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 | $332K | 0.29% | — | — | $73.56 | +10.4% |
| 22 | VOT | VANGUARD INDEX FDS | — | 1,182.0 | $330K | 0.29% | — | — | $279.17 | +1.0% |
| 23 | VBR | VANGUARD INDEX FDS | — | 1,544.0 | $327K | 0.29% | — | — | $211.79 | +7.2% |
| 24 | SCHG | SCHWAB STRATEGIC TR | — | 9,788.0 | $319K | 0.28% | — | — | $32.62 | +4.1% |
| 25 | ESML | ISHARES TR | — | 6,834.0 | $314K | 0.28% | — | — | $45.98 | +10.1% |
| 26 | IEFA | ISHARES TR | — | 3,210.0 | $287K | 0.25% | NEW | — | $89.46 | +7.0% |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 1,538.0 | $287K | 0.25% | — | — | $186.51 | +19.6% |
| 28 | VBK | VANGUARD INDEX FDS | — | 942.0 | $285K | 0.25% | — | — | $302.11 | +9.9% |
| 29 | EMXC | ISHARES INC | — | 3,588.0 | $261K | 0.23% | — | — | $72.68 | +28.0% |
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
79.3%
Financial Services
20.7%