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Lifestyle Asset Management, Inc.

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
RTX Corp—$347.7K1,8960.1%
BANK OF AMERICA CORP /DE—$346.2K6,2940.1%
Morgan Stanley—$344.8K1,9420.1%
Essential Properties Realty Trust, Inc.—$340.9K11,4940.1%
SELECT SECTOR SPDR TR—$324.5K2,0920.1%
JPMORGAN CHASE & CO—$323.5K1,0040.1%
Paylocity Holding Corp—$320.6K2,1020.1%
PROCTER & GAMBLE Co—$317.4K2,2150.1%
Doximity, Inc.—$313.6K7,0830.1%
VANECK BITCOIN ETF—$313.6K12,6800.1%
Merck & Co., Inc.—$313.3K2,9760.1%
ExlService Holdings Inc—$311.7K7,3440.1%
Arthur J. Gallagher & Co.—$307.7K1,1890.1%
QUALCOMM INC/DE—$305.2K1,7840.1%
Trade Desk, Inc.—$293.9K7,7430.1%
MCDONALD'S CORP—$290.7K9510.1%
COCA COLA CO—$287.0K4,1050.1%
DIREXION SHS ETF TR—$285.9K7,4150.1%
AMGEN INC—$282.5K8630.1%
NEXTERA ENERGY INC—$273.6K3,4080.1%
Union Pacific Corp—$264.6K1,1440.1%
ALTRIA GROUP, INC.—$263.6K4,5710.1%
AT&T INC.—$261.1K10,5110.1%
Comcast Corp.—$256.0K8,5650.1%
First Trust Exchange-Traded Fund VIII—$255.3K5,3500.1%
INNOVATOR ETFS TRUST—$254.8K9,2670.1%
UNITEDHEALTH GROUP INC—$253.5K7680.1%
PEPSICO INC—$251.2K1,7500.1%
SELECT SECTOR SPDR TR—$244.6K2,0780.1%
Tesla Inc—$242.3K5390.1%
INNOVATOR ETFS TRUST—$235.4K9,1460.1%
First Trust Exchange-Traded Fund VIII—$234.4K6,0500.1%
INNOVATOR ETFS TRUST—$215.8K8,0890.1%
PIMCO Dynamic Income FundPDIClosed-End Fund$214.4K12,1080.1%
ORACLE CORP—$208.0K1,0670.1%
LOCKHEED MARTIN CORP—$201.7K4170.1%
AGNC Investment Corp.—$193.7K18,0660.1%
GLOBAL X FDS—$180.3K11,7870.1%
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