0001951757-24-000194.txt : 20240205 0001951757-24-000194.hdr.sgml : 20240205 20240205121802 ACCESSION NUMBER: 0001951757-24-000194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240205 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LOWERY THOMAS, LLC CENTRAL INDEX KEY: 0001919701 ORGANIZATION NAME: 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: 24594742 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 12-31-2023 12-31-2023 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 02-05-2024 0 46 116456521 false INFORMATION TABLE 2 F_13F_LT_Q42023.xml AMAZON COM INC COM 023135106 434245 2858 SH SOLE 0 0 2858 INVESCO QQQ TR UNIT SER 1 46090E103 5740741 14018 SH SOLE 0 0 14018 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 654665 3401 SH SOLE 0 0 3401 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2387491 6335 SH SOLE 0 0 6335 SPDR S&P 500 ETF TR TR UNIT 78462F103 7019978 14769 SH SOLE 0 0 14769 PACER FDS TR US CASH COWS 100 69374H881 308156 5927 SH SOLE 0 0 5927 ISHARES TR RUS 2000 VAL ETF 464287630 1750306 11268 SH SOLE 0 0 11268 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 796713 16865 SH SOLE 0 0 16865 ISHARES TR RUS 1000 GRW ETF 464287614 4495240 14827 SH SOLE 0 0 14827 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 706270 12523 SH SOLE 0 0 12523 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11631787 140210 SH SOLE 0 0 140210 MICROSOFT CORP COM 594918104 476976 1268 SH SOLE 0 0 1268 VANGUARD INDEX FDS MID CAP ETF 922908629 318469 1369 SH SOLE 0 0 1369 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6782328 139986 SH SOLE 0 0 139986 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5125721 73120 SH SOLE 0 0 73120 GLOBAL X FDS ARTIFICIAL ETF 37954Y632 438174 14053 SH SOLE 0 0 14053 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9139337 20923 SH SOLE 0 0 20923 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 574486 3641 SH SOLE 0 0 3641 SPDR SER TR S&P 600 SMCP GRW 78464A201 468279 5599 SH SOLE 0 0 5599 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1067433 14172 SH SOLE 0 0 14172 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 874769 5208 SH SOLE 0 0 5208 ISHARES TR RUSSELL 2000 ETF 464287655 1053143 5247 SH SOLE 0 0 5247 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 498813 5636 SH SOLE 0 0 5636 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3076516 55957 SH SOLE 0 0 55957 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 2183381 20292 SH SOLE 0 0 20292 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1832865 20408 SH SOLE 0 0 20408 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 747703 13197 SH SOLE 0 0 13197 ISHARES TR RUS MD CP GR ETF 464287481 2745244 26280 SH SOLE 0 0 26280 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 5993946 35564 SH SOLE 0 0 35564 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1399749 6375 SH SOLE 0 0 6375 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2730060 15612 SH SOLE 0 0 15612 META PLATFORMS INC CL A 30303M102 267594 756 SH SOLE 0 0 756 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 980552 18101 SH SOLE 0 0 18101 NVIDIA CORPORATION COM 67066G104 259105 523 SH SOLE 0 0 523 ISHARES TR SHORT TREAS BD 464288679 517844 4702 SH SOLE 0 0 4702 ISHARES TR RUS 2000 GRW ETF 464287648 4379275 17363 SH SOLE 0 0 17363 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 6002679 96911 SH SOLE 0 0 96911 PROSHARES TR PSHS ULTRA QQQ 74347R206 236534 3112 SH SOLE 0 0 3112 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 526935 3634 SH SOLE 0 0 3634 KLA CORP COM NEW 482480100 878926 1512 SH SOLE 0 0 1512 SPDR SER TR PRTFLO S&P500 GW 78464A409 2134928 32815 SH SOLE 0 0 32815 SPDR SER TR PRTFLO S&P500 VL 78464A508 1282881 27512 SH SOLE 0 0 27512 APPLE INC COM 037833100 1504517 7814 SH SOLE 0 0 7814 ISHARES TR RUS 1000 ETF 464287622 4192030 15984 SH SOLE 0 0 15984 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 9080025 99355 SH SOLE 0 0 99355 ISHARES TR RUS 1000 VAL ETF 464287598 759712 4597 SH SOLE 0 0 4597