LOWERY THOMAS, LLC
CIK 1919701 · Holdings on Dec 31, 2023 · First reported Feb 5, 2024
Top ten holdings
Q4 2023- SCHG9.99%
- VOO7.85%
- BIL7.80%
- SPY6.03%
- SCHO5.82%
- FNDX5.15%
- QQQM5.15%
- QQQ4.93%
- SCHV4.40%
- IWF3.86%
Share classes counted separately60.98%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.63M | 9.99% | 140.21K shares | — | ↗▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.14M | 7.85% | 20.92K shares | — | ↗▾ | |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $9.08M | 7.80% | 99.36K shares | — | ↗▾ | |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.02M | 6.03% | 14.77K shares | — | ↗▾ | |
| 05 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $6.78M | 5.82% | 139.99K shares | — | ↗▾ | |
| 06 | FNDXSCHWAB FNDMNTL US LRG CO ETFSCHWAB FDT US LG View history and evidence | $6.00M | 5.15% | 96.91K shares | — | ↗▾ | |
| 07 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $5.99M | 5.15% | 35.56K shares | — | ↗▾ | |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.74M | 4.93% | 14.02K shares | — | ↗▾ | |
| 09 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $5.13M | 4.40% | 73.12K shares | — | ↗▾ | |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $4.50M | 3.86% | 14.83K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLV SS HEALTH CARE SELECT SECTOR | Non-derivative | — | — | SEC filing ↗ | |
| DWAS INVESCO DORSEY WRIGHT SMALLC | Non-derivative | — | — | SEC filing ↗ | |
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1919701 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 116456521
}Research all 46 reported holdings.
This page includes 30 of 46 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.