LOWERY THOMAS, LLC Long-Term Concentrated

CIK: 0001919701 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $128,874 (100.0% shares, 0.0% debt)

Holdings (50)

QQQ INVESCO QQQ TRUST 8.0%
Value ($000) $10,327 Shares 28,484 Est. Cost $396.86 Unrealized
SCHP SCHWAB U.S. TIPS ETF 6.6%
Value ($000) $8,520 Shares 140,342 Est. Cost $62.89 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 5.9%
Value ($000) $7,579 Shares 68,745 Est. Cost $110.33 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 5.7%
Value ($000) $7,361 Shares 176,317 Est. Cost $41.89 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 5.6%
Value ($000) $7,198 Shares 108,717 Est. Cost $72.47 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4.9%
Value ($000) $6,260 Shares 75,110 Est. Cost $85.38 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 4.4%
Value ($000) $5,615 Shares 21,956 Est. Cost $293.03 Unrealized
SMH VANECK SEMICONDUCTOR ETF 3.8%
Value ($000) $4,854 Shares 17,993 Est. Cost $308.78 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 3.8%
Value ($000) $4,841 Shares 48,174 Est. Cost $115.22 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $4,539 Shares 16,347 Est. Cost $305.60 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 3.5%
Value ($000) $4,506 Shares 117,587 Est. Cost $38.95 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3.4%
Value ($000) $4,395 Shares 41,034 Est. Cost $114.07 Unrealized
IWB ISHARES RUSSELL 1000 ETF 3.4%
Value ($000) $4,332 Shares 17,325 Est. Cost $264.45 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 3.2%
Value ($000) $4,062 Shares 54,294 Est. Cost $120.38 Unrealized
SPY SPDR S&P 500 ETF 3.0%
Value ($000) $3,905 Shares 8,646 Est. Cost $474.24 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2.7%
Value ($000) $3,417 Shares 21,501 Est. Cost $168.59 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 2.5%
Value ($000) $3,264 Shares 67,550 Est. Cost $51.55 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.5%
Value ($000) $3,206 Shares 19,866 Est. Cost $166.06 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 2.5%
Value ($000) $3,194 Shares 9,210 Est. Cost $360.68 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 2.1%
Value ($000) $2,652 Shares 22,169 Est. Cost $122.40 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.9%
Value ($000) $2,468 Shares 18,015 Est. Cost $140.59 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.8%
Value ($000) $2,365 Shares 29,736 Est. Cost $84.74 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 1.5%
Value ($000) $1,900 Shares 26,611 Est. Cost $72.62 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 1.3%
Value ($000) $1,686 Shares 33,344 Est. Cost $53.91 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 1.3%
Value ($000) $1,651 Shares 27,859 Est. Cost $82.93 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $1,550 Shares 555 Est. Cost $142.70 Unrealized -5.4%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 1.0%
Value ($000) $1,234 Shares 5,717 Est. Cost $236.61 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $1,148 Shares 5,591 Est. Cost $222.48 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.6%
Value ($000) $820 Shares 10,015 Est. Cost $81.88 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $809 Shares 6,687 Est. Cost $132.50 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $740 Shares 4,239 Est. Cost $156.10 Unrealized +5.6%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.6%
Value ($000) $737 Shares 14,884 Est. Cost $50.87 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $733 Shares 225 Est. Cost $169.67 Unrealized -8.9%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.5%
Value ($000) $649 Shares 8,326 Est. Cost $80.83 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.5%
Value ($000) $639 Shares 6,230 Est. Cost $108.54 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $586 Shares 1,901 Est. Cost $309.54 Unrealized -5.9%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.4%
Value ($000) $535 Shares 16,512 Est. Cost $32.40 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.4%
Value ($000) $500 Shares 6,594 Est. Cost $80.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $498 Shares 3,000 Est. Cost $168.06 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $458 Shares 5,460 Est. Cost $92.80 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.3%
Value ($000) $427 Shares 1,917 Est. Cost $236.94 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.3%
Value ($000) $382 Shares 2,562 Est. Cost $149.10 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.3%
Value ($000) $354 Shares 1,489 Est. Cost $254.72 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.3%
Value ($000) $351 Shares 3,319 Est. Cost $105.75 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $345 Shares 1,265 Est. Cost $26.94 Unrealized -7.1%
META META PLATFORMS INC CL A 0.2%
Value ($000) $302 Shares 1,357 Est. Cost $302.97 Unrealized -18.1%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $288 Shares 2,796 Est. Cost $103.00 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $282 Shares 2,218 Est. Cost $107.20 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $206 Shares 495 Est. Cost $436.36 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $204 Shares 1,309 Est. Cost $155.84 Unrealized