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 | $1.3M | 1.3%Prev: 1.0% | 5,240 SH | Decreased+1,291 SH |
| INVESCO QQQ TR | UNIT SER 1 | $223K | 0.2%Prev: 0.3% | 436 SH | Decreased-40 SH |
| ISHARES TR | 1 3 YR TREAS BD | $8.6M | 8.6%Prev: 7.4% | 104,532 SH | Decreased-15,911 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.7M | 2.7%Prev: 2.2% | 28,757 SH | Decreased-3,666 SH |
| ISHARES TR | ESG AWARE MSCI | $273K | 0.3%Prev: 0.3% | 6,490 SH | Decreased-344 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.5M | 3.5%Prev: 2.7% | 32,821 SH | Decreased-2,573 SH |
| ISHARES TR | MSCI ACWI ETF | $323K | 0.3%Prev: 0.3% | 2,753 SH | Decreased+30 SH |
| ISHARES TR | MSCI EAFE ETF | $11.0M | 11.0%Prev: 11.0% | 144,889 SH | Decreased+4,866 SH |
| ISHARES TR | MSCI EMG MKT ETF | $4.5M | 4.5%Prev: 5.1% | 106,825 SH | Decreased+6,343 SH |
| ISHARES TR | MSCI KLD400 SOC | $488K | 0.5% | 4,425 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $21.8M | 21.8%Prev: 19.7% | 54,186 SH | Decreased-154,474 SH |
| ISHARES TR | RUS 1000 VAL ETF | $21.9M | 22.0%Prev: 23.5% | 118,408 SH | Decreased-7,079 SH |
| ISHARES TR | RUS 2000 GRW ETF | $6.4M | 6.4%Prev: 6.2% | 22,071 SH | Decreased-797 SH |
| ISHARES TR | RUS 2000 VAL ETF | $5.9M | 6.0%Prev: 6.0% | 36,179 SH | Decreased-1,677 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.1M | 4.1%Prev: 3.4% | 32,467 SH | Decreased-347 SH |
| ISHARES TR | RUS MDCP VAL ETF | $4.1M | 4.1%Prev: 3.8% | 31,957 SH | Decreased+413 SH |
| SPDR SER TR | NYSE TECH ETF | $289K | 0.3% | 1,434 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $250K | 0.3% | 985 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $238K | 0.2% | 1,472 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $208K | 0.2%Prev: 0.2% | 386 SH | Increased+98 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $257K | 0.3% | 1,295 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $226K | 0.2% | 807 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $260K | 0.3%Prev: 0.3% | 4,531 SH | Decreased+401 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $429K | 0.4% | 3,431 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $479K | 0.5% | 1,396 SH | New |
| 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 |