LBWIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.38%	16,702
2	JNJ	Johnson & Johnson	4.16%	21,999
3	XOM	Exxon Mobil Corporation	2.95%	25,600
4	BAC	Bank of America Corporation	2.86%	54,374
5	CSCO	Cisco Systems, Inc.	2.31%	33,061
6	MS	Morgan Stanley	2.24%	13,802
7	T	AT&T Inc.	2.22%	77,174
8	WFC	Wells Fargo & Company	2.19%	25,647
9	GS	The Goldman Sachs Group, Inc.	2.18%	2,679
10	VZ	Verizon Communications Inc.	2.04%	45,511
11	QCOM	QUALCOMM Incorporated	2.01%	11,863
12	DIS	The Walt Disney Company	1.93%	16,500
13	ABBV	AbbVie Inc.	1.81%	7,666
14	LOW	Lowe's Companies, Inc.	1.67%	6,508
15	HCA	HCA Healthcare, Inc.	1.36%	3,123
16	AMGN	Amgen Inc.	1.35%	4,700
17	C	Citigroup Inc.	1.35%	13,000
18	MDT	Medtronic plc	1.34%	13,826
19	IWD	iShares Russell 1000 Value ETF	1.31%	6,300
20	MO	Altria Group, Inc.	1.22%	18,145
21	GILD	Gilead Sciences, Inc.	1.20%	10,597
22	PEP	PepsiCo, Inc.	1.17%	8,198
23	CB	Chubb Limited	1.06%	3,665
24	CMCSA	Comcast Corporation	1.01%	31,607
25	PGR	The Progressive Corporation	1.00%	3,967

Showing 25 of 235 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.54%
Cash	0.46%