account_balance
Investment manager · 13F filer · SEC CIK 2110690
LCW Services, LLC
Reported value$240Mas of Sep 30, 2026
Positions41 2 new, 1 sold out
Top 10 weight77.5%IVV alone is 21%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
21.2%Added +6%
SCHFSchwab Strategic Tr
16.4%Added +8%
IJHiShares Tr
9.9%Added +6%
VWOVanguard Intl Equity Index F
6.4%Added +7%
BNDVanguard Bd Index FDS
6.3%Added +7%
RSPInvesco Exchange Traded Fd T
4.1%Added +7%
SDVYFirst Tr Exchange Traded Fd
3.9%Added +6%
SPYSPDR S&P 500 ETF Trust
3.3%
VLUEiShares Tr
3.1%Added +4%
XLRESelect Sector SPDR Tr
2.9%Added +9%
PDBCInvesco Actvely MNGD Etc Fd
2.8%Added +4%
EZUiShares Inc
2.8%Added +6%
IVViShares Tr
21.2%Added +6%
SCHFSchwab Strategic Tr
16.4%Added +8%
IJHiShares Tr
9.9%+6%
VWOVanguard Intl Equity Index F
6.4%+7%
BNDVanguard Bd Index FDS
6.3%+7%
RSPInvesco Exchange Traded Fd T
4.1%
SDVYFirst Tr Exchange Traded Fd
3.9%
VLUE
XLRE
PDBC
EZU2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 21.2% Added +6%
SCHF Schwab Strategic Tr 16.4% Added +8%
IJH iShares Tr 9.9% Added +6%
VWO Vanguard Intl Equity Index F 6.4% Added +7%
BND Vanguard Bd Index FDS 6.3% Added +7%
RSP Invesco Exchange Traded Fd T 4.1% Added +7%
SDVY First Tr Exchange Traded Fd 3.9% Added +6%
SPY SPDR S&P 500 ETF Trust 3.3% HeldVLUE iShares Tr 3.1% Added +4%
XLRE Select Sector SPDR Tr 2.9% Added +9%
PDBC Invesco Actvely MNGD Etc Fd 2.8% Added +4%
EZU iShares Inc 2.8% Added +6%
What changed
Biggest moves since Jun 30, 2026
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