Top 50 Lowery Thomas, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 12.2% | 732.8K | $21.3M | +3.07%(+21.85K) | $19.80(+75.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.39% | 27.5K | $16.4M | -1.38%(-386) | $408.26(+68.45%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.03% | 44.4K | $10.5M | +0.65%(+287) | $158.32(+87.20%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 5.99% | 375.9K | $10.5M | +2.44%(+8.94K) | $18.91(+61.72%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.78% | 12.8K | $8.4M | -3.80%(-507) | $445.91(+67.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.25% | 12.9K | $7.4M | -0.26%(-34) | $379.89(+89.47%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.99% | 228.8K | $7.0M | +3.10%(+6.88K) | $22.17(+48.71%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.97% | 18.1K | $6.9M | +0.78%(+141) | $174.81(+230.84%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.39% | 13.9K | $5.9M | -0.11%(-15) | $288.79(-56.41%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.02% | 14.8K | $5.3M | -0.79%(-118) | $253.91(+60.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.29% | +65.54% |
| Top 20 Holdings Unweighted | +18.15% | +64.93% |
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