941 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 3,967 | $536,259 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 7,421 | $501,066 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 4,325 | $476,831 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 9,339 | $464,335 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,403 | $456,989 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 8,322 | $432,661 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 18,402 | $418,093 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 18,807 | $409,616 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 10,839 | $401,585 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,436 | $395,892 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 847 | $383,928 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 8,041 | $373,424 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 4,334 | $372,031 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,914 | $320,882 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 4,565 | $320,828 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 627 | $317,174 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,302 | $287,840 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 12,109 | $278,265 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 8,238 | $275,067 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 6,942 | $273,307 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 5,380 | $271,313 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 4,127 | $266,687 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,375 | $260,288 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 490 | $258,019 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,386 | $246,292 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,280 | $243,763 | dollars as filed | |
| OTTER TAIL CORP | 689648103 | COM | 3,164 | $233,630 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,179 | $232,841 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,602 | $231,682 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 7,362 | $221,302 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,491 | $214,998 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,971 | $212,020 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 579 | $209,992 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,617 | $208,040 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001221073-25-000033 | this filing | 2025-02-13 | acceptance time not in the bulk data set |