Lifeworks Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Grand Rapids, MI
CIK
0001882132
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 295 508,695 SPDW, GOVT, LQD, MBB 13F-HR 11/6/2024 000195175724001176
Q2 2024 222 359,099 GOVT, SPDW, LQD, VTIP 13F-HR 8/13/2024 000195175724000737
Q1 2024 226 357,279 GOVT, LQD, VTIP, SPDW 13F-HR 5/10/2024 000195175724000454
Q4 2023 196 289,808 VTIP, GOVT, LQD, FHLC 13F-HR 2/12/2024 000195175724000237
Q3 2023 182 257,036 VTIP, GOVT, LQD, FHLC 13F-HR 11/1/2023 000195175723000668
Q2 2023 156 234,832 VTIP, GOVT, FTEC, FHLC 13F-HR 8/2/2023 000195175723000478
Q1 2023 143 211,764 VTIP, OUNZ, FTEC, FHLC 13F-HR 5/15/2023 000195175723000307
Q4 2022 113 177,553 VTIP, OUNZ, FTEC, FHLC 13F-HR 2/14/2023 000188213223000002
Q3 2022 124 175,759 FTEC, OUNZ, FHLC, VTIP 13F-HR 11/14/2022 000195175722000029
Q2 2022 142 157,735 OUNZ, FHLC, FTEC, JNJ 13F-HR 8/12/2022 000188213222000004
Q1 2022 127 151,422 FTEC, OUNZ, FHLC, AAPL 13F-HR 5/16/2022 000188213222000003
Q4 2021 114 125,535 SPY, OUNZ, MSFT, SCHO 13F-HR 2/14/2022 000188213222000002