LPWM

LPWM as of March 31, 2020

Portfolio Holdings for LPWM

LPWM holds 44 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Value Index (IVE) 20.3 $19M 194k 96.25
Vanguard Scottsdale Fds vng rus1000grw (VONG) 20.2 $19M 120k 154.68
iShares Russell Midcap Value Index (IWS) 10.4 $9.5M 149k 64.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 9.9 $9.1M 182k 49.89
Vanguard Emerging Markets ETF (VWO) 5.7 $5.2M 156k 33.55
Vanguard Malvern Fds strm infproidx (VTIP) 3.9 $3.6M 73k 48.71
SPDR DJ Wilshire Small Cap Value (SLYV) 3.4 $3.1M 75k 40.86
Vanguard REIT ETF (VNQ) 3.1 $2.9M 41k 69.86
Berkshire Hathaway (BRK.B) 1.8 $1.7M 9.2k 182.80
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.8 $1.6M 38k 42.90
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.7 $1.5M 20k 78.23
iShares Lehman Aggregate Bond (AGG) 1.6 $1.4M 13k 115.40
iShares Russell 2000 Index (IWM) 1.5 $1.4M 12k 114.44
Vanguard Total Stock Market ETF (VTI) 1.0 $952k 7.4k 128.91
Vanguard Russell 1000 Value Et (VONV) 1.0 $941k 11k 87.01
Vanguard Information Technology ETF (VGT) 1.0 $883k 4.2k 212.00
Vanguard Scottsdale Fds cmn (VONE) 0.9 $843k 7.2k 117.25
Technology SPDR (XLK) 0.8 $711k 8.8k 80.40
iShares Russell Midcap Index Fund (IWR) 0.8 $711k 17k 43.17
iShares NASDAQ Biotechnology Index (IBB) 0.8 $697k 6.5k 107.71
Vanguard Value ETF (VTV) 0.7 $618k 6.9k 89.09
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.6 $582k 11k 52.87
Vanguard Europe Pacific ETF (VEA) 0.6 $575k 17k 33.36
Vanguard Growth ETF (VUG) 0.5 $424k 2.7k 156.63
Vanguard Mid-Cap Value ETF (VOE) 0.4 $406k 5.0k 81.35
Ecolab (ECL) 0.4 $363k 2.3k 155.73
3M Company (MMM) 0.4 $344k 2.5k 136.35
Vanguard Short-Term Bond ETF (BSV) 0.4 $338k 4.1k 82.22
iShares Russell 1000 Index (IWB) 0.4 $331k 2.3k 141.70
Ishares Inc core msci emkt (IEMG) 0.4 $330k 8.1k 40.50
Vanguard Large-Cap ETF (VV) 0.3 $318k 2.7k 118.52
Materials SPDR (XLB) 0.3 $308k 6.8k 44.98
Amazon (AMZN) 0.3 $294k 151.00 1947.02
Alphabet Inc Class A cs (GOOGL) 0.3 $281k 242.00 1161.16
Vanguard Total World Stock Idx (VT) 0.3 $272k 4.3k 62.77
Medtronic (MDT) 0.3 $272k 3.0k 90.10
Vanguard Extended Market ETF (VXF) 0.3 $271k 3.0k 90.64
Vanguard Health Care ETF (VHT) 0.3 $267k 1.6k 166.04
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $256k 6.2k 41.00
Spdr S&p 500 Etf (SPY) 0.3 $241k 935.00 257.75
Apple (AAPL) 0.2 $220k 865.00 254.34
AmerisourceBergen (COR) 0.2 $219k 2.5k 88.34
NVIDIA Corporation (NVDA) 0.2 $210k 795.00 264.15
Ford Motor Company (F) 0.1 $104k 22k 4.82