T

TLWM

13F
TLWM
Last update 2025-05-13 74 Stocks (1 new)
Value $500.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(19.42%)IWV(18.76%)ACWX(9.12%)BSCQ(6.07%)BSCS(5.51%)
Summary Stock Picks Current Portfolio
TLWM Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
173,666
97,146.4
+0.21%
19.420
+0.04%
0.020
+22.72%
+7.92%
648,753.6
 
IWV
iShares Russell 3000 ETF
295,435
93,841.6
+0.36%
18.760
+0.07%
0.640
+22.73%
+7.51%
16,122.9
 
ACWX
iShares MSCI ACWI Ex US Index Fund
822,823
45,625.5
-0.09%
9.120
-0.01%
0.780
+14.08%
+19.02%
6,463.7
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
1,557,593
30,341.9
+2.15%
6.070
+0.13%
0.720
+1.26%
+2.82%
4,244.2
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
1,355,450
27,583.4
+2.49%
5.510
+0.13%
1.090
+2.06%
+4.20%
2,644.7
 
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
1,639,836
27,204.9
+2.16%
5.440
+0.12%
1.760
+3.13%
+4.94%
1,705.4
 
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
1,197,330
24,760.8
+2.86%
4.950
+0.14%
0.710
+1.13%
+2.55%
3,218.3
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
1,147,761
22,484.6
+2.97%
4.500
+0.13%
0.650
+1.57%
+3.25%
3,740.6
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
351,963
18,013.5
-0.47%
3.600
-0.02%
0.150
+18.02%
+1.80%
13,508.3
 
KBE
SPDR S&P Bank ETF
323,717
17,144.0
+0.48%
3.430
+0.02%
1.200
+23.92%
+6.69%
1,628.4
 

TLWM's Historical Top Holdings Breakdowns

TLWM's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
2025-03-31
Add
Add
+0.14%
●
20.64 ($20.69) 20.73
$20.67
-0.10%
Add 2.86%
1,197,330
33,241
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
19.42 ($19.48) 19.54
$19.50
0.10%
Add 2.15%
1,557,593
32,794
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
19.43 ($19.52) 19.62
$19.62
0.51%
Add 2.97%
1,147,761
33,114
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
20.05 ($20.24) 20.4
$20.43
0.91%
Add 2.49%
1,355,450
32,875
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
Add
Add
+0.12%
●
16.19 ($16.46) 16.64
$16.72
1.58%
Add 2.16%
1,639,836
34,702
IWV
iShares Russell 3000 ETF
2025-03-31
Add
Add
+0.07%
●
313.1 ($335.28) 349.83
$357.49
6.62%
Add 0.36%
295,435
1,051
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.06%
●
91.45 ($91.59) 91.75
$91.66
0.08%
Add 21.39%
19,065
3,360
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+0.04%
●
243.19 ($264.45) 288.14
$313.13
18.41%
New holding
717
717
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.04%
●
551.42 ($587.78) 612.93
$628.77
6.97%
Add 0.21%
173,666
360
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.03%
●
106.98 ($126.74) 149.43
$171.38
35.22%
Add 12.98%
11,799
1,356

TLWM Total Holding History ($B)

To

TLWM's Asset Allocation

To

TLWM Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TLWM's Hypothetical Growth since 2025-03-31

TLWM's Yearly Returns

Year Portfolio % % Excess Gain %

TLWM's Holdings Heat Map

Size field:

TLWM's Holdings Bubble Chart

TLWM News

  • 1

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