LWM ADVISORS INC
CIK 2067328 · Holdings on Dec 31, 2024 · First reported May 13, 2025
Top ten holdings
Q4 2024- IWD22.00%
- IWF21.84%
- EFA11.00%
- SHY8.60%
- IWO6.38%
- IWN5.96%
- EEM4.48%
- IWS4.15%
- IWP4.13%
- LQD3.52%
Share classes counted separately92.06%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $21.92M | 22.00% | 118.41K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $21.76M | 21.84% | 54.19K shares | Prior unavailable — | — | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $10.96M | 11.00% | 144.89K shares | Prior unavailable — | — | ↗▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $8.57M | 8.60% | 104.53K shares | Prior unavailable — | — | ↗▾ |
| 05 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $6.35M | 6.38% | 22.07K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $5.94M | 5.96% | 36.18K shares | Prior unavailable — | — | ↗▾ |
| 07 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $4.47M | 4.48% | 106.83K shares | Prior unavailable — | — | ↗▾ |
| 08 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $4.13M | 4.15% | 31.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $4.12M | 4.13% | 32.47K shares | Prior unavailable — | — | ↗▾ |
| 10 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $3.51M | 3.52% | 32.82K 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 2067328 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 99634763
}Take these holdings further.
This page includes 25 of 25 reported holdings. Sign 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 25 of 25 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2067328","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2067328","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.