0001951757-23-000274.txt : 20230505 0001951757-23-000274.hdr.sgml : 20230505 20230504174518 ACCESSION NUMBER: 0001951757-23-000274 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230505 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: 23890335 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 03-31-2023 03-31-2023 LOWERY THOMAS, LLC

220 MONTGOMERY STREET SUITE 1072 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-22471 N MARK T. VICENCIO 415-227-9800 MARK T. VICENCIO SAN FRANCISCO CA 05-04-2023 0 43 90702230 false INFORMATION TABLE 2 F_13F_LoweryThomas_Q12023.xml AMAZON COM INC COM 023135106 305532 2958 SH SOLE 0 0 2958 APPLE INC COM 037833100 378992 2298 SH SOLE 0 0 2298 ISHARES TR RUS MD CP GR ETF 464287481 2399040 26349 SH SOLE 0 0 26349 ISHARES TR RUS 1000 VAL ETF 464287598 330670 2172 SH SOLE 0 0 2172 ISHARES TR RUS 1000 GRW ETF 464287614 3288412 13459 SH SOLE 0 0 13459 ISHARES TR RUS 1000 ETF 464287622 3589008 15935 SH SOLE 0 0 15935 ISHARES TR RUS 2000 VAL ETF 464287630 1274444 9301 SH SOLE 0 0 9301 ISHARES TR RUS 2000 GRW ETF 464287648 3397989 14981 SH SOLE 0 0 14981 ISHARES TR RUSSELL 2000 ETF 464287655 874028 4899 SH SOLE 0 0 4899 ISHARES TR SHORT TREAS BD 464288679 493520 4466 SH SOLE 0 0 4466 MICROSOFT CORP COM 594918104 281033 975 SH SOLE 0 0 975 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6657368 102154 SH SOLE 0 0 102154 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4892585 74605 SH SOLE 0 0 74605 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 939239 13843 SH SOLE 0 0 13843 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 573280 13672 SH SOLE 0 0 13672 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 4528609 82458 SH SOLE 0 0 82458 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 8545494 175148 SH SOLE 0 0 175148 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 623036 4247 SH SOLE 0 0 4247 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 279557 3462 SH SOLE 0 0 3462 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 1021056 10778 SH SOLE 0 0 10778 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4240551 11276 SH SOLE 0 0 11276 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 435729 3250 SH SOLE 0 0 3250 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 515820 2647 SH SOLE 0 0 2647 VANGUARD INDEX FDS MID CAP ETF 922908629 287235 1362 SH SOLE 0 0 1362 INVESCO QQQ TR UNIT SER 1 46090E103 4521766 14090 SH SOLE 0 0 14090 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2003221 13852 SH SOLE 0 0 13852 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1356698 17970 SH SOLE 0 0 17970 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 762766 16753 SH SOLE 0 0 16753 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 647268 13976 SH SOLE 0 0 13976 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 225920 4143 SH SOLE 0 0 4143 INVESCO EXCH TRADED FD TR II DWA SMLCP MENT 46138E842 272787 3703 SH SOLE 0 0 3703 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2359889 17877 SH SOLE 0 0 17877 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2094597 38363 SH SOLE 0 0 38363 PACER FDS TR US CASH COWS 100 69374H881 1167413 24865 SH SOLE 0 0 24865 SPDR S&P 500 ETF TR TR UNIT 78462F103 5039166 12309 SH SOLE 0 0 12309 SPDR SER TR S&P 600 SMCP GRW 78464A201 209557 2841 SH SOLE 0 0 2841 SPDR SER TR PRTFLO S&P500 GW 78464A409 1848091 33383 SH SOLE 0 0 33383 SPDR SER TR PRTFLO S&P500 VL 78464A508 1336180 32814 SH SOLE 0 0 32814 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3831408 11519 SH SOLE 0 0 11519 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 10515964 114528 SH SOLE 0 0 114528 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 812708 6278 SH SOLE 0 0 6278 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 354337 2346 SH SOLE 0 0 2346 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1190267 4522 SH SOLE 0 0 4522