0001213900-21-041415.txt : 20210810
0001213900-21-041415.hdr.sgml : 20210810
20210810170543
ACCESSION NUMBER: 0001213900-21-041415
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210810
DATE AS OF CHANGE: 20210810
EFFECTIVENESS DATE: 20210810
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LifePro Asset Management
CENTRAL INDEX KEY: 0001838533
IRS NUMBER: 813712834
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20424
FILM NUMBER: 211160934
BUSINESS ADDRESS:
STREET 1: 11512 EL CAMINO REAL
STREET 2: SUITE 100
CITY: SAN DIEGO
STATE: CA
ZIP: 92130
BUSINESS PHONE: 888 543-3776
MAIL ADDRESS:
STREET 1: 11512 EL CAMINO REAL
STREET 2: SUITE 100
CITY: SAN DIEGO
STATE: CA
ZIP: 92130
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001838533
XXXXXXXX
06-30-2021
06-30-2021
false
LifePro Asset Management
11512 El Camino Real
Suite 100
San Diego
CA
92130
13F HOLDINGS REPORT
028-20424
Y
NONE
Manoj Pombra
Chief Compliance Officer
888-543-3776
/s/ Manoj Pombra
San Diego
CA
08-10-2021
0
84
337777
INFORMATION TABLE
2
infotable.xml
DISNEY WALT CO
COM
254687106
461
2620
SH
SOLE
0
0
2620
BECTON DICKINSON & CO
COM
075887109
263
1084
SH
SOLE
0
0
1084
GENERAL ELECTRIC CO
COM
369604103
11474
852475
SH
SOLE
0
0
852475
MASTERCARD INCORPORATED
CL A
57636Q104
428
1173
SH
SOLE
0
0
1173
NOV INC
COM
62955J103
8030
524172
SH
SOLE
0
0
524172
OCCIDENTAL PETE CORP
COM
674599105
16801
537297
SH
SOLE
0
0
537297
INTUITIVE SURGICAL INC
COM NEW
46120E602
8282
9006
SH
SOLE
0
0
9006
PEPSICO INC
COM
713448108
423
2854
SH
SOLE
0
0
2854
CVS HEALTH CORP
COM
126650100
271
3246
SH
SOLE
0
0
3246
BK OF AMERICA CORP
COM
060505104
14684
356141
SH
SOLE
0
0
356141
SELECT SECTOR SPDR TR
ENERGY
81369Y506
948
17600
SH
SOLE
0
0
17600
COSTCO WHSL CORP NEW
COM
22160K105
10522
26592
SH
SOLE
0
0
26592
APA CORPORATION
COM
03743Q108
7997
369732
SH
SOLE
0
0
369732
AMAZON COM INC
COM
023135106
1297
377
SH
SOLE
0
0
377
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
2020
18371
SH
SOLE
0
0
18371
ISHARES TR
MSCI USA MIN VOL
46429B697
256
3480
SH
SOLE
0
0
3480
APPLE INC
COM
037833100
1119
8168
SH
SOLE
0
0
8168
UNION PAC CORP
COM
907818108
481
2189
SH
SOLE
0
0
2189
ORACLE CORP
COM
68389X105
332
4270
SH
SOLE
0
0
4270
TEXAS INSTRS INC
COM
882508104
628
3264
SH
SOLE
0
0
3264
CLEVELAND-CLIFFS INC NEW
COM
185899101
12674
587826
SH
SOLE
0
0
587826
CANADIAN NAT RES LTD
COM
136385101
19886
548139
SH
SOLE
0
0
548139
VANGUARD INDEX FDS
GROWTH ETF
922908736
9618
33535
SH
SOLE
0
0
33535
SOUTHWESTERN ENERGY CO
COM
845467109
646
113879
SH
SOLE
0
0
113879
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
13801
114855
SH
SOLE
0
0
114855
INTEL CORP
COM
458140100
214
3812
SH
SOLE
0
0
3812
FREEPORT-MCMORAN INC
CL B
35671D857
15381
414467
SH
SOLE
0
0
414467
SHERWIN WILLIAMS CO
COM
824348106
427
1567
SH
SOLE
0
0
1567
NIKE INC
CL B
654106103
564
3649
SH
SOLE
0
0
3649
ISHARES TR
JPMORGAN USD EMG
464288281
673
5986
SH
SOLE
0
0
5986
SHOPIFY INC
CL A
82509L107
203
139
SH
SOLE
0
0
139
PIONEER NAT RES CO
COM
723787107
11619
71495
SH
SOLE
0
0
71495
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
323
3158
SH
SOLE
0
0
3158
EXXON MOBIL CORP
COM
30231G102
299
4743
SH
SOLE
0
0
4743
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
687
6593
SH
SOLE
0
0
6593
ISHARES TR
1 3 YR TREAS BD
464287457
12862
149284
SH
SOLE
0
0
149284
JPMORGAN CHASE & CO
COM
46625H100
763
4903
SH
SOLE
0
0
4903
ANALOG DEVICES INC
COM
032654105
549
3190
SH
SOLE
0
0
3190
CARNIVAL CORP
UNIT 99/99/9999
143658300
6394
242576
SH
SOLE
0
0
242576
ISHARES TR
FLTG RATE NT ETF
46429B655
3201
62996
SH
SOLE
0
0
62996
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
293
1056
SH
SOLE
0
0
1056
ISHARES TR
PFD AND INCM SEC
464288687
1696
43117
SH
SOLE
0
0
43117
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
330
2040
SH
SOLE
0
0
2040
BANCO SANTANDER S.A.
