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The Analysis of LCW Services, LLC's Holdings & P&L

Currently, LCW Services, LLC holds 39 types of securities in its portfolio with a total value $201.3M. In the most recent quarter, they have increased their positions in SDVY (+205.1K shares, valued at $8.1M), XLRE (+150.8K shares, valued at $6.2M), IVV (+3.6K shares, valued at $2.3M); decreased their positions in IJR (-68.2K shares, valued at $8.5M), VEA (-24.4K shares, valued at $1.6M), IUSB (-32.7K shares, valued at $1.5M); initiated new positions in SDVY (+205.1K shares, valued at $8.1M), XLRE (+150.8K shares, valued at $6.2M), VGK (+6.6K shares, valued at $544.2K).

1M P&L

+1.5M+0.72%

3M P&L

+7.0M+3.36%

HY P&L

+7.6M+3.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A192.4M

99.5%

2Internet Retail364.1K

0.2%

3Semiconductors282.2K

0.1%

Top Industries by Stock Count

1N/A34 stocks

89.5%

2Internet Retail1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR60.7K shares6.23%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR1.3M shares6.37%2026-03-312026-04-27

IJH ISHARES TR299.8K shares1.89%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS178.7K shares15.35%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F231.4K shares1.03%2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD205.1K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T40.8K shares-2.67%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T10.8K shares-13.00%2026-03-312026-04-27

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XLRE SELECT SECTOR SPDR TR150.8K sharesnew addition2026-03-312026-04-27

PDBC INVESCO ACTVELY MNGD ETC FD335.7K shares13.17%2026-03-312026-04-27

VLUE ISHARES TR40.3K shares-1.53%2026-03-312026-04-27

EZU ISHARES INC87.0K shares8.29%2026-03-312026-04-27

CGMS CAPITAL GRP FIXED INCM ETF T189.1K shares17.46%2026-03-312026-04-27

TLT ISHARES TR59.0K shares10.18%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS64.2K shares-27.58%2026-03-312026-04-27

IWB ISHARES TR8.4K shares132.31%2026-03-312026-04-27

Sponsored

IJR ISHARES TR20.6K shares-76.77%2026-03-312026-04-27

VO VANGUARD INDEX FDS8.0K shares48.80%2026-03-312026-04-27

IEFA ISHARES TR23.1K shares31.16%2026-03-312026-04-27

IUSB ISHARES TR35.3K shares-48.14%2026-03-312026-04-27

ITM VANECK ETF TRUST30.7K shares-8.06%2026-03-312026-04-27

IWM ISHARES TR5.5K shares117.08%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS27.1K shares-8.94%2026-03-312026-04-27

MUB ISHARES TR8.6K shares1.37%2026-03-312026-04-27

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SCHH SCHWAB STRATEGIC TR39.1K shares197.93%2026-03-312026-04-27

IEMG ISHARES INC10.9K shares25.34%2026-03-312026-04-27

EUSA ISHARES INC6.7K shares205.55%2026-03-312026-04-27

SPTL SPDR SERIES TRUST25.2K shares31.34%2026-03-312026-04-27

AGG ISHARES TR5.7K shares32.10%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F6.6K sharesnew addition2026-03-312026-04-27

INTF ISHARES TR10.8K shares-69.11%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR8.8K shares9.86%2026-03-312026-04-27

Sponsored

VTI VANGUARD INDEX FDS1.2K shares47.45%2026-03-312026-04-27

AMZN AMAZON COM INC1.7K shares0.00%2026-03-312026-04-27

VTV VANGUARD INDEX FDS1.6K shares33.99%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.6K shares0.00%2026-03-312026-04-27

AAPL APPLE INC1.0K shares0.00%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR10.0K shares7.79%2026-03-312026-04-27

TMCI TREACE MED CONCEPTS INC90.8K shares65.58%2026-03-312026-04-27

IVV

ISHARES TR

6.23%

Shares60.7K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

6.37%

Shares1.3M

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

1.89%

Shares299.8K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

15.35%

Shares178.7K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

1.03%

Shares231.4K

Event2026-03-31

Filed2026-04-27

SDVY

FIRST TR EXCHANGE TRADED FD

New

Shares205.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

-2.67%

Shares40.8K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-13.00%

Shares10.8K

Event2026-03-31

Filed2026-04-27

XLRE

SELECT SECTOR SPDR TR

New

Shares150.8K

Event2026-03-31

Filed2026-04-27

PDBC

INVESCO ACTVELY MNGD ETC FD

13.17%

Shares335.7K

Event2026-03-31

Filed2026-04-27

VLUE

ISHARES TR

-1.53%

Shares40.3K

Event2026-03-31

Filed2026-04-27

EZU

ISHARES INC

8.29%

Shares87.0K

Event2026-03-31

Filed2026-04-27

CGMS

CAPITAL GRP FIXED INCM ETF T

17.46%

Shares189.1K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

10.18%

Shares59.0K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-27.58%

Shares64.2K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

132.31%

Shares8.4K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-76.77%

Shares20.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

48.80%

Shares8.0K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

31.16%

Shares23.1K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

-48.14%

Shares35.3K

Event2026-03-31

Filed2026-04-27

ITM

VANECK ETF TRUST

-8.06%

Shares30.7K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

117.08%

Shares5.5K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

-8.94%

Shares27.1K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

1.37%

Shares8.6K

Event2026-03-31

Filed2026-04-27

SCHH

SCHWAB STRATEGIC TR

197.93%

Shares39.1K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

25.34%

Shares10.9K

Event2026-03-31

Filed2026-04-27

EUSA

ISHARES INC

205.55%

Shares6.7K

Event2026-03-31

Filed2026-04-27

SPTL

SPDR SERIES TRUST

31.34%

Shares25.2K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

32.10%

Shares5.7K

Event2026-03-31

Filed2026-04-27

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares6.6K

Event2026-03-31

Filed2026-04-27

INTF

ISHARES TR

-69.11%

Shares10.8K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

9.86%

Shares8.8K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

47.45%

Shares1.2K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

33.99%

Shares1.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

7.79%

Shares10.0K

Event2026-03-31

Filed2026-04-27

TMCI

TREACE MED CONCEPTS INC

65.58%

Shares90.8K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available