Dark
Light
System
Institutional Investment Manager
LBA Wealth Management, LLC
LBA Wealth Management, LLC (CIK: 0001600566) incorporated in Florida, located at 501 Riverside Ave, Jacksonville, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 456 holdings with a total value of $177,277,000.
#
Name
Shares
Value ($)
%
Options
Notes
451 SPDR SER TR 131,597 6,429,000 3.63%
452 ISHARES TR 72,555 7,673,000 4.33%
453 ISHARES TR 76,331 11,809,000 6.66%
454 VANGUARD SCOTTSDALE FDS 161,223 12,987,000 7.33%
455 SPDR S&P MIDCAP 400 ETF TR 68,737 19,402,000 10.94%
456 VANGUARD BD INDEX FDS 260,403 21,910,000 12.36%
Page 10 of 10

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001600566-16-000009, filed 2016.11.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.