LWM ADVISORS INC
31 holdingsFiling period: 2026-03-31Current AUM: $128.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 125.3K | $26.8M | $31.6M | 24.47% | +7.8K | 2026-03-31 |
| 2 | IWF | ISHARES TR | 51.7K | $22.1M | $24.5M | 18.99% | +2.0K | 2026-03-31 |
| 3 | EFA | ISHARES TR | 140.7K | $13.7M | $14.9M | 11.52% | -1,699 | 2026-03-31 |
| 4 | SHY | ISHARES TR | 107.3K | $8.9M | $8.8M | 6.82% | +645 | 2026-03-31 |
| 5 | IWN | ISHARES TR | 38.8K | $7.4M | $8.6M | 6.65% | +622 | 2026-03-31 |
| 6 | IWO | ISHARES TR | 23.3K | $7.3M | $8.6M | 6.69% | +706 | 2026-03-31 |
| 7 | EEM | ISHARES TR | 103.9K | $5.9M | $6.7M | 5.16% | -2,450 | 2026-03-31 |
| 8 | IWS | ISHARES TR | 32.7K | $4.8M | $5.5M | 4.24% | -1,431 | 2026-03-31 |
| 9 | IWP | ISHARES TR | 31.0K | $4.0M | $4.2M | 3.29% | -1,817 | 2026-03-31 |
| 10 | LQD | ISHARES TR | 33.9K | $3.7M | $3.6M | 2.80% | +1.1K | 2026-03-31 |
| 11 | IEF | ISHARES TR | 29.6K | $2.8M | $2.7M | 2.13% | +423 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 3.9K | $1.0M | $1.2M | 0.94% | +1 | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 9.7K | $874K | $949K | 0.74% | +6.4K | 2026-03-31 |
| 14 | DSI | ISHARES TR | 4.4K | $527K | $615K | 0.48% | -- | 2026-03-31 |
| 15 | MGV | VANGUARD WORLD FD | 3.3K | $482K | $543K | 0.42% | +20 | 2026-03-31 |
| 16 | MGK | VANGUARD WORLD FD | 1.3K | $470K | $552K | 0.43% | +1 | 2026-03-31 |
| 17 | ACWI | ISHARES TR | 2.8K | $380K | $430K | 0.33% | -- | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 5.4K | $376K | $418K | 0.32% | -- | 2026-03-31 |
| 19 | XNTK | SPDR SERIES TRUST | 1.4K | $366K | $483K | 0.37% | -- | 2026-03-31 |
| 20 | VOE | VANGUARD INDEX FDS | 1.9K | $353K | $392K | 0.30% | +18 | 2026-03-31 |
| 21 | SCHV | SCHWAB STRATEGIC TR | 11.5K | $351K | $392K | 0.30% | +6 | 2026-03-31 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | 4.5K | $339K | $374K | 0.29% | -- | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 1.5K | $336K | $378K | 0.29% | +3 | 2026-03-31 |
| 24 | ESML | ISHARES TR | 6.8K | $321K | $367K | 0.28% | -- | 2026-03-31 |
| 25 | VOT | VANGUARD INDEX FDS | 1.2K | $311K | $357K | 0.28% | +28 | 2026-03-31 |
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