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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 $116,456,521
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 140,210 $11,631,787 9.98%
2.
Vanguard Index Fds
 20,923 $9,139,337 7.84%
3.
Spdr Ser Tr
 99,355 $9,080,025 7.79%
4.
Spdr S & P 500 Etf Trust
 SPY 14,769 $7,019,978 6.02%
5.
Schwab Strategic Trust
 FNDF 139,986 $6,782,328 5.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)