LIFETIME WEALTH MANAGEMENT P.C.

PrivateCIK: 2116339
Location

ROCKWALL, TX

86
Positions
$175.82M
Total AUM (reported)
4.59M
Total Shares

Allocation by class

TOTAL AUM$175.82M86 positions
COM$39.46M22.4%
SPONSORED ADS$17.14M9.8%
STATE STREET SPD$12.44M7.1%
SP ADR NON VTG$12.32M7.0%
BRAZIL SM-CP ETF$8.66M4.9%
PHYSICAL GOLD TR$6.97M4.0%
ORD SHS A$6.00M3.4%

Portfolio Concentration

Top 318.2%4–1027.5%11–2526.4%Rest27.8%TOP 1045.7%0%100%
Top 3$31.96M18.2%
4–10$48.43M27.5%
11–25$46.48M26.4%
Rest$48.95M27.8%

Top 3 weight

18.2%

Top 10 weight

45.7%

Voting Authority Distribution

Total shares with voting rights: 4.59M

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

4.59M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:

PETROLEO BRASILEIRO S A

SOLE
SP ADR NON VTG
Shares656.97K
TypeSH
Market value$12.32M
7.01%
Sole
0.00
Shared
0.00
None
656.97K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares114.65K
TypeSH
Market value$10.51M
5.98%
Sole
0.00
Shared
0.00
None
114.65K

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares187.38K
TypeSH
Market value$9.13M
5.19%
Sole
0.00
Shared
0.00
None
187.38K

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares117.33K
TypeSH
Market value$8.69M
4.94%
Sole
0.00
Shared
0.00
None
117.33K

ISHARES TR

SOLE
BRAZIL SM-CP ETF
Shares584.43K
TypeSH
Market value$8.66M
4.92%
Sole
0.00
Shared
0.00
None
584.43K

VALE S A

SOLE
SPONSORED ADS
Shares531.28K
TypeSH
Market value$8.45M
4.81%
Sole
0.00
Shared
0.00
None
531.28K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares196.73K
TypeSH
Market value$6.97M
3.97%
Sole
0.00
Shared
0.00
None
196.73K

NOBLE CORP PLC

SOLE
ORD SHS A
Shares122.32K
TypeSH
Market value$6.00M
3.41%
Sole
0.00
Shared
0.00
None
122.32K

SPROUTS FMRS MKT INC

SOLE
COM
Shares63.28K
TypeSH
Market value$4.88M
2.78%
Sole
0.00
Shared
0.00
None
63.28K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.28K
TypeSH
Market value$4.78M
2.72%
Sole
0.00
Shared
0.00
None
8.28K

ISHARES INC

SOLE
JP MORGAN EM ETF
Shares111.60K
TypeSH
Market value$4.55M
2.59%
Sole
0.00
Shared
0.00
None
111.60K

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares73.29K
TypeSH
Market value$4.29M
2.44%
Sole
0.00
Shared
0.00
None
73.29K

COPA HOLDINGS SA

SOLE
CL A
Shares35K
TypeSH
Market value$3.98M
2.26%
Sole
0.00
Shared
0.00
None
35K

EXXON MOBIL CORP

SOLE
COM
Shares23.42K
TypeSH
Market value$3.97M
2.26%
Sole
0.00
Shared
0.00
None
23.42K

NOBLE CORP PLC

SOLE
*W EXP 02/04/202
Shares117.43K
TypeSH
Market value$3.59M
2.04%
Sole
0.00
Shared
0.00
None
117.43K

ABBVIE INC

SOLE
COM
Shares15.31K
TypeSH
Market value$3.33M
1.89%
Sole
0.00
Shared
0.00
None
15.31K

WARRIOR MET COAL INC

SOLE
COM
Shares35.69K
TypeSH
Market value$3.32M
1.89%
Sole
0.00
Shared
0.00
None
35.69K

SPDR SERIES TRUST

SOLE
FTSE INT GVT ETF
Shares77.39K
TypeSH
Market value$3.06M
1.74%
Sole
0.00
Shared
0.00
None
77.39K

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MBS ETF
Shares60.23K
TypeSH
Market value$2.98M
1.69%
Sole
0.00
Shared
0.00
None
60.23K

ISHARES TR

SOLE
TIPS BD ETF
Shares25.24K
TypeSH
Market value$2.79M
1.58%
Sole
0.00
Shared
0.00
None
25.24K

ULTA BEAUTY INC

SOLE
COM
Shares4.68K
TypeSH
Market value$2.44M
1.39%
Sole
0.00
Shared
0.00
None
4.68K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares57.39K
TypeSH
Market value$2.17M
1.24%
Sole
0.00
Shared
0.00
None
57.39K

ISHARES TR

SOLE
MSCI INTL QUALTY
Shares43.78K
TypeSH
Market value$2.02M
1.15%
Sole
0.00
Shared
0.00
None
43.78K

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares51.83K
TypeSH
Market value$1.99M
1.13%
Sole
0.00
Shared
0.00
None
51.83K

GLOBAL X FDS

SOLE
ADAPTIVE US
Shares41.04K
TypeSH
Market value$1.98M
1.13%
Sole
0.00
Shared
0.00
None
41.04K
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