LOWAX Mutual Fund

LOWAX Mutual Fund

NAV$16.22
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Showing top 13 of 13 holdings · as of Mar 31, 2026
LOWAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHV
Schwab Us Large-cap Value ETFFinancials · Capital Markets
21.45%		21.4%1,259,744$38.42MFinancialsCapital Markets
2
SCHG
Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets
16.67%		38.1%1,025,146$29.86MFinancialsCapital Markets
Sector and industry · Pro
3DebtPimco Active Bond Etf
10.21%		48.3%198,156$18.29M
4
BIV
Vanguard Intermediate-Term B
7.19%		55.5%166,898$12.88M
5DebtInvesco Total Return Bond ETF
7.15%		62.7%273,609$12.81M
6
AVUV
Avantis US S/C
6.34%		69.0%102,817$11.36M
7
TOTL
Spdr Doubleline Tr Tact E
6.13%		75.1%276,303$10.98M
8
XSMO
Invesco S&P SmallCap Momentum ETF
5.24%		80.4%123,391$9.38M
9
WTV
Wisdomtree Emg Mkt Eq Incm Etf Fund
5.24%		85.6%99,009$9.38M
10
FIENX
Fidelity Covington Trustfidelity Enhanced International Etf
4.94%		90.6%238,111$8.86M
11
HELO
JPMorgan Hedged Equity Laddered Overlay Etf
4.82%		95.4%135,168$8.64M
12
IWP
Ishares Russell Mid-cap Growth ETF
3.72%		99.1%52,066$6.67M
13
FGXXX
First American Government Obligations Fund
0.96%		100.1%-$1.72M
Not reported for this fund: share changes.
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LOWAX Mutual Fund All Holdings

LOWAX holdings total 13 positions. The top 10 holdings account for 90.6% of the fund, led by Schwab Us Large-cap Value ETF at 21.4%, Schwab U.s. Large-cap Growth Etf at 16.7%, Pimco Active Bond Etf at 10.2%.

LOWAX portfolio concentration is relatively high, with the top 10 representing 90.6% of total assets. The largest sector exposure is Financials at 42.8%.

LOWAX sectors provide a detailed breakdown. LOWAX overlap shows how holdings compare to other funds in your portfolio.