LCW Services, LLC
CIK 2110690 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- IVV20.41%
- SCHF16.08%
- IJH10.37%
- BND6.41%
- VWO6.25%
- RSP4.09%
- SDVY4.08%
- SPY3.37%
- VLUE3.11%
- XLRE3.03%
Share classes counted separately77.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +0.72 pp19.69% → 20.41%Shares +1.91K (+3.14%)
- PDBCWeight decreased · -0.62 pp2.89% → 2.27%Shares -7.17K (-2.14%)
- SCHFWeight increased · +0.31 pp15.77% → 16.08%Shares +50.73K (+3.96%)
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 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $46.87M | 20.41% | 62.59K shares | 19.69% → 20.41%+0.72 pp +1.91K (+3.14%) | Added | ▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $36.93M | 16.08% | 1.33M shares | 15.77% → 16.08%+0.31 pp +50.73K (+3.96%) | Added | ▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $23.82M | 10.37% | 308.89K shares | 10.06% → 10.37%+0.31 pp +9.09K (+3.03%) | Added | ▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $14.71M | 6.41% | 200.43K shares | 6.54% → 6.41%-0.13 pp +21.70K (+12.14%) | Added | ▾ |
| 05 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $14.36M | 6.25% | 240.52K shares | 6.21% → 6.25%+0.04 pp +9.15K (+3.96%) | Added | ▾ |
| 06 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $9.38M | 4.09% | 44.09K shares | 3.89% → 4.09%+0.20 pp +3.25K (+7.94%) | Added | ▾ |
| 07 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $9.36M | 4.08% | 217.06K shares | 4.02% → 4.08%+0.06 pp +11.98K (+5.84%) | Added | ▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.74M | 3.37% | 10.36K shares | 3.49% → 3.37%-0.12 pp -427 (-3.96%) | Reduced | ▾ |
| 09 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $7.15M | 3.11% | 35.76K shares | 2.85% → 3.11%+0.26 pp -4.55K (-11.29%) | Reduced | ▾ |
| 10 | XLRESS REAL ESTATE SELECT SECTORST STR REAL ETF View history and evidence | $6.95M | 3.03% | 157.79K shares | 3.06% → 3.03%-0.03 pp +6.97K (+4.62%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110690 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 229626577
}Research all 40 reported holdings.
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