LOWERY THOMAS, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $200.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 737.5K | $25.0M | $25.8M | 12.91% | +4.7K | 2026-06-30 |
| 2 | VOO | VANGUARD INDEX FDS | 27.3K | $18.8M | $19.0M | 9.51% | -189 | 2026-06-30 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 43.0K | $13.0M | $12.5M | 6.24% | -1,376 | 2026-06-30 |
| 4 | SMH | VANECK ETF TRUST | 17.9K | $11.7M | $9.7M | 4.85% | -249 | 2026-06-30 |
| 5 | FNDX | SCHWAB STRATEGIC TR | 368.6K | $11.5M | $11.9M | 5.96% | -7,319 | 2026-06-30 |
| 6 | QQQ | INVESCO QQQ TR | 12.6K | $9.3M | $8.9M | 4.45% | -242 | 2026-06-30 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 12.2K | $9.1M | $9.2M | 4.62% | -650 | 2026-06-30 |
| 8 | SCHV | SCHWAB STRATEGIC TR | 231.8K | $8.1M | $7.9M | 3.95% | +3.1K | 2026-06-30 |
| 9 | IWF | ISHARES TR | 50.7K | $6.3M | $6.1M | 3.05% | +36.8K | 2026-06-30 |
| 10 | IWB | ISHARES TR | 14.8K | $6.1M | $6.1M | 3.06% | +28 | 2026-06-30 |
| 11 | IWO | ISHARES TR | 13.5K | $5.3M | $4.9M | 2.43% | -135 | 2026-06-30 |
| 12 | VUSB | VANGUARD BD INDEX FDS | 103.8K | $5.2M | $5.1M | 2.57% | +18.2K | 2026-06-30 |
| 13 | XMMO | INVESCO EXCHANGE TRADED FD T | 27.0K | $4.6M | $4.0M | 1.98% | +509 | 2026-06-30 |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | 80.1K | $4.5M | $4.5M | 2.25% | +911 | 2026-06-30 |
| 15 | BND | VANGUARD BD INDEX FDS | 58.1K | $4.3M | $4.1M | 2.07% | -8,298 | 2026-06-30 |
| 16 | SCHO | SCHWAB STRATEGIC TR | 161.4K | $3.9M | $3.9M | 1.93% | +9.0K | 2026-06-30 |
| 17 | VIOG | VANGUARD ADMIRAL FDS INC | 25.1K | $3.9M | $3.5M | 1.76% | +256 | 2026-06-30 |
| 18 | FLDR | FIDELITY MERRIMACK STR TR | 74.2K | $3.7M | $3.7M | 1.85% | -1,235 | 2026-06-30 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | 159.8K | $3.7M | $3.6M | 1.79% | -6,891 | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 9.7K | $3.4M | $3.3M | 1.65% | -26 | 2026-06-30 |
| 21 | SCHX | SCHWAB STRATEGIC TR | 109.5K | $3.2M | $3.3M | 1.63% | +7.9K | 2026-06-30 |
| 22 | SPYG | SPDR SERIES TRUST | 26.7K | $3.2M | $3.2M | 1.59% | -1,286 | 2026-06-30 |
| 23 | IWP | ISHARES TR | 21.4K | $3.1M | $2.9M | 1.45% | -76 | 2026-06-30 |
| 24 | DIA | STATE STR SPDR DOW JONES IND | 5.7K | $3.0M | $3.0M | 1.49% | -121 | 2026-06-30 |
| 25 | VOT | VANGUARD INDEX FDS | 7.4K | $2.3M | $2.2M | 1.08% | +46 | 2026-06-30 |
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