LCW Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LS LCW Services, LLC | Institutional Filer | ▲ 7.18% | $201.3M | 39 |
Current Portfolio Holdings
Showing all 39 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 61K | $39.6M | 19.69% |
| 2 | SCHF | SCHWAB STRATEGIC TR | — | 1.3M | $31.7M | 15.77% |
| 3 | IJH | ISHARES TR | — | 300K | $20.2M | 10.06% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 179K | $13.2M | 6.54% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 231K | $12.5M | 6.21% |
| 6 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 205K | $8.1M | 4.02% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 41K | $7.8M | 3.89% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.0M | 3.49% |
| 9 | XLRE | Real Estate Select Sector SPDR Fund | — | 151K | $6.2M | 3.06% |
| 10 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 336K | $5.8M | 2.89% |
| 11 | VLUE | ISHARES TR | — | 40K | $5.7M | 2.85% |
| 12 | EZU | ISHARES INC | — | 87K | $5.4M | 2.71% |
| 13 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 189K | $5.2M | 2.56% |
| 14 | TLT | ISHARES TR | — | 59K | $5.1M | 2.54% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 64K | $4.1M | 2.04% |
Showing 1 to 15 of 39 holdings