$357 Million is the total value of LWMG, LLC's 86 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -2,867 | -100.0% | -0.06% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -4,509 | -100.0% | -0.07% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,817 | -100.0% | -0.08% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -3,900 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 16.3% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 15.8% |
| ISHARES TR | 4 | Q3 2023 | 8.8% |
| ISHARES TR | 4 | Q3 2023 | 9.7% |
| VANGUARD CHARLOTTE FDS | 4 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.5% |
| ISHARES TR | 4 | Q3 2023 | 5.1% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| APPLE INC | 4 | Q3 2023 | 2.9% |
| SSGA ACTIVE ETF TR | 4 | Q3 2023 | 3.1% |
View LWMG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-09 |
View LWMG, 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.