LHM, INC.
CIK 2009224 · Holdings on Dec 31, 2023 · First reported Feb 2, 2024
Top ten holdings
Q4 2023- VTI87.50%
- SNFCA6.14%
- T1.96%
- XBI1.42%
- IPGP1.04%
- MU0.96%
- CIEN0.64%
- WHR0.34%
Share classes counted separately100.00%
Portfolio value by quarter
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $105.55M | 87.50% | 444.93K shares | Prior unavailable — | — | ↗▾ |
| 02 | SNFCASECURITY NATL FINL CORP-CL ACL A NEW View history and evidence | $7.40M | 6.14% | 822.53K shares | Prior unavailable — | — | ↗▾ |
| 03 | TAT&T INC View history and evidence | $2.37M | 1.96% | 141.01K shares | Prior unavailable — | — | ↗▾ |
| 04 | XBISS SPDR S&P BIOTECH ETFS&P BIOTECH View history and evidence | $1.71M | 1.42% | 19.17K shares | Prior unavailable — | — | ↗▾ |
| 05 | IPGPIPG PHOTONICS CORP View history and evidence | $1.26M | 1.04% | 11.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | MUMICRON TECHNOLOGY INC View history and evidence | $1.15M | 0.96% | 13.49K shares | Prior unavailable — | — | ↗▾ |
| 07 | CIENCIENA CORP View history and evidence | $766.84K | 0.64% | 17.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | WHRWHIRLPOOL CORP View history and evidence | $414.75K | 0.34% | 3.41K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009224 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-02
Amendments and versions
{
"amendments_merged": [
{
"action": "MERGE_ADD",
"accession": "0001213900-24-067752",
"cover_total": 7402797,
"filing_date": "2024-08-12",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 1,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": null,
"cover_table_value": 113220199
}Take these holdings further.
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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.