13F-HR filed by LOWERY THOMAS, LLC
LOWERY THOMAS, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 41 holding rows worth $85,501,000.
- Accession
- 0001919701-22-000004
- Filer
- CIK 1919701
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 41 entries on the cover page, a total value of $85,501,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $85,501,000 with VALUE read as thousands by filing date, 13F file number 028-22471. 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 Short Treasury Bond ETF | 464288679 | SHS | 77,217 | $8,494,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 21,176 | $5,660,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 104,611 | $5,242,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 135,298 | $4,667,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 21,463 | $4,435,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 79,110 | $4,416,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 11,873 | $4,241,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 12,930 | $3,715,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 42,428 | $3,446,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 17,004 | $3,356,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 41,879 | $3,285,000 | thousands by filing date | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 34,620 | $3,172,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 14,315 | $3,012,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F676 | COM | 11,936 | $2,210,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 36,778 | $2,152,000 | thousands by filing date | |
| SCHWAB CHARLES FAMILY FD | 808515530 | AMT TAX FREE MNY | 2,008,865 | $2,009,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 15,310 | $1,974,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 36,049 | $1,868,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 13,636 | $1,652,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 43,284 | $1,559,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 15,470 | $1,486,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 42,860 | $1,302,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,852 | $1,265,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 10,574 | $1,256,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 10,850 | $1,194,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 12,304 | $1,186,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 4,988 | $823,000 | thousands by filing date | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 4,659 | $816,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 11,944 | $798,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 12,277 | $744,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 5,518 | $710,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,683 | $501,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 2,696 | $460,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 11,920 | $451,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 3,538 | $400,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 2,672 | $370,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,399 | $264,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,100 | $257,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 3,356 | $229,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 4,462 | $216,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,706 | $208,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001919701-22-000004 | this filing | 2022-11-14 | acceptance time not in the bulk data set |