LCW Services

LCW Services as of June 30, 2026

Portfolio Holdings for LCW Services

LCW Services holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.4 $47M 63k 748.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 16.1 $37M 1.3M 27.70
Ishares Tr Core S&p Mcp Etf (IJH) 10.4 $24M 309k 77.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $15M 200k 73.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.3 $14M 241k 59.69
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.1 $9.4M 44k 212.77
First Tr Exchange Traded Smid Risng Etf (SDVY) 4.1 $9.4M 217k 43.14
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.4 $7.7M 10k 746.77
Ishares Tr Msci Usa Value (VLUE) 3.1 $7.1M 36k 199.81
Select Sector Spdr Tr St Str Real Etf (XLRE) 3.0 $6.9M 158k 44.03
Ishares Msci Eurzone Etf (EZU) 2.8 $6.4M 93k 69.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $5.8M 67k 86.42
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.4 $5.5M 200k 27.33
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.3 $5.2M 329k 15.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $4.5M 63k 71.25
Ishares Tr Rus 1000 Etf (IWB) 1.5 $3.5M 8.4k 409.50
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $3.0M 21k 148.31
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.6M 33k 80.57
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.2M 23k 96.58
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.6M 5.5k 300.45
Ishares Tr Core Univrsl Usd (IUSB) 0.7 $1.5M 33k 46.15
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.6 $1.3M 29k 46.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.2M 24k 50.58
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $891k 38k 23.68
Ishares Core Msci Emkt (IEMG) 0.4 $882k 11k 82.84
Ishares Msci Equal Weite (EUSA) 0.3 $762k 6.7k 114.19
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $593k 6.7k 88.54
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $569k 5.7k 98.98
Ishares Tr National Mun Etf (MUB) 0.2 $493k 4.6k 107.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $410k 1.1k 370.17
Amazon (AMZN) 0.2 $409k 1.7k 238.34
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $393k 8.6k 45.49
Spdr Series Trust St Lon Treas Etf (SPTL) 0.2 $377k 14k 26.23
Ishares Tr Intl Eqty Factor (INTF) 0.2 $363k 8.9k 40.96
Treace Med Concepts (TMCI) 0.2 $362k 91k 3.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $338k 12k 29.43
Vanguard Index Fds Value Etf (VTV) 0.1 $325k 1.5k 217.93
NVIDIA Corporation (NVDA) 0.1 $324k 1.6k 200.15
Apple (AAPL) 0.1 $303k 1.0k 289.36
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $228k 1.9k 119.01