0001919701-22-000001.txt : 20220510 0001919701-22-000001.hdr.sgml : 20220510 20220510103221 ACCESSION NUMBER: 0001919701-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LOWERY THOMAS, LLC CENTRAL INDEX KEY: 0001919701 IRS NUMBER: 134225132 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22471 FILM NUMBER: 22907987 BUSINESS ADDRESS: STREET 1: 220 MONTGOMERY STREET STREET 2: SUITE 1072 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-227-9800 MAIL ADDRESS: STREET 1: 220 MONTGOMERY STREET STREET 2: SUITE 1072 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001919701 XXXXXXXX 03-31-2022 03-31-2022 LOWERY THOMAS, LLC

220 MONTGOMERY STREET SUITE 1072 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-22471 N Mark Vicencio (415) 227-9800 Mark Vicencio San Francisco CA 05-10-2022 0 50 128874 false INFORMATION TABLE 2 LT13FQ12022.xml ISHARES S&P 500 VALUE ETF ETF 464287408 204 1309 SH SOLE 0 0 1309 VANGUARD S&P 500 ETF ETF 922908363 206 495 SH SOLE 0 0 495 BLACKSTONE INC COM Stock 09260D107 282 2218 SH SOLE 0 0 2218 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 288 2796 SH SOLE 0 0 2796 META PLATFORMS INC CL A Stock 30303M102 302 1357 SH SOLE 0 0 1357 NVIDIA CORPORATION COM Stock 67066G104 345 1265 SH SOLE 0 0 1265 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 351 3319 SH SOLE 0 0 3319 VANGUARD MID-CAP INDEX FUND ETF 922908629 354 1489 SH SOLE 0 0 1489 INVESCO NASDAQ 100 ETF ETF 46138G649 382 2562 SH SOLE 0 0 2562 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 427 1917 SH SOLE 0 0 1917 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 458 5460 SH SOLE 0 0 5460 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 498 3000 SH SOLE 0 0 3000 SCHWAB U.S. MID-CAP ETF ETF 808524508 500 6594 SH SOLE 0 0 6594 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 535 16512 SH SOLE 0 0 16512 MICROSOFT CORP COM Stock 594918104 586 1901 SH SOLE 0 0 1901 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 639 6230 SH SOLE 0 0 6230 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 649 8326 SH SOLE 0 0 8326 AMAZON COM INC COM Stock 023135106 733 225 SH SOLE 0 0 225 SCHWAB SHORT-TERM U.S. TREASURY ETF ETF 808524862 737 14884 SH SOLE 0 0 14884 APPLE INC COM Stock 037833100 740 4239 SH SOLE 0 0 4239 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 809 6687 SH SOLE 0 0 6687 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF 921937819 820 10015 SH SOLE 0 0 10015 ISHARES RUSSELL 2000 ETF ETF 464287655 1148 5591 SH SOLE 0 0 5591 VANGUARD S&P SMALL-CAP 600 GROWTH ETF ETF 921932794 1234 5717 SH SOLE 0 0 5717 ALPHABET INC CAP STK CL C Stock 02079K107 1550 555 SH SOLE 0 0 555 ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752 1651 27859 SH SOLE 0 0 27859 SCHWAB US AGGREGATE BOND ETF ETF 808524839 1686 33344 SH SOLE 0 0 33344 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 1900 26611 SH SOLE 0 0 26611 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 2365 29736 SH SOLE 0 0 29736 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 2468 18015 SH SOLE 0 0 18015 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 2652 22169 SH SOLE 0 0 22169 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 3194 9210 SH SOLE 0 0 9210 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 3206 19866 SH SOLE 0 0 19866 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 3264 67550 SH SOLE 0 0 67550 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 3417 21501 SH SOLE 0 0 21501 SPDR S&P 500 ETF ETF 78462F103 3905 8646 SH SOLE 0 0 8646 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 4062 54294 SH SOLE 0 0 54294 ISHARES RUSSELL 1000 ETF ETF 464287622 4332 17325 SH SOLE 0 0 17325 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 4395 41034 SH SOLE 0 0 41034 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 4506 117587 SH SOLE 0 0 117587 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 4539 16347 SH SOLE 0 0 16347 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 4841 48174 SH SOLE 0 0 48174 VANECK SEMICONDUCTOR ETF ETF 92189F676 4854 17993 SH SOLE 0 0 17993 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 5615 21956 SH SOLE 0 0 21956 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 6260 75110 SH SOLE 0 0 75110 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 7198 108717 SH SOLE 0 0 108717 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 7361 176317 SH SOLE 0 0 176317 ISHARES SHORT TREASURY BOND ETF ETF 464288679 7579 68745 SH SOLE 0 0 68745 SCHWAB U.S. TIPS ETF ETF 808524870 8520 140342 SH SOLE 0 0 140342 INVESCO QQQ TRUST ETF 46090E103 10327 28484 SH SOLE 0 0 28484