Instuitional Investor - Lwm Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Lwm Advisory Services, Llc
Portfolio Value $56,020,988
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 7,977 $5,957,350 10.63%
2. AAPL 15,499 $4,484,778 8.01%
3. BRK-B 4,552 $2,277,768 4.07%
4. NVDA 9,235 $1,847,819 3.3%
5. MSFT 4,619 $1,722,967 3.08%