LBWCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.46%	16,402
2	JNJ	Johnson & Johnson	4.34%	20,300
3	XOM	Exxon Mobil Corporation	3.63%	29,200
4	BAC	Bank of America Corporation	2.85%	50,100
5	IWD	iShares Russell 1000 Value ETF	2.78%	12,800
6	WFC	Wells Fargo & Company	2.33%	24,200
7	MS	Morgan Stanley	2.33%	12,700
8	GS	The Goldman Sachs Group, Inc.	2.24%	2,460
9	DIS	The Walt Disney Company	2.13%	18,100
10	PEP	PepsiCo, Inc.	2.06%	13,900
11	QCOM	QUALCOMM Incorporated	1.96%	11,100
12	AMGN	Amgen Inc.	1.86%	5,500
13	T	AT&T Inc.	1.81%	70,500
14	VZ	Verizon Communications Inc.	1.78%	42,300
15	GILD	Gilead Sciences, Inc.	1.59%	12,500
16	LOW	Lowe's Companies, Inc.	1.52%	6,100
17	C	Citigroup Inc.	1.47%	12,200
18	HCA	HCA Healthcare, Inc.	1.35%	2,800
19	MRK	Merck & Co., Inc.	1.29%	11,900
20	MDT	Medtronic plc	1.27%	12,800
21	CB	Chubb Limited	1.10%	3,400
22	NEM	Newmont Corporation	1.09%	10,600
23	MO	Altria Group, Inc.	1.02%	17,100
24	TRV	The Travelers Companies, Inc.	0.90%	3,000
25	MMM	3M Company	0.89%	5,400

Showing 25 of 236 holdings

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As of Dec 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.42%
Cash	0.58%