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TLWM

70 holdingsFiling period: 2026-03-31Current AUM: $610.4Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1SPYSTATE STR SPDR S&P 500 ETF T172.5K$112.2M$128.9M21.11%+7.0K2026-03-31
2IWVISHARES TR294.2K$109.1M$125.0M20.48%+13.0K2026-03-31
3ACWXISHARES TR940.1K$64.4M$70.7M11.59%+163.4K2026-03-31
4SPYGSPDR SERIES TRUST388.6K$38.0M$45.5M7.46%+163.8K2026-03-31
5BSCQINVESCO EXCH TRD SLF IDX FD1.70M$33.3M$33.2M5.45%+125.9K2026-03-31
6BSCSINVESCO EXCH TRD SLF IDX FD1.62M$33.0M$32.9M5.38%+111.7K2026-03-31
7BSCUINVESCO EXCH TRD SLF IDX FD1.81M$30.2M$29.8M4.88%+148.4K2026-03-31
8BSCTINVESCO EXCH TRD SLF IDX FD1.57M$29.2M$29.0M4.74%+101.6K2026-03-31
9BSCRINVESCO EXCH TRD SLF IDX FD1.32M$25.8M$25.8M4.23%+99.2K2026-03-31
10IBDSISHARES TR165.8K$4.0M$4.0M0.66%-7882026-03-31
11AAPLAPPLE INC15.0K$3.8M$4.6M0.76%+6002026-03-31
12NVDANVIDIA CORPORATION18.6K$3.2M$3.7M0.61%+3.6K2026-03-31
13TSLATESLA INC8.2K$3.0M$2.6M0.42%+2592026-03-31
14GOOGLALPHABET INC10.3K$3.0M$3.7M0.60%+3612026-03-31
15CRSCARPENTER TECHNOLOGY CORP7.2K$2.8M$3.8M0.62%+3482026-03-31
16AMZNAMAZON COM INC13.6K$2.8M$3.7M0.60%+6712026-03-31
17WMTWALMART INC22.5K$2.8M$2.5M0.41%+1.2K2026-03-31
18METAMETA PLATFORMS INC4.3K$2.5M$2.4M0.40%+1482026-03-31
19BILSPDR SERIES TRUST26.8K$2.5M$2.5M0.40%-13,5702026-03-31
20CVXCHEVRON CORPORATION10.2K$2.1M$2.0M0.33%+2772026-03-31
21JPMJPMORGAN CHASE & CO6.8K$2.0M$2.4M0.39%+2522026-03-31
22MSMORGAN STANLEY12.1K$2.0M$2.5M0.42%+7412026-03-31
23VOOVANGUARD INDEX FDS3.2K$1.9M$2.2M0.36%+3222026-03-31
24MSFTMICROSOFT CORP5.1K$1.9M$2.4M0.39%+2042026-03-31
25BACBANK AMERICA CORP38.4K$1.9M$2.4M0.39%+1.2K2026-03-31
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