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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 57.20% of LPWM's stock portfolio.
Added to shares of these 10 stocks: IVE, AGG, AVGO, VONG, IWS, MUB, VTIP, BIL, LQD, XLRE.
Started 2 new stock positions in XLRE, VEU.
Reduced shares in these 10 stocks: VTI, IVW, VT, XLC, JPST, DELL, NVDA, XLV, VONV, VOE.
Sold out of its positions in XLC, VT.
LPWM was a net buyer of stock by $6.5M.
LPWM has $305M in assets under management (AUM), dropping by 5.47%.
Central Index Key (CIK): 0001801101

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Positions held by LPWM consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LPWM

LPWM holds 77 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	21.0	$64M		672k	95.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.7	$54M	+2%	277k	195.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.7	$27M	+2%	204k	130.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.8	$18M	+7%	176k	100.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$12M		159k	76.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.5	$11M	+5%	216k	49.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.7	$8.3M		165k	50.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$6.6M		30k	216.13	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$6.4M	+2%	76k	84.34	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$6.4M	+9%	59k	108.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.9M	+3%	122k	48.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.8	$5.5M		21k	257.18	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$5.3M		31k	173.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$5.0M		53k	95.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$4.1M		9.1k	452.96	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$3.8M	+2%	64k	60.23	View chart
NVIDIA Corporation (NVDA)	1.2	$3.7M		30k	122.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$3.7M	+2%	42k	87.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.2	$3.5M	+2%	138k	25.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$3.5M		21k	165.83	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$3.4M	+2%	73k	46.76	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.0	$3.0M	+2%	36k	83.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.8M	+2%	23k	124.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.8M	+4%	54k	51.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.4M		48k	50.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M	-12%	7.4k	280.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.9M	-12%	20k	94.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.9M		3.2k	577.64	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$1.8M	-2%	22k	82.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.3M	+20%	12k	112.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.3M		5.8k	222.81	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.3M	+2%	22k	58.01	View chart
Amazon (AMZN)	0.4	$1.2M		6.4k	181.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.0M		2.8k	379.25	View chart
Broadcom (AVGO)	0.3	$966k	+900%	5.6k	171.89	View chart
Apple (AAPL)	0.3	$929k		4.1k	225.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$890k		5.0k	178.36	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$887k	-3%	9.6k	92.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$845k		17k	51.04	View chart
Vanguard World Health Car Etf (VHT)	0.3	$780k		2.8k	277.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$750k		4.5k	165.87	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$738k		5.1k	145.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$709k	-8%	4.7k	151.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$708k		6.4k	110.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$671k		2.6k	260.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$626k		3.5k	179.17	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$612k	+184%	6.7k	91.49	View chart
Tesla Motors (TSLA)	0.2	$547k		2.3k	240.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$531k		1.1k	481.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$516k		3.1k	167.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$513k		1.6k	311.11	View chart
Microsoft Corporation (MSFT)	0.2	$502k		1.2k	416.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$491k		2.1k	233.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$463k		816.00	567.82	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$405k		3.9k	102.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$373k		1.0k	370.71	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$346k	-4%	4.0k	87.43	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$335k		1.0k	332.15	View chart
Ecolab (ECL)	0.1	$332k		1.3k	250.77	View chart
3M Company (MMM)	0.1	$325k		2.4k	134.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$324k	-4%	1.6k	197.36	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$312k		4.5k	69.57	View chart
Dell Technologies CL C (DELL)	0.1	$296k	-19%	2.6k	115.67	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$294k		2.0k	150.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$293k		3.9k	74.65	View chart
UnitedHealth (UNH)	0.1	$284k		479.00	592.75	View chart
Freeport-mcmoran CL B (FCX)	0.1	$265k	+2%	5.3k	49.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$263k		532.00	494.97	View chart
Meta Platforms Cl A (META)	0.1	$263k		451.00	582.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$261k		3.9k	66.18	View chart
JPMorgan Chase & Co. (JPM)	0.1	$228k		1.1k	205.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$227k	+4%	3.7k	61.68	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$217k		15k	14.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$214k		1.7k	124.26	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$209k	NEW	4.8k	43.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$207k	NEW	3.3k	62.43	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.1	$198k		11k	17.42	View chart

Past Filings by LPWM

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

LPWM 2024 Q3 filed Oct. 7, 2024
LPWM 2024 Q2 filed July 15, 2024
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

View all past filings

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