LIFETIME WEALTH MANAGEMENT P.C.

PrivateCIK: 2116339
Location

ROCKWALL, TX

90
Positions
$171.31M
Total AUM (reported)
4.73M
Total Shares

Allocation by class

TOTAL AUM$171.31M90 positions
COM$37.84M22.1%
SPONSORED ADS$17.87M10.4%
BRAZIL SM-CP ETF$10.75M6.3%
SP ADR NON VTG$9.56M5.6%
ST STR BLO 1 ETF$9.40M5.5%
UNIT SER 1$6.08M3.6%
PHYSICAL GOLD TR$5.73M3.3%

Portfolio Concentration

Top 317.8%4–1027.0%11–2526.3%Rest28.8%TOP 1044.8%0%100%
Top 3$30.51M17.8%
4–10$46.31M27.0%
11–25$45.11M26.3%
Rest$49.38M28.8%

Top 3 weight

17.8%

Top 10 weight

44.8%

Voting Authority Distribution

Total shares with voting rights: 4.73M

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

4.73M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole90
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:

ISHARES TR

SOLE
BRAZIL SM-CP ETF
Shares827.83K
TypeSH
Market value$10.75M
6.27%
Sole
0.00
Shared
0.00
None
827.83K

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares117.83K
TypeSH
Market value$10.21M
5.96%
Sole
0.00
Shared
0.00
None
117.83K

PETROLEO BRASILEIRO S A

SOLE
SP ADR NON VTG
Shares652.93K
TypeSH
Market value$9.56M
5.58%
Sole
0.00
Shared
0.00
None
652.93K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares102.63K
TypeSH
Market value$9.40M
5.49%
Sole
0.00
Shared
0.00
None
102.63K

VALE S A

SOLE
SPONSORED ADS
Shares509.28K
TypeSH
Market value$7.66M
4.47%
Sole
0.00
Shared
0.00
None
509.28K

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares182.97K
TypeSH
Market value$7.23M
4.22%
Sole
0.00
Shared
0.00
None
182.97K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.26K
TypeSH
Market value$6.08M
3.55%
Sole
0.00
Shared
0.00
None
8.26K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares189.86K
TypeSH
Market value$5.73M
3.34%
Sole
0.00
Shared
0.00
None
189.86K

SPROUTS FMRS MKT INC

SOLE
COM
Shares63.65K
TypeSH
Market value$5.38M
3.14%
Sole
0.00
Shared
0.00
None
63.65K

ISHARES INC

SOLE
JP MORGAN EM ETF
Shares113.62K
TypeSH
Market value$4.82M
2.81%
Sole
0.00
Shared
0.00
None
113.62K

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares69.14K
TypeSH
Market value$4.27M
2.49%
Sole
0.00
Shared
0.00
None
69.14K

COPA HOLDINGS SA

SOLE
CL A
Shares27.32K
TypeSH
Market value$4.25M
2.48%
Sole
0.00
Shared
0.00
None
27.32K

NOBLE CORP PLC

SOLE
ORD SHS A
Shares107.14K
TypeSH
Market value$4.00M
2.33%
Sole
0.00
Shared
0.00
None
107.14K

ABBVIE INC

SOLE
COM
Shares15.28K
TypeSH
Market value$3.85M
2.25%
Sole
0.00
Shared
0.00
None
15.28K

SPDR SERIES TRUST

SOLE
ST STR FTSE ETF
Shares94.78K
TypeSH
Market value$3.73M
2.18%
Sole
0.00
Shared
0.00
None
94.78K

WARRIOR MET COAL INC

SOLE
COM
Shares39.09K
TypeSH
Market value$3.17M
1.85%
Sole
0.00
Shared
0.00
None
39.09K

EXXON MOBIL CORP

SOLE
COM
Shares21.93K
TypeSH
Market value$3.00M
1.75%
Sole
0.00
Shared
0.00
None
21.93K

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MBS ETF
Shares58.05K
TypeSH
Market value$2.85M
1.66%
Sole
0.00
Shared
0.00
None
58.05K

ISHARES TR

SOLE
TIPS BD ETF
Shares25.36K
TypeSH
Market value$2.78M
1.62%
Sole
0.00
Shared
0.00
None
25.36K

ISHARES TR

SOLE
MSCI INTL QUALTY
Shares53.69K
TypeSH
Market value$2.66M
1.55%
Sole
0.00
Shared
0.00
None
53.69K

CAMBRIA ETF TR

SOLE
GBL REAL EST ETF
Shares86.55K
TypeSH
Market value$2.34M
1.36%
Sole
0.00
Shared
0.00
None
86.55K

INVESCO EXCH TRADED FD TR II

SOLE
S&P INTL MOMNT
Shares36.08K
TypeSH
Market value$2.18M
1.27%
Sole
0.00
Shared
0.00
None
36.08K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares56.89K
TypeSH
Market value$2.09M
1.22%
Sole
0.00
Shared
0.00
None
56.89K

NOBLE CORP PLC

SOLE
*W EXP 02/04/202
Shares113.50K
TypeSH
Market value$2.06M
1.20%
Sole
0.00
Shared
0.00
None
113.50K

WISDOMTREE TR

SOLE
EMG MKTS SMCAP
Shares29.32K
TypeSH
Market value$1.90M
1.11%
Sole
0.00
Shared
0.00
None
29.32K
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