TLWM Diversified Active

CIK: 0001732537 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 10, 2025

Total Value ($000): $556,378 (100.0% shares, 0.0% debt)

Holdings (74)

SPY SPDR S&P 500 ETF TR 20.7%
Value ($000) $115,389 Shares 173,214 Est. Cost $326.71 Unrealized
IWV ISHARES TR 20.1%
Value ($000) $111,916 Shares 295,342 Est. Cost $208.38 Unrealized
ACWX ISHARES TR 9.5%
Value ($000) $52,974 Shares 814,870 Est. Cost $48.84 Unrealized
SGOV ISHARES TR 8.8%
Value ($000) $49,130 Shares 487,889 Est. Cost $100.69 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 5.6%
Value ($000) $31,022 Shares 1,585,996 Est. Cost $20.03 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 5.1%
Value ($000) $28,275 Shares 1,374,566 Est. Cost $19.81 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 5.1%
Value ($000) $28,141 Shares 1,665,152 Est. Cost $16.59 Unrealized
INVESCO EXCH TRD SLF IDX FD 4.6%
Value ($000) $25,584 Shares 1,236,537 Est. Cost $20.78 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 4.2%
Value ($000) $23,303 Shares 1,182,283 Est. Cost $19.76 Unrealized
ISHARES TR 1.1%
Value ($000) $6,215 Shares 246,721 Est. Cost $24.41 Unrealized
IBDS ISHARES TR 0.8%
Value ($000) $4,270 Shares 175,430 Est. Cost $23.96 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $3,596 Shares 8,087 Est. Cost $195.26 Unrealized +77.6%
AAPL APPLE INC 0.6%
Value ($000) $3,559 Shares 13,977 Est. Cost $129.02 Unrealized +74.8%
GOOGL ALPHABET INC 0.5%
Value ($000) $2,966 Shares 12,202 Est. Cost $111.41 Unrealized +87.8%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,848 Shares 12,971 Est. Cost $120.20 Unrealized +88.3%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,777 Shares 14,882 Est. Cost $114.97 Unrealized +51.6%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $2,699 Shares 8,555 Est. Cost $121.88 Unrealized +142.8%
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,532 Shares 4,889 Est. Cost $258.48 Unrealized +96.8%
META META PLATFORMS INC 0.4%
Value ($000) $2,494 Shares 3,396 Est. Cost $222.42 Unrealized +234.2%
MS MORGAN STANLEY 0.4%
Value ($000) $2,312 Shares 14,546 Est. Cost $68.90 Unrealized +112.6%
WMT WALMART INC 0.4%
Value ($000) $2,207 Shares 21,415 Est. Cost $54.16 Unrealized +83.2%
CRM SALESFORCE INC 0.4%
Value ($000) $2,182 Shares 9,205 Est. Cost $212.93 Unrealized +18.1%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,975 Shares 38,288 Est. Cost $30.37 Unrealized +59.2%
V VISA INC 0.3%
Value ($000) $1,936 Shares 5,672 Est. Cost $208.37 Unrealized +65.6%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $1,841 Shares 8,024 Est. Cost $127.32 Unrealized +83.2%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $1,791 Shares 18,763 Est. Cost $71.49 Unrealized +32.2%
CRS CARPENTER TECHNOLOGY CORP 0.3%
Value ($000) $1,710 Shares 6,966 Est. Cost $47.06 Unrealized +442.3%
BSCX INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,665 Shares 77,537 Est. Cost $20.86 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,625 Shares 2,654 Est. Cost $488.74 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,564 Shares 10,073 Est. Cost $116.75 Unrealized +30.4%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,524 Shares 4,468 Est. Cost $282.70 Unrealized +11.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,508 Shares 15,448 Est. Cost $68.44 Unrealized +51.3%
ZS ZSCALER INC 0.3%
Value ($000) $1,486 Shares 4,959 Est. Cost $177.35 Unrealized +60.8%
BIL SPDR SERIES TRUST 0.3%
Value ($000) $1,474 Shares 16,063 Est. Cost $91.66 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,459 Shares 69,865 Est. Cost $20.53 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1,421 Shares 18,517 Est. Cost $68.52 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $1,405 Shares 16,711 Est. Cost $71.31 Unrealized +3.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,396 Shares 2,776 Est. Cost $328.74 Unrealized +47.3%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,282 Shares 6,090 Est. Cost $153.66 Unrealized +34.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,152 Shares 10,213 Est. Cost $110.01 Unrealized -0.3%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $1,109 Shares 14,159 Est. Cost $39.57 Unrealized
NICE NICE LTD 0.2%
Value ($000) $1,100 Shares 7,597 Est. Cost $135.95 Unrealized
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $1,087 Shares 13,483 Est. Cost $262.80 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,052 Shares 63,041 Est. Cost $16.35 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $1,006 Shares 4,416 Est. Cost $201.29 Unrealized +10.8%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $1,003 Shares 6,690 Est. Cost $104.95 Unrealized +36.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $979 Shares 2,836 Est. Cost $419.68 Unrealized -28.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $963 Shares 3,169 Est. Cost $232.41 Unrealized +29.7%
TWLO TWILIO INC 0.2%
Value ($000) $945 Shares 9,444 Est. Cost $112.58 Unrealized 0.0%
BSCY INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $911 Shares 43,362 Est. Cost $20.22 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $897 Shares 2,543 Est. Cost $531.91 Unrealized -32.6%
IBDR ISHARES TR 0.2%
Value ($000) $877 Shares 36,101 Est. Cost $23.31 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $772 Shares 1,286 Est. Cost $85.14 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $693 Shares 40,724 Est. Cost $17.55 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $610 Shares 9,671 Est. Cost $79.66 Unrealized -14.4%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $598 Shares 13,965 Est. Cost $32.76 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $532 Shares 23,026 Est. Cost $23.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $528 Shares 21,513 Est. Cost $23.46 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $526 Shares 22,269 Est. Cost $23.27 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $525 Shares 22,210 Est. Cost $23.20 Unrealized
BSMU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $524 Shares 23,913 Est. Cost $22.38 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $481 Shares 3,571 Est. Cost $191.62 Unrealized -17.8%
NTRA NATERA INC 0.1%
Value ($000) $479 Shares 2,973 Est. Cost $77.50 Unrealized +104.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $470 Shares 4,972 Est. Cost $109.40 Unrealized -14.7%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $441 Shares 5,999 Est. Cost $36.20 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $402 Shares 21,398 Est. Cost $18.24 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $396 Shares 1,309 Est. Cost $174.26 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $391 Shares 1,605 Est. Cost $132.16 Unrealized +58.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $367 Shares 1,033 Est. Cost $307.17 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $254 Shares 3,554 Est. Cost $71.37 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $225 Shares 3,388 Est. Cost $57.34 Unrealized +18.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $224 Shares 793 Est. Cost $253.82 Unrealized +2.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $204 Shares 724 Est. Cost $281.86 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $203 Shares 3,556 Est. Cost $57.04 Unrealized