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LPWM

Latest statistics and disclosures from LPWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, IVE, IWS, AGG, IEFA, and represent 57.36% of LPWM's stock portfolio.
Added to shares of these 10 stocks: IVE, IWS, VONG, DELL, IEFA, JMST, PSX, IWR, VT, VTIP.
Started 3 new stock positions in PSX, DELL, VT.
Reduced shares in these 10 stocks: AGG, , AAPL, NVDA, JPST, IEMG, BND, MMM, TIP, SCZ.
Sold out of its position in ACN.
LPWM was a net buyer of stock by $4.2M.
LPWM has $272M in assets under management (AUM), dropping by 7.66%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 72 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	20.7	$57M		660k	85.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.9	$49M		268k	181.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.8	$24M	+2%	197k	121.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.8	$16M	-3%	165k	95.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$11M	+3%	155k	72.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.6	$9.8M	+2%	206k	47.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.2	$8.6M		172k	50.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.2	$5.9M	+2%	29k	200.93	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.2	$5.9M		75k	78.63	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$5.7M		53k	106.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$4.9M	+2%	116k	42.28	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$4.9M		31k	158.77	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.7	$4.6M	+4%	20k	234.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$4.2M	+2%	51k	82.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$3.7M		9.1k	409.11	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$3.5M		61k	57.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$3.3M	+5%	22k	151.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$3.2M	+6%	40k	81.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.2	$3.2M	+2%	133k	23.86	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.0	$2.8M	+2%	70k	40.93	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.0	$2.8M		36k	78.51	View chart
NVIDIA Corporation (NVDA)	1.0	$2.7M	-4%	3.1k	870.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.5M		22k	115.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.5M		50k	49.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$2.4M	+16%	48k	50.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.0M	+6%	7.8k	254.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.9M		23k	83.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$1.7M		22k	76.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.7M		3.3k	514.08	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.2M		5.9k	204.71	View chart
Amazon (AMZN)	0.4	$1.2M		6.2k	185.95	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.1M	-3%	21k	51.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$1.1M	+2%	11k	97.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$952k	+2%	2.8k	340.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$943k	+5%	8.9k	106.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$796k		16k	49.83	View chart
Broadcom (AVGO)	0.3	$730k	+2%	552.00	1322.37	View chart
Vanguard World Health Car Etf (VHT)	0.3	$721k		2.8k	259.74	View chart
Apple (AAPL)	0.3	$719k	-17%	4.3k	167.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$706k		4.5k	156.14	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$687k		5.2k	131.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$686k	-4%	6.5k	105.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$609k		2.6k	236.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$594k		4.2k	141.59	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$592k		3.5k	169.38	View chart
Microsoft Corporation (MSFT)	0.2	$509k		1.2k	423.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$486k	+3%	3.1k	157.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$483k	+6%	1.1k	438.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$467k		1.7k	282.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$463k	+2%	2.1k	220.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$426k		829.00	514.12	View chart
Dell Technologies CL C (DELL)	0.1	$394k	NEW	3.2k	123.37	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$365k		3.9k	92.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$333k	+14%	1.0k	332.64	View chart
Tesla Motors (TSLA)	0.1	$332k	+83%	1.9k	171.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$330k	+2%	4.1k	81.22	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$317k		1.0k	307.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$317k	+6%	1.7k	184.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$314k	-9%	4.4k	71.04	View chart
Ecolab (ECL)	0.1	$294k		1.3k	222.15	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$288k		4.4k	64.72	View chart
Freeport-mcmoran CL B (FCX)	0.1	$264k		5.2k	50.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$252k		2.0k	129.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$252k	-6%	4.0k	62.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$250k		532.00	469.17	View chart
Phillips 66 (PSX)	0.1	$230k	NEW	1.4k	165.16	View chart
3M Company (MMM)	0.1	$224k	-12%	2.4k	92.63	View chart
UnitedHealth (UNH)	0.1	$220k		489.00	450.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$208k	NEW	1.9k	108.78	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$190k		14k	13.81	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.1	$164k		11k	15.26	View chart
Prosomnus Common Stock (OSA)	0.0	$38k		67k	0.57	View chart

Past Filings by LPWM

SEC 13F filings are viewable for LPWM going back to 2019

LPWM 2024 Q1 filed April 15, 2024
LPWM 2023 Q4 filed Jan. 12, 2024
LPWM 2023 Q3 filed Oct. 10, 2023
LPWM 2023 Q2 filed July 14, 2023
LPWM 2023 Q1 filed April 10, 2023
LPWM 2022 Q4 filed Jan. 25, 2023
LPWM 2022 Q3 filed Nov. 8, 2022
LPWM 2022 Q2 filed Aug. 15, 2022
LPWM 2022 Q1 filed April 13, 2022
LPWM 2021 Q4 filed Feb. 14, 2022
LPWM 2021 Q3 filed Oct. 13, 2021
LPWM 2021 Q2 filed Aug. 13, 2021
LPWM 2021 Q1 filed May 17, 2021
LPWM 2020 Q4 filed Feb. 16, 2021
LPWM 2020 Q3 filed Nov. 16, 2020
LPWM 2020 Q2 filed Aug. 13, 2020

View all past filings

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