0002035872-24-000001.txt : 20241015 0002035872-24-000001.hdr.sgml : 20241015 20241015091044 ACCESSION NUMBER: 0002035872-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20241015 DATE AS OF CHANGE: 20241015 EFFECTIVENESS DATE: 20241015 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIFE LINE WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0002035872 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24387 FILM NUMBER: 241369626 BUSINESS ADDRESS: STREET 1: 8447 WILSHIRE BOULEVARD STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90211 BUSINESS PHONE: 281-994-7790 MAIL ADDRESS: STREET 1: 8447 WILSHIRE BOULEVARD STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90211 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002035872 XXXXXXXX 12-31-2023 12-31-2023 false LIFE LINE WEALTH MANAGEMENT LLC

8447 Wilshire Boulevard Suite 200 Beverly Hills CA 90211

13F HOLDINGS REPORT 028-24387 000171051 801-114579 N Aaron Jerome Stephens 323-452-9548 /s/ Aaron Jerome Stephens Beverly Hills CA 10-15-2024 0 27 252540127 INFORMATION TABLE 2 infotable.xml HIMS & HERS HEALTH INC COM CL A 433000106 126353 14197 SH SOLE 0 0 14197 HOME DEPOT INC COM 437076102 517053 1492 SH SOLE 0 0 1492 INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 544106 20085 SH SOLE 0 0 20085 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 415185 6626 SH SOLE 0 0 6626 INVESCO QQQ TR UNIT SER 1 46090E103 945145 2308 SH SOLE 0 0 2308 ISHARES TR 20 YR TR BD ETF 464287432 69066115 698484 SH SOLE 0 0 698484 ISHARES TR 7-10 YR TRSY BD 464287440 34795055 360982 SH SOLE 0 0 360982 ISHARES TR CORE MSCI INTL 46435G326 275518 4328 SH SOLE 0 0 4328 ISHARES TR CORE S&P500 ETF 464287200 45161351 94553 SH SOLE 0 0 94553 ISHARES TR CORE US AGGBD ET 464287226 385785 3887 SH SOLE 0 0 3887 ISHARES TR ESG AWR MSCI USA 46435G425 431420 4112 SH SOLE 0 0 4112 ISHARES TR ESG AWRE USD ETF 46435G193 352887 15165 SH SOLE 0 0 15165 ISHARES TR IBOXX INV CP ETF 464287242 548761 4959 SH SOLE 0 0 4959 ISHARES TR MSCI USA MMENTM 46432F396 865391 5516 SH SOLE 0 0 5516 ISHARES TR MSCI USA QLT FCT 46432F339 1695692 11524 SH SOLE 0 0 11524 ISHARES TR RUS 1000 GRW ETF 464287614 46125846 152145 SH SOLE 0 0 152145 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 425950 8480 SH SOLE 0 0 8480 MICROSOFT CORP COM 594918104 273464 727 SH SOLE 0 0 727 PGIM ETF TR PGIM ULTRA SH BD 69344A107 349237 7071 SH SOLE 0 0 7071 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 201576 2020 SH SOLE 0 0 2020 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 684384 5018 SH SOLE 0 0 5018 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 45261626 495258 SH SOLE 0 0 495258 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 562329 11374 SH SOLE 0 0 11374 VANGUARD INDEX FDS VALUE ETF 922908744 283101 1894 SH SOLE 0 0 1894 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 415830 7129 SH SOLE 0 0 7129 VANGUARD WORLD FD MEGA GRWTH IND 921910816 888636 3424 SH SOLE 0 0 3424 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 942331 18757 SH SOLE 0 0 18757