0001919701-22-000002.txt : 20220510 0001919701-22-000002.hdr.sgml : 20220510 20220510103605 ACCESSION NUMBER: 0001919701-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 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: 22908001 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 12-31-2021 12-31-2021 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 49 144948 false INFORMATION TABLE 2 LT13FQ42021.xml SPDR S&P HOMEBUILDERS ETF ETF 78464A888 204 2383 SH SOLE 0 0 2383 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 206 1006 SH SOLE 0 0 1006 VANGUARD S&P 500 ETF ETF 922908363 216 495 SH SOLE 0 0 495 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 217 852 SH SOLE 0 0 852 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 217 1465 SH SOLE 0 0 1465 NVIDIA CORPORATION COM Stock 67066G104 293 996 SH SOLE 0 0 996 META PLATFORMS INC CL A Stock 30303M102 307 912 SH SOLE 0 0 912 VANGUARD MID-CAP INDEX FUND ETF 922908629 378 1484 SH SOLE 0 0 1484 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 502 2987 SH SOLE 0 0 2987 MICROSOFT CORP COM Stock 594918104 527 1567 SH SOLE 0 0 1567 ARK INNOVATION ETF ETF 00214Q104 536 5669 SH SOLE 0 0 5669 SCHWAB U.S. MID-CAP ETF ETF 808524508 543 6752 SH SOLE 0 0 6752 APPLE INC COM Stock 037833100 649 3656 SH SOLE 0 0 3656 AMAZON COM INC COM Stock 023135106 684 205 SH SOLE 0 0 205 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 688 7414 SH SOLE 0 0 7414 SCHWAB SHORT-TERM U.S. TREASURY ETF ETF 808524862 842 16552 SH SOLE 0 0 16552 GLOBAL X CLOUD COMPUTING ETF ETF 37954Y442 1091 41150 SH SOLE 0 0 41150 VANGUARD S&P SMALL-CAP 600 GROWTH ETF ETF 921932794 1218 5093 SH SOLE 0 0 5093 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 1299 17740 SH SOLE 0 0 17740 ISHARES RUSSELL 2000 ETF ETF 464287655 1320 5933 SH SOLE 0 0 5933 ALPHABET INC CAP STK CL C Stock 02079K107 1464 506 SH SOLE 0 0 506 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 1743 16058 SH SOLE 0 0 16058 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 2143 16174 SH SOLE 0 0 16174 ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752 2306 27808 SH SOLE 0 0 27808 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 2361 16761 SH SOLE 0 0 16761 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 2422 13932 SH SOLE 0 0 13932 SCHWAB US AGGREGATE BOND ETF ETF 808524839 2646 49085 SH SOLE 0 0 49085 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 2688 21961 SH SOLE 0 0 21961 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 2810 7734 SH SOLE 0 0 7734 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 2960 34931 SH SOLE 0 0 34931 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 3238 62501 SH SOLE 0 0 62501 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 3622 21811 SH SOLE 0 0 21811 ISHARES SHORT TREASURY BOND ETF ETF 464288679 3862 34976 SH SOLE 0 0 34976 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 3898 48226 SH SOLE 0 0 48226 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 3973 101746 SH SOLE 0 0 101746 SPDR S&P 500 ETF ETF 78462F103 3981 8382 SH SOLE 0 0 8382 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 4167 99223 SH SOLE 0 0 99223 O'SHARES GLOBAL INTERNET GIANTS ETF ETF 67110P704 4268 86690 SH SOLE 0 0 86690 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 4555 27819 SH SOLE 0 0 27819 ISHARES RUSSELL 1000 ETF ETF 464287622 4671 17663 SH SOLE 0 0 17663 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 5086 44586 SH SOLE 0 0 44586 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 5223 17091 SH SOLE 0 0 17091 VANECK SEMICONDUCTOR ETF ETF 92189F676 5705 18476 SH SOLE 0 0 18476 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 5974 69843 SH SOLE 0 0 69843 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 7160 24434 SH SOLE 0 0 24434 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 7245 62880 SH SOLE 0 0 62880 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 8250 113845 SH SOLE 0 0 113845 INVESCO QQQ TRUST ETF 46090E103 11017 27692 SH SOLE 0 0 27692 SCHWAB U.S. TIPS ETF ETF 808524870 13573 215829 SH SOLE 0 0 215829