The Analysis of LWM ADVISORS INC's Holdings
Currently, LWM ADVISORS INC holds 29 types of securities in its portfolio with a total value $113.7M. In the most recent quarter, they have increased their positions in IWD (+1.5K shares, valued at $316.6K), IEFA (+3.2K shares, valued at $287.2K), IWS (+997 shares, valued at $140.6K); decreased their positions in IWF (-573 shares, valued at $271.2K), AAPL (-347 shares, valued at $94.3K), EEM (-1.2K shares, valued at $65.4K); initiated new positions in IEFA (+3.2K shares, valued at $287.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWD ISHARES TR117.5K shares1.30%2025-12-312026-01-09
IWF ISHARES TR49.7K shares-1.14%2025-12-312026-01-09 EFA ISHARES TR142.4K shares-0.37%2025-12-312026-01-09 SHY ISHARES TR106.7K shares1.31%2025-12-312026-01-09 IWO ISHARES TR22.6K shares1.53%2025-12-312026-01-09 IWN ISHARES TR38.2K shares2.03%2025-12-312026-01-09 EEM ISHARES TR106.3K shares-1.11%2025-12-312026-01-09 IWS ISHARES TR34.2K shares3.01%2025-12-312026-01-09 IWP ISHARES TR32.8K shares2.88%2025-12-312026-01-09 LQD ISHARES TR32.9K shares0.42%2025-12-312026-01-09 IEF ISHARES TR29.2K shares0.76%2025-12-312026-01-09 AAPL APPLE INC3.9K shares-8.08%2025-12-312026-01-09 DSI ISHARES TR4.4K shares0.00%2025-12-312026-01-09 MGK VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-09 MGV VANGUARD WORLD FD3.3K shares0.00%2025-12-312026-01-09 XNTK SPDR SERIES TRUST1.4K shares0.00%2025-12-312026-01-09 ACWI ISHARES TR2.8K shares0.00%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR11.5K shares0.07%2025-12-312026-01-09 VOE VANGUARD INDEX FDS1.9K shares0.11%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2025-12-312026-01-09 VOT VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-09 VBR VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR9.8K shares0.01%2025-12-312026-01-09 ESML ISHARES TR6.8K shares0.00%2025-12-312026-01-09 IEFA ISHARES TR3.2K sharesnew addition2025-12-312026-01-09 NVDA NVIDIA CORPORATION1.5K shares0.00%2025-12-312026-01-09 VBK VANGUARD INDEX FDS942 shares0.00%2025-12-312026-01-09 EMXC ISHARES INC3.6K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available