LIGHTHOUSE FINANCIAL SERVICES INC /ADV

PrivateCIK: 1068979
Location

BREA, CA

102
Positions
$475.90M
Total AUM (reported)
4.76M
Total Shares

Allocation by class

TOTAL AUM$475.90M102 positions
COM$124.32M26.1%
ST STR TECHN ETF$70.75M14.9%
ST STR FINL ETF$27.96M5.9%
SHORT TRM BOND$23.31M4.9%
ST STR CARE ETF$23.16M4.9%
COMM SRVC ETF$21.47M4.5%
ST STR INDL ETF$21.36M4.5%

Portfolio Concentration

Top 325.6%4–1026.3%11–2523.1%Rest25.0%TOP 1051.9%0%100%
Top 3$122.03M25.6%
4–10$124.97M26.3%
11–25$109.80M23.1%
Rest$119.09M25.0%

Top 3 weight

25.6%

Top 10 weight

51.9%

Voting Authority Distribution

Total shares with voting rights: 4.76M

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

4.76M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole102
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings102
Rows:

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares381.18K
TypeSH
Market value$70.75M
14.87%
Sole
0.00
Shared
0.00
None
381.18K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares510.47K
TypeSH
Market value$27.96M
5.88%
Sole
0.00
Shared
0.00
None
510.47K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares300.30K
TypeSH
Market value$23.31M
4.90%
Sole
0.00
Shared
0.00
None
300.30K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares145.18K
TypeSH
Market value$23.16M
4.87%
Sole
0.00
Shared
0.00
None
145.18K

VANGUARD WORLD FD

SOLE
COMM SRVC ETF
Shares113.73K
TypeSH
Market value$21.47M
4.51%
Sole
0.00
Shared
0.00
None
113.73K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares116.48K
TypeSH
Market value$21.36M
4.49%
Sole
0.00
Shared
0.00
None
116.48K

SSGA ACTIVE ETF TR

SOLE
ST STR TOTAL ETF
Shares504.61K
TypeSH
Market value$19.80M
4.16%
Sole
0.00
Shared
0.00
None
504.61K

SELECT SECTOR SPDR TR

SOLE
ST STR DISCR ETF
Shares131.70K
TypeSH
Market value$15.55M
3.27%
Sole
0.00
Shared
0.00
None
131.70K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares122.59K
TypeSH
Market value$12.07M
2.54%
Sole
0.00
Shared
0.00
None
122.59K

SPDR SERIES TRUST

SOLE
ST SHO TREAS ETF
Shares399.82K
TypeSH
Market value$11.55M
2.43%
Sole
0.00
Shared
0.00
None
399.82K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 TOP 50
Shares176.96K
TypeSH
Market value$10.80M
2.27%
Sole
0.00
Shared
0.00
None
176.96K

APPLE INC

SOLE
COM
Shares34.97K
TypeSH
Market value$10.29M
2.16%
Sole
0.00
Shared
0.00
None
34.97K

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares104.48K
TypeSH
Market value$9.17M
1.93%
Sole
0.00
Shared
0.00
None
104.48K

SPDR SERIES TRUST

SOLE
ST SHOR CORP ETF
Shares300.73K
TypeSH
Market value$8.99M
1.89%
Sole
0.00
Shared
0.00
None
300.73K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares36.45K
TypeSH
Market value$8.24M
1.73%
Sole
0.00
Shared
0.00
None
36.45K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares149.55K
TypeSH
Market value$7.90M
1.66%
Sole
0.00
Shared
0.00
None
149.55K

ALPHABET INC

SOLE
CAP STK CL A
Shares20.32K
TypeSH
Market value$7.34M
1.54%
Sole
0.00
Shared
0.00
None
20.32K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares16.83K
TypeSH
Market value$7.16M
1.50%
Sole
0.00
Shared
0.00
None
16.83K

PALO ALTO NETWORKS INC

SOLE
COM
Shares18.03K
TypeSH
Market value$6.35M
1.33%
Sole
0.00
Shared
0.00
None
18.03K

VISA INC

SOLE
COM CL A
Shares17.64K
TypeSH
Market value$6.19M
1.30%
Sole
0.00
Shared
0.00
None
17.64K

CISCO SYS INC

SOLE
COM
Shares48.30K
TypeSH
Market value$5.65M
1.19%
Sole
0.00
Shared
0.00
None
48.30K

NETFLIX INC.

SOLE
COM
Shares75.96K
TypeSH
Market value$5.64M
1.18%
Sole
0.00
Shared
0.00
None
75.96K

BROADCOM INC

SOLE
COM
Shares15K
TypeSH
Market value$5.54M
1.16%
Sole
0.00
Shared
0.00
None
15K

VANGUARD WORLD FD

SOLE
MATERIALS ETF
Shares23.44K
TypeSH
Market value$5.36M
1.13%
Sole
0.00
Shared
0.00
None
23.44K

MICROSOFT CORP

SOLE
COM
Shares13.52K
TypeSH
Market value$5.20M
1.09%
Sole
0.00
Shared
0.00
None
13.52K
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