LOWERY THOMAS, LLC Long-Term Concentrated

CIK: 0001919701 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $156,185 (100.0% shares, 0.0% debt)

Holdings (53)

SCHG SCHWAB STRATEGIC TR 12.8%
Value ($000) $19,941 Shares 682,694 Est. Cost $42.49 Unrealized
VOO VANGUARD INDEX FDS 10.0%
Value ($000) $15,666 Shares 27,579 Est. Cost $416.18 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 6.5%
Value ($000) $10,143 Shares 44,662 Est. Cost $155.67 Unrealized
SPY SPDR S&P 500 ETF TR 6.0%
Value ($000) $9,330 Shares 15,100 Est. Cost $449.11 Unrealized
FNDX SCHWAB STRATEGIC TR 5.5%
Value ($000) $8,620 Shares 351,269 Est. Cost $34.33 Unrealized
QQQ INVESCO QQQ TR 4.6%
Value ($000) $7,164 Shares 12,987 Est. Cost $397.92 Unrealized
IWF ISHARES TR 3.9%
Value ($000) $6,057 Shares 14,265 Est. Cost $301.73 Unrealized
SCHV SCHWAB STRATEGIC TR 3.8%
Value ($000) $6,000 Shares 216,849 Est. Cost $39.70 Unrealized
IWB ISHARES TR 3.3%
Value ($000) $5,095 Shares 15,005 Est. Cost $264.45 Unrealized
SMH VANECK ETF TRUST 3.0%
Value ($000) $4,671 Shares 16,749 Est. Cost $207.77 Unrealized
IWO ISHARES TR 2.8%
Value ($000) $4,350 Shares 15,216 Est. Cost $279.73 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.5%
Value ($000) $3,970 Shares 69,831 Est. Cost $55.49 Unrealized
BND VANGUARD BD INDEX FDS 2.2%
Value ($000) $3,487 Shares 47,365 Est. Cost $74.35 Unrealized
FLDR FIDELITY MERRIMACK STR TR 2.0%
Value ($000) $3,128 Shares 62,475 Est. Cost $50.14 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $3,105 Shares 24,142 Est. Cost $88.57 Unrealized
IWP ISHARES TR 1.9%
Value ($000) $3,017 Shares 21,759 Est. Cost $114.05 Unrealized
SCHO SCHWAB STRATEGIC TR 1.9%
Value ($000) $2,980 Shares 122,232 Est. Cost $38.97 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.8%
Value ($000) $2,877 Shares 123,794 Est. Cost $32.79 Unrealized
SPYG SPDR SERIES TRUST 1.8%
Value ($000) $2,828 Shares 29,673 Est. Cost $72.18 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.8%
Value ($000) $2,739 Shares 6,215 Est. Cost $354.10 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 1.7%
Value ($000) $2,660 Shares 23,245 Est. Cost $128.88 Unrealized
VUSB VANGUARD BD INDEX FDS 1.7%
Value ($000) $2,590 Shares 51,948 Est. Cost $49.80 Unrealized
SCHX SCHWAB STRATEGIC TR 1.5%
Value ($000) $2,307 Shares 94,377 Est. Cost $33.58 Unrealized
VOT VANGUARD INDEX FDS 1.3%
Value ($000) $2,018 Shares 7,097 Est. Cost $213.88 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $1,591 Shares 7,753 Est. Cost $172.05 Unrealized +17.1%
IWN ISHARES TR 0.9%
Value ($000) $1,465 Shares 9,288 Est. Cost $160.36 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,264 Shares 24,312 Est. Cost $48.13 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,077 Shares 4,991 Est. Cost $219.42 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,073 Shares 5,684 Est. Cost $147.92 Unrealized
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,065 Shares 4,204 Est. Cost $168.90 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,051 Shares 6,653 Est. Cost $98.96 Unrealized +27.1%
XSMO INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,020 Shares 15,001 Est. Cost $49.68 Unrealized
SHV ISHARES TR 0.6%
Value ($000) $981 Shares 8,888 Est. Cost $110.34 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $895 Shares 4,080 Est. Cost $161.77 Unrealized +22.3%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $892 Shares 31,797 Est. Cost $41.97 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $882 Shares 10,642 Est. Cost $82.48 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $854 Shares 2,687 Est. Cost $333.26 Unrealized -9.6%
KLAC KLA CORP 0.5%
Value ($000) $814 Shares 909 Est. Cost $407.84 Unrealized +83.5%
SPYV SPDR SERIES TRUST 0.5%
Value ($000) $804 Shares 15,367 Est. Cost $41.55 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $794 Shares 4,089 Est. Cost $157.65 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $620 Shares 1,246 Est. Cost $329.81 Unrealized +31.1%
AIQ GLOBAL X FDS 0.4%
Value ($000) $610 Shares 13,972 Est. Cost $30.68 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $560 Shares 759 Est. Cost $245.05 Unrealized +151.6%
QLD PROSHARES TR 0.3%
Value ($000) $451 Shares 3,834 Est. Cost $79.60 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $438 Shares 1,566 Est. Cost $257.42 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $437 Shares 17,289 Est. Cost $32.87 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $323 Shares 1,354 Est. Cost $214.90 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $317 Shares 3,569 Est. Cost $85.93 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $310 Shares 1,886 Est. Cost $129.44 Unrealized
UYG PROSHARES TR 0.2%
Value ($000) $234 Shares 2,453 Est. Cost $89.18 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $208 Shares 367 Est. Cost $566.83 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $206 Shares 7,767 Est. Cost $27.85 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $203 Shares 1,146 Est. Cost $164.85 Unrealized 0.0%