Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/5/10 申報。只含多頭部位。
- 持股檔數
- 49
- 2021 年第 3 季沒有申報
- 總值
- $1.45 億
- 2021 年第 3 季沒有申報
Lowery Thomas, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 215,829 | $1,357 萬 | 9.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 27,692 | $1,102 萬 | 7.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 113,845 | $825.0 萬 | 5.7% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 62,880 | $724.5 萬 | 5.0% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 24,434 | $716.0 萬 | 4.9% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 69,843 | $597.4 萬 | 4.1% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,476 | $570.5 萬 | 3.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,091 | $522.3 萬 | 3.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 44,586 | $508.6 萬 | 3.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 17,663 | $467.1 萬 | 3.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,819 | $455.5 萬 | 3.1% | – | – | – |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 86,690 | $426.8 萬 | 2.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 99,223 | $416.7 萬 | 2.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,382 | $398.1 萬 | 2.7% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 101,746 | $397.3 萬 | 2.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 48,226 | $389.8 萬 | 2.7% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 34,976 | $386.2 萬 | 2.7% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 21,811 | $362.2 萬 | 2.5% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 62,501 | $323.8 萬 | 2.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 34,931 | $296.0 萬 | 2.0% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,734 | $281.0 萬 | 1.9% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 21,961 | $268.8 萬 | 1.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 49,085 | $264.6 萬 | 1.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,932 | $242.2 萬 | 1.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,761 | $236.1 萬 | 1.6% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 27,808 | $230.6 萬 | 1.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,174 | $214.3 萬 | 1.5% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 16,058 | $174.3 萬 | 1.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 506 | $146.4 萬 | 1.0% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,933 | $132.0 萬 | 0.9% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 17,740 | $129.9 萬 | 0.9% | – | – | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 5,093 | $121.8 萬 | 0.8% | – | – | – |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 41,150 | $109.1 萬 | 0.8% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 16,552 | $84.2 萬 | 0.6% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 7,414 | $68.8 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 205 | $68.4 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 3,656 | $64.9 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,752 | $54.3 萬 | 0.4% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 5,669 | $53.6 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,567 | $52.7 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,987 | $50.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,484 | $37.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 912 | $30.7 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 996 | $29.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 852 | $21.7 萬 | 0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,465 | $21.7 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 495 | $21.6 萬 | 0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,006 | $20.6 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,383 | $20.4 萬 | 0.1% | – | – | – |