ADR
05964H105
12526
3203634
SH
SOLE
0
0
3203634
VISA INC
COM CL A
92826C839
486
2080
SH
SOLE
0
0
2080
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6062
39166
SH
SOLE
0
0
39166
ISHARES TR
IBOXX INV CP ETF
464287242
4153
30908
SH
SOLE
0
0
30908
FACEBOOK INC
CL A
30303M102
398
1144
SH
SOLE
0
0
1144
EOG RES INC
COM
26875P101
14958
179267
SH
SOLE
0
0
179267
ZOETIS INC
CL A
98978V103
408
2189
SH
SOLE
0
0
2189
ISHARES TR
CORE S&P TTL STK
464287150
202
2041
SH
SOLE
0
0
2041
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
589
3989
SH
SOLE
0
0
3989
AUTOMATIC DATA PROCESSING IN
COM
053015103
531
2674
SH
SOLE
0
0
2674
SCHLUMBERGER LTD
COM STK
806857108
26169
817531
SH
SOLE
0
0
817531
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
305
1233
SH
SOLE
0
0
1233
CITIGROUP INC
COM NEW
172967424
14383
203299
SH
SOLE
0
0
203299
HOME DEPOT INC
COM
437076102
423
1328
SH
SOLE
0
0
1328
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
653
2929
SH
SOLE
0
0
2929
ISHARES TR
IBOXX HI YD ETF
464288513
7006
79581
SH
SOLE
0
0
79581
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
376
3587
SH
SOLE
0
0
3587
CSX CORP
COM
126408103
333
10392
SH
SOLE
0
0
10392
SOUTHERN CO
COM
842587107
313
5178
SH
SOLE
0
0
5178
EQUITY RESIDENTIAL
SH BEN INT
29476L107
236
3065
SH
SOLE
0
0
3065
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
389
989
SH
SOLE
0
0
989
TESLA INC
COM
88160R101
205
301
SH
SOLE
0
0
301
MERCK & CO INC
COM
58933Y105
320
4120
SH
SOLE
0
0
4120
ISHARES TR
RUS MID CAP ETF
464287499
200
2528
SH
SOLE
0
0
2528
STARBUCKS CORP
COM
855244109
591
5288
SH
SOLE
0
0
5288
NORDSTROM INC
COM
655664100
7666
209622
SH
SOLE
0
0
209622
ISHARES TR
MSCI EMG MKT ETF
464287234
282
5112
SH
SOLE
0
0
5112
MICROSOFT CORP
COM
594918104
1411
5209
SH
SOLE
0
0
5209
ISHARES TR
RUSSELL 2000 ETF
464287655
532
2321
SH
SOLE
0
0
2321
MCDONALDS CORP
COM
580135101
373
1615
SH
SOLE
0
0
1615
HALLIBURTON CO
COM
406216101
14123
610857
SH
SOLE
0
0
610857
HONEYWELL INTL INC
COM
438516106
277
1263
SH
SOLE
0
0
1263
TOUGHBUILT INDS INC
COM NEW
89157G504
21
25286
SH
SOLE
0
0
25286
VALERO ENERGY CORP
COM
91913Y100
499
6389
SH
SOLE
0
0
6389
EMERSON ELEC CO
COM
291011104
923
9592
SH
SOLE
0
0
9592
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
288
3204
SH
SOLE
0
0
3204
TECK RESOURCES LTD
CL B
878742204
16517
716864
SH
SOLE
0
0
716864
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1304
7306
SH
SOLE
0
0
7306
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
473
12882
SH
SOLE
0
0
12882
AIR PRODS & CHEMS INC
COM
009158106
320
1114
SH
SOLE
0
0
1114
JOHNSON & JOHNSON
COM
478160104
733
4450
SH
SOLE
0
0
4450