Lwm-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "EMXC",
  null,
  "IWS",
  null,
  "IWD",
  "EEM",
  "IWF",
  "AAPL",
  null,
  "VOE",
  "IWO",
  "IWN",
  "IEF",
  "IWP",
  null,
  null,
  "VEU",
  "MGK",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VOO",
  "SCHG",
  "EFA",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 28
Total Value: 97274332
Accession Number: 0001667731-25-000622
Form Type: 13F-HR
CIK: lwm-advisors
Manager Name: Lwm-Advisors

Data Enrichment

75% identified

21 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $97.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908611

VBR|922908611

Shares:1.5K

Value:$287.0K

% of Portfolio:0.3% ($287.0K/$97.3M)

922042775

VEU|922042775

Shares:4.5K

Value:$286.8K

% of Portfolio:0.3% ($286.8K/$97.3M)

808524300

SCHG|808524300

Shares:10.4K

Value:$269.0K

% of Portfolio:0.3% ($269.0K/$97.3M)

46435U663

Shares:6.5K

Value:$251.6K

% of Portfolio:0.3% ($251.6K/$97.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:515

Value:$251.3K

% of Portfolio:0.3% ($251.3K/$97.3M)

922908595

VBK|922908595

Shares:942

Value:$241.9K

% of Portfolio:0.2% ($241.9K/$97.3M)

922908363

VOO|922908363

Shares:402

Value:$208.5K

% of Portfolio:0.2% ($208.5K/$97.3M)

46434G764

EMXC|46434G764

Shares:3.6K

Value:$208.5K

% of Portfolio:0.2% ($208.5K/$97.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	1.5K	QoQ +19.30% (+250) YoY-	All Managers (Combined)	$287.0K	0.3% ($287.0K/$97.3M)	QoQ +11.81% (+$30.3K) YoY-
(VEUcusip922042775)	4.5K	QoQ -0.17% (-8) YoY-	All Managers (Combined)	$286.8K	0.3% ($286.8K/$97.3M)	QoQ +10.27% (-$26.7K) YoY-
(SCHGcusip808524300)	10.4K	QoQ NEW(+10.4K) YoY-	All Managers (Combined)	$269.0K	0.3% ($269.0K/$97.3M)	QoQ NEW(+$269.0K) YoY-
(cusip46435U663)✕	6.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$251.6K	0.3% ($251.6K/$97.3M)	QoQ -7.82% (-$21.4K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	515	QoQ +18.11% (+79) YoY-	All Managers (Combined)	$251.3K	0.3% ($251.3K/$97.3M)	QoQ +12.73% (+$28.4K) YoY-
(VBKcusip922908595)	942	QoQ +16.72% (+135) YoY-	All Managers (Combined)	$241.9K	0.2% ($241.9K/$97.3M)	QoQ +7.03% (+$15.9K) YoY-
(VOOcusip922908363)	402	QoQ +4.14% (+16) YoY-	All Managers (Combined)	$208.5K	0.2% ($208.5K/$97.3M)	QoQ +0.12% (+$265) YoY-
(EMXCcusip46434G764)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$208.5K	0.2% ($208.5K/$97.3M)	QoQ NEW(+$208.5K) YoY-