LWM ADVISORS INC
CIK 2067328 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- IWD21.84%
- IWF20.04%
- EFA12.61%
- SHY8.41%
- IWO5.96%
- IWN5.62%
- EEM4.99%
- IWP4.21%
- IWS4.16%
- LQD3.45%
Share classes counted separately91.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight decreased · -1.80 pp21.84% → 20.04%Shares -2.17K (-4.01%)
- EFAWeight increased · +1.61 pp11.00% → 12.61%Shares -2.24K (-1.55%)
- EEMWeight increased · +0.51 pp4.48% → 4.99%Shares +1.27K (+1.19%)
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 28
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 | $21.24M | 21.84% | 114.78K shares | 22.00% → 21.84%-0.16 pp -3.63K (-3.06%) | Reduced | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $19.49M | 20.04% | 52.01K shares | 21.84% → 20.04%-1.80 pp -2.17K (-4.01%) | Reduced | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $12.26M | 12.61% | 142.65K shares | 11.00% → 12.61%+1.61 pp -2.24K (-1.55%) | Reduced | ↗▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $8.18M | 8.41% | 99.17K principal (USD) | 8.60% → 8.41%-0.19 pp -5.36K (-5.13%) | Reduced | ↗▾ |
| 05 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $5.80M | 5.96% | 22.15K shares | 6.38% → 5.96%-0.42 pp +79 (+0.36%) | Added | ↗▾ |
| 06 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $5.46M | 5.62% | 36.61K shares | 5.96% → 5.62%-0.34 pp +430 (+1.19%) | Added | ↗▾ |
| 07 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $4.85M | 4.99% | 108.10K shares | 4.48% → 4.99%+0.51 pp +1.27K (+1.19%) | Added | ↗▾ |
| 08 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $4.09M | 4.21% | 32.35K shares | 4.13% → 4.21%+0.08 pp -119 (-0.37%) | Reduced | ↗▾ |
| 09 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $4.05M | 4.16% | 32.14K shares | 4.15% → 4.16%+0.01 pp +180 (+0.56%) | Added | ↗▾ |
| 10 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $3.36M | 3.45% | 31.49K principal (USD) | 3.52% → 3.45%-0.07 pp -1.33K (-4.05%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2067328 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97274332
}Take these holdings further.
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