Lowery Thomas

Lowery Thomas as of Dec. 31, 2021

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Tips Etf Etf (SCHP) 9.4 $14M 216k 62.89
Invesco Qqq Trust Etf (QQQ) 7.6 $11M 28k 397.84
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 5.7 $8.3M 114k 72.47
Ishares Russell Mid-cap Growth Etf Etf (IWP) 5.0 $7.2M 63k 115.22
Ishares Russell 2000 Growth Etf Etf (IWO) 4.9 $7.2M 24k 293.03
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 4.1 $6.0M 70k 85.53
Vaneck Semiconductor Etf Etf (SMH) 3.9 $5.7M 19k 308.78
Ishares Russell 1000 Growth Etf Etf (IWF) 3.6 $5.2M 17k 305.60
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 3.5 $5.1M 45k 114.07
Ishares Russell 1000 Etf Etf (IWB) 3.2 $4.7M 18k 264.45
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 3.1 $4.6M 28k 163.74
O'shares Global Internet Giants Etf Etf 2.9 $4.3M 87k 49.23
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 2.9 $4.2M 99k 42.00
Spdr S&p 500 Etf Etf (SPY) 2.7 $4.0M 8.4k 474.95
Financial Select Sector Spdr Fund Etf (XLF) 2.7 $4.0M 102k 39.05
Vanguard Short-term Bond Index Fund Etf (BSV) 2.7 $3.9M 48k 80.83
Ishares Short Treasury Bond Etf Etf (SHV) 2.7 $3.9M 35k 110.42
Ishares Russell 2000 Value Etf Etf (IWN) 2.5 $3.6M 22k 166.06
Real Estate Select Sector Spdr Fund Etf (XLRE) 2.2 $3.2M 63k 51.81
Vanguard Total Bond Market Index Fund Etf (BND) 2.0 $3.0M 35k 84.74
Spdr Dow Jones Industrial Average Etf Etf (DIA) 1.9 $2.8M 7.7k 363.33
Ishares Russell Mid-cap Value Etf Etf (IWS) 1.9 $2.7M 22k 122.40
Schwab Us Aggregate Bond Etf Etf (SCHZ) 1.8 $2.6M 49k 53.91
Technology Select Sector Spdr Fund Etf (XLK) 1.7 $2.4M 14k 173.84
Health Care Select Sector Spdr Fund Etf (XLV) 1.6 $2.4M 17k 140.86
Ishares U.s. Home Construction Etf Etf (ITB) 1.6 $2.3M 28k 82.93
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 1.5 $2.1M 16k 132.50
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 1.2 $1.7M 16k 108.54
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $1.5M 506.00 2893.28
Ishares Russell 2000 Etf Etf (IWM) 0.9 $1.3M 5.9k 222.48
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.9 $1.3M 18k 73.22
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.8 $1.2M 5.1k 239.15
Global X Cloud Computing Etf Etf (CLOU) 0.8 $1.1M 41k 26.51
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.6 $842k 17k 50.87
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.5 $688k 7.4k 92.80
Amazon Stock (AMZN) 0.5 $684k 205.00 3336.59
Apple Stock (AAPL) 0.4 $649k 3.7k 177.52
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $543k 6.8k 80.42
Ark Innovation Etf Etf (ARKK) 0.4 $536k 5.7k 94.55
Microsoft Corp Stock (MSFT) 0.4 $527k 1.6k 336.31
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $502k 3.0k 168.06
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $378k 1.5k 254.72
Meta Platforms Inc Cl A Stock (META) 0.2 $307k 912.00 336.62
Nvidia Corporation Stock (NVDA) 0.2 $293k 996.00 294.18
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $217k 1.5k 148.12
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.1 $217k 852.00 254.69
Vanguard S&p 500 Etf Etf (VOO) 0.1 $216k 495.00 436.36
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $206k 1.0k 204.77
Spdr S&p Homebuilders Etf Etf (XHB) 0.1 $204k 2.4k 85.61