0001919701-22-000003.txt : 20220815 0001919701-22-000003.hdr.sgml : 20220815 20220815095414 ACCESSION NUMBER: 0001919701-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221163038 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 06-30-2022 06-30-2022 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 SAN FRANCISCO CA 08-15-2022 0 44 104582 false INFORMATION TABLE 2 LT13FQ22022.xml AMAZON COM INC COM Stock 023135106 376 3538 SH SOLE 0 0 3538 APPLE INC COM Stock 037833100 365 2669 SH SOLE 0 0 2669 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1375 13520 SH SOLE 0 0 13520 ISHARES S&P 500 VALUE ETF ETF 464287408 806 5862 SH SOLE 0 0 5862 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 7033 84945 SH SOLE 0 0 84945 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 1712 16856 SH SOLE 0 0 16856 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 3289 41516 SH SOLE 0 0 41516 ISHARES SEMICONDUCTOR FUND ETF 464287523 245 701 SH SOLE 0 0 701 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 534 3683 SH SOLE 0 0 3683 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 3136 14339 SH SOLE 0 0 14339 ISHARES RUSSELL 1000 ETF ETF 464287622 3599 17325 SH SOLE 0 0 17325 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 2219 16298 SH SOLE 0 0 16298 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 4470 21667 SH SOLE 0 0 21667 ISHARES RUSSELL 2000 ETF ETF 464287655 845 4988 SH SOLE 0 0 4988 ISHARES SHORT TREASURY BOND ETF ETF 464288679 12989 117977 SH SOLE 0 0 117977 MICROSOFT CORP COM Stock 594918104 282 1097 SH SOLE 0 0 1097 SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Money Market Fund 808515530 2502 2502091 SH SOLE 0 0 2502091 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 4140 71388 SH SOLE 0 0 71388 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 1461 23405 SH SOLE 0 0 23405 SCHWAB U.S. MID-CAP ETF ETF 808524508 767 12221 SH SOLE 0 0 12221 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 249 6381 SH SOLE 0 0 6381 SCHWAB SHORT-TERM U.S. TREASURY ETF ETF 808524862 592 12027 SH SOLE 0 0 12027 SCHWAB U.S. TIPS ETF ETF 808524870 2806 50284 SH SOLE 0 0 50284 VANGUARD S&P SMALL-CAP 600 GROWTH ETF ETF 921932794 827 4569 SH SOLE 0 0 4569 VANGUARD S&P 500 ETF ETF 922908363 313 902 SH SOLE 0 0 902 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 477 2721 SH SOLE 0 0 2721 VANGUARD MID-CAP INDEX FUND ETF 922908629 274 1393 SH SOLE 0 0 1393 INVESCO QQQ TRUST ETF 46090E103 6146 21928 SH SOLE 0 0 21928 BLACKSTONE INC COM Stock 09260D107 204 2240 SH SOLE 0 0 2240 INVESCO NASDAQ 100 ETF ETF 46138G649 881 7648 SH SOLE 0 0 7648 SPDR S&P 500 ETF ETF 78462F103 4398 11658 SH SOLE 0 0 11658 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 263 3730 SH SOLE 0 0 3730 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 5398 103258 SH SOLE 0 0 103258 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 6963 189108 SH SOLE 0 0 189108 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 4037 13115 SH SOLE 0 0 13115 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 324 10990 SH SOLE 0 0 10990 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 5635 61590 SH SOLE 0 0 61590 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 2869 22369 SH SOLE 0 0 22369 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 1650 22863 SH SOLE 0 0 22863 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 1385 44052 SH SOLE 0 0 44052 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 1471 11568 SH SOLE 0 0 11568 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 2158 52808 SH SOLE 0 0 52808 VANECK SEMICONDUCTOR ETF ETF 92189F676 2817 13828 SH SOLE 0 0 13828 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 300 5967 SH SOLE 0 0 5967