13F HOLDINGS REPORT
LWM ADVISORS INC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001667731-25-000622
Total Value
$97.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287598 | 114,781 | $21.2M | 21.84% |
| 2 | ISHARES TR | 464287614 | 52,011 | $19.5M | 20.04% |
| 3 | ISHARES TR | 464287465 | 142,650 | $12.3M | 12.61% |
| 4 | ISHARES TR | 464287457 | 99,174 | $8.2M | 8.41% |
| 5 | ISHARES TR | 464287648 | 22,150 | $5.8M | 5.96% |
| 6 | ISHARES TR | 464287630 | 36,609 | $5.5M | 5.62% |
| 7 | ISHARES TR | 464287234 | 108,099 | $4.9M | 4.99% |
| 8 | ISHARES TR | 464287481 | 32,348 | $4.1M | 4.21% |
| 9 | ISHARES TR | 464287473 | 32,137 | $4.1M | 4.16% |
| 10 | ISHARES TR | 464287242 | 31,492 | $3.4M | 3.45% |
| 11 | ISHARES TR | 464287440 | 27,714 | $2.6M | 2.69% |
| 12 | APPLE INC | AAPL | 5,203 | $1.0M | 1.06% |
| 13 | ISHARES TR | 464288570 | 4,425 | $464,669 | 0.48% |
| 14 | VANGUARD WORLD FD | 921910816 | 1,284 | $415,105 | 0.43% |
| 15 | VANGUARD WORLD FD | 921910840 | 3,306 | $411,498 | 0.42% |
| 16 | ISHARES TR | 464288257 | 2,753 | $327,965 | 0.34% |
| 17 | SCHWAB STRATEGIC TR | 808524409 | 12,010 | $314,534 | 0.32% |
| 18 | VANGUARD INDEX FDS | 922908538 | 1,184 | $303,269 | 0.31% |
| 19 | VANGUARD INDEX FDS | 922908512 | 1,896 | $301,902 | 0.31% |
| 20 | SPDR SER TR | 78464A102 | 1,434 | $293,623 | 0.30% |
| 21 | VANGUARD INDEX FDS | 922908611 | 1,545 | $286,969 | 0.30% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,523 | $286,848 | 0.29% |
| 23 | SCHWAB STRATEGIC TR | 808524300 | 10,362 | $268,985 | 0.28% |
| 24 | ISHARES TR | 46435U663 | 6,490 | $251,552 | 0.26% |
| 25 | INVESCO QQQ TR | IVZ | 515 | $251,304 | 0.26% |
| 26 | VANGUARD INDEX FDS | 922908595 | 942 | $241,915 | 0.25% |
| 27 | VANGUARD INDEX FDS | 922908363 | 402 | $208,514 | 0.21% |
| 28 | ISHARES INC | 46434G764 | 3,588 | $208,463 | 0.21% |