LOWERY THOMAS, LLC Long-Term Concentrated

Location: Pebble Beach, CA

CIK: 0001919701 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 1, 2023

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (48)

BIL SPDR SER TR 9.7%
Value $10.12M Shares 110,201 Est. Cost $91.50 Unrealized
SCHG SCHWAB STRATEGIC TR 8.4%
Value $8.758M Shares 120,430 Est. Cost $87.54 Unrealized
SCHO SCHWAB STRATEGIC TR 7.5%
Value $7.873M Shares 164,391 Est. Cost $48.41 Unrealized
SPY SPDR S&P 500 ETF TR 5.9%
Value $6.176M Shares 14,447 Est. Cost $442.10 Unrealized
VOO VANGUARD INDEX FDS 5.5%
Value $5.706M Shares 14,531 Est. Cost $361.04 Unrealized
SCHV SCHWAB STRATEGIC TR 5.1%
Value $5.301M Shares 82,241 Est. Cost $66.53 Unrealized
QQQ INVESCO QQQ TR 4.8%
Value $5.037M Shares 14,059 Est. Cost $396.86 Unrealized
FNDX SCHWAB STRATEGIC TR 4.7%
Value $4.966M Shares 88,720 Est. Cost $53.67 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 4.0%
Value $4.165M Shares 28,258 Est. Cost $136.49 Unrealized
IWO ISHARES TR 3.9%
Value $4.069M Shares 18,154 Est. Cost $280.74 Unrealized
IWF ISHARES TR 3.8%
Value $3.973M Shares 14,937 Est. Cost $301.73 Unrealized
IWB ISHARES TR 3.6%
Value $3.729M Shares 15,874 Est. Cost $264.45 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 3.0%
Value $3.12M Shares 9,316 Est. Cost $344.94 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.6%
Value $2.721M Shares 50,810 Est. Cost $54.58 Unrealized
IWP ISHARES TR 2.4%
Value $2.483M Shares 27,185 Est. Cost $114.05 Unrealized
SMH VANECK ETF TRUST 1.9%
Value $2.012M Shares 13,881 Est. Cost $201.39 Unrealized
SPYG SPDR SER TR 1.9%
Value $1.948M Shares 32,868 Est. Cost $72.18 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value $1.815M Shares 12,811 Est. Cost $144.97 Unrealized
IWN ISHARES TR 1.5%
Value $1.521M Shares 11,223 Est. Cost $160.88 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 1.3%
Value $1.411M Shares 14,966 Est. Cost $144.88 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 1.3%
Value $1.391M Shares 17,277 Est. Cost $75.50 Unrealized
AAPL APPLE INC 1.3%
Value $1.363M Shares 7,962 Est. Cost $167.41 Unrealized +8.3%
SPYV SPDR SER TR 1.2%
Value $1.24M Shares 30,063 Est. Cost $41.55 Unrealized
KLAC KLA CORP 0.9%
Value $969K Shares 2,112 Est. Cost $407.84 Unrealized +15.1%
SCHM SCHWAB STRATEGIC TR 0.9%
Value $946K Shares 13,971 Est. Cost $71.59 Unrealized
IWM ISHARES TR 0.9%
Value $920K Shares 5,206 Est. Cost $219.58 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.9%
Value $904K Shares 18,767 Est. Cost $45.78 Unrealized
VOT VANGUARD INDEX FDS 0.9%
Value $900K Shares 4,621 Est. Cost $205.73 Unrealized
COWZ PACER FDS TR 0.7%
Value $773K Shares 15,639 Est. Cost $46.97 Unrealized
IWD ISHARES TR 0.7%
Value $689K Shares 4,541 Est. Cost $157.56 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.6%
Value $675K Shares 4,539 Est. Cost $140.61 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value $658K Shares 15,889 Est. Cost $39.45 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.6%
Value $639K Shares 13,167 Est. Cost $46.31 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value $569K Shares 4,344 Est. Cost $129.04 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value $526K Shares 3,209 Est. Cost $154.83 Unrealized
SHV ISHARES TR 0.5%
Value $521K Shares 4,720 Est. Cost $110.29 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value $520K Shares 10,274 Est. Cost $51.47 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $425K Shares 1,347 Est. Cost $308.90 Unrealized +5.1%
XLV SELECT SECTOR SPDR TR 0.4%
Value $395K Shares 3,071 Est. Cost $138.19 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.4%
Value $384K Shares 4,978 Est. Cost $102.21 Unrealized
AMZN AMAZON COM INC 0.4%
Value $370K Shares 2,908 Est. Cost $127.22 Unrealized +5.3%
AIQ GLOBAL X FDS 0.3%
Value $343K Shares 12,753 Est. Cost $26.91 Unrealized
SLYG SPDR SER TR 0.3%
Value $325K Shares 4,438 Est. Cost $86.20 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $286K Shares 1,372 Est. Cost $254.72 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.3%
Value $269K Shares 3,585 Est. Cost $74.06 Unrealized
SHY ISHARES TR 0.2%
Value $232K Shares 2,867 Est. Cost $80.97 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $228K Shares 523 Est. Cost $33.17 Unrealized +35.0%
META META PLATFORMS INC 0.2%
Value $227K Shares 756 Est. Cost $245.05 Unrealized +22.1%