LPWM

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

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

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Portfolio Holdings for LPWM

Companies in the LPWM portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 23.0 $28M +2% 125k 225.92
Ishares Tr S&p 500 Val Etf (IVE) 17.9 $22M +2% 196k 112.57
Ishares Tr Rus Mdcp Val Etf (IWS) 9.7 $12M 146k 81.44
Ishares Tr Core Msci Eafe (IEFA) 9.0 $11M +5% 183k 60.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $6.7M +4% 153k 43.62
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $4.5M +10% 89k 50.74
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.7 $3.4M +2% 66k 50.84
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $3.1M 39k 80.55
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.1M +30% 18k 118.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.0M +2% 9.3k 212.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $1.8M 17k 106.52
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $1.8M 36k 49.13
Ishares Tr Russell 2000 Etf (IWM) 1.4 $1.7M 11k 152.20
Vanguard Index Fds Value Etf (VTV) 1.3 $1.6M 15k 104.56

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Vanguard World Fds Inf Tech Etf (VGT) 1.2 $1.5M 4.7k 315.27
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 1.1 $1.4M -2% 33k 41.15
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.3M 7.6k 171.68
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $1.3M +11% 8.0k 156.04
Select Sector Spdr Tr Technology (XLK) 0.9 $1.1M +7% 9.6k 117.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.1M 11k 101.70
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.0M -2% 9.9k 104.11
Ishares Core Msci Emkt (IEMG) 0.8 $939k 18k 53.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $924k +7% 16k 57.93
Ishares Tr Nasdaq Biotech (IBB) 0.7 $895k 6.6k 136.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $800k 15k 54.36
Vanguard Index Fds Growth Etf (VUG) 0.6 $728k +6% 3.2k 230.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $510k +50% 5.8k 88.17
Amazon (AMZN) 0.4 $490k +3% 152.00 3223.68
Apple (AAPL) 0.4 $469k +364% 4.0k 116.75
NVIDIA Corporation (NVDA) 0.4 $452k 830.00 544.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $441k +13% 1.9k 233.33
Ecolab (ECL) 0.4 $437k 2.2k 197.02
Ishares Tr Rus 1000 Etf (IWB) 0.3 $423k 2.2k 188.33
Vanguard Index Fds Large Cap Etf (VV) 0.3 $423k 2.7k 157.66
Vanguard World Fds Health Car Etf (VHT) 0.3 $412k +28% 2.0k 203.56
Medtronic SHS (MDT) 0.3 $408k +30% 4.0k 102.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $395k 3.0k 132.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $387k +10% 4.7k 82.85
3M Company (MMM) 0.3 $371k -3% 2.3k 158.82
Alphabet Cap Stk Cl A (GOOGL) 0.3 $365k 245.00 1489.80
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $291k -10% 3.6k 81.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $276k 1.8k 156.02
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $248k -39% 4.0k 62.78
AmerisourceBergen (ABC) 0.2 $238k 2.5k 95.16
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $237k NEW 988.00 239.88
Microsoft Corporation (MSFT) 0.2 $218k NEW 1.0k 212.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $211k NEW 3.5k 59.45
Ishares Tr Tips Bd Etf (TIP) 0.2 $207k NEW 1.6k 125.99
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.0 $44k 1.1k 40.00

Past Filings by LPWM

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