Lwm Advisors

Lwm Advisors as of March 31, 2025

Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 21.8 $21M 115k 185.05
Ishares Tr Rus 1000 Grw Etf (IWF) 20.0 $20M 52k 374.75
Ishares Tr Msci Eafe Etf (EFA) 12.6 $12M 143k 85.97
Ishares Tr 1 3 Yr Treas Bd (Principal) (SHY) 8.4 $8.2M 99k 82.49
Ishares Tr Rus 2000 Grw Etf (IWO) 6.0 $5.8M 22k 261.67
Ishares Tr Rus 2000 Val Etf (IWN) 5.6 $5.5M 37k 149.24
Ishares Tr Msci Emg Mkt Etf (EEM) 5.0 $4.9M 108k 44.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.2 $4.1M 32k 126.45
Ishares Tr Rus Mdcp Val Etf (IWS) 4.2 $4.1M 32k 126.06
Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD) 3.5 $3.4M 32k 106.61
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 2.7 $2.6M 28k 94.35
Apple (AAPL) 1.1 $1.0M 5.2k 198.55
Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $465k 4.4k 105.01
Vanguard World Mega Grwth Ind (MGK) 0.4 $415k 1.3k 323.29
Vanguard World Mega Cap Val Etf (MGV) 0.4 $412k 3.3k 124.47
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $328k 2.8k 119.13
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $315k 12k 26.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $303k 1.2k 256.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $302k 1.9k 159.23
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.3 $294k 1.4k 204.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $287k 1.5k 185.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $287k 4.5k 63.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $269k 10k 25.96
Ishares Tr Esg Aware Msci (ESML) 0.3 $252k 6.5k 38.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $251k 515.00 487.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $242k 942.00 256.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $209k 402.00 518.69
Ishares Msci Emrg Chn (EMXC) 0.2 $209k 3.6k 58.10