13F HOLDINGS REPORT
LOWERY THOMAS, LLC
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001951757-25-000896
Total Value
$156.2M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 682,694 | $19.9M | 12.77% |
| 2 | VANGUARD INDEX FDS | 922908363 | 27,579 | $15.7M | 10.03% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 44,662 | $10.1M | 6.49% |
| 4 | SPDR S&P 500 ETF TR | SPY | 15,100 | $9.3M | 5.97% |
| 5 | SCHWAB STRATEGIC TR | 808524771 | 351,269 | $8.6M | 5.52% |
| 6 | INVESCO QQQ TR | IVZ | 12,987 | $7.2M | 4.59% |
| 7 | ISHARES TR | 464287614 | 14,265 | $6.1M | 3.88% |
| 8 | SCHWAB STRATEGIC TR | 808524409 | 216,849 | $6.0M | 3.84% |
| 9 | ISHARES TR | 464287622 | 15,005 | $5.1M | 3.26% |
| 10 | VANECK ETF TRUST | 92189F676 | 16,749 | $4.7M | 2.99% |
| 11 | ISHARES TR | 464287648 | 15,216 | $4.3M | 2.78% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 69,831 | $4.0M | 2.54% |
| 13 | VANGUARD BD INDEX FDS | 921937835 | 47,365 | $3.5M | 2.23% |
| 14 | FIDELITY MERRIMACK STR TR | 316188408 | 62,475 | $3.1M | 2.00% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,142 | $3.1M | 1.99% |
| 16 | ISHARES TR | 464287481 | 21,759 | $3.0M | 1.93% |
| 17 | SCHWAB STRATEGIC TR | 808524862 | 122,232 | $3.0M | 1.91% |
| 18 | SCHWAB STRATEGIC TR | 808524839 | 123,794 | $2.9M | 1.84% |
| 19 | SPDR SERIES TRUST | 78464A409 | 29,673 | $2.8M | 1.81% |
| 20 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 6,215 | $2.7M | 1.75% |
| 21 | VANGUARD ADMIRAL FDS INC | 921932794 | 23,245 | $2.7M | 1.70% |
| 22 | VANGUARD BD INDEX FDS | 92203C303 | 51,948 | $2.6M | 1.66% |
| 23 | SCHWAB STRATEGIC TR | 808524201 | 94,377 | $2.3M | 1.48% |
| 24 | VANGUARD INDEX FDS | 922908538 | 7,097 | $2.0M | 1.29% |
| 25 | APPLE INC | AAPL | 7,753 | $1.6M | 1.02% |
| 26 | ISHARES TR | 464287630 | 9,288 | $1.5M | 0.94% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,312 | $1.3M | 0.81% |
| 28 | ISHARES TR | 464287655 | 4,991 | $1.1M | 0.69% |
| 29 | VANGUARD ADMIRAL FDS INC | 921932703 | 5,684 | $1.1M | 0.69% |
| 30 | SELECT SECTOR SPDR TR | 81369Y803 | 4,204 | $1.1M | 0.68% |
| 31 | NVIDIA CORPORATION | NVDA | 6,653 | $1.1M | 0.67% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 15,001 | $1.0M | 0.65% |
| 33 | ISHARES TR | 464288679 | 8,888 | $981,462 | 0.63% |
| 34 | AMAZON COM INC | AMZN | 4,080 | $895,111 | 0.57% |
| 35 | SCHWAB STRATEGIC TR | 808524508 | 31,797 | $891,904 | 0.57% |
| 36 | ISHARES TR | 464287457 | 10,642 | $881,787 | 0.56% |
| 37 | TESLA INC | TSLA | 2,687 | $853,552 | 0.55% |
| 38 | KLA CORP | KLAC | 909 | $814,228 | 0.52% |
| 39 | SPDR SERIES TRUST | 78464A508 | 15,367 | $804,330 | 0.51% |
| 40 | ISHARES TR | 464287598 | 4,089 | $794,180 | 0.51% |
| 41 | MICROSOFT CORP | MSFT | 1,246 | $619,627 | 0.40% |
| 42 | GLOBAL X FDS | 37954Y632 | 13,972 | $610,419 | 0.39% |
| 43 | META PLATFORMS INC | META | 759 | $560,038 | 0.36% |
| 44 | PROSHARES TR | 74347R206 | 3,834 | $451,301 | 0.29% |
| 45 | VANGUARD INDEX FDS | 922908629 | 1,566 | $438,101 | 0.28% |
| 46 | SCHWAB STRATEGIC TR | 808524607 | 17,289 | $437,409 | 0.28% |
| 47 | ISHARES TR | 464287523 | 1,354 | $323,112 | 0.21% |
| 48 | SPDR SERIES TRUST | 78464A201 | 3,569 | $316,741 | 0.20% |
| 49 | VANGUARD INDEX FDS | 922908512 | 1,886 | $310,207 | 0.20% |
| 50 | PROSHARES TR | 74347X633 | 2,453 | $234,379 | 0.15% |
| 51 | SPDR S&P MIDCAP 400 ETF TR | MDY | 367 | $208,028 | 0.13% |
| 52 | SCHWAB STRATEGIC TR | 808524797 | 7,767 | $205,838 | 0.13% |
| 53 | ALPHABET INC | GOOG | 1,146 | $203,234 | 0.13% |