Loading…
CIK 0002067328 • 7 13F filings • May 13, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("lwm-advisors-inc-0002067328-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.1M | 0.9%Prev: 1.3% | 3,945 SH | Decreased-1,295 SH |
| INVESCO QQQ TR | UNIT SER 1 | $354K | 0.3%Prev: 0.2% | 577 SH | Increased+141 SH |
| ISHARES INC | MSCI EMRG CHN | $261K | 0.2% | 3,588 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $8.8M | 7.8%Prev: 8.6% | 106,668 SH | Increased+2,136 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.8M | 2.5%Prev: 2.7% | 29,153 SH | Increased+396 SH |
| ISHARES TR | CORE MSCI EAFE | $287K | 0.3% | 3,210 SH | New |
| ISHARES TR | ESG AWARE MSCI | $314K | 0.3%Prev: 0.3% | 6,834 SH | Increased+344 SH |
| ISHARES TR | ESG MSCI KLD 400 | $561K | 0.5% | 4,352 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $3.6M | 3.2%Prev: 3.5% | 32,884 SH | Increased+63 SH |
| ISHARES TR | MSCI ACWI ETF | $390K | 0.3%Prev: 0.3% | 2,753 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $13.7M | 12.0%Prev: 11.0% | 142,369 SH | Increased-2,520 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.8M | 5.1%Prev: 4.5% | 106,320 SH | Increased-505 SH |
| ISHARES TR | RUS 1000 GRW ETF | $23.5M | 20.7%Prev: 21.8% | 49,730 SH | Increased-4,456 SH |
| ISHARES TR | RUS 1000 VAL ETF | $24.7M | 21.7%Prev: 22.0% | 117,480 SH | Increased-928 SH |
| ISHARES TR | RUS 2000 GRW ETF | $7.3M | 6.4%Prev: 6.4% | 22,554 SH | Increased+483 SH |
| ISHARES TR | RUS 2000 VAL ETF | $6.9M | 6.1%Prev: 6.0% | 38,159 SH | Increased+1,980 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 4.0%Prev: 4.1% | 32,816 SH | Increased+349 SH |
| ISHARES TR | RUS MDCP VAL ETF | $4.8M | 4.2%Prev: 4.1% | 34,154 SH | Increased+2,197 SH |
| NVIDIA CORPORATION | COM | $287K | 0.3% | 1,538 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $319K | 0.3% | 9,788 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $341K | 0.3% | 11,509 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $398K | 0.4% | 1,434 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $330K | 0.3%Prev: 0.3% | 1,182 SH | Increased+197 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $337K | 0.3%Prev: 0.2% | 1,899 SH | Increased+427 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $327K | 0.3%Prev: 0.3% | 1,544 SH | Increased+249 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $285K | 0.3%Prev: 0.2% | 942 SH | Increased+135 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $332K | 0.3%Prev: 0.3% | 4,517 SH | Increased-14 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $467K | 0.4%Prev: 0.4% | 3,306 SH | Increased-125 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $528K | 0.5%Prev: 0.5% | 1,279 SH | Increased-117 SH |
| 13F-HR |
| 0002085853-26-001113 |
| $132.5M |
| View |
| Oct 6, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000014 | $111.3M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000680 | $134.1M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000739 | $104.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000343 | $115.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000622 | $97.3M | View |