LCW Services, LLC
CIK: 0002110690SEC EDGAR →
Portfolio Value
$188K
Holdings
39
As of
Q4 2025
New Positions
39
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,205,738 | $29.0M | 15436.36% |
| 2 | ISHARES TR | 294,243 | $19.4M | 10342.39% |
| 3 | VANGUARD INTL EQUITY INDEX F | 228,998 | $12.3M | 6555.86% |
| 4 | VANGUARD BD INDEX FDS | 154,947 | $11.5M | 6111.70% |
| 5 | ISHARES TR | 88,798 | $10.7M | 5682.99% |
| 6 | INVESCO EXCHANGE TRADED FD T | 41,963 | $8.0M | 4280.75% |
| 7 | ISHARES TR | 40,939 | $5.6M | 2980.76% |
| 8 | VANGUARD TAX-MANAGED FDS | 88,593 | $5.5M | 2947.21% |
| 9 | ISHARES INC | 80,303 | $5.1M | 2741.10% |
| 10 | ISHARES TR | 53,564 | $4.7M | 2486.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $137.5M | 98.1% |
| Unknown | 1 | $1.6M | 1.1% |
| Technology | 2 | $585K | 0.4% |
| Consumer Cyclical | 1 | $403K | 0.3% |
| Healthcare | 1 | $134K | 0.1% |