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CIK: 0002035872
Total reported value
$223.9M
$223.9M
31 檔
103.0%
During the Q1 2024 filing period, Life Line Wealth Management LLC (CIK: 0002035872) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $223.9M across 31 reported positions.
During Q1 2024, Life Line Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BIL, IVV, QQQ) accounted for 103.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 37.09% | +0.06% | +115.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.57% | +3.32% | +3.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.92% | +6.63% | +4259.06% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 9.20% | +4.87% | NEW | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.55% | +0.41% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.41% | — | — | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.67% | — | — | |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.52% | +0.07% | — | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.48% | +0.09% | -98.07% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | +7.32% | -54.65% | |
| 11 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.26% | — | +21.65% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -12.77% | -98.69% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | +0.06% | +11.57% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.22% | +0.10% | -37.40% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.22% | +0.10% | +0.85% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | -0.01% | +17.97% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.17% | +0.09% | +1.75% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | +0.07% | +1.33% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | +0.06% | +11.47% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.16% | — | -98.79% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.15% | +0.07% | -1.66% | |
| 22 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.14% | +0.06% | +1.48% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.13% | +0.14% | — | |
| 24 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.12% | -0.06% | EXIT | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.12% | +0.23% | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.13% | — | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | +1.20% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | -18.74% | |
| 29 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.08% | — | — | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.08% | +0.03% | +1.34% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.08% | +0.25% | — |
According to official SEC Form 13F filings, Life Line Wealth Management LLC reported a total U.S. public equity portfolio value of $223.9M across 31 disclosed positions in Q1 2024.
During Q1 2024, Life Line Wealth Management LLC's top holdings by market value included BIL (37.1%)、IVV (19.6%)、QQQ (16.9%). The largest single position, BIL, represented 37.1% of total portfolio value.
In Q1 2024, Life Line Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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