Lwm Advisors Inc
37 holdingsFiling period: 2026-06-30Current AUM: $129.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWD | iShares TR | 127.5K | $30.9M | $32.8M | 25.42% | +2.2K | 2026-06-30 |
| 2 | IWF | iShares TR | 209.7K | $26.0M | $23.4M | 18.15% | +158.0K | 2026-06-30 |
| 3 | EFA | iShares TR | 139.8K | $14.5M | $14.2M | 11.03% | -870 | 2026-06-30 |
| 4 | SHY | iShares TR | 121.9K | $10.0M | $10.0M | 7.71% | +14.6K | 2026-06-30 |
| 5 | IWO | iShares TR | 23.2K | $9.1M | $8.0M | 6.17% | -100 | 2026-06-30 |
| 6 | IWN | iShares TR | 38.5K | $8.5M | $8.1M | 6.28% | -281 | 2026-06-30 |
| 7 | EEM | iShares TR | 100.6K | $6.9M | $6.0M | 4.62% | -3,297 | 2026-06-30 |
| 8 | IWS | iShares TR | 31.4K | $5.2M | $5.3M | 4.10% | -1,277 | 2026-06-30 |
| 9 | IWP | iShares TR | 31.6K | $4.6M | $3.9M | 3.03% | +551 | 2026-06-30 |
| 10 | LQD | iShares TR | 36.0K | $3.9M | $3.8M | 2.91% | +2.1K | 2026-06-30 |
| 11 | IEF | iShares TR | 33.4K | $3.2M | $3.1M | 2.38% | +3.8K | 2026-06-30 |
| 12 | IEFA | iShares TR | 13.4K | $1.3M | $1.3M | 0.98% | +3.7K | 2026-06-30 |
| 13 | AAPL | Apple Inc | 3.9K | $1.1M | $1.4M | 1.05% | +2 | 2026-06-30 |
| 14 | DSI | iShares TR | 4.4K | $619K | $602K | 0.47% | -- | 2026-06-30 |
| 15 | IEMG | iShares Inc | 7.2K | $595K | $519K | 0.40% | +1.8K | 2026-06-30 |
| 16 | XNTK | Spdr Series Trust | 1.4K | $560K | $439K | 0.34% | -- | 2026-06-30 |
| 17 | MGK | Vanguard World FD | 5.9K | $521K | $496K | 0.38% | +4.6K | 2026-06-30 |
| 18 | MGV | Vanguard World FD | 3.2K | $519K | $525K | 0.41% | -146 | 2026-06-30 |
| 19 | ACWI | iShares TR | 2.7K | $427K | $414K | 0.32% | -30 | 2026-06-30 |
| 20 | SCHV | Schwab Strategic TR | 11.5K | $401K | $391K | 0.30% | +14 | 2026-06-30 |
| 21 | ESML | iShares TR | 6.8K | $382K | $360K | 0.28% | -- | 2026-06-30 |
| 22 | VOT | Vanguard Index Fds | 1.2K | $375K | $340K | 0.26% | +14 | 2026-06-30 |
| 23 | VOE | Vanguard Index Fds | 1.9K | $371K | $388K | 0.30% | -39 | 2026-06-30 |
| 24 | VBR | Vanguard Index Fds | 1.5K | $366K | $364K | 0.28% | -38 | 2026-06-30 |
| 25 | QQQ | Invesco Qqq TR | 476 | $350K | $312K | 0.24% | -13 | 2026-06-30 |
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