LIFEWORKS ADVISORS, LLC

PrivateCIK: 1882132
Location

GRAND RAPIDS, MI

297
Positions
$779.39M
Total AUM (reported)
10.90M
Total Shares

Allocation by class

TOTAL AUM$779.39M297 positions
COM$344.43M44.2%
STATE STREET SPD$76.34M9.8%
US TREAS BD ETF$26.08M3.3%
SHS$22.47M2.9%
GOLD SHS$21.61M2.8%
IBOXX INV CP ETF$20.38M2.6%
ISHARES NEW$18.38M2.4%

Portfolio Concentration

Top 312.8%4–1013.6%11–2517.3%Rest56.3%TOP 1026.4%0%100%
Top 3$99.58M12.8%
4–10$106.24M13.6%
11–25$135.11M17.3%
Rest$438.45M56.3%

Top 3 weight

12.8%

Top 10 weight

26.4%

Voting Authority Distribution

Total shares with voting rights: 10.90M

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

10.90M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole297
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings297
Rows:

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares1.16M
TypeSH
Market value$53.12M
6.82%
Sole
0.00
Shared
0.00
None
1.16M

ISHARES TR

SOLE
US TREAS BD ETF
Shares1.14M
TypeSH
Market value$26.08M
3.35%
Sole
0.00
Shared
0.00
None
1.14M

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares186.98K
TypeSH
Market value$20.38M
2.61%
Sole
0.00
Shared
0.00
None
186.98K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares208.51K
TypeSH
Market value$18.38M
2.36%
Sole
0.00
Shared
0.00
None
208.51K

VANGUARD CHARLOTTE FDS

SOLE
TOTAL INT BD ETF
Shares370.23K
TypeSH
Market value$17.79M
2.28%
Sole
0.00
Shared
0.00
None
370.23K

ISHARES TR

SOLE
MBS ETF
Shares186.40K
TypeSH
Market value$17.70M
2.27%
Sole
0.00
Shared
0.00
None
186.40K

VANGUARD MALVERN FDS

SOLE
STRM INFPROIDX
Shares308.94K
TypeSH
Market value$15.43M
1.98%
Sole
0.00
Shared
0.00
None
308.94K

SPDR GOLD TR

SOLE
GOLD SHS
Shares32.84K
TypeSH
Market value$14.13M
1.81%
Sole
0.00
Shared
0.00
None
32.84K

FIDELITY COVINGTON TRUST

SOLE
MSCI INFO TECH I
Shares56.85K
TypeSH
Market value$11.83M
1.52%
Sole
0.00
Shared
0.00
None
56.85K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares66.92K
TypeSH
Market value$10.98M
1.41%
Sole
0.00
Shared
0.00
None
66.92K

ISHARES S&P GSCI COMMODITY-

SOLE
UNIT BEN INT
Shares337.98K
TypeSH
Market value$10.90M
1.40%
Sole
0.00
Shared
0.00
None
337.98K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares27.74K
TypeSH
Market value$10.87M
1.39%
Sole
0.00
Shared
0.00
None
27.74K

GILEAD SCIENCES INC

SOLE
COM
Shares74.26K
TypeSH
Market value$10.35M
1.33%
Sole
0.00
Shared
0.00
None
74.26K

FIDELITY COVINGTON TRUST

SOLE
MSCI INDL INDX
Shares112.30K
TypeSH
Market value$9.72M
1.25%
Sole
0.00
Shared
0.00
None
112.30K

APPLE INC

SOLE
COM
Shares36.64K
TypeSH
Market value$9.30M
1.19%
Sole
0.00
Shared
0.00
None
36.64K

ALTRIA GROUP INC

SOLE
COM
Shares137.80K
TypeSH
Market value$9.09M
1.17%
Sole
0.00
Shared
0.00
None
137.80K

JOHNSON & JOHNSON

SOLE
COM
Shares36.90K
TypeSH
Market value$9.02M
1.16%
Sole
0.00
Shared
0.00
None
36.90K

MICROSOFT CORP

SOLE
COM
Shares23.66K
TypeSH
Market value$8.76M
1.12%
Sole
0.00
Shared
0.00
None
23.66K

ABBVIE INC

SOLE
COM
Shares39.70K
TypeSH
Market value$8.63M
1.11%
Sole
0.00
Shared
0.00
None
39.70K

JABIL INC

SOLE
COM
Shares32.40K
TypeSH
Market value$8.61M
1.10%
Sole
0.00
Shared
0.00
None
32.40K

MERCK & CO INC

SOLE
COM
Shares67.49K
TypeSH
Market value$8.12M
1.04%
Sole
0.00
Shared
0.00
None
67.49K

PACCAR INC

SOLE
COM
Shares69.28K
TypeSH
Market value$8.00M
1.03%
Sole
0.00
Shared
0.00
None
69.28K

SOUTHERN CO

SOLE
COM
Shares82.32K
TypeSH
Market value$7.95M
1.02%
Sole
0.00
Shared
0.00
None
82.32K

CORNING INC

SOLE
COM
Shares58.40K
TypeSH
Market value$7.94M
1.02%
Sole
0.00
Shared
0.00
None
58.40K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares204.61K
TypeSH
Market value$7.86M
1.01%
Sole
0.00
Shared
0.00
None
204.61K
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