LPWM

LPWM as of Dec. 31, 2019

Portfolio Holdings for LPWM

LPWM holds 43 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Value Index (IVE) 20.6 $22M 171k 130.09
Vanguard Scottsdale Fds vng rus1000grw (VONG) 17.7 $19M 106k 180.93
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 12.8 $14M 211k 65.24
iShares Russell Midcap Value Index (IWS) 10.7 $12M 123k 94.77
Vanguard Emerging Markets ETF (VWO) 5.9 $6.4M 144k 44.47
SPDR DJ Wilshire Small Cap Value (SLYV) 3.7 $4.0M 62k 65.71
Vanguard Malvern Fds strm infproidx (VTIP) 3.5 $3.8M 77k 49.28
Vanguard REIT ETF (VNQ) 3.0 $3.2M 35k 92.78
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.9 $2.1M 19k 111.12
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.8 $1.9M 32k 59.10
Berkshire Hathaway (BRK.B) 1.7 $1.8M 8.0k 226.49
iShares Russell 2000 Index (IWM) 1.4 $1.5M 9.2k 165.64
iShares Lehman Aggregate Bond (AGG) 1.4 $1.5M 14k 112.40
Vanguard Total Stock Market ETF (VTI) 1.4 $1.5M 8.9k 163.63
iShares Russell Midcap Index Fund (IWR) 1.1 $1.2M 19k 59.61
Vanguard Scottsdale Fds cmn (VONE) 0.9 $1.0M 6.9k 147.44
Vanguard Russell 1000 Value Et (VONV) 0.8 $884k 7.4k 119.82
iShares NASDAQ Biotechnology Index (IBB) 0.7 $741k 6.2k 120.47
Vanguard Information Technology ETF (VGT) 0.7 $700k 2.9k 244.93
Technology SPDR (XLK) 0.6 $644k 7.0k 91.63
Materials SPDR (XLB) 0.6 $638k 10k 61.38
Vanguard Total World Stock Idx (VT) 0.6 $629k 7.8k 81.01
iShares Russell 1000 Index (IWB) 0.5 $581k 3.3k 178.44
3M Company (MMM) 0.5 $490k 2.8k 176.39
Energy Select Sector SPDR (XLE) 0.4 $471k 7.8k 60.07
Vanguard Short-Term Bond ETF (BSV) 0.4 $461k 5.7k 80.62
Vanguard Growth ETF (VUG) 0.4 $422k 2.3k 182.13
Vanguard Large-Cap ETF (VV) 0.4 $397k 2.7k 147.97
Ecolab (ECL) 0.3 $382k 2.0k 192.83
Medtronic (MDT) 0.3 $370k 3.3k 113.32
Vanguard Extended Market ETF (VXF) 0.3 $341k 2.7k 126.16
Alphabet Inc Class A cs (GOOGL) 0.3 $324k 242.00 1338.84
Spdr S&p 500 Etf (SPY) 0.3 $301k 935.00 321.93
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $287k 2.7k 106.65
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $292k 3.6k 80.91
Vanguard Total Bond Market ETF (BND) 0.3 $277k 3.3k 83.74
Schwab U S Broad Market ETF (SCHB) 0.3 $286k 3.7k 76.92
Amazon (AMZN) 0.2 $262k 142.00 1845.07
Apple (AAPL) 0.2 $254k 864.00 293.98
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $235k 4.4k 53.86
Vanguard Health Care ETF (VHT) 0.2 $240k 1.3k 191.54
Xcel Energy (XEL) 0.2 $226k 3.6k 63.61
AmerisourceBergen (COR) 0.2 $210k 2.5k 85.12