TLWM Diversified Active

CIK: 0001732537 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $500,200 (100.0% shares, 0.0% debt)

Holdings (74)

SPY SPDR S&P 500 ETF TR 19.4%
Value ($000) $97,146 Shares 173,666 Est. Cost $326.71 Unrealized
IWV ISHARES TR 18.8%
Value ($000) $93,842 Shares 295,435 Est. Cost $208.38 Unrealized
ACWX ISHARES TR 9.1%
Value ($000) $45,626 Shares 822,823 Est. Cost $48.84 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 6.1%
Value ($000) $30,342 Shares 1,557,593 Est. Cost $20.04 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 5.5%
Value ($000) $27,583 Shares 1,355,450 Est. Cost $19.80 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 5.4%
Value ($000) $27,205 Shares 1,639,836 Est. Cost $16.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 5.0%
Value ($000) $24,761 Shares 1,197,330 Est. Cost $20.78 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 4.5%
Value ($000) $22,485 Shares 1,147,761 Est. Cost $19.77 Unrealized
SPMD SPDR SER TR 3.6%
Value ($000) $18,014 Shares 351,963 Est. Cost $44.33 Unrealized
KBE SPDR SER TR 3.4%
Value ($000) $17,144 Shares 323,717 Est. Cost $55.47 Unrealized
XLK SELECT SECTOR SPDR TR 3.3%
Value ($000) $16,653 Shares 80,654 Est. Cost $232.52 Unrealized
ISHARES TR 1.3%
Value ($000) $6,368 Shares 253,210 Est. Cost $24.41 Unrealized
IBDS ISHARES TR 0.9%
Value ($000) $4,364 Shares 180,496 Est. Cost $23.96 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $2,981 Shares 13,422 Est. Cost $125.24 Unrealized +84.3%
META META PLATFORMS INC 0.5%
Value ($000) $2,416 Shares 4,192 Est. Cost $222.42 Unrealized +189.2%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,394 Shares 12,584 Est. Cost $116.21 Unrealized +86.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,260 Shares 6,021 Est. Cost $258.48 Unrealized +56.7%
TSLA TESLA INC 0.4%
Value ($000) $2,132 Shares 8,226 Est. Cost $191.78 Unrealized +73.8%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $2,026 Shares 8,261 Est. Cost $114.92 Unrealized +118.3%
V VISA INC 0.4%
Value ($000) $1,902 Shares 5,428 Est. Cost $201.67 Unrealized +66.8%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,851 Shares 7,643 Est. Cost $121.36 Unrealized +82.8%
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value ($000) $1,842 Shares 10,165 Est. Cost $45.24 Unrealized +324.6%
CRM SALESFORCE INC 0.4%
Value ($000) $1,835 Shares 6,838 Est. Cost $200.04 Unrealized +54.5%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,831 Shares 11,841 Est. Cost $108.77 Unrealized +66.1%
WMT WALMART INC 0.4%
Value ($000) $1,814 Shares 20,662 Est. Cost $52.19 Unrealized +78.1%
BIL SPDR SER TR 0.3%
Value ($000) $1,749 Shares 19,065 Est. Cost $91.59 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,620 Shares 77,537 Est. Cost $20.86 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,617 Shares 13,863 Est. Cost $64.65 Unrealized +94.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,590 Shares 9,506 Est. Cost $114.68 Unrealized +31.2%
BSCW INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,522 Shares 74,735 Est. Cost $20.53 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,513 Shares 36,262 Est. Cost $29.29 Unrealized +48.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,459 Shares 2,739 Est. Cost $325.34 Unrealized +49.4%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,453 Shares 14,408 Est. Cost $66.20 Unrealized +52.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,433 Shares 2,736 Est. Cost $426.85 Unrealized +17.0%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $1,375 Shares 17,567 Est. Cost $70.09 Unrealized +10.8%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,279 Shares 11,799 Est. Cost $100.34 Unrealized +26.3%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1,269 Shares 17,259 Est. Cost $68.01 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,230 Shares 5,809 Est. Cost $151.10 Unrealized +31.3%
BSCV INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,185 Shares 72,630 Est. Cost $16.35 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,130 Shares 4,145 Est. Cost $280.76 Unrealized -8.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,123 Shares 9,444 Est. Cost $110.15 Unrealized -2.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,051 Shares 2,046 Est. Cost $456.82 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $939 Shares 3,006 Est. Cost $228.65 Unrealized +28.1%
SPYM SPDR SER TR 0.2%
Value ($000) $939 Shares 14,273 Est. Cost $39.57 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $923 Shares 13,572 Est. Cost $262.80 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $916 Shares 2,388 Est. Cost $542.53 Unrealized -21.0%
ZS ZSCALER INC 0.2%
Value ($000) $914 Shares 4,605 Est. Cost $170.17 Unrealized +17.1%
IBDR ISHARES TR 0.2%
Value ($000) $903 Shares 37,282 Est. Cost $23.31 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $888 Shares 43,362 Est. Cost $20.22 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $807 Shares 9,154 Est. Cost $80.33 Unrealized +12.6%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $779 Shares 4,099 Est. Cost $199.78 Unrealized +4.9%
EVR EVERCORE INC 0.2%
Value ($000) $753 Shares 3,771 Est. Cost $277.63 Unrealized -11.3%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $753 Shares 6,225 Est. Cost $102.31 Unrealized +24.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $638 Shares 6,208 Est. Cost $160.06 Unrealized -30.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $615 Shares 3,351 Est. Cost $193.64 Unrealized -8.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $608 Shares 1,296 Est. Cost $85.14 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $594 Shares 27,608 Est. Cost $31.11 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $573 Shares 34,440 Est. Cost $17.67 Unrealized
NICE NICE LTD 0.1%
Value ($000) $564 Shares 3,658 Est. Cost $126.21 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $554 Shares 9,001 Est. Cost $69.46 Unrealized +39.2%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $531 Shares 21,694 Est. Cost $23.46 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $530 Shares 22,458 Est. Cost $23.27 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $528 Shares 23,221 Est. Cost $23.20 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $527 Shares 22,399 Est. Cost $23.20 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $523 Shares 4,978 Est. Cost $109.40 Unrealized -11.5%
BSMU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $520 Shares 24,116 Est. Cost $22.38 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $512 Shares 14,071 Est. Cost $32.76 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $503 Shares 27,154 Est. Cost $18.24 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $449 Shares 6,013 Est. Cost $35.79 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $409 Shares 2,890 Est. Cost $75.21 Unrealized +113.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $400 Shares 1,575 Est. Cost $174.26 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $243 Shares 1,555 Est. Cost $129.65 Unrealized +40.7%
KO COCA COLA CO 0.0%
Value ($000) $243 Shares 3,388 Est. Cost $57.34 Unrealized +13.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $207 Shares 717 Est. Cost $288.14 Unrealized