LOWERY THOMAS, LLC
55 holdingsFiling period: 2026-03-31Current AUM: $198.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 732.8K | $21.3M | $25.0M | 12.58% | +21.9K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 27.5K | $16.4M | $18.9M | 9.49% | -386 | 2026-03-31 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 44.4K | $10.5M | $12.6M | 6.32% | +287 | 2026-03-31 |
| 4 | FNDX | SCHWAB STRATEGIC TR | 375.9K | $10.5M | $11.9M | 6.00% | +8.9K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 12.8K | $8.4M | $9.6M | 4.82% | -507 | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 12.9K | $7.4M | $8.9M | 4.45% | -34 | 2026-03-31 |
| 7 | SCHV | SCHWAB STRATEGIC TR | 228.8K | $7.0M | $7.8M | 3.92% | +6.9K | 2026-03-31 |
| 8 | SMH | VANECK ETF TRUST | 18.1K | $6.9M | $9.8M | 4.92% | +141 | 2026-03-31 |
| 9 | IWF | ISHARES TR | 13.9K | $5.9M | $6.6M | 3.31% | -15 | 2026-03-31 |
| 10 | IWB | ISHARES TR | 14.8K | $5.3M | $6.0M | 3.04% | -118 | 2026-03-31 |
| 11 | BND | VANGUARD BD INDEX FDS | 66.4K | $4.9M | $4.8M | 2.41% | +3.8K | 2026-03-31 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | 79.2K | $4.5M | $4.5M | 2.29% | +2.5K | 2026-03-31 |
| 13 | IWO | ISHARES TR | 13.6K | $4.3M | $5.0M | 2.54% | -146 | 2026-03-31 |
| 14 | VUSB | VANGUARD BD INDEX FDS | 85.6K | $4.3M | $4.3M | 2.14% | +10.1K | 2026-03-31 |
| 15 | SCHZ | SCHWAB STRATEGIC TR | 166.7K | $3.9M | $3.8M | 1.91% | +14.1K | 2026-03-31 |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | 26.5K | $3.8M | $4.1M | 2.06% | +819 | 2026-03-31 |
| 17 | FLDR | FIDELITY MERRIMACK STR TR | 75.4K | $3.8M | $3.8M | 1.90% | +989 | 2026-03-31 |
| 18 | SCHO | SCHWAB STRATEGIC TR | 152.4K | $3.7M | $3.7M | 1.85% | +15.9K | 2026-03-31 |
| 19 | VIOG | VANGUARD ADMIRAL FDS INC | 24.9K | $3.1M | $3.7M | 1.85% | +320 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 9.7K | $2.8M | $3.5M | 1.74% | +5.3K | 2026-03-31 |
| 21 | IWP | ISHARES TR | 21.5K | $2.7M | $2.9M | 1.48% | -72 | 2026-03-31 |
| 22 | SPYG | SPDR SERIES TRUST | 28.0K | $2.7M | $3.3M | 1.65% | -544 | 2026-03-31 |
| 23 | DIA | STATE STR SPDR DOW JONES IND | 5.8K | $2.7M | $3.1M | 1.54% | -22 | 2026-03-31 |
| 24 | SCHX | SCHWAB STRATEGIC TR | 101.7K | $2.6M | $3.0M | 1.50% | +4.1K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 7.7K | $1.9M | $2.4M | 1.19% | +1 | 2026-03-31 |
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