Lowery Thomas

Lowery Thomas as of March 31, 2022

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 50 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Etf (QQQ) 8.0 $10M 29k 362.55
Schwab U.s. Tips Etf Etf (SCHP) 6.6 $8.5M 140k 60.71
Ishares Short Treasury Bond Etf Etf (SHV) 5.9 $7.6M 69k 110.25
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 5.7 $7.4M 176k 41.75
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 5.6 $7.2M 109k 66.21
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 4.9 $6.3M 75k 83.34
Ishares Russell 2000 Growth Etf Etf (IWO) 4.4 $5.6M 22k 255.74
Vaneck Semiconductor Etf Etf (SMH) 3.8 $4.9M 18k 269.77
Ishares Russell Mid-cap Growth Etf Etf (IWP) 3.8 $4.8M 48k 100.49
Ishares Russell 1000 Growth Etf Etf (IWF) 3.5 $4.5M 16k 277.67
Financial Select Sector Spdr Fund Etf (XLF) 3.5 $4.5M 118k 38.32
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 3.4 $4.4M 41k 107.11
Ishares Russell 1000 Etf Etf (IWB) 3.4 $4.3M 17k 250.04
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 3.2 $4.1M 54k 74.81
Spdr S&p 500 Etf Etf (SPY) 3.0 $3.9M 8.6k 451.65
Technology Select Sector Spdr Fund Etf (XLK) 2.7 $3.4M 22k 158.92
Real Estate Select Sector Spdr Fund Etf (XLRE) 2.5 $3.3M 68k 48.32
Ishares Russell 2000 Value Etf Etf (IWN) 2.5 $3.2M 20k 161.38
Spdr Dow Jones Industrial Average Etf Etf (DIA) 2.5 $3.2M 9.2k 346.80
Ishares Russell Mid-cap Value Etf Etf (IWS) 2.1 $2.7M 22k 119.63
Health Care Select Sector Spdr Fund Etf (XLV) 1.9 $2.5M 18k 137.00
Vanguard Total Bond Market Index Fund Etf (BND) 1.8 $2.4M 30k 79.53
Schwab U.s. Large-cap Value Etf Etf (SCHV) 1.5 $1.9M 27k 71.40
Schwab Us Aggregate Bond Etf Etf (SCHZ) 1.3 $1.7M 33k 50.56
Ishares U.s. Home Construction Etf Etf (ITB) 1.3 $1.7M 28k 59.26
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $1.6M 555.00 2792.79
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 1.0 $1.2M 5.7k 215.85
Ishares Russell 2000 Etf Etf (IWM) 0.9 $1.1M 5.6k 205.33
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.6 $820k 10k 81.88
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.6 $809k 6.7k 120.98
Apple Stock (AAPL) 0.6 $740k 4.2k 174.57
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.6 $737k 15k 49.52
Amazon Stock (AMZN) 0.6 $733k 225.00 3257.78
Vanguard Short-term Bond Index Fund Etf (BSV) 0.5 $649k 8.3k 77.95
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.5 $639k 6.2k 102.57
Microsoft Corp Stock (MSFT) 0.5 $586k 1.9k 308.26
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.4 $535k 17k 32.40
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $500k 6.6k 75.83
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $498k 3.0k 166.00
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.4 $458k 5.5k 83.88
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.3 $427k 1.9k 222.74
Invesco Nasdaq 100 Etf Etf (QQQM) 0.3 $382k 2.6k 149.10
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $354k 1.5k 237.74
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $351k 3.3k 105.75
Nvidia Corporation Stock (NVDA) 0.3 $345k 1.3k 272.73
Meta Platforms Inc Cl A Stock (META) 0.2 $302k 1.4k 222.55
Ishares U.s. Technology Etf Etf (IYW) 0.2 $288k 2.8k 103.00
Blackstone Stock (BX) 0.2 $282k 2.2k 127.14
Vanguard S&p 500 Etf Etf (VOO) 0.2 $206k 495.00 416.16
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $204k 1.3k 155.84