LFS ASSET MANAGEMENT

PrivateCIK: 1942844
Location

SAN RAMON, CA

48
Positions
$99.1K
Total AUM (reported)
2.07M
Total Shares

Allocation by class

TOTAL AUM$99.1K48 positions
COM$33.3K33.6%
PFD AND INCM SEC$12.4K12.5%
US CONSM STAPLES$7.9K7.9%
MODERT ALLOC ETF$4.7K4.7%
SHRT RUSSELL2000$4.3K4.3%
FOLIOBEYOND RISI$4.1K4.2%
OPTIMUM YIELD$4.1K4.1%

Portfolio Concentration

Top 326.1%4–1031.2%11–2532.2%Rest10.5%TOP 1057.3%0%100%
Top 3$25.9K26.1%
4–10$30.9K31.2%
11–25$31.9K32.2%
Rest$10.4K10.5%

Top 3 weight

26.1%

Top 10 weight

57.3%

Voting Authority Distribution

Total shares with voting rights: 2.07M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.07M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:

ISHARES PREFERRED INCOME SEC ETF

SOLE
PFD AND INCM SEC
Shares392.22K
TypeSH
Market value$12.4K
12.53%
Sole
0.00
Shared
0.00
None
392.22K

ISHARES U S CONSUMER STAPLES ETF

SOLE
US CONSM STAPLES
Shares43.73K
TypeSH
Market value$7.9K
7.93%
Sole
0.00
Shared
0.00
None
43.73K

UNITEDHEALTH GRP INC

SOLE
COM
Shares11.08K
TypeSH
Market value$5.6K
5.65%
Sole
0.00
Shared
0.00
None
11.08K

MCDONALDS CORP

SOLE
COM
Shares22.90K
TypeSH
Market value$5.3K
5.33%
Sole
0.00
Shared
0.00
None
22.90K

ISHARES CORE MODERATE ALLOCATIN ETF

SOLE
MODERT ALLOC ETF
Shares128.46K
TypeSH
Market value$4.7K
4.75%
Sole
0.00
Shared
0.00
None
128.46K

PROSHARES SHORT RUSSELL 2000 ETF

SOLE
SHRT RUSSELL2000
Shares162.16K
TypeSH
Market value$4.3K
4.31%
Sole
0.00
Shared
0.00
None
162.16K

APPLE INC

SOLE
COM
Shares30.75K
TypeSH
Market value$4.2K
4.29%
Sole
0.00
Shared
0.00
None
30.75K

W R BERKLEY CORP

SOLE
COM
Shares64.58K
TypeSH
Market value$4.2K
4.21%
Sole
0.00
Shared
0.00
None
64.58K

FOLIOBEYOND RISING RATES ETF

SOLE
FOLIOBEYOND RISI
Shares131.44K
TypeSH
Market value$4.1K
4.18%
Sole
0.00
Shared
0.00
None
131.44K

INVSC ACTVLY MNG OPTM YD DVRS ETF

SOLE
OPTIMUM YIELD
Shares251.19K
TypeSH
Market value$4.1K
4.10%
Sole
0.00
Shared
0.00
None
251.19K

WISDOMTREE JAPAN HEDGED EQUITY ETF

SOLE
JAPN HEDGE EQT
Shares55.06K
TypeSH
Market value$3.4K
3.43%
Sole
0.00
Shared
0.00
None
55.06K

MICROSOFT CORP

SOLE
COM
Shares12.64K
TypeSH
Market value$2.9K
2.97%
Sole
0.00
Shared
0.00
None
12.64K

INVSC SP 500 EQL WGHT CNSMR STPL ETF

SOLE
S&P500 EQL STP
Shares18.84K
TypeSH
Market value$2.9K
2.92%
Sole
0.00
Shared
0.00
None
18.84K

ISHARES TREASURY FLOATNG RATE BD ETF

SOLE
TRS FLT RT BD
Shares56.05K
TypeSH
Market value$2.8K
2.86%
Sole
0.00
Shared
0.00
None
56.05K

PROSHARES ULTRASHORT S&P 500 ETF

SOLE
ULTRASHRT S&P500
Shares44.27K
TypeSH
Market value$2.4K
2.44%
Sole
0.00
Shared
0.00
None
44.27K

CONOCOPHILLIPS

SOLE
COM
Shares22.10K
TypeSH
Market value$2.3K
2.28%
Sole
0.00
Shared
0.00
None
22.10K

ISHARES CORE CONSERVATIVE ALLOCATION

SOLE
CONSER ALLOC ETF
Shares64.68K
TypeSH
Market value$2.1K
2.13%
Sole
0.00
Shared
0.00
None
64.68K

UNION PACIFIC CORP

SOLE
COM
Shares10.80K
TypeSH
Market value$2.1K
2.12%
Sole
0.00
Shared
0.00
None
10.80K

GLOBAL X MSCI CHINA ENERGY ETF

SOLE
MSCI CHINA ENRGY
Shares136.42K
TypeSH
Market value$2.1K
2.08%
Sole
0.00
Shared
0.00
None
136.42K

AUTO DATA PROCESSING

SOLE
COM
Shares8.74K
TypeSH
Market value$2.0K
1.99%
Sole
0.00
Shared
0.00
None
8.74K

ABRDN BLMBRG ALL CM SG K 1 FR ETF

SOLE
BBRG ALL COMD K1
Shares65.56K
TypeSH
Market value$1.7K
1.71%
Sole
0.00
Shared
0.00
None
65.56K

PROSHRES ULTRASHT 20 PLS YR TRSY ETF

SOLE
PSHS ULTSH 20YRS
Shares47.29K
TypeSH
Market value$1.5K
1.52%
Sole
0.00
Shared
0.00
None
47.29K

FLEXSHARES IBOXX 3 YR TIPS IDX ETF

SOLE
IBOXX 3R TARGT
Shares57.96K
TypeSH
Market value$1.4K
1.37%
Sole
0.00
Shared
0.00
None
57.96K

PROSHARES ULTRAPRO SHORT QQQ ETF

SOLE
ULTRA SHT QQQ
Shares21.77K
TypeSH
Market value$1.3K
1.35%
Sole
0.00
Shared
0.00
None
21.77K

VIRTUS INFRCP US PRERD STCK ETF

SOLE
VIRTUS INFRCAP
Shares53.76K
TypeSH
Market value$1.0K
1.03%
Sole
0.00
Shared
0.00
None
53.76K
Page 1 of 2