LPWM

LPWM as of Dec. 31, 2020

Portfolio Holdings for LPWM

LPWM holds 53 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 24.5 $33M 132k 247.81
Ishares Tr S&p 500 Val Etf (IVE) 19.9 $27M 208k 128.02
Ishares Tr Rus Mdcp Val Etf (IWS) 9.9 $13M 137k 96.96
Ishares Tr Core Msci Eafe (IEFA) 8.8 $12M 170k 69.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.4 $5.9M 116k 51.10
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.2 $4.2M 64k 66.20
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $2.9M 34k 84.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.2M 18k 121.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.1M 8.9k 231.82
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.1M 11k 196.02
Vanguard Index Fds Value Etf (VTV) 1.5 $2.0M 17k 118.96
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.5 $1.9M 36k 54.32
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $1.7M 36k 47.20
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $1.4M 4.1k 353.72
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.4M 21k 68.55
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $1.3M 7.4k 175.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.3M 11k 118.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.2M 6.0k 194.65
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $1.2M 9.7k 119.80
Ishares Core Msci Emkt (IEMG) 0.8 $1.1M 18k 62.04
Select Sector Spdr Tr Technology (XLK) 0.8 $1.1M 8.3k 130.06
Ishares Tr Nasdaq Biotech (IBB) 0.7 $886k 5.8k 151.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $858k 16k 55.19
Vanguard Index Fds Growth Etf (VUG) 0.6 $800k 3.2k 253.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $755k 15k 50.10
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $752k 6.4k 118.18
Ishares Tr Tips Bd Etf (TIP) 0.5 $723k 5.7k 127.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $627k 9.8k 63.87
Apple (AAPL) 0.4 $562k 4.2k 132.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $510k 5.8k 88.14
Amazon (AMZN) 0.4 $495k 152.00 3256.58
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $489k 3.0k 164.76
Vanguard World Fds Health Car Etf (VHT) 0.4 $484k 2.2k 223.66
Vanguard Index Fds Large Cap Etf (VV) 0.3 $454k 2.6k 175.76
Alphabet Cap Stk Cl A (GOOGL) 0.3 $450k 257.00 1750.97
NVIDIA Corporation (NVDA) 0.3 $436k 835.00 522.16
Medtronic SHS (MDT) 0.3 $427k 3.6k 117.21
AmerisourceBergen (COR) 0.3 $412k 4.2k 97.72
Ishares Tr Rus 1000 Etf (IWB) 0.3 $411k 1.9k 211.96
Ecolab (ECL) 0.3 $396k 1.8k 216.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $364k 4.4k 82.92
3M Company (MMM) 0.3 $353k 2.0k 174.58
Vanguard Index Fds Small Cp Etf (VB) 0.3 $345k 1.8k 194.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $328k 3.5k 92.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $325k 868.00 374.42
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $272k 988.00 275.30
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $259k 3.6k 72.35
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $252k 3.7k 68.29
Microsoft Corporation (MSFT) 0.2 $241k 1.1k 222.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $223k 1.6k 142.31
Broadcom (AVGO) 0.2 $218k 499.00 436.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $214k 2.3k 91.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $202k 1.8k 113.29