Long-term investor
Lifestyle Asset Management, Inc. @lifestyleassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845675).
Record
- Tracked since 2025-06-30 (478 days), 228 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months -0.4% · 1 year -1.0% · all -1.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 15.5% · long · since 2025-09-30
- 464287226 · 5.8% · long · since 2025-09-30
- 025072703 · 3.9% · long · since 2025-09-30
- 46090E103 · 3.6% · long · since 2025-09-30
- 78464A359 · 3.5% · long · since 2025-09-30
- 46138E339 · 3.2% · long · since 2025-09-30
- 78463X889 · 3.1% · long · since 2025-09-30
- 89157W608 · 2.8% · long · since 2026-09-30
- 30233Q108 · 2.7% · long · since 2026-09-30
- 66538R748 · 2.5% · long · since 2025-09-30
- 03463K760 · 2.4% · long · since 2026-06-30
- 464287440 · 2.3% · long · since 2026-03-31