LOWERY THOMAS, LLC Long-Term Concentrated

Location: Pebble Beach, CA

CIK: 0001919701 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value: $137M (100.0% shares, 0.0% debt)

Holdings (46)

SCHG SCHWAB STRATEGIC TR 11.9%
Value $16.37M Shares 162,311 Est. Cost $88.03 Unrealized
VOO VANGUARD INDEX FDS 9.8%
Value $13.48M Shares 26,952 Est. Cost $406.61 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 6.4%
Value $8.739M Shares 44,335 Est. Cost $152.05 Unrealized
BIL SPDR SER TR 6.3%
Value $8.603M Shares 93,738 Est. Cost $91.50 Unrealized
SPY SPDR S&P 500 ETF TR 5.7%
Value $7.871M Shares 14,462 Est. Cost $442.83 Unrealized
FNDX SCHWAB STRATEGIC TR 5.3%
Value $7.286M Shares 108,773 Est. Cost $55.77 Unrealized
QQQ INVESCO QQQ TR 4.8%
Value $6.592M Shares 13,758 Est. Cost $396.86 Unrealized
SCHO SCHWAB STRATEGIC TR 4.3%
Value $5.905M Shares 122,686 Est. Cost $48.41 Unrealized
IWF ISHARES TR 3.9%
Value $5.309M Shares 14,563 Est. Cost $301.73 Unrealized
SCHV SCHWAB STRATEGIC TR 3.8%
Value $5.23M Shares 70,602 Est. Cost $66.67 Unrealized
IWB ISHARES TR 3.5%
Value $4.745M Shares 15,946 Est. Cost $264.45 Unrealized
SMH VANECK ETF TRUST 3.3%
Value $4.507M Shares 17,287 Est. Cost $203.53 Unrealized
IWO ISHARES TR 3.0%
Value $4.152M Shares 15,815 Est. Cost $280.74 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.7%
Value $3.71M Shares 65,456 Est. Cost $55.02 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 2.1%
Value $2.933M Shares 26,610 Est. Cost $129.61 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 2.1%
Value $2.909M Shares 25,520 Est. Cost $85.11 Unrealized
IWP ISHARES TR 2.0%
Value $2.742M Shares 24,852 Est. Cost $114.05 Unrealized
SPYG SPDR SER TR 1.8%
Value $2.525M Shares 31,514 Est. Cost $72.18 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.6%
Value $2.242M Shares 5,731 Est. Cost $344.94 Unrealized
VOT VANGUARD INDEX FDS 1.2%
Value $1.626M Shares 7,081 Est. Cost $211.99 Unrealized
AAPL APPLE INC 1.2%
Value $1.602M Shares 7,607 Est. Cost $167.41 Unrealized +10.6%
SCHX SCHWAB STRATEGIC TR 1.1%
Value $1.542M Shares 24,001 Est. Cost $57.64 Unrealized
IWN ISHARES TR 1.1%
Value $1.472M Shares 9,664 Est. Cost $160.88 Unrealized
SPYV SPDR SER TR 0.8%
Value $1.15M Shares 23,593 Est. Cost $41.55 Unrealized
SCHM SCHWAB STRATEGIC TR 0.8%
Value $1.115M Shares 14,326 Est. Cost $71.88 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.8%
Value $1.102M Shares 21,043 Est. Cost $47.05 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value $1.012M Shares 5,757 Est. Cost $147.51 Unrealized
IWM ISHARES TR 0.7%
Value $971K Shares 4,788 Est. Cost $219.58 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.7%
Value $943K Shares 15,697 Est. Cost $48.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.7%
Value $897K Shares 3,967 Est. Cost $166.36 Unrealized
KLAC KLA CORP 0.6%
Value $832K Shares 1,009 Est. Cost $407.84 Unrealized +78.6%
SCHA SCHWAB STRATEGIC TR 0.6%
Value $775K Shares 16,342 Est. Cost $39.90 Unrealized
IWD ISHARES TR 0.5%
Value $734K Shares 4,209 Est. Cost $157.65 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $711K Shares 5,752 Est. Cost $94.72 Unrealized +6.7%
VIOV VANGUARD ADMIRAL FDS INC 0.4%
Value $615K Shares 7,352 Est. Cost $97.38 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $554K Shares 1,240 Est. Cost $317.82 Unrealized +31.3%
AMZN AMAZON COM INC 0.4%
Value $501K Shares 2,590 Est. Cost $127.22 Unrealized +44.4%
AIQ GLOBAL X FDS 0.4%
Value $497K Shares 13,953 Est. Cost $27.31 Unrealized
SLYG SPDR SER TR 0.3%
Value $416K Shares 4,851 Est. Cost $85.67 Unrealized
META META PLATFORMS INC 0.3%
Value $382K Shares 757 Est. Cost $245.05 Unrealized +97.2%
VOE VANGUARD INDEX FDS 0.3%
Value $374K Shares 2,484 Est. Cost $129.04 Unrealized
QLD PROSHARES TR 0.3%
Value $344K Shares 3,446 Est. Cost $77.12 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value $333K Shares 1,374 Est. Cost $254.72 Unrealized
COWZ PACER FDS TR 0.2%
Value $292K Shares 5,355 Est. Cost $46.97 Unrealized
SOXX ISHARES TR 0.2%
Value $215K Shares 870 Est. Cost $225.87 Unrealized
GOOG ALPHABET INC 0.2%
Value $209K Shares 1,141 Est. Cost $168.88 Unrealized 0.0%