LPWM

LPWM as of June 30, 2021

Portfolio Holdings for LPWM

LPWM holds 63 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 24.1 $40M 562k 71.46
Ishares Tr S&p 500 Val Etf (IVE) 19.7 $33M 221k 148.50
Ishares Tr Rus Mdcp Val Etf (IWS) 10.2 $17M 147k 115.82
Ishares Tr Core Msci Eafe (IEFA) 8.3 $14M 183k 75.60
Ishares Tr Russell 2000 Etf (IWM) 4.6 $7.6M 34k 226.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $6.6M 127k 52.05
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $3.8M 36k 105.07
Vanguard Index Fds Value Etf (VTV) 1.6 $2.7M 20k 138.50
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.7M 20k 137.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.6M 9.3k 280.50
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $2.3M 39k 59.68
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $2.1M 40k 51.87
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.9M 24k 79.84
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $1.7M 4.1k 407.06
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $1.6M 7.7k 203.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.5M 11k 141.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.5M 6.5k 225.82
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.4M 20k 70.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.3M 26k 52.96
Ishares Core Msci Emkt (IEMG) 0.8 $1.3M 20k 65.31
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 8.0k 151.14
Vanguard Index Fds Growth Etf (VUG) 0.5 $915k 3.1k 292.99
Ishares Tr Ishares Biotech (IBB) 0.5 $905k 5.5k 163.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $857k 12k 74.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $841k 15k 55.43
Ishares Tr Tips Bd Etf (TIP) 0.5 $818k 6.4k 127.87
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $740k 8.8k 84.33
Us Bancorp Del Com New (USB) 0.4 $734k 13k 56.93
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $717k 6.2k 115.66
Apple (AAPL) 0.4 $709k 4.9k 145.02
NVIDIA Corporation (NVDA) 0.4 $678k 845.00 802.37
Alphabet Cap Stk Cl A (GOOGL) 0.4 $608k 242.00 2512.40
Amazon (AMZN) 0.3 $580k 156.00 3717.95
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $558k 3.0k 188.01
Vanguard World Fds Health Car Etf (VHT) 0.3 $558k 2.2k 251.01
Vanguard Index Fds Large Cap Etf (VV) 0.3 $526k 2.6k 204.03
Medtronic SHS (MDT) 0.3 $484k 3.8k 128.08
Ishares Tr Rus 1000 Etf (IWB) 0.3 $428k 1.7k 245.98
Vanguard Index Fds Small Cp Etf (VB) 0.2 $416k 1.9k 224.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $381k 3.7k 104.36
3M Company (MMM) 0.2 $381k 1.9k 200.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $380k 4.6k 82.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $362k 832.00 435.10
Ecolab (ECL) 0.2 $357k 1.7k 212.75
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $333k 1.0k 320.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $317k 4.2k 75.14
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $297k 3.6k 82.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $295k 1.7k 173.12
UnitedHealth (UNH) 0.2 $290k 703.00 412.52
Microsoft Corporation (MSFT) 0.2 $287k 1.0k 277.56
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $272k 2.1k 128.48
Xcel Energy (XEL) 0.2 $268k 4.0k 67.63
Cisco Systems (CSCO) 0.1 $246k 4.6k 53.77
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $246k 2.3k 105.08
Broadcom (AVGO) 0.1 $240k 500.00 480.00
Accenture Plc Ireland Shs Class A (ACN) 0.1 $234k 748.00 312.83
Select Sector Spdr Tr Energy (XLE) 0.1 $233k 4.4k 52.83
Select Sector Spdr Tr Communication (XLC) 0.1 $218k 2.7k 81.46
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $217k 1.5k 144.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $215k 2.4k 91.45
Nike CL B (NKE) 0.1 $209k 1.3k 160.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $209k 3.3k 63.33
Starbucks Corporation (SBUX) 0.1 $202k 1.7k 117.37