LPWM

LPWM as of March 31, 2021

Portfolio Holdings for LPWM

LPWM holds 57 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 23.1 $34M 136k 253.67
Ishares Tr S&p 500 Val Etf (IVE) 20.5 $31M 214k 142.18
Ishares Tr Rus Mdcp Val Etf (IWS) 10.6 $16M 143k 110.51
Ishares Tr Core Msci Eafe (IEFA) 8.6 $13M 175k 73.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.1 $6.1M 119k 51.59
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.7 $5.5M 67k 82.85
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $3.3M 35k 93.54
Ishares Tr Russell 2000 Etf (IWM) 1.6 $2.4M 11k 223.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.4M 18k 130.46
Vanguard Index Fds Value Etf (VTV) 1.6 $2.4M 18k 132.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.3M 8.8k 258.24
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $2.1M 37k 56.01
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $1.9M 38k 49.76
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.6M 22k 75.02
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $1.5M 4.1k 365.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $1.5M 11k 136.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.4M 6.7k 209.33
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $1.4M 7.4k 187.49
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $1.3M 9.8k 134.04
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 19k 65.09
Select Sector Spdr Tr Technology (XLK) 0.8 $1.1M 8.3k 135.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $950k 18k 52.53
Ishares Tr Nasdaq Biotech (IBB) 0.6 $886k 5.8k 151.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $841k 15k 54.62
Vanguard Index Fds Growth Etf (VUG) 0.5 $816k 3.1k 261.29
Ishares Tr Tips Bd Etf (TIP) 0.5 $781k 6.2k 125.52
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $699k 6.1k 114.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $682k 10k 66.03
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $533k 3.0k 179.58
Alphabet Cap Stk Cl A (GOOGL) 0.4 $526k 247.00 2129.55
Apple (AAPL) 0.4 $521k 4.2k 122.94
Ishares Tr Rus 1000 Etf (IWB) 0.3 $514k 2.3k 226.63
Vanguard World Fds Health Car Etf (VHT) 0.3 $508k 2.2k 228.42
Vanguard Index Fds Large Cap Etf (VV) 0.3 $484k 2.6k 187.38
NVIDIA Corporation (NVDA) 0.3 $467k 845.00 552.66
Amazon (AMZN) 0.3 $458k 145.00 3158.62
Medtronic SHS (MDT) 0.3 $443k 3.8k 118.13
3M Company (MMM) 0.3 $395k 2.0k 192.87
Vanguard Index Fds Small Cp Etf (VB) 0.3 $395k 1.8k 217.39
Ecolab (ECL) 0.3 $386k 1.8k 217.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $361k 4.4k 82.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $360k 3.6k 98.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $333k 832.00 400.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $300k 4.1k 72.90
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $295k 991.00 297.68
Xcel Energy (XEL) 0.2 $285k 4.3k 66.85
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $285k 3.6k 79.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $269k 1.6k 167.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $254k 2.2k 116.30
Microsoft Corporation (MSFT) 0.2 $251k 1.0k 242.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $238k 2.3k 101.67
Cisco Systems (CSCO) 0.2 $233k 4.5k 52.07
Broadcom (AVGO) 0.2 $226k 474.00 476.79
Select Sector Spdr Tr Energy (XLE) 0.1 $222k 4.4k 50.34
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $209k 1.2k 180.80
Accenture Plc Ireland Shs Class A (ACN) 0.1 $208k 748.00 278.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $203k 3.3k 61.52