Lake Hills Wealth Management, LLC Quant / Systematic

Location: Austin, TX

CIK: 0001705594 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (27)

SHV ISHARES TR 16.2%
Value $21.88M Shares 198,751 Est. Cost $110.10 Unrealized
SHY ISHARES TR 13.4%
Value $18.08M Shares 218,413 Est. Cost $84.05 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 12.9%
Value $17.39M Shares 295,495 Est. Cost $58.96 Unrealized
UUP INVESCO DB US DLR INDEX TR 11.9%
Value $16.03M Shares 573,421 Est. Cost $26.30 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 5.7%
Value $7.713M Shares 153,976 Est. Cost $50.21 Unrealized
XLU SELECT SECTOR SPDR TR 5.6%
Value $7.591M Shares 108,235 Est. Cost $73.57 Unrealized
GLD SPDR GOLD TR 4.7%
Value $6.353M Shares 37,714 Est. Cost $180.66 Unrealized
RWM PROSHARES TR 4.1%
Value $5.51M Shares 211,584 Est. Cost $23.59 Unrealized
PROSHARES TR 4.1%
Value $5.487M Shares 381,047 Est. Cost $12.81 Unrealized
XLP SELECT SECTOR SPDR TR 4.0%
Value $5.399M Shares 74,806 Est. Cost $72.17 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 3.6%
Value $4.849M Shares 109,856 Est. Cost $47.21 Unrealized
SJB PROSHARES TR 2.8%
Value $3.822M Shares 193,443 Est. Cost $19.76 Unrealized
AAPL APPLE INC 2.4%
Value $3.216M Shares 23,523 Est. Cost $154.71 Unrealized -3.9%
COLLABORATIVE INVESTMNT SER 1.8%
Value $2.376M Shares 36,893 Est. Cost $46.25 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value $1.485M Shares 5,299 Est. Cost $397.86 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value $1.202M Shares 15,756 Est. Cost $81.26 Unrealized
PROSHARES TR 0.8%
Value $1.136M Shares 82,151 Est. Cost $11.79 Unrealized
CTAS CINTAS CORP 0.7%
Value $905K Shares 2,423 Est. Cost $103.73 Unrealized -9.1%
IVV ISHARES TR 0.7%
Value $883K Shares 2,329 Est. Cost $477.00 Unrealized
AMZN AMAZON COM INC 0.6%
Value $841K Shares 7,920 Est. Cost $127.43 Unrealized -1.8%
SCHO SCHWAB STRATEGIC TR 0.6%
Value $823K Shares 16,731 Est. Cost $49.19 Unrealized
MUB ISHARES TR 0.4%
Value $541K Shares 5,091 Est. Cost $115.39 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $443K Shares 28,100 Est. Cost $397.86 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $423K Shares 1,221 Est. Cost $436.65 Unrealized
MINT PIMCO ETF TR 0.2%
Value $315K Shares 3,178 Est. Cost $99.12 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $300K Shares 2,093 Est. Cost $171.70 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value $217K Shares 1,169 Est. Cost $199.20 Unrealized