LHM, INC.
CIK 2009224 · Holdings on Mar 31, 2024 · First reported Apr 24, 2024
Top ten holdings
Q1 2024- VTI67.32%
- MU4.65%
- SNFCA4.60%
- BINC3.20%
- T2.99%
- XBI2.51%
- GOOGL2.00%
- ACH1.86%
- IPGP1.82%
- CIEN1.78%
Share classes counted separately92.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight decreased · -20.18 pp87.50% → 67.32%Shares -78.21K (-17.58%)
- MUWeight increased · +3.69 pp0.96% → 4.65%Shares +42.27K (+313.34%)
- SNFCAWeight decreased · -1.54 pp6.14% → 4.60%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
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 | $95.31M | 67.32% | 366.72K shares | 87.50% → 67.32%-20.18 pp -78.21K (-17.58%) | Reduced | ↗▾ |
| 02 | MUMICRON TECHNOLOGY INC View history and evidence | $6.58M | 4.65% | 55.76K shares | 0.96% → 4.65%+3.69 pp +42.27K (+313.34%) | Added | ↗▾ |
| 03 | SNFCASECURITY NATL FINL CORP-CL ACL A NEW View history and evidence | $6.51M | 4.60% | 822.53K shares | 6.14% → 4.60%-1.54 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | BINCISHARES FLEX I A ETF-USD INCFLEXIBLE INCOME View history and evidence | $4.53M | 3.20% | 86.38K shares | Prior unavailable +86.38K | New | ↗▾ |
| 05 | TAT&T INC View history and evidence | $4.24M | 2.99% | 240.67K shares | 1.96% → 2.99%+1.03 pp +99.66K (+70.67%) | Added | ↗▾ |
| 06 | XBISS SPDR S&P BIOTECH ETFS&P BIOTECH View history and evidence | $3.55M | 2.51% | 37.41K shares | 1.42% → 2.51%+1.09 pp +18.24K (+95.13%) | Added | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.83M | 2.00% | 18.77K shares | Prior unavailable +18.77K | New | ↗▾ |
| 08 | ACHACCENDRA HEALTH INC View history and evidence | $2.63M | 1.86% | 94.83K shares | Prior unavailable +94.83K | New | ↗▾ |
| 09 | IPGPIPG PHOTONICS CORP View history and evidence | $2.58M | 1.82% | 28.42K shares | 1.04% → 1.82%+0.78 pp +16.81K (+144.73%) | Added | ↗▾ |
| 10 | CIENCIENA CORP View history and evidence | $2.52M | 1.78% | 51.06K shares | 0.64% → 1.78%+1.14 pp +34.02K (+199.68%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009224 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-24
Amendments and versions
{
"amendments_merged": [
{
"action": "MERGE_ADD",
"accession": "0001213900-24-067753",
"cover_total": 6506236,
"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": 135072610
}Take these holdings further.
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