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The Analysis of Livet Wealth, LLC's Holdings & P&L

Currently, Livet Wealth, LLC holds 117 types of securities in its portfolio with a total value $157.3M. In the most recent quarter, they have increased their positions in VCIT (+5.9K shares, valued at $491.5K), IBDS (+18.6K shares, valued at $452.1K), IBDR (+18.1K shares, valued at $437.7K); decreased their positions in VTV (-6.9K shares, valued at $1.3M), VUG (-2.7K shares, valued at $1.2M), SCHZ (-16.0K shares, valued at $372.4K); initiated new positions in VCIT (+5.9K shares, valued at $491.5K), IBDS (+18.6K shares, valued at $452.1K), N/A (+1.7K shares, valued at $328.4K).

1M P&L

+81.0K+0.05%

3M P&L

+2.9M+1.81%

HY P&L

-1.7M-1.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A134.9M

88.1%

2Software - Infrastructure4.7M

3.1%

3Semiconductors2.0M

1.3%

Top Industries by Stock Count

1N/A66 stocks

61.1%

2Software - Application4 stocks

3.7%

3Banks - Diversified4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BNDX VANGUARD CHARLOTTE FDS262.5K shares2.53%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR481.6K shares-1.14%2026-03-312026-04-24

VONG VANGUARD SCOTTSDALE FDS105.0K shares0.66%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR296.8K shares0.81%2026-03-312026-04-24

AGG ISHARES TR80.1K shares3.22%2026-03-312026-04-24

SHYG ISHARES TR156.1K shares0.54%2026-03-312026-04-24

BSCQ INVESCO EXCH TRD SLF IDX FD233.2K shares-6.34%2026-03-312026-04-24

SLYG SPDR SERIES TRUST46.6K shares-1.15%2026-03-312026-04-24

Sponsored

SCHM SCHWAB STRATEGIC TR115.0K shares1.44%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD167.6K shares7.04%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS21.6K shares-0.92%2026-03-312026-04-24

VTV VANGUARD INDEX FDS15.8K shares-30.31%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR103.4K shares-4.24%2026-03-312026-04-24

NET CLOUDFLARE INC14.2K shares-1.90%2026-03-312026-04-24

SLYV SPDR SERIES TRUST30.5K shares-1.02%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS57.9K shares0.15%2026-03-312026-04-24

Sponsored

SPDW SPDR INDEX SHS FDS56.9K shares-0.09%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD126.0K shares3.23%2026-03-312026-04-24

VSS VANGUARD INTL EQUITY INDEX F17.5K shares1.16%2026-03-312026-04-24

FREL FIDELITY COVINGTON TRUST87.2K shares5.82%2026-03-312026-04-24

VBR VANGUARD INDEX FDS10.2K shares-2.04%2026-03-312026-04-24

IAGG ISHARES TR44.1K shares1.83%2026-03-312026-04-24

BSCT INVESCO EXCH TRD SLF IDX FD108.1K shares6.18%2026-03-312026-04-24

IBDR ISHARES TR79.6K shares29.35%2026-03-312026-04-24

Sponsored

SCHZ SCHWAB STRATEGIC TR82.1K shares-16.34%2026-03-312026-04-24

IWB ISHARES TR5.1K shares0.10%2026-03-312026-04-24

NVDA NVIDIA CORPORATION8.8K shares-1.61%2026-03-312026-04-24

MSFT MICROSOFT CORP3.6K shares-3.29%2026-03-312026-04-24

BSCU INVESCO EXCH TRD SLF IDX FD80.3K shares15.29%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS17.0K shares1.46%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS11.4K shares1.87%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-03-312026-04-24

Sponsored

ILCG ISHARES TR8.6K shares0.62%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.8K shares-5.44%2026-03-312026-04-24

BGRN ISHARES TR16.6K shares-1.19%2026-03-312026-04-24

IJR ISHARES TR6.3K shares1.21%2026-03-312026-04-24

ADBE ADOBE INC3.1K shares0.97%2026-03-312026-04-24

AMZN AMAZON COM INC3.6K shares-20.99%2026-03-312026-04-24

VUG VANGUARD INDEX FDS1.7K shares-61.52%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-0.78%2026-03-312026-04-24

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD30.0K shares2.18%2026-03-312026-04-24

