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CIK 0002067328 • 7 13F filings • May 13, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $260K | 0.2% | 447 SH | New |
| ALPHABET INC | CAP STK CL A | $208K | 0.2% | 581 SH | New |
| APPLE INC | COM | $1.1M | 0.9%Prev: 1.0% | 3,948 SH | Increased-1,247 SH |
| CARDINAL HEALTH INC | COM | $244K | 0.2% | 1,028 SH | New |
| DIREXION SHARES ETF TRUST | DA TE BU 3X ETF | $254K | 0.2% | 1,100 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $351K | 0.3%Prev: 0.3% | 476 SH | Increased-39 SH |
| ISHARES INC | CORE MSCI EMKT | $595K | 0.4% | 7,184 SH | New |
| ISHARES INC | MSCI EMRG CHN | $321K | 0.2%Prev: 0.2% | 3,141 SH | Increased-447 SH |
| ISHARES TR | 1 3 YR TREAS BD | $10.0M | 7.5%Prev: 8.1% | 121,914 PRN | Increased+19,812 PRN |
| ISHARES TR | 7-10 YR TRSY BD | $3.2M | 2.4%Prev: 2.6% | 33,411 PRN | Increased+5,286 PRN |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 1.0% | 13,362 SH | New |
| ISHARES TR | ESG AWARE MSCI | $382K | 0.3%Prev: 0.3% | 6,834 SH | Increased+344 SH |
| ISHARES TR | ESG MSCI KLD ETF | $620K | 0.5% | 4,352 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $3.9M | 2.9%Prev: 3.4% | 36,000 PRN | Increased+4,012 PRN |
| ISHARES TR | ISHARES SEMICDTR | $231K | 0.2% | 361 SH | New |
| ISHARES TR | MSCI ACWI ETF | $427K | 0.3%Prev: 0.3% | 2,723 SH | Increased-30 SH |
| ISHARES TR | MSCI EAFE ETF | $14.5M | 10.8%Prev: 12.3% | 139,800 SH | Increased-3,348 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.9M | 5.1%Prev: 5.0% | 100,573 SH | Increased-7,537 SH |
| ISHARES TR | RUS 1000 GRW ETF | $26.0M | 19.4%Prev: 21.0% | 209,701 SH | Increased+158,297 SH |
| ISHARES TR | RUS 1000 VAL ETF | $30.9M | 23.0%Prev: 21.4% | 127,487 SH | Increased+13,128 SH |
| ISHARES TR | RUS 2000 GRW ETF | $9.1M | 6.8%Prev: 6.0% | 23,160 SH | Increased+1,300 SH |
| ISHARES TR | RUS 2000 VAL ETF | $8.5M | 6.4%Prev: 5.5% | 38,500 SH | Increased+2,273 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.6M | 3.4%Prev: 4.3% | 31,550 SH | Increased-722 SH |
| ISHARES TR | RUS MDCP VAL ETF | $5.2M | 3.9%Prev: 4.1% | 31,446 SH | Increased-680 SH |
| NVIDIA CORPORATION | COM | $308K | 0.2%Prev: 0.2% | 1,538 SH | Increased-5 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $316K | 0.2%Prev: 0.3% | 9,331 SH | Increased-1,032 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $401K | 0.3%Prev: 0.3% | 11,529 SH | Increased-488 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $251K | 0.2% | 1,319 SH | New |
| SPDR SERIES TRUST | ST STR NYSE TECH | $560K | 0.4% | 1,434 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $273K | 0.2% | 571 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $375K | 0.3%Prev: 0.3% | 1,224 SH | Increased+40 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $371K | 0.3%Prev: 0.3% | 1,878 SH | Increased-18 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $367K | 0.3%Prev: 0.3% | 1,509 SH | Increased-36 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $311K | 0.2%Prev: 0.3% | 851 SH | Increased-91 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $331K | 0.2%Prev: 0.3% | 3,950 SH | Increased-573 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $520K | 0.4%Prev: 0.4% | 3,180 SH | Increased-126 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $521K | 0.4%Prev: 0.5% | 5,927 SH | Increased+4,643 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 |