Chief Compliance Officer

0001845675-24-000003.txt : 20240419 0001845675-24-000003.hdr.sgml : 20240419 20240419103325 ACCESSION NUMBER: 0001845675-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lifestyle Asset Management, Inc. CENTRAL INDEX KEY: 0001845675 ORGANIZATION NAME: IRS NUMBER: 450837994 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23183 FILM NUMBER: 24856147 BUSINESS ADDRESS: STREET 1: 211 W EDGEWOOD, SUITE 300 CITY: FRIENDSWOOD STATE: TX ZIP: 77546 BUSINESS PHONE: 281-612-2035 MAIL ADDRESS: STREET 1: 211 W EDGEWOOD, SUITE 300 CITY: FRIENDSWOOD STATE: TX ZIP: 77546 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001845675 XXXXXXXX 03-31-2024 03-31-2024 false Lifestyle Asset Management, Inc.

211 W Edgewood, Suite 300 Friendswood TX 77546

13F HOLDINGS REPORT 028-23183 000157450 801-116746 N Paul Jackson Chief Compliance Officer 281-612-2035 /s/ Paul Jackson Friendswood TX 04-19-2024 0 104 169287089 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 247838 1361 SH SOLE 0 0 1361 ADOBE INC COM 00724F101 215969 428 SH SOLE 0 0 428 ADVANCED DRAIN SYS INC DEL COM 00790R104 1328315 7712 SH SOLE 0 0 7712 AFYA LTD CL A COM G01125106 216476 11651 SH SOLE 0 0 11651 ALPHABET INC CAP STK CL A 02079K305 1625516 10770 SH SOLE 0 0 10770 AMAZON COM INC COM 023135106 246579 1367 SH SOLE 0 0 1367 AMERICAN CENTY ETF TR US SML CP VALU 025072877 13879137 148107 SH SOLE 0 0 148107 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 10280700 159986 SH SOLE 0 0 159986 AMGEN INC COM 031162100 221485 779 SH SOLE 0 0 779 APOLLO GLOBAL MGMT INC COM 03769M106 241992 2152 SH SOLE 0 0 2152 APPLE INC COM 037833100 1463753 8536 SH SOLE 0 0 8536 APPLIED MATLS INC COM 038222105 1383597 6709 SH SOLE 0 0 6709 ARCH CAP GROUP LTD ORD G0450A105 1177408 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