Lwm Advisors

Lwm Advisors as of March 31, 2026

Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 31 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 Rus 1000 Val Etf (IWD) 23.2 $27M 125k 213.67
Ishares Tr Rus 1000 Grw Etf (IWF) 19.1 $22M 52k 426.40
Ishares Tr Msci Eafe Etf (EFA) 11.9 $14M 141k 97.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.7 $8.9M 107k 82.57
Ishares Tr Rus 2000 Val Etf (IWN) 6.4 $7.4M 39k 189.59
Ishares Tr Rus 2000 Grw Etf (IWO) 6.3 $7.3M 23k 313.81
Ishares Tr Msci Emg Mkt Etf (EEM) 5.1 $5.9M 104k 56.79
Ishares Tr Rus Mdcp Val Etf (IWS) 4.1 $4.8M 33k 145.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.4 $4.0M 31k 128.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.2 $3.7M 34k 108.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.4 $2.8M 30k 95.44
Apple (AAPL) 0.9 $1.0M 3.9k 253.61
Ishares Tr Core Msci Eafe (IEFA) 0.8 $874k 9.7k 90.53
Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $527k 4.4k 121.19
Vanguard World Mega Cap Val Etf (MGV) 0.4 $482k 3.3k 144.95
Vanguard World Mega Grwth Ind (MGK) 0.4 $470k 1.3k 367.44
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $381k 2.8k 138.37
Ishares Core Msci Emkt (IEMG) 0.3 $377k 5.4k 69.75
Spdr Series Trust State Street Spd (XNTK) 0.3 $366k 1.4k 255.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $353k 1.9k 184.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $351k 12k 30.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $339k 4.5k 75.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $336k 1.5k 217.25
Ishares Tr Esg Aware Msci (ESML) 0.3 $321k 6.8k 47.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $312k 1.2k 257.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $285k 9.8k 29.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $285k 942.00 302.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $282k 489.00 577.18
Ishares Msci Emrg Chn (EMXC) 0.2 $282k 3.6k 78.66
NVIDIA Corporation (NVDA) 0.2 $268k 1.5k 174.41
Cardinal Health (CAH) 0.2 $208k 985.00 211.40