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Portfolio (Quarterly) Guide ↗

LCW Services, LLC

· CIK 0002110690
13F Portfolio $230M AUM 40 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 15 Added 18 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 62,586.0 $46.9M 20.41% +2K +3.1% $748.88 +3.3%
2 SCHF SCHWAB STRATEGIC TR 1,333,313.0 $36.9M 16.08% +51K +4.0% $27.70 +3.2%
3 IJH ISHARES TR 308,888.0 $23.8M 10.37% +9K +3.0% $77.11 -1.6%
4 BND VANGUARD BD INDEX FDS 200,427.0 $14.7M 6.41% +22K +12.1% $73.41 -2.0%
5 VWO VANGUARD INTL EQUITY INDEX F 240,516.0 $14.4M 6.25% +9K +4.0% $59.69 +2.9%
6 RSP INVESCO EXCHANGE TRADED FD T 44,089.0 $9.4M 4.08% +3K +7.9% $212.77 +2.9%
7 SDVY FIRST TR EXCHANGE TRADED FD 217,064.0 $9.4M 4.08% +12K +5.8% $43.14 +0.7%
8 XLRE SELECT SECTOR SPDR TR 157,792.0 $6.9M 3.03% +7K +4.6% $44.03 -0.2%
9 EZU ISHARES INC 92,506.0 $6.4M 2.80% +6K +6.4% $69.50 +1.4%
10 TLT ISHARES TR 66,556.0 $5.8M 2.50% +8K +12.8% $86.42 -4.9%
11 CGMS CAPITAL GRP FIXED INCM ETF T 199,783.0 $5.5M 2.38% +11K +5.6% $27.33 -1.2%
12 VO VANGUARD INDEX FDS 32,636.0 $2.6M 1.15% +25K +307.3% $80.57 +2.1%
13 VGK VANGUARD INTL EQUITY INDEX F 6,696.0 $593K 0.26% +94.0 +1.4% $88.54 +3.6%
14 AGG ISHARES TR 5,748.0 $569K 0.25% +94.0 +1.7% $98.98 -2.0%
15 SCHX SCHWAB STRATEGIC TR 11,487.0 $338K 0.15% +2K +15.0% $29.43 +3.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.7%
Technology 6.9%
Consumer Cyclical 4.5%
Healthcare 4.0%