TLWM Diversified Active

CIK: 0001732537 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 28, 2025

Total Value ($000): $526,353 (100.0% shares, 0.0% debt)

Holdings (70)

SPY SPDR S&P 500 ETF TR 20.3%
Value ($000) $106,676 Shares 172,659 Est. Cost $326.71 Unrealized
IWV ISHARES TR 19.6%
Value ($000) $103,200 Shares 294,017 Est. Cost $208.38 Unrealized
ACWX ISHARES TR 9.4%
Value ($000) $49,491 Shares 812,122 Est. Cost $48.84 Unrealized
SGOV ISHARES TR 9.3%
Value ($000) $48,791 Shares 484,569 Est. Cost $100.69 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 5.8%
Value ($000) $30,468 Shares 1,560,875 Est. Cost $20.04 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 5.3%
Value ($000) $27,793 Shares 1,356,426 Est. Cost $19.80 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 5.3%
Value ($000) $27,660 Shares 1,648,405 Est. Cost $16.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.7%
Value ($000) $24,966 Shares 1,207,241 Est. Cost $20.78 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 4.3%
Value ($000) $22,781 Shares 1,159,357 Est. Cost $19.77 Unrealized
ISHARES TR 1.2%
Value ($000) $6,239 Shares 247,769 Est. Cost $24.41 Unrealized
IBDS ISHARES TR 0.8%
Value ($000) $4,276 Shares 176,191 Est. Cost $23.96 Unrealized
BIL SPDR SERIES TRUST 0.6%
Value ($000) $3,358 Shares 36,608 Est. Cost $91.66 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $3,079 Shares 4,172 Est. Cost $222.42 Unrealized +177.2%
MSFT MICROSOFT CORP 0.6%
Value ($000) $3,003 Shares 6,037 Est. Cost $258.48 Unrealized +67.3%
CRS CARPENTER TECHNOLOGY CORP 0.5%
Value ($000) $2,840 Shares 10,274 Est. Cost $47.06 Unrealized +362.1%
AAPL APPLE INC 0.5%
Value ($000) $2,760 Shares 13,451 Est. Cost $125.24 Unrealized +60.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,743 Shares 12,501 Est. Cost $116.21 Unrealized +70.3%
TSLA TESLA INC 0.5%
Value ($000) $2,511 Shares 7,905 Est. Cost $191.78 Unrealized +57.1%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $2,385 Shares 8,226 Est. Cost $114.92 Unrealized +119.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,094 Shares 11,882 Est. Cost $108.77 Unrealized +50.1%
WMT WALMART INC 0.4%
Value ($000) $2,006 Shares 20,518 Est. Cost $52.19 Unrealized +81.6%
MS MORGAN STANLEY 0.4%
Value ($000) $1,943 Shares 13,791 Est. Cost $64.65 Unrealized +87.1%
V VISA INC 0.4%
Value ($000) $1,920 Shares 5,407 Est. Cost $201.67 Unrealized +72.1%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,897 Shares 12,009 Est. Cost $100.78 Unrealized +24.8%
CRM SALESFORCE INC 0.4%
Value ($000) $1,880 Shares 6,896 Est. Cost $200.04 Unrealized +33.0%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1,873 Shares 7,597 Est. Cost $121.36 Unrealized +102.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,709 Shares 36,115 Est. Cost $29.29 Unrealized +41.5%
BSCX INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,644 Shares 77,537 Est. Cost $20.86 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $1,614 Shares 17,687 Est. Cost $70.09 Unrealized +18.6%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,560 Shares 14,520 Est. Cost $66.20 Unrealized +52.8%
ZS ZSCALER INC 0.3%
Value ($000) $1,460 Shares 4,649 Est. Cost $170.17 Unrealized +46.5%
BSCW INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,439 Shares 69,865 Est. Cost $20.53 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,363 Shares 9,518 Est. Cost $114.68 Unrealized +19.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,356 Shares 2,791 Est. Cost $328.74 Unrealized +54.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,353 Shares 5,812 Est. Cost $151.10 Unrealized +32.1%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,289 Shares 2,269 Est. Cost $467.75 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,223 Shares 4,193 Est. Cost $280.66 Unrealized -2.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $1,218 Shares 17,428 Est. Cost $68.01 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,042 Shares 63,041 Est. Cost $16.35 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,041 Shares 9,653 Est. Cost $110.02 Unrealized -5.0%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $1,031 Shares 14,183 Est. Cost $39.57 Unrealized
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $1,010 Shares 13,488 Est. Cost $262.80 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $927 Shares 2,396 Est. Cost $542.53 Unrealized -29.0%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $902 Shares 4,129 Est. Cost $199.78 Unrealized -3.5%
BSCY INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $900 Shares 43,362 Est. Cost $20.22 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $895 Shares 36,888 Est. Cost $23.31 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $878 Shares 3,005 Est. Cost $228.65 Unrealized +32.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $835 Shares 2,677 Est. Cost $426.85 Unrealized -12.2%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $827 Shares 6,291 Est. Cost $102.52 Unrealized +19.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $715 Shares 1,296 Est. Cost $85.14 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $701 Shares 9,059 Est. Cost $69.46 Unrealized -10.3%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $683 Shares 9,143 Est. Cost $80.33 Unrealized -5.5%
QYLD GLOBAL X FDS 0.1%
Value ($000) $622 Shares 37,175 Est. Cost $17.60 Unrealized
NICE NICE LTD 0.1%
Value ($000) $610 Shares 3,613 Est. Cost $126.21 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $566 Shares 13,986 Est. Cost $32.76 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $548 Shares 3,371 Est. Cost $193.64 Unrealized -8.8%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $532 Shares 21,694 Est. Cost $23.46 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $529 Shares 22,458 Est. Cost $23.27 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $527 Shares 23,221 Est. Cost $23.20 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $526 Shares 22,399 Est. Cost $23.20 Unrealized
BSMU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $518 Shares 24,116 Est. Cost $22.38 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $494 Shares 2,923 Est. Cost $76.12 Unrealized +104.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $446 Shares 4,972 Est. Cost $109.40 Unrealized -19.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $443 Shares 6,080 Est. Cost $36.20 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $400 Shares 21,398 Est. Cost $18.24 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $368 Shares 1,309 Est. Cost $174.26 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $276 Shares 1,555 Est. Cost $129.65 Unrealized +27.1%
KO COCA COLA CO 0.0%
Value ($000) $240 Shares 3,388 Est. Cost $57.34 Unrealized +21.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $234 Shares 793 Est. Cost $253.82 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $228 Shares 749 Est. Cost $288.85 Unrealized