LPWM

LPWM as of June 30, 2020

Portfolio Holdings for LPWM

LPWM holds 45 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 22.1 $24M 123k 197.32
Ishares Tr S&p 500 Val Etf (IVE) 18.8 $21M 190k 108.21
Ishares Tr Rus Mdcp Val Etf (IWS) 10.0 $11M 143k 76.53
Ishares Tr Core Msci Eafe (IEFA) 9.1 $10M 174k 57.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $5.8M 147k 39.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $4.0M 80k 50.17
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.9 $3.2M 65k 49.12
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $3.1M 39k 78.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $1.7M 17k 96.65
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.5 $1.7M 36k 46.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.6M 9.1k 178.52
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.6M 14k 118.21
Ishares Tr Russell 2000 Etf (IWM) 1.4 $1.6M 11k 143.18
Vanguard Index Fds Value Etf (VTV) 1.4 $1.5M 15k 99.59
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $1.3M 34k 38.79
Vanguard World Fds Inf Tech Etf (VGT) 1.2 $1.3M 4.6k 278.72
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.2M 7.6k 156.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.0M 11k 95.69
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $1.0M 7.2k 141.86
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $1.0M 10k 98.90
Select Sector Spdr Tr Technology (XLK) 0.9 $936k 9.0k 104.49
Ishares Tr Nasdaq Biotech (IBB) 0.8 $911k 6.7k 136.64
Ishares Core Msci Emkt (IEMG) 0.8 $826k 17k 47.59
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.7 $799k 15k 54.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $794k 15k 53.58
Vanguard Index Fds Growth Etf (VUG) 0.5 $597k 3.0k 202.24
Ecolab (ECL) 0.4 $441k 2.2k 198.83
Amazon (AMZN) 0.4 $406k 147.00 2761.90
Ishares Tr Rus 1000 Etf (IWB) 0.4 $386k 2.2k 171.86
Vanguard Index Fds Large Cap Etf (VV) 0.4 $384k 2.7k 143.12
3M Company (MMM) 0.3 $379k 2.4k 155.97
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $368k 6.5k 56.37
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $354k 3.0k 118.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $350k 4.2k 83.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $345k 1.7k 207.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $343k 242.00 1417.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $340k 3.8k 88.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $339k 1.1k 308.46
Apple (AAPL) 0.3 $316k 865.00 365.32
NVIDIA Corporation (NVDA) 0.3 $312k 820.00 380.49
Vanguard World Fds Health Car Etf (VHT) 0.3 $303k 1.6k 192.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $300k 4.0k 74.91
Medtronic SHS (MDT) 0.3 $281k 3.1k 91.86
Vanguard Index Fds Small Cp Etf (VB) 0.2 $257k 1.8k 145.53
AmerisourceBergen (COR) 0.2 $251k 2.5k 100.80