TLWM Diversified Active

Location: San Antonio, TX

CIK: 0001732537 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 12, 2026

Total Value: $546M (100.0% shares, 0.0% debt)

Holdings (72)

SPY SPDR S&P 500 ETF TR 20.7%
Value $113M Shares 165,499 Est. Cost $326.71 Unrealized
IWV ISHARES TR 19.9%
Value $109M Shares 281,190 Est. Cost $208.38 Unrealized
ACWX ISHARES TR 9.5%
Value $52.14M Shares 776,716 Est. Cost $48.84 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 5.7%
Value $31.02M Shares 1,505,622 Est. Cost $19.88 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 5.7%
Value $30.87M Shares 1,576,845 Est. Cost $20.03 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 5.1%
Value $28.04M Shares 1,657,229 Est. Cost $16.59 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 5.0%
Value $27.58M Shares 1,464,068 Est. Cost $18.83 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 4.4%
Value $24.01M Shares 1,216,436 Est. Cost $19.76 Unrealized
SPYG SPDR SERIES TRUST 4.4%
Value $23.98M Shares 224,775 Est. Cost $106.70 Unrealized
SGOV ISHARES TR 4.3%
Value $23.45M Shares 233,603 Est. Cost $100.69 Unrealized
IBDS ISHARES TR 0.7%
Value $4.045M Shares 166,596 Est. Cost $23.96 Unrealized
AAPL APPLE INC 0.7%
Value $3.928M Shares 14,449 Est. Cost $133.57 Unrealized +100.9%
BIL SPDR SERIES TRUST 0.7%
Value $3.686M Shares 40,340 Est. Cost $91.49 Unrealized
TSLA TESLA INC 0.7%
Value $3.571M Shares 7,941 Est. Cost $195.26 Unrealized +127.0%
GOOGL ALPHABET INC 0.6%
Value $3.111M Shares 9,939 Est. Cost $111.41 Unrealized +156.4%
AMZN AMAZON COM INC 0.5%
Value $2.973M Shares 12,881 Est. Cost $120.20 Unrealized +90.3%
NVDA NVIDIA CORPORATION 0.5%
Value $2.794M Shares 14,980 Est. Cost $114.97 Unrealized +61.9%
META META PLATFORMS INC 0.5%
Value $2.766M Shares 4,191 Est. Cost $306.81 Unrealized +117.5%
CRM SALESFORCE INC 0.4%
Value $2.416M Shares 9,121 Est. Cost $212.93 Unrealized +16.5%
WMT WALMART INC 0.4%
Value $2.382M Shares 21,378 Est. Cost $54.16 Unrealized +97.9%
MSFT MICROSOFT CORP 0.4%
Value $2.367M Shares 4,894 Est. Cost $258.48 Unrealized +93.7%
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value $2.166M Shares 6,880 Est. Cost $47.06 Unrealized +538.6%
JPM JPMORGAN CHASE & CO. 0.4%
Value $2.125M Shares 6,596 Est. Cost $121.88 Unrealized +154.0%
BAC BANK AMERICA CORP 0.4%
Value $2.045M Shares 37,182 Est. Cost $30.37 Unrealized +73.4%
MS MORGAN STANLEY 0.4%
Value $2.013M Shares 11,341 Est. Cost $68.90 Unrealized +141.6%
V VISA INC 0.4%
Value $1.956M Shares 5,576 Est. Cost $208.37 Unrealized +63.4%
SCHW SCHWAB CHARLES CORP 0.3%
Value $1.822M Shares 18,241 Est. Cost $71.49 Unrealized +32.5%
VOO VANGUARD INDEX FDS 0.3%
Value $1.812M Shares 2,889 Est. Cost $500.00 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value $1.674M Shares 18,204 Est. Cost $68.52 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value $1.666M Shares 7,862 Est. Cost $127.32 Unrealized +68.5%
CVX CHEVRON CORP NEW 0.3%
Value $1.509M Shares 9,903 Est. Cost $116.75 Unrealized +29.7%
GD GENERAL DYNAMICS CORP 0.3%
Value $1.496M Shares 4,444 Est. Cost $282.70 Unrealized +20.6%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value $1.445M Shares 15,154 Est. Cost $68.44 Unrealized +43.2%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $1.392M Shares 16,386 Est. Cost $71.31 Unrealized +22.7%