IWF ISHARES TR1.6K shares0.57%2026-03-312026-04-24

VO VANGUARD INDEX FDS2.3K shares-9.83%2026-03-312026-04-24

SPDR SERIES TRUST SPDR SERIES TRUST6.7K shares1.40%2026-03-312026-04-24

META META PLATFORMS INC1.1K shares18.61%2026-03-312026-04-24

SCHC SCHWAB STRATEGIC TR13.1K shares-4.68%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F7.8K shares-0.65%2026-03-312026-04-24

BROADCOM INC BROADCOM INC1.9K shares-8.92%2026-03-312026-04-24

Sponsored

IBHF ISHARES TR25.1K shares45.00%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR18.6K shares-6.55%2026-03-312026-04-24

TSLA TESLA INC1.5K shares-16.14%2026-03-312026-04-24

V VISA INC1.8K shares-8.76%2026-03-312026-04-24

EAGG ISHARES TR11.4K shares-0.60%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.8K shares4.68%2026-03-312026-04-24

AAPL APPLE INC2.0K shares29.84%2026-03-312026-04-24

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-24

Sponsored

VCIT VANGUARD SCOTTSDALE FDS5.9K sharesnew addition2026-03-312026-04-24

VIOG VANGUARD ADMIRAL FDS INC3.9K shares0.00%2026-03-312026-04-24

IEMG ISHARES INC6.9K shares-1.60%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR14.3K shares-0.29%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS5.8K shares21.06%2026-03-312026-04-24

ORCL ORACLE CORP3.1K shares-15.57%2026-03-312026-04-24

IBDS ISHARES TR18.6K sharesnew addition2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC8.7K shares-4.54%2026-03-312026-04-24

Sponsored

IWO ISHARES TR1.3K shares-0.46%2026-03-312026-04-24

IYW ISHARES TR2.3K shares0.04%2026-03-312026-04-24

EFAV ISHARES TR4.4K shares-3.50%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS5.1K shares0.10%2026-03-312026-04-24

BA BOEING CO2.0K shares-7.47%2026-03-312026-04-24

SHOP SHOPIFY INC3.3K shares-11.92%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.3K shares-5.42%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F7.1K shares-0.39%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.4.0K shares-6.26%2026-03-312026-04-24

GLDM WORLD GOLD TR4.0K shares0.00%2026-03-312026-04-24

LLY ELI LILLY & CO390 shares-2.01%2026-03-312026-04-24

NUHY NUSHARES ETF TR15.8K shares-1.44%2026-03-312026-04-24

IWP ISHARES TR2.6K shares-51.23%2026-03-312026-04-24

ASTRAZENECA PLC ASTRAZENECA PLC1.7K sharesnew addition2026-03-312026-04-24

TOTALENERGIES SE TOTALENERGIES SE3.6K shares-13.58%2026-03-312026-04-24

NUSC NUSHARES ETF TR7.1K shares0.00%2026-03-312026-04-24

Sponsored

NVS NOVARTIS AG2.1K shares-1.11%2026-03-312026-04-24

MUFG MITSUBISHI UFJ FINANCIAL GRO18.3K shares6.99%2026-03-312026-04-24

VOE VANGUARD INDEX FDS1.7K shares-47.08%2026-03-312026-04-24

ASML ASML HLDG NV234 shares0.86%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS4.8K shares1.06%2026-03-312026-04-24

MA MASTERCARD INCORPORATED601 shares-4.60%2026-03-312026-04-24

EFA ISHARES TR3.1K shares-10.25%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS3.9K shares-8.83%2026-03-312026-04-24

Sponsored

NOW SERVICENOW INC2.7K shares104.83%2026-03-312026-04-24

IEFA ISHARES TR3.1K shares-3.36%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC4.9K shares6.52%2026-03-312026-04-24

XOM EXXON MOBIL CORP1.6K shares-5.66%2026-03-312026-04-24

SONY SONY GROUP CORP12.3K shares-8.03%2026-03-312026-04-24

EQNR EQUINOR ASA6.0K sharesnew addition2026-03-312026-04-24

CRM SALESFORCE INC1.3K shares16.75%2026-03-312026-04-24

QCOM QUALCOMM INC1.9K shares-27.36%2026-03-312026-04-24

Sponsored

TDY TELEDYNE TECHNOLOGIES INC393 shares-7.53%2026-03-312026-04-24

SBUX STARBUCKS CORP2.6K sharesnew addition2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE822 shares-30.63%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-24

