Investor
LCW Services, LLC
CIK 0002110690 · filed 2026-02-11 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 57.1K | $39.1M | 20.8% | — | Held |
| Schwab Strategic Tr | — | 1.21M | $29M | 15.4% | — | Held |
| Ishares Tr | — | 294.2K | $19.4M | 10.3% | — | Held |
| Vanguard Intl Equity Index F | — | 229K | $12.3M | 6.6% | — | Held |
| Vanguard Bd Index Fds | — | 154.9K | $11.5M | 6.1% | — | Held |
| Ishares Tr | — | 88.8K | $10.7M | 5.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 12.4K | $8.45M | 4.5% | — | Held |
| Invesco Exchange Traded Fd T | — | 42K | $8.04M | 4.3% | — | Held |
| Ishares Tr | — | 40.9K | $5.6M | 3.0% | — | Held |
| Vanguard Tax-Managed Fds | — | 88.6K | $5.53M | 2.9% | — | Held |
| Ishares Inc | — | 80.3K | $5.15M | 2.7% | — | Held |
| Ishares Tr | — | 53.6K | $4.67M | 2.5% | — | Held |
| Capital Grp Fixed Incm Etf T | — | 161K | $4.45M | 2.4% | — | Held |
| Invesco Actvely Mngd Etc Fd | — | 296.7K | $3.93M | 2.1% | — | Held |
| Ishares Tr | — | 68K | $3.17M | 1.7% | — | Held |
| Ishares Tr | — | 17.6K | $1.57M | 0.8% | — | Held |
| Vaneck Etf Trust | — | 33.4K | $1.57M | 0.8% | — | Held |
| Vanguard Index Fds | — | 5.38K | $1.56M | 0.8% | — | Held |
| Vanguard Mun Bd Fds | — | 29.8K | $1.5M | 0.8% | — | Held |
| Ishares Tr | — | 3.63K | $1.36M | 0.7% | — | Held |
| Ishares Tr | — | 34.8K | $1.31M | 0.7% | — | Held |
| Vanguard Index Fds | — | 13.1K | $1.16M | 0.6% | — | Held |
| Ishares Tr | — | 8.45K | $905.2K | 0.5% | — | Held |
| Vanguard Bd Index Fds | — | 9.8K | $763.1K | 0.4% | — | Held |
| Ishares Tr | — | 2.51K | $618.4K | 0.3% | — | Held |
| Ishares Inc | — | 8.73K | $586.9K | 0.3% | — | Held |
| Spdr Series Trust | — | 19.1K | $506.9K | 0.3% | — | Held |
| Ishares Tr | — | 4.28K | $427.5K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.75K | $403.5K | 0.2% | — | Held |
| Fidelity Merrimack Str Tr | — | 8.04K | $369.9K | 0.2% | — | Held |
| Nvidia Corp | NVDA | 1.62K | $301.8K | 0.2% | — | Held |
| Apple Inc. | AAPL | 1.05K | $284.6K | 0.2% | — | Held |
| Vanguard Index Fds | — | 843 | $282.7K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 13.1K | $274.3K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 9.27K | $249.3K | 0.1% | — | Held |
| Ishares Inc | — | 2.18K | $225.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.16K | $221.9K | 0.1% | — | Held |
| Spdr Series Trust | — | 1.91K | $204.2K | 0.1% | — | Held |
| Treace Med Concepts Inc | — | 54.9K | $134.4K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.