13F-HR filed by LWM ADVISORS INC
LWM ADVISORS INC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 28 holding rows worth $97,274,332.
- Accession
- 0001667731-25-000622
- Filer
- CIK 2067328
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 28 entries on the cover page, a total value of $97,274,332 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,274,332 with VALUE read as dollars as filed, 13F file number 028-25567. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 114,781 | $21,240,227 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 52,011 | $19,491,305 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 142,650 | $12,263,627 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 99,174 | $8,180,896 | dollars as filed | principal |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 22,150 | $5,796,080 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 36,609 | $5,463,554 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 108,099 | $4,854,724 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 32,348 | $4,090,420 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 32,137 | $4,051,191 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 31,492 | $3,357,345 | dollars as filed | principal |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 27,714 | $2,614,818 | dollars as filed | principal |
| Apple Inc | 037833100 | COM | 5,203 | $1,033,030 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 4,425 | $464,669 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,284 | $415,105 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 3,306 | $411,498 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 2,753 | $327,965 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 12,010 | $314,534 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,184 | $303,269 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,896 | $301,902 | dollars as filed | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 1,434 | $293,623 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,545 | $286,969 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 4,523 | $286,848 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 10,362 | $268,985 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 6,490 | $251,552 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 515 | $251,304 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 942 | $241,915 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 402 | $208,514 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 3,588 | $208,463 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000622 | this filing | 2025-05-13 | acceptance time not in the bulk data set |