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| Name: |
LOWERY THOMAS LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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data |
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| Holdings
Found :
20 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
4 |
- |
$529.78 |
$7,635,000 |
14,597 |
5.84% |
615,000 |
-172 |
0 |
Closed - End Fund - E... |
|
|
SCHO |
Schwab Short-Term U.S. Tre... |
8 |
- |
$48.05 |
$6,232,000 |
129,258 |
4.77% |
-550,000 |
-10,728 |
0.009 |
N/A |
|
|
SCHV |
Schwab Strategic Trust |
9 |
- |
$75.62 |
$5,264,000 |
69,283 |
4.03% |
138,000 |
-3,837 |
0.054 |
Closed - End Fund - Debt |
|
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IWB |
ishares trust Russell 1000 |
11 |
- |
$291.20 |
$4,582,000 |
15,909 |
3.51% |
390,000 |
-75 |
0.012 |
Closed - End Fund - E... |
|
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IWO |
iShares Russell 2000 Growth |
12 |
- |
$267.96 |
$4,312,000 |
15,925 |
3.3% |
-67,000 |
-1,438 |
0.038 |
Closed - End Fund - E... |
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IWP |
iShares Tr Russell MidCap Gr |
15 |
- |
$112.24 |
$2,900,000 |
25,408 |
2.22% |
155,000 |
-872 |
0.003 |
Closed - End Fund - E... |
|
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SPYG |
SPDR Dow Jones Wilshire Lar... |
18 |
- |
$75.10 |
$2,315,000 |
31,641 |
1.77% |
180,000 |
-1,174 |
0.002 |
Closed - End Fund - E... |
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DIA |
Diamonds Trust |
19 |
- |
$399.28 |
$2,305,000 |
5,795 |
1.76% |
-82,000 |
-540 |
0.007 |
Closed - End Fund - E... |
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IWN |
iShares Russell 2000 Value |
21 |
- |
$158.93 |
$1,559,000 |
9,814 |
1.19% |
-191,000 |
-1,454 |
0.012 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
23 |
- |
$189.72 |
$1,296,000 |
7,557 |
0.99% |
-209,000 |
-257 |
0 |
Personal Computers |
|
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IWM |
iShares Tr Russell 2000 Indx |
28 |
- |
$209.44 |
$1,004,000 |
4,775 |
0.77% |
-49,000 |
-472 |
0 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
30 |
- |
$49.04 |
$803,000 |
16,308 |
0.61% |
6,000 |
-557 |
0.001 |
Closed - End Fund - Debt |
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KLAC |
KLA-Tencor Corp |
31 |
- |
$759.72 |
$777,000 |
1,112 |
0.59% |
-102,000 |
-400 |
0.001 |
Semiconductor Equipme... |
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IWD |
iShares Russell 1000 Value |
32 |
- |
$178.76 |
$773,000 |
4,316 |
0.59% |
13,000 |
-281 |
0.001 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
36 |
- |
$423.08 |
$479,000 |
1,138 |
0.37% |
2,000 |
-130 |
0 |
Application Software |
|
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AIQ |
Alliance Healthcare Services |
37 |
- |
$34.46 |
$474,000 |
13,953 |
0.36% |
36,000 |
-100 |
0.037 |
Medical Laboratories ... |
|
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AMZN |
Amazon.com Inc |
38 |
- |
$185.99 |
$470,000 |
2,608 |
0.36% |
36,000 |
-250 |
0 |
Internet Software & S... |
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VOE |
Vanguard Mid-Cap Value ETF |
39 |
- |
$155.77 |
$465,000 |
2,982 |
0.36% |
-62,000 |
-652 |
0.003 |
Closed - End Fund - E... |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
40 |
- |
$88.21 |
$464,000 |
5,314 |
0.36% |
-4,000 |
-285 |
0.021 |
Closed - End Fund - E... |
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COWZ |
Pacer Us Cash Cows 100 Etf |
43 |
- |
$0.00 |
$311,000 |
5,355 |
0.24% |
3,000 |
-572 |
0.001 |
N/A |
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