LWM ADVISORS INC

The portfolio now consists of 29 holdings and is characterized by a highly systematic, index-based approach. The diversification is broad, covering various market capitalizations, geographies, and asset classes. However, the concentration is heavily skewed toward the top holdings, with the top three positions accounting for approximately 54.45% of the total portfolio value. The strategy appears to be a "Core and Satellite" model, where the "Core" is composed of major iShares ETFs, with smaller allocations to Vanguard and SPDR products, alongside minor direct equity positions.

2. Key Holdings

The portfolio is dominated by a trio of iShares ETFs that form the bedrock of the equity allocation: