T

TLWM

13F
TLWM
Last update 2025-05-13 74 Stocks (1 new)
Value $500.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(19.42%)IWV(18.76%)ACWX(9.12%)BSCQ(6.07%)BSCS(5.51%)
Summary Stock Picks Current Portfolio
TLWM Top Holdings of 2025-03-31 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
173,666
97,146.4
+0.21%
19.420
+0.04%
0.020
+16.86%
+7.34%
643,153.0
 
IWV
iShares Russell 3000 ETF
295,435
93,841.6
+0.36%
18.760
+0.07%
0.640
+16.84%
+7.04%
16,053.1
 
ACWX
iShares MSCI ACWI Ex US Index Fund
822,823
45,625.5
-0.09%
9.120
-0.01%
0.780
+13.69%
+19.10%
6,468.4
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
1,557,593
30,341.9
+2.15%
6.070
+0.13%
0.720
+1.10%
+2.62%
4,244.8
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
1,355,450
27,583.4
+2.49%
5.510
+0.13%
1.090
+1.25%
+3.95%
2,620.9
 
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
1,639,836
27,204.9
+2.16%
5.440
+0.12%
1.760
+1.38%
+4.65%
1,642.2
 
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
1,197,330
24,760.8
+2.86%
4.950
+0.14%
0.710
+1.11%
+2.34%
3,285.1
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
1,147,761
22,484.6
+2.97%
4.500
+0.13%
0.650
+1.08%
+3.02%
3,657.8
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
351,963
18,013.5
-0.47%
3.600
-0.02%
0.150
+15.16%
+3.05%
13,541.5
 
KBE
SPDR S&P Bank ETF
323,717
17,144.0
+0.48%
3.430
+0.02%
1.200
+21.81%
+7.53%
1,561.8
 

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
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
2025-03-31
Add
Add
+0.14%
●
20.64 ($20.69) 20.73
$20.70
0.05%
Add 2.86%
1,197,330
33,241
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
19.42 ($19.48) 19.54
$19.53
0.26%
Add 2.15%
1,557,593
32,794
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
19.43 ($19.52) 19.62
$19.65
0.67%
Add 2.97%
1,147,761
33,114
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
20.05 ($20.24) 20.4
$20.46
1.09%
Add 2.49%
1,355,450
32,875
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
Add
Add
+0.12%
●
16.19 ($16.46) 16.64
$16.74
1.70%
Add 2.16%
1,639,836
34,702
IWV
iShares Russell 3000 ETF
2025-03-31
Add
Add
+0.07%
●
313.1 ($335.28) 349.83
$355.94
6.16%
Add 0.36%
295,435
1,051
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.06%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Add 21.39%
19,065
3,360
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+0.04%
●
243.19 ($264.45) 288.14
$307.14
16.14%
New holding
717
717
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.04%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Add 0.21%
173,666
360
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.03%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 12.98%
11,799
1,356

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 2025-03-31

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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