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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, IEFA, VTIP, and represent 54.31% of LPWM's stock portfolio.
Added to shares of these 10 stocks: LQD (+$9.1M), IEFA, VTIP, BIL, JPST, VNQI, VWO, EELV, ENVX, IVE.
Started 4 new stock positions in CRWD, ENVX, XLC, XLP.
Reduced shares in these 10 stocks: AGG (-$7.0M), VONG (-$5.3M), ICVT, MUB, XLE, XLRE, IWS, VONE, VONV, VEU.
Sold out of its positions in FAN, XLRE, VEU.
LPWM was a net buyer of stock by $4.2M.
LPWM has $311M in assets under management (AUM), dropping by 1.93%.
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 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	20.6	$64M	-7%	620k	103.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.2	$53M		280k	190.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.4	$26M		203k	129.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.3	$13M	+19%	189k	70.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$12M	+15%	249k	48.42	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.3	$10M	+714%	98k	106.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$10M	-41%	103k	96.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.0	$9.3M	+11%	184k	50.37	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.3	$7.1M	+6%	81k	87.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.2	$6.8M		31k	220.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$6.1M	+12%	138k	44.04	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$5.8M	-7%	54k	106.55	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.8	$5.5M	-3%	21k	266.72	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$5.1M		30k	169.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$5.1M	+9%	58k	89.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$4.1M		9.1k	453.28	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$4.0M	+13%	72k	55.45	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.3	$3.9M	+20%	167k	23.41	View chart
NVIDIA Corporation (NVDA)	1.2	$3.9M	-4%	29k	134.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$3.8M	+2%	43k	88.40	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$3.6M	+24%	90k	39.56	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$3.5M		21k	161.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$3.0M	+14%	26k	114.48	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.6M	+7%	51k	50.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.5M		53k	47.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.0M		20k	101.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$2.0M		3.2k	621.80	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$1.9M	+216%	21k	91.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.9M	-9%	6.7k	289.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.6M	-11%	20k	81.25	View chart
Amazon (AMZN)	0.5	$1.4M		6.4k	219.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.3M		5.8k	232.52	View chart
Broadcom (AVGO)	0.4	$1.3M	-2%	5.5k	231.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.1M		2.8k	410.47	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.1M	-2%	21k	52.22	View chart
Apple (AAPL)	0.3	$1.0M		4.1k	250.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.0M	+13%	5.7k	178.08	View chart
Tesla Motors (TSLA)	0.3	$905k		2.2k	403.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$856k		4.5k	189.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$842k		17k	50.13	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$807k	+2%	5.2k	154.96	View chart
Vanguard World Health Car Etf (VHT)	0.2	$746k	+4%	2.9k	253.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$695k		2.6k	269.70	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$684k	-77%	8.1k	84.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$664k		3.5k	189.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$644k		4.7k	137.57	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$638k	-6%	6.0k	106.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$587k		3.1k	190.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$584k	+3%	1.1k	511.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$551k	-33%	6.4k	85.66	View chart
Enovix Corp (ENVX)	0.2	$549k	NEW	51k	10.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$536k	+12%	914.00	586.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$528k		1.6k	322.16	View chart
Microsoft Corporation (MSFT)	0.2	$508k		1.2k	421.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$505k		2.1k	240.28	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$483k	+10%	4.4k	110.58	View chart
UnitedHealth (UNH)	0.1	$438k	+80%	866.00	505.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$402k		1.0k	401.58	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$398k	+5%	1.1k	375.38	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$353k		4.0k	89.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$314k	-3%	1.6k	198.20	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$297k	NEW	3.1k	96.81	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$295k		4.5k	65.79	View chart
Dell Technologies CL C (DELL)	0.1	$295k		2.6k	115.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$285k		2.0k	145.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$280k		532.00	526.57	View chart
Ecolab (ECL)	0.1	$278k	-10%	1.2k	234.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$277k		3.8k	71.91	View chart
JPMorgan Chase & Co. (JPM)	0.1	$266k		1.1k	239.71	View chart
Meta Platforms Cl A (META)	0.1	$264k		451.00	585.51	View chart
3M Company (MMM)	0.1	$254k	-18%	2.0k	129.09	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$235k	NEW	3.0k	78.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$229k		3.7k	62.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$226k	-5%	3.7k	60.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$222k		1.7k	128.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$217k	NEW	633.00	342.16	View chart
Freeport-mcmoran CL B (FCX)	0.1	$202k		5.3k	38.08	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$174k		15k	11.38	View chart

Past Filings by LPWM

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

LPWM 2024 Q4 filed Jan. 14, 2025
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

View all past filings

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