LPWM

LPWM as of Dec. 31, 2021

Portfolio Holdings for LPWM

LPWM holds 67 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 24.4 $46M 586k 78.54
Ishares Tr S&p 500 Val Etf (IVE) 19.7 $37M 237k 156.63
Ishares Tr Rus Mdcp Val Etf (IWS) 10.3 $20M 159k 122.38
Ishares Tr Core Msci Eafe (IEFA) 7.8 $15M 196k 74.64
Ishares Tr Russell 2000 Etf (IWM) 4.2 $8.0M 36k 222.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $7.3M 141k 51.40
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $4.4M 38k 116.00
Vanguard Index Fds Value Etf (VTV) 1.7 $3.1M 21k 147.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.9M 22k 133.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.8M 9.3k 299.01
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $2.5M 49k 51.07
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $2.3M 42k 53.94
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $2.2M 10k 218.82
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $2.1M 25k 83.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.9M 38k 49.46
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $1.8M 3.8k 458.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.7M 7.1k 241.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.7M 11k 150.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.9 $1.6M 22k 73.73
Select Sector Spdr Tr Technology (XLK) 0.7 $1.4M 7.9k 173.81
Ishares Core Msci Emkt (IEMG) 0.7 $1.3M 22k 59.85
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.3M 11k 114.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.1M 13k 83.69
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $1.1M 13k 84.75
Ishares Tr Tips Bd Etf (TIP) 0.5 $992k 7.7k 129.22
Vanguard Index Fds Growth Etf (VUG) 0.5 $957k 3.0k 321.03
NVIDIA Corporation (NVDA) 0.5 $918k 3.1k 294.14
Apple (AAPL) 0.5 $868k 4.9k 177.47
Ishares Tr Ishares Biotech (IBB) 0.4 $832k 5.4k 152.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $826k 15k 54.90
Us Bancorp Del Com New (USB) 0.4 $700k 13k 56.19
Vanguard World Fds Health Car Etf (VHT) 0.4 $663k 2.5k 266.48
Alphabet Cap Stk Cl A (GOOGL) 0.3 $643k 222.00 2896.40
Vanguard Index Fds Large Cap Etf (VV) 0.3 $570k 2.6k 221.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $547k 3.0k 182.76
Amazon (AMZN) 0.3 $520k 156.00 3333.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $464k 5.7k 80.79
3M Company (MMM) 0.2 $454k 2.6k 177.55
Ishares Tr Rus 1000 Etf (IWB) 0.2 $452k 1.7k 264.33
Vanguard Index Fds Small Cp Etf (VB) 0.2 $416k 1.8k 225.84
Medtronic SHS (MDT) 0.2 $400k 3.9k 103.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $395k 832.00 474.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $375k 3.5k 107.39
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $372k 1.1k 340.97
Ishares Tr National Mun Etf (MUB) 0.2 $364k 3.1k 116.26
AmerisourceBergen (COR) 0.2 $360k 2.7k 133.04
Ecolab (ECL) 0.2 $354k 1.5k 234.44
UnitedHealth (UNH) 0.2 $353k 703.00 502.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $348k 1.9k 178.74
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $341k 3.8k 90.69
Broadcom (AVGO) 0.2 $333k 500.00 666.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $329k 4.5k 73.05
Accenture Plc Ireland Shs Class A (ACN) 0.2 $310k 748.00 414.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $300k 2.1k 140.98
Microsoft Corporation (MSFT) 0.2 $295k 878.00 335.99
Cisco Systems (CSCO) 0.2 $290k 4.6k 63.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $262k 2.3k 111.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $260k 3.2k 81.20
Select Sector Spdr Tr Energy (XLE) 0.1 $257k 4.6k 55.57
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $250k 2.8k 89.77
Xcel Energy (XEL) 0.1 $248k 3.7k 67.70
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $246k 1.8k 135.31
Alphabet Cap Stk Cl C (GOOG) 0.1 $220k 76.00 2894.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $219k 3.6k 61.17
Select Sector Spdr Tr Communication (XLC) 0.1 $218k 2.8k 77.86
CVS Caremark Corporation (CVS) 0.1 $214k 2.1k 103.13
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $207k 4.0k 51.89