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Home > Institutional Investor > Lwm Advisors Inc > 13F Holdings

Instuitional Investor - Lwm Advisors Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 125,294 $26,771,602 23.22%
2.
Ishares Trust
 IEF 51,740 $22,062,169 19.14%
3.
Ishares Trust
 VLUE 140,670 $13,663,279 11.85%
4.
Ishares Trust
 IEF 107,313 $8,860,874 7.69%
5.
Ishares Trust
 IEF 38,781 $7,352,603 6.38%
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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