Livet Wealth, LLC - Portfolio overview

Livet Wealth, LLC has 117 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BNDX - VANGUARD CHARLOTTE FDS, 8.02%
2. SCHF - SCHWAB STRATEGIC TR, 7.58%
3. VONG - VANGUARD SCOTTSDALE FDS, 7.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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