0001951757-24-000455.txt : 20240510 0001951757-24-000455.hdr.sgml : 20240510 20240510102959 ACCESSION NUMBER: 0001951757-24-000455 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24933285 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 03-31-2024 03-31-2024 LOWERY THOMAS, LLC

220 MONTGOMERY STREET SUITE 1072 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-22471 N Mark Vicencio 831-230-6380 Mark Vicencio Pebble Beach CA 05-10-2024 0 46 130633700 false INFORMATION TABLE 2 F_13F_LT_Q12024.xml AMAZON COM INC COM 023135106 470431 2608 SH SOLE 0 0 2608 INVESCO QQQ TR UNIT SER 1 46090E103 6240223 14054 SH SOLE 0 0 14054 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 730376 3507 SH SOLE 0 0 3507 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2305157 5795 SH SOLE 0 0 5795 SPDR S&P 500 ETF TR TR UNIT 78462F103 7635108 14597 SH SOLE 0 0 14597 PACER FDS TR US CASH COWS 100 69374H881 311205 5355 SH SOLE 0 0 5355 ISHARES TR RUS 2000 VAL ETF 464287630 1558505 9814 SH SOLE 0 0 9814 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 803008 16308 SH SOLE 0 0 16308 ISHARES TR RUS 1000 GRW ETF 464287614 5004172 14847 SH SOLE 0 0 14847 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1051669 16946 SH SOLE 0 0 16946 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14417183 155492 SH SOLE 0 0 155492 MICROSOFT CORP COM 594918104 478903 1138 SH SOLE 0 0 1138 VANGUARD INDEX FDS MID CAP ETF 922908629 343393 1374 SH SOLE 0 0 1374 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6231526 129258 SH SOLE 0 0 129258 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5264154 69283 SH SOLE 0 0 69283 GLOBAL X FDS ARTIFICIAL ETF 37954Y632 473844 13953 SH SOLE 0 0 13953 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12398479 25793 SH SOLE 0 0 25793 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 201412 362 SH SOLE 0 0 362 SPDR SER TR S&P 600 SMCP GRW 78464A201 463538 5314 SH SOLE 0 0 5314 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1182241 14518 SH SOLE 0 0 14518 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1020876 5657 SH SOLE 0 0 5657 ISHARES TR RUSSELL 2000 ETF 464287655 1004170 4775 SH SOLE 0 0 4775 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 596618 6748 SH SOLE 0 0 6748 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3564771 61610 SH SOLE 0 0 61610 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 2852242 25369 SH SOLE 0 0 25369 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 2822668 24575 SH SOLE 0 0 24575 INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 46137V498 877928 14555 SH SOLE 0 0 14555 ISHARES TR RUS MD CP GR ETF 464287481 2900036 25408 SH SOLE 0 0 25408 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7459791 40833 SH SOLE 0 0 40833 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1625994 6896 SH SOLE 0 0 6896 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 3615744 16071 SH SOLE 0 0 16071 META PLATFORMS INC CL A 30303M102 367350 757 SH SOLE 0 0 757 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 1123183 19726 SH SOLE 0 0 19726 NVIDIA CORPORATION COM 67066G104 502579 556 SH SOLE 0 0 556 ISHARES TR RUS 2000 GRW ETF 464287648 4312399 15925 SH SOLE 0 0 15925 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 7072593 104950 SH SOLE 0 0 104950 ISHARES TR ISHARES SEMICDTR 464287523 203057 899 SH SOLE 0 0 899 PROSHARES TR PSHS ULTRA QQQ 74347R206 301416 3446 SH SOLE 0 0 3446 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 464883 2982 SH SOLE 0 0 2982 KLA CORP COM NEW 482480100 776810 1112 SH SOLE 0 0 1112 SPDR SER TR PRTFLO S&P500 GW 78464A409 2314508 31641 SH SOLE 0 0 31641 SPDR SER TR PRTFLO S&P500 VL 78464A508 1380408 27553 SH SOLE 0 0 27553 APPLE INC COM 037833100 1295906 7557 SH SOLE 0 0 7557 ISHARES TR RUS 1000 ETF 464287622 4582331 15909 SH SOLE 0 0 15909 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 9257902 100849 SH SOLE 0 0 100849 ISHARES TR RUS 1000 VAL ETF 464287598 773010 4316 SH SOLE 0 0 4316