Lwm Advisors

Lwm Advisors as of June 30, 2025

Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 21.4 $22M 114k 194.23
Ishares Tr Rus 1000 Grw Etf (IWF) 21.0 $22M 51k 424.58
Ishares Tr Msci Eafe Etf (EFA) 12.3 $13M 143k 89.39
Ishares Tr 1 3 Yr Treas Bd (Principal) (SHY) 8.1 $8.5M 102k 82.86
Ishares Tr Rus 2000 Grw Etf (IWO) 6.0 $6.2M 22k 285.86
Ishares Tr Rus 2000 Val Etf (IWN) 5.5 $5.7M 36k 157.76
Ishares Tr Msci Emg Mkt Etf (EEM) 5.0 $5.2M 108k 48.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.3 $4.5M 32k 138.68
Ishares Tr Rus Mdcp Val Etf (IWS) 4.1 $4.2M 32k 132.14
Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD) 3.4 $3.5M 32k 109.61
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 2.6 $2.7M 28k 95.77
Apple (AAPL) 1.0 $1.1M 5.2k 205.18
Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $514k 4.4k 116.16
Vanguard World Mega Grwth Ind (MGK) 0.5 $470k 1.3k 366.17
Vanguard World Mega Cap Val Etf (MGV) 0.4 $434k 3.3k 131.20
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $354k 2.8k 128.60
Spdr Series Trust Nyse Tech Etf (XNTK) 0.3 $340k 1.4k 237.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $337k 1.2k 284.30
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $333k 12k 27.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $312k 1.9k 164.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $304k 4.5k 67.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $303k 10k 29.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $301k 1.5k 195.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $284k 515.00 551.64
Ishares Tr Esg Aware Msci (ESML) 0.3 $268k 6.5k 41.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $261k 942.00 276.94
NVIDIA Corporation (NVDA) 0.2 $244k 1.5k 157.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $228k 402.00 568.07
Ishares Msci Emrg Chn (EMXC) 0.2 $227k 3.6k 63.14