LCW Services, LLC
CIK 2110690 · Holdings on Dec 31, 2025 · First reported Feb 11, 2026
Top ten holdings
Q4 2025- IVV20.84%
- SCHF15.44%
- IJH10.34%
- VWO6.56%
- BND6.11%
- IJR5.68%
- SPY4.50%
- RSP4.28%
- VLUE2.98%
- VEA2.95%
Share classes counted separately79.68%
Portfolio value by quarter
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 | $39.13M | 20.84% | 57.12K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $28.99M | 15.44% | 1.21M shares | Prior unavailable — | — | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $19.42M | 10.34% | 294.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $12.31M | 6.56% | 229.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $11.48M | 6.11% | 154.95K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $10.67M | 5.68% | 88.80K shares | Prior unavailable — | — | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.45M | 4.50% | 12.40K shares | Prior unavailable — | — | ↗▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $8.04M | 4.28% | 41.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | VLUEISHARES MSCI USA VALUE FACTOMSCI USA VALUE View history and evidence | $5.60M | 2.98% | 40.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.53M | 2.95% | 88.59K 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 2110690 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 11, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 187771255
}Research all 39 reported holdings.
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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.