Portfolio (Quarterly)
Guide ↗
LWM ADVISORS INC
· CIK 0002067328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | — | 4,517.0 | $322K | 0.29% | NEW | — | $71.37 | +14.3% |
| 22 | VBR | VANGUARD INDEX FDS | — | 1,544.0 | $322K | 0.29% | NEW | — | $208.71 | +9.4% |
| 23 | SCHG | SCHWAB STRATEGIC TR | — | 9,787.0 | $312K | 0.28% | NEW | — | $31.91 | +7.2% |
| 24 | QQQ | INVESCO QQQ TR | Financial Services | 515.0 | $309K | 0.28% | NEW | — | $600.37 | +18.3% |
| 25 | ESML | ISHARES TR | — | 6,834.0 | $308K | 0.28% | NEW | — | $45.08 | +13.1% |
| 26 | NVDA | NVIDIA CORPORATION | Technology | 1,538.0 | $287K | 0.26% | NEW | — | $186.58 | +21.9% |
| 27 | VBK | VANGUARD INDEX FDS | — | 942.0 | $280K | 0.25% | NEW | — | $297.62 | +14.0% |
| 28 | EMXC | ISHARES INC | — | 3,588.0 | $242K | 0.22% | NEW | — | $67.51 | +40.0% |
| 29 | VOO | VANGUARD INDEX FDS | — | 358.0 | $219K | 0.20% | NEW | — | $611.60 | +11.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
81.7%
Financial Services
18.3%