LWM ADVISORS INC 13F Holdings
CIK 0002067328 · El Dorado Hills, CA
As of Sep 30, 2025, LWM ADVISORS INC reported 29 positions worth
CIK 0002067328 · El Dorado Hills, CA
As of Sep 30, 2025, LWM ADVISORS INC reported 29 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 115,975 | $23.6M | 21.21% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 50,303 | $23.6M | 21.16% |
| ISHARES MSCI EAFE ETF | EFA | — | 142,901 | 3.3M | 11.98% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 105,291 | $8.7M | 7.85% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 22,215 | $7.1M | 6.39% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 37,400 | $6.6M | 5.94% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 107,516 | $5.7M | 5.16% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 33,157 | $4.6M | 4.16% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 31,898 | $4.5M | 4.08% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 32,747 | $3.7M | 3.28% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 28,932 | $2.8M | 2.51% |
| APPLE INC | AAPL | Technology | 4,292 | .1M | 0.98% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 4,352 | $548.1K | 0.49% |
| VANGUARD WORLD FUND | MGK | — | 1,279 | $514.7K | 0.46% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 3,306 | $455.4K | 0.41% |
| STATE STREET(R) SPDR(R) NYSE TECHNOLOGY ETF | XNTK | — | 1,434 | $390.4K | 0.35% |
| ISHARES MSCI ACWI ETF | ACWI | — | 2,753 | $380.6K | 0.34% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 1,182 | $347.2K | 0.31% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 11,501 | $334.8K | 0.30% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 1,897 | $331.2K | 0.30% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 4,517 | $322.4K | 0.29% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 1,544 | $322.2K | 0.29% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 9,787 | $312.3K | 0.28% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 515 | $309.2K | 0.28% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 6,834 | $308.1K | 0.28% |