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Home > Institutional Investor > Lowery Thomas, Llc > Profile

Instuitional Investor - Lowery Thomas, Llc

Fund Profile
Filing Period:
Fund Name: Lowery Thomas, Llc
Portfolio Value $174,872,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 732,765 $21,328,598 12.2%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 27,491 $16,427,183 9.39%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 44,397 $10,537,090 6.03%
4.
Schwab Strategic Trust
 SCHD 375,907 $10,469,000 5.99%
5.
Spdr S & P 500 Etf Trust
 SPY 12,843 $8,352,498 4.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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