0001919701-23-000001.txt : 20230210 0001919701-23-000001.hdr.sgml : 20230210 20230210171255 ACCESSION NUMBER: 0001919701-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23613362 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 X0202 13F-HR LIVE false false false 0001919701 XXXXXXXX 12-31-2022 12-31-2022 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 EAST NORRITON CA 02-10-2023 0 38 83294567 false INFORMATION TABLE 2 LT13FQ42022.xml ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 201815 2307 SH SOLE 0 0 2307 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 226566 3136 SH SOLE 0 0 3136 VANGUARD S&P SMALL-CAP 600 VALUE ETF ETF 921932778 229340 1460 SH SOLE 0 0 1460 MICROSOFT CORP COM Stock 594918104 241604 1007 SH SOLE 0 0 1007 AMAZON COM INC COM Stock 023135106 242592 2888 SH SOLE 0 0 2888 VANGUARD MID-CAP ETF ETF 922908629 286719 1407 SH SOLE 0 0 1407 APPLE INC COM Stock 037833100 295647 2275 SH SOLE 0 0 2275 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 305787 3767 SH SOLE 0 0 3767 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 339491 2239 SH SOLE 0 0 2239 VANGUARD MID-CAP VALUE ETF ETF 922908512 441799 3267 SH SOLE 0 0 3267 INVESCO NASDAQ 100 ETF ETF 46138G649 497943 4546 SH SOLE 0 0 4546 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 537007 13256 SH SOLE 0 0 13256 VANGUARD MID-CAP GROWTH ETF ETF 922908538 575903 3204 SH SOLE 0 0 3204 ISHARES SHORT TREASURY BOND ETF ETF 464288679 638707 5811 SH SOLE 0 0 5811 INVESCO S&P 500 MOMENTUM ETF ETF 46138E339 724310 12756 SH SOLE 0 0 12756 VANGUARD S&P 500 VALUE ETF ETF 921932703 775581 5537 SH SOLE 0 0 5537 SCHWAB U.S. MID-CAP ETF ETF 808524508 843209 12852 SH SOLE 0 0 12852 ISHARES RUSSELL 2000 ETF ETF 464287655 857508 4918 SH SOLE 0 0 4918 VANECK SEMICONDUCTOR ETF ETF 92189F676 997579 4916 SH SOLE 0 0 4916 VANGUARD S&P SMALL-CAP 600 GROWTH ETF ETF 921932794 1061685 5696 SH SOLE 0 0 5696 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 1256000 9245 SH SOLE 0 0 9245 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 1269949 32655 SH SOLE 0 0 32655 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 1299234 12334 SH SOLE 0 0 12334 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 1965024 14171 SH SOLE 0 0 14171 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2959072 13812 SH SOLE 0 0 13812 ISHARES RUSSELL 1000 ETF ETF 464287622 3441388 16347 SH SOLE 0 0 16347 VANGUARD S&P 500 ETF ETF 922908363 3542436 10083 SH SOLE 0 0 10083 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 3543256 42383 SH SOLE 0 0 42383 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 3786030 17649 SH SOLE 0 0 17649 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 3856564 11640 SH SOLE 0 0 11640 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 3902466 77017 SH SOLE 0 0 77017 SPDR S&P 500 ETF TRUST ETF 78462F103 4341341 11352 SH SOLE 0 0 11352 SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771 4482137 83872 SH SOLE 0 0 83872 INVESCO QQQ TRUST ETF 46090E103 5322836 19990 SH SOLE 0 0 19990 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 5577814 84487 SH SOLE 0 0 84487 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 5721959 102987 SH SOLE 0 0 102987 SCHWAB SHORT-TERM US TREASURY ETF ETF 808524862 6470820 134138 SH SOLE 0 0 134138 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 10235449 111900 SH SOLE 0 0 111900