TWLO TWILIO INC 0.2%
Value $1.339M Shares 9,415 Est. Cost $112.58 Unrealized +10.0%
XOM EXXON MOBIL CORP 0.2%
Value $1.233M Shares 10,244 Est. Cost $110.01 Unrealized +5.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.223M Shares 2,434 Est. Cost $328.74 Unrealized +51.3%
SPYM SPDR SERIES TRUST 0.2%
Value $1.175M Shares 14,648 Est. Cost $40.93 Unrealized
HON HONEYWELL INTL INC 0.2%
Value $1.169M Shares 5,992 Est. Cost $153.66 Unrealized +26.9%
SPTM SPDR SERIES TRUST 0.2%
Value $1.151M Shares 13,952 Est. Cost $256.74 Unrealized
ORCL ORACLE CORP 0.2%
Value $1.142M Shares 5,861 Est. Cost $238.05 Unrealized 0.0%
ZS ZSCALER INC 0.2%
Value $1.099M Shares 4,884 Est. Cost $177.35 Unrealized +59.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $956K Shares 2,895 Est. Cost $417.99 Unrealized -19.3%
MCD MCDONALDS CORP 0.2%
Value $954K Shares 3,122 Est. Cost $232.41 Unrealized +31.3%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value $937K Shares 4,319 Est. Cost $201.29 Unrealized +6.2%
J JACOBS SOLUTIONS INC 0.2%
Value $872K Shares 6,580 Est. Cost $104.95 Unrealized +39.5%
ADBE ADOBE INC 0.2%
Value $868K Shares 2,480 Est. Cost $531.91 Unrealized -36.1%
IBDR ISHARES TR 0.2%
Value $866K Shares 35,730 Est. Cost $23.31 Unrealized
NICE NICE LTD 0.2%
Value $841K Shares 7,441 Est. Cost $135.95 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $819K Shares 1,333 Est. Cost $103.80 Unrealized
QYLD GLOBAL X FDS 0.1%
Value $727K Shares 41,155 Est. Cost $17.55 Unrealized
NTRA NATERA INC 0.1%
Value $681K Shares 2,973 Est. Cost $77.50 Unrealized +169.1%
SPDW SPDR INDEX SHS FDS 0.1%
Value $642K Shares 14,446 Est. Cost $33.15 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value $608K Shares 9,532 Est. Cost $79.66 Unrealized -23.4%
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $544K Shares 23,159 Est. Cost $23.50 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value $540K Shares 23,342 Est. Cost $23.20 Unrealized
BSMU INVESCO EXCH TRD SLF IDX FD 0.1%
Value $529K Shares 24,013 Est. Cost $22.38 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value $526K Shares 22,210 Est. Cost $23.20 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $522K Shares 22,069 Est. Cost $23.27 Unrealized
GOOG ALPHABET INC 0.1%
Value $508K Shares 1,619 Est. Cost $132.16 Unrealized +116.7%
STZ CONSTELLATION BRANDS INC 0.1%
Value $484K Shares 3,508 Est. Cost $191.62 Unrealized -28.6%
COP CONOCOPHILLIPS 0.1%
Value $465K Shares 4,972 Est. Cost $109.40 Unrealized -17.7%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $419K Shares 5,869 Est. Cost $36.20 Unrealized
GLD SPDR GOLD TR 0.1%
Value $416K Shares 1,050 Est. Cost $308.61 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value $405K Shares 1,309 Est. Cost $174.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $325K Shares 2,260 Est. Cost $188.14 Unrealized
AVGO BROADCOM INC 0.0%
Value $264K Shares 764 Est. Cost $357.00 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $261K Shares 3,554 Est. Cost $71.37 Unrealized
KO COCA COLA CO 0.0%
Value $252K Shares 3,606 Est. Cost $58.07 Unrealized +19.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $241K Shares 815 Est. Cost $255.04 Unrealized +17.2%
NFLX NETFLIX INC 0.0%
Value $217K Shares 2,310 Est. Cost $107.81 Unrealized 0.0%
CMF ISHARES TR 0.0%
Value $204K Shares 3,556 Est. Cost $57.04 Unrealized