LCW Services

LCW Services as of March 31, 2026

Portfolio Holdings for LCW Services

LCW Services holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.7 $40M 61k 653.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 15.8 $32M 1.3M 24.75
Ishares Tr Core S&p Mcp Etf (IJH) 10.1 $20M 300k 67.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.5 $13M 179k 73.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $13M 231k 54.05
First Tr Exchange Traded Smid Risng Etf (SDVY) 4.0 $8.1M 205k 39.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $7.8M 41k 191.92
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.5 $7.0M 11k 650.34
Select Sector Spdr Tr State Street Rea (XLRE) 3.1 $6.2M 151k 40.83
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.9 $5.8M 336k 17.32
Ishares Tr Msci Usa Value (VLUE) 2.8 $5.7M 40k 142.19
Ishares Msci Eurzone Etf (EZU) 2.7 $5.4M 87k 62.64
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.6 $5.2M 189k 27.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $5.1M 59k 86.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $4.1M 64k 64.08
Ishares Tr Rus 1000 Etf (IWB) 1.5 $3.0M 8.4k 356.56
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.6M 21k 124.31
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.3M 8.0k 287.19
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.1M 23k 90.53
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $1.6M 35k 46.19
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.7 $1.4M 31k 46.43
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.4M 5.5k 248.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.4M 27k 49.89
Ishares Tr National Mun Etf (MUB) 0.5 $909k 8.6k 106.15
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $841k 39k 21.49
Ishares Core Msci Emkt (IEMG) 0.4 $763k 11k 69.75
Ishares Msci Equal Weite (EUSA) 0.3 $679k 6.7k 101.77
Spdr Series Trust State Street Spd (SPTL) 0.3 $662k 25k 26.30
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $561k 5.7k 99.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $544k 6.6k 82.43
Ishares Tr Intl Eqty Factor (INTF) 0.2 $419k 11k 38.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $403k 8.8k 45.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $399k 1.2k 320.90
Amazon (AMZN) 0.2 $364k 1.7k 208.27
Vanguard Index Fds Value Etf (VTV) 0.2 $306k 1.6k 196.20
NVIDIA Corporation (NVDA) 0.1 $282k 1.6k 174.40
Apple (AAPL) 0.1 $266k 1.0k 253.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $256k 10k 25.64
Treace Med Concepts (TMCI) 0.1 $122k 91k 1.34