LWMG, LLC 13F Holdings
CIK 0001964955 · LAKE ELMO, MN
As of Sep 30, 2024, LWMG, LLC reported 90 positions worth $526.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 1,117,901 | $70.1M | 13.32% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,249,080 | $66.0M | 12.54% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 145,765 | $54.7M | 10.40% |
| ISHARES CORE S&P 500 ETF | IVV | — | 70,802 | $40.8M | 7.76% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 77,055 | $37.6M | 7.15% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 180,085 | $34.2M | 6.50% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 117,614 | $31.0M | 5.90% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 537,474 | $27.0M | 5.14% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 229,644 | $23.3M | 4.42% |
| ISHARES TIPS BOND ETF | TIP | — | 148,438 |