13F HOLDINGS REPORT
LWM ADVISORS INC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001667731-25-000618
Total Value
$99.6M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287598 | 118,408 | $21.9M | 22.00% |
| 2 | ISHARES TR | 464287614 | 54,186 | $21.8M | 21.84% |
| 3 | ISHARES TR | 464287465 | 144,889 | $11.0M | 11.00% |
| 4 | ISHARES TR | 464287457 | 104,532 | $8.6M | 8.60% |
| 5 | ISHARES TR | 464287648 | 22,071 | $6.4M | 6.38% |
| 6 | ISHARES TR | 464287630 | 36,179 | $5.9M | 5.96% |
| 7 | ISHARES TR | 464287234 | 106,825 | $4.5M | 4.48% |
| 8 | ISHARES TR | 464287473 | 31,957 | $4.1M | 4.15% |
| 9 | ISHARES TR | 464287481 | 32,467 | $4.1M | 4.13% |
| 10 | ISHARES TR | 464287242 | 32,821 | $3.5M | 3.52% |
| 11 | ISHARES TR | 464287440 | 28,757 | $2.7M | 2.67% |
| 12 | APPLE INC | AAPL | 5,240 | $1.3M | 1.32% |
| 13 | ISHARES TR | 464288570 | 4,425 | $487,856 | 0.49% |
| 14 | VANGUARD WORLD FD | 921910816 | 1,396 | $479,400 | 0.48% |
| 15 | VANGUARD WORLD FD | 921910840 | 3,431 | $428,566 | 0.43% |
| 16 | ISHARES TR | 464288257 | 2,753 | $323,478 | 0.32% |
| 17 | SPDR SER TR | 78464A102 | 1,434 | $289,410 | 0.29% |
| 18 | ISHARES TR | 46435U663 | 6,490 | $272,905 | 0.27% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,531 | $260,125 | 0.26% |
| 20 | VANGUARD INDEX FDS | 922908611 | 1,295 | $256,643 | 0.26% |
| 21 | VANGUARD INDEX FDS | 922908538 | 985 | $250,059 | 0.25% |
| 22 | VANGUARD INDEX FDS | 922908512 | 1,472 | $238,124 | 0.24% |
| 23 | VANGUARD INDEX FDS | 922908595 | 807 | $226,008 | 0.23% |
| 24 | INVESCO QQQ TR | IVZ | 436 | $222,912 | 0.22% |
| 25 | VANGUARD INDEX FDS | 922908363 | 386 | $208,249 | 0.21% |