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Lowery Thomas, LLC

Q1 2022 Holdings

Filed 2022-05-10 | 50 holdings | $128.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Invesco QQQ Trust(QQQ)ETF46090E103$10.3K28,4848.0%
Schwab U.S. Tips ETF(SCHP)ETF808524870$8.5K140,3426.6%
Ishares Short Treasury Bond ETF(SHV)ETF464288679$7.6K68,7455.9%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$7.4K176,3175.7%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$7.2K108,7175.6%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$6.3K75,1104.9%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$5.6K21,9564.4%
Vaneck Semiconductor ETF(SMH)ETF92189F676$4.9K17,9933.8%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$4.8K48,1743.8%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$4.5K16,3473.5%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$4.5K117,5873.5%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$4.4K41,0343.4%
Ishares Russell 1000 ETF(IWB)ETF464287622$4.3K17,3253.4%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$4.1K54,2943.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$3.9K8,6463.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3.4K21,5012.7%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$3.3K67,5502.5%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$3.2K19,8662.5%
Spdr DOW Jones Industrial Average ETF(DIA)ETF78467X109$3.2K9,2102.5%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2.7K22,1692.1%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$2.5K18,0151.9%
Vanguard Total Bond Market Index Fund(BND)ETF921937835$2.4K29,7361.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$1.9K26,6111.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.7K33,3441.3%
Ishares U.S. Home Construction ETF(ITB)ETF464288752$1.7K27,8591.3%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$1.6K5551.2%
Vanguard S&P Small-Cap 600 Growth ETF(VIOG)ETF921932794$1.2K5,7171.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.1K5,5910.9%
Vanguard Intermediate-Term Bond Index Fund(BIV)ETF921937819$82010,0150.6%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$8096,6870.6%
Apple Inc COM(AAPL)Stock037833100$7404,2390.6%
Schwab Short-Term U.S. Treasury ETF(SCHO)ETF808524862$73714,8840.6%
Amazon COM Inc COM(AMZN)Stock023135106$7332250.6%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$6498,3260.5%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$6396,2300.5%
Microsoft Corp COM(MSFT)Stock594918104$5861,9010.5%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$53516,5120.4%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$5006,5940.4%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4983,0000.4%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$4585,4600.4%
Vanguard Mid-Cap Growth Index Fund(VOT)ETF922908538$4271,9170.3%
Invesco Nasdaq 100 ETF(QQQM)ETF46138G649$3822,5620.3%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$3541,4890.3%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$3513,3190.3%
Nvidia Corporation COM(NVDA)Stock67066G104$3451,2650.3%
Meta Platforms Inc CL A(META)Stock30303M102$3021,3570.2%
Ishares U.S. Technology ETF(IYW)ETF464287721$2882,7960.2%
Blackstone Inc COM(BX)Stock09260D107$2822,2180.2%
Vanguard S&P 500 ETF(VOO)ETF922908363$2064950.2%
Ishares S&P 500 Value ETF(IVE)ETF464287408$2041,3090.2%