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CIK 0001799556 • 1 13F filing • Apr 11, 2025 – Apr 11, 2025
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=jivedata("lpf-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $515K | 0.4% | 2,320 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $303K | 0.2% | 569 SH | |
| CONAGRA BRANDS INC | COM | $388K | 0.3% | 14,563 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $12.3M | 10.0% | 268,452 SH | |
| HANESBRANDS INC | COM | $99K | 0.1% | 17,140 SH | |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $402K | 0.3% | 9,871 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $210K | 0.2% | 1,210 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $13.1M | 10.7% | 27,849 SH | |
| ISHARES INC | CORE MSCI EMKT | $206K | 0.2% | 3,822 SH | |
| ISHARES TR | 20 YR TR BD ETF | $7.0M | 5.8% | 77,310 SH | |
| ISHARES TR | CORE MSCI EAFE | $461K | 0.4% | 6,099 SH | |
| ISHARES TR | CORE S&P MCP ETF | $282K | 0.2% | 4,827 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.2M | 1.8% | 21,089 SH | |
| ISHARES TR | CORE US AGGBD ET | $247K | 0.2% | 2,492 SH | |
| ISHARES TR | MSCI USA MIN VOL | $809K | 0.7% | 8,633 SH | |
| ISHARES TR | MSCI USA MMENTM | $268K | 0.2% | 1,327 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $238K | 0.2% | 1,263 SH | |
| LAMB WESTON HLDGS INC | COM | $249K | 0.2% | 4,670 SH | |
| MICROSOFT CORP | COM | $276K | 0.2% | 736 SH | |
| MODERNA INC | COM | $210K | 0.2% | 7,423 SH | |
| NYLI MACKAY DEFINEDTERM MUNI | COM | $467K | 0.4% | 30,996 SH | |
| REALTY INCOME CORP | COM | $212K | 0.2% | 3,650 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $4.4M | 3.6% | 122,492 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.3M | 2.7% | 116,933 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $257K | 0.2% | 6,252 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.1M | 2.5% | 107,454 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $223K | 0.2% | 2,530 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.6M | 13.6% | 226,343 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $7.3M | 6.0% | 45,353 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $291K | 0.2% | 1,126 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 1.8% | 4,357 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $30.5M | 25.0% | 111,082 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $721K | 0.6% | 14,531 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $12.8M | 10.5% | 156,979 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002067 | $122.2M | View |