T

TLWM

13F
TLWM
Last update 2025-01-14 73 Stocks (5 new)
Value $508.00 Mil Turnover 11 %
Countries:
Top Holdings: SPY(19.98%)IWV(19.36%)ACWX(8.45%)BSCQ(5.83%)BSCS(5.24%)
Summary Stock Picks Current Portfolio
TLWM Top Holdings of 2024-12-31 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
173,306
101,570.5
+0.91%
19.980
+0.18%
0.020
-14.38%
-13.53%
523,360.0
 
IWV 		iShares Russell 3000 ETF
294,384
98,397.7
+0.55%
19.360
+0.11%
0.630
-14.81%
-13.80%
13,061.1
 
ACWX 		iShares MSCI ACWI Ex US Index Fund
823,546
42,956.1
+1.04%
8.450
+0.09%
0.890
-2.12%
-1.80%
5,275.7
 
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF
1,524,799
29,626.8
+8.26%
5.830
+0.44%
0.700
+1.32%
+1.42%
4,280.4
 
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF
1,322,575
26,623.5
+8.59%
5.240
+0.41%
1.170
+2.36%
+2.42%
2,501.9
 
BSCU 		Invesco BulletShares 2030 Corporate Bond ETF
1,605,134
26,276.0
+9.30%
5.170
+0.44%
2.090
+2.98%
+2.85%
1,501.0
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
1,164,089
24,038.5
+12.90%
4.730
+0.54%
0.600
+1.12%
+1.16%
3,672.8
 
BSCR 		Invesco BulletShares 2027 Corporate Bond ETF
1,114,647
21,713.3
+11.62%
4.270
+0.44%
0.860
+1.82%
+1.76%
3,204.9
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
353,627
19,339.9
+1.35%
3.800
+0.05%
0.160
-15.59%
-14.77%
10,990.1
 
XLK 		Technology Select Sector SPDR ETF
79,883
18,574.4
New Holding
3.650
+3.65%
0.030
-22.51%
-21.43%
56,681.7
 

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
VTI 		Vanguard Total Stock Market ETF2024-12-31Sold Out
-7.88%
●
280.04 ($291.95) 302.45
$248.47
-14.89%
Sold Out
0
-137,253
XLK 		Technology Select Sector SPDR ETF2024-12-31New Buy
+3.65%
●
221.89 ($232.87) 241.44
$182.37
-21.69%
New holding
79,883
79,883
KBE 		SPDR S&P Bank ETF2024-12-31New Buy
+3.52%
●
51.33 ($57.18) 62.76
$46.58
-18.54%
New holding
322,179
322,179
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF2024-12-31Add
+0.54%
●
20.6 ($20.65) 20.7
$20.68
0.15%
Add 12.9%
1,164,089
133,029
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF2024-12-31Sold Out
-0.47%
●
21.09 ($21.13) 21.17
$21.12
-0.05%
Sold Out
0
-110,869
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2024-12-31Add
+0.44%
●
19.38 ($19.46) 19.58
$19.50
0.23%
Add 8.26%
1,524,799
116,345
BSCR 		Invesco BulletShares 2027 Corporate Bond ETF2024-12-31Add
+0.44%
●
19.42 ($19.53) 19.75
$19.62
0.46%
Add 11.62%
1,114,647
116,016
BSCU 		Invesco BulletShares 2030 Corporate Bond ETF2024-12-31Add
+0.44%
●
16.32 ($16.56) 16.98
$16.65
0.54%
Add 9.3%
1,605,134
136,633
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF2024-12-31Add
+0.41%
●
20.08 ($20.28) 20.59
$20.39
0.54%
Add 8.59%
1,322,575
104,605
MRK 		Merck & Co Inc2024-12-31Sold Out
-0.24%
●
96.31 ($102.91) 112.08
$81.47
-20.83%
Sold Out
0
-10,627

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 2024-12-31

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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