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Disclosed positions
Livet Wealth, LLC: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- VANGUARD CHARLOTTE FDS
- Ticker
- BNDX
- Class
- TOTAL INT BD ETF
- Reported value
- $13,704,900
- Reported amount
- 282,984
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002111409-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $13,704,900 | 282,984 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $13,371,996 | 104,624 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $13,053,603 | 471,249 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,222,124 | 290,827 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,112,595 | 92,065 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $7,145,645 | 168,489 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $5,450,013 | 45,748 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | BULSHS 2026 CB | $4,649,698 | 238,141 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $4,159,071 | 112,804 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $3,640,987 | 185,622 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $3,474,391 | 14,165 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $3,437,799 | 101,590 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $3,378,494 | 15,503 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $3,267,271 | 20,675 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $3,182,725 | 29,170 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $2,943,851 | 144,555 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $2,926,811 | 56,524 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $2,793,985 | 55,447 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $2,671,909 | 17,317 | SH | None |
| FIDELITY COVINGTON TRUST | FREL | MSCI RL EST ETF | $2,627,242 | 89,667 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $2,464,269 | 10,141 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCT | BULETSHS 2029 | $2,434,756 | 131,077 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $2,294,659 | 45,349 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $2,110,132 | 5,153 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $1,889,601 | 77,986 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $1,883,777 | 81,443 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,838,427 | 9,188 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCU | INVSCO 30 CORP | $1,628,247 | 97,822 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,398,452 | 3,749 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $1,316,989 | 17,171 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,097,787 | 11,384 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,045,069 | 1,399 | SH | None |
| ISHARES TR | ILCG | MORNINGSTAR GRWT | $1,004,293 | 8,582 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | INVSCO BLSH 26 | $997,716 | 43,464 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $966,711 | 2,736 | SH | None |
| AMAZON COM INC | AMZN | COM | $924,998 | 3,881 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $863,640 | 10,026 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $855,496 | 5,768 | SH | None |
| ISHARES TR | BGRN | USD GRN BOND ETF | $836,513 | 17,621 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $795,185 | 6,404 | SH | None |
| BROADCOM INC | AVGO | COM | $783,454 | 2,074 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $749,687 | 9,305 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $683,532 | 972 | SH | None |
| SPDR SERIES TRUST | JNK | ST BLOO HIGH ETF | $658,689 | 6,835 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $654,231 | 7,812 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $649,066 | 18,646 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $646,840 | 1,810 | SH | None |
| TESLA INC | TSLA | COM | $646,042 | 1,536 | SH | None |
| ADOBE INC | ADBE | COM | $639,047 | 3,117 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $626,426 | 13,018 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.