COF CAPITAL ONE FINL CORP1.3K shares38.48%2026-03-312026-04-24

LOW LOWES COS INC962 shares4.91%2026-03-312026-04-24

LMAT LEMAITRE VASCULAR INC2.1K sharesnew addition2026-03-312026-04-24

WFC WELLS FARGO & CO2.8K shares2.24%2026-03-312026-04-24

Sponsored

DTD WISDOMTREE TR2.5K shares-10.99%2026-03-312026-04-24

ESGE ISHARES INC4.7K shares0.00%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP239 shares-18.98%2026-03-312026-04-24

HSBC HSBC HLDGS PLC2.6K sharesnew addition2026-03-312026-04-24

AIG AMERICAN INTL GROUP INC2.8K shares6.68%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC607 sharesnew addition2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD1.0K sharesnew addition2026-03-312026-04-24

IJH ISHARES TR3.0K sharesnew addition2026-03-312026-04-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I701 sharesnew addition2026-03-312026-04-24

STZ CONSTELLATION BRANDS INC1.4K sharesnew addition2026-03-312026-04-24

AWK AMERICAN WTR WKS CO INC NEW1.5K sharesnew addition2026-03-312026-04-24

SAN BANCO SANTANDER SA12.3K shares-8.16%2026-03-312026-04-24

LYG LLOYDS BANKING GROUP PLC24.9K shares-10.81%2026-03-312026-04-24

BNDX

VANGUARD CHARLOTTE FDS

2.53%

Shares262.5K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

-1.14%

Shares481.6K

Event2026-03-31

Filed2026-04-24

VONG

VANGUARD SCOTTSDALE FDS

0.66%

Shares105.0K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

0.81%

Shares296.8K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

3.22%

Shares80.1K

Event2026-03-31

Filed2026-04-24

SHYG

ISHARES TR

0.54%

Shares156.1K

Event2026-03-31

Filed2026-04-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-6.34%

Shares233.2K

Event2026-03-31

Filed2026-04-24

SLYG

SPDR SERIES TRUST

-1.15%

Shares46.6K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

1.44%

Shares115.0K

Event2026-03-31

Filed2026-04-24

BSCR

INVESCO EXCH TRD SLF IDX FD

7.04%

Shares167.6K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-0.92%

Shares21.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-30.31%

Shares15.8K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-4.24%

Shares103.4K

Event2026-03-31

Filed2026-04-24

NET

CLOUDFLARE INC

-1.90%

Shares14.2K

Event2026-03-31

Filed2026-04-24

SLYV

SPDR SERIES TRUST

-1.02%

Shares30.5K

Event2026-03-31

Filed2026-04-24

SPEM

SPDR INDEX SHS FDS

0.15%

Shares57.9K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

-0.09%

Shares56.9K

Event2026-03-31

Filed2026-04-24

BSCS

INVESCO EXCH TRD SLF IDX FD

3.23%

Shares126.0K

Event2026-03-31

Filed2026-04-24

VSS

VANGUARD INTL EQUITY INDEX F

1.16%

Shares17.5K

Event2026-03-31

Filed2026-04-24

FREL

FIDELITY COVINGTON TRUST

5.82%

Shares87.2K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-2.04%

Shares10.2K

Event2026-03-31

Filed2026-04-24

IAGG

ISHARES TR

1.83%

Shares44.1K

Event2026-03-31

Filed2026-04-24

BSCT

INVESCO EXCH TRD SLF IDX FD

6.18%

Shares108.1K

Event2026-03-31

Filed2026-04-24

IBDR

ISHARES TR

29.35%

Shares79.6K

Event2026-03-31

Filed2026-04-24

SCHZ

SCHWAB STRATEGIC TR

-16.34%

Shares82.1K

Event2026-03-31

Filed2026-04-24

IWB

ISHARES TR

0.10%

Shares5.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-1.61%

Shares8.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-3.29%

Shares3.6K

Event2026-03-31

Filed2026-04-24

BSCU

INVESCO EXCH TRD SLF IDX FD

15.29%

Shares80.3K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

1.46%

Shares17.0K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

1.87%

Shares11.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ILCG

ISHARES TR

0.62%

Shares8.6K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-5.44%

Shares2.8K

Event2026-03-31

Filed2026-04-24

BGRN

ISHARES TR

-1.19%

Shares16.6K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

1.21%

Shares6.3K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

0.97%

Shares3.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-20.99%

Shares3.6K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-61.52%

Shares1.7K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

-0.78%

Shares1.1K

Event2026-03-31

Filed2026-04-24

BSJQ

INVESCO EXCH TRD SLF IDX FD

2.18%

Shares30.0K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

0.57%

Shares1.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-9.83%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SPDR SERIES TRUST

1.40%

Shares6.7K

Event2026-03-31

Filed2026-04-24