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CIK: 0001799556
Total reported value
$122.2M
$122.2M
37 檔
60.2%
The Q2 2024 SEC filing reveals that LPF Advisors LLC held a total portfolio value of $122.2M, covering 37 public equity positions.
During Q2 2024, LPF Advisors 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 VTI, BND, QQQ) accounted for 60.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.29% | — | +1.69% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 13.05% | — | +2.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.04% | — | +1.69% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.05% | — | +3.93% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.40% | — | +3.38% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.69% | — | +3.72% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 5.46% | — | +1.67% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.47% | — | +1.56% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.93% | — | +0.57% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | — | +916.37% | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.30% | — | +3.19% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.68% | — | +18.13% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | — | — | |
| 14 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.66% | — | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | — | +35.80% | |
| 16 | MMD | Nyli Mackay Dt Muni Oppo Fnd | Stock-Other | 0.49% | — | +0.04% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | +4.53% | |
| 18 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.43% | — | +1.18% | |
| 19 | MRNA | Moderna Inc | Stock-Healthcare | 0.43% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | — | — | |
| 21 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.38% | — | — | |
| 22 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.36% | — | — | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.35% | — | -5.34% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | — | — | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.24% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | — | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | +14.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | +10.69% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | — | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.20% | — | — | |
| 33 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.19% | — | -6.81% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.19% | — | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | — | — | |
| 36 | HN9 | Hanesbrands Inc | Stock-Other | 0.09% | — | — | |
| 37 | PMT 5.5 11-01-24Bond | Pennymac CORP | Bond | 0.02% | — | — |
According to official SEC Form 13F filings, LPF Advisors LLC reported a total U.S. public equity portfolio value of $122.2M across 37 disclosed positions in Q2 2024.
During Q2 2024, LPF Advisors LLC's top holdings by market value included VTI (24.3%)、BND (13.1%)、QQQ (11.0%). The largest single position, VTI, represented 24.3% of total portfolio value.
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In Q2 2024, LPF Advisors 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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