| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 11 | Q2 2024 | 11.9% |
| INVESCO QQQ TRUST | 11 | Q2 2024 | 8.0% |
| SPDR S&P 500 ETF TRUST | 11 | Q2 2024 | 6.0% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 9.4% |
| VANGUARD S&P 500 ETF | 11 | Q2 2024 | 9.8% |
| ISHARES TR | 11 | Q2 2024 | 5.2% |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 11 | Q2 2024 | 6.7% |
| ISHARES TR | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 3.9% |
| SPDR SER TR | 11 | Q2 2024 | 6.1% |
View LOWERY THOMAS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View LOWERY THOMAS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.