LPWM

LPWM as of June 30, 2022

Portfolio Holdings for LPWM

LPWM holds 61 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.6 $37M 626k 58.94
Ishares Tr S&p 500 Val Etf (IVE) 18.6 $33M 240k 139.07
Ishares Tr Rus Mdcp Val Etf (IWS) 9.8 $18M 170k 103.51
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $10M 100k 101.23
Ishares Tr Core Msci Eafe (IEFA) 5.5 $9.9M 168k 58.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.6 $8.2M 167k 49.45
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.8 $5.1M 70k 72.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $4.6M 111k 41.54
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.5M 25k 175.61
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $3.4M 37k 92.09
Vanguard Index Fds Value Etf (VTV) 1.7 $3.0M 23k 133.10
Ishares Tr Conv Bd Etf (ICVT) 1.6 $2.9M 40k 70.88
Ishares Msci Emrg Chn (EMXC) 1.6 $2.8M 59k 47.64
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.5 $2.7M 120k 22.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M 8.9k 280.88
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.3M 53k 44.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $2.2M 21k 103.16
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.1 $1.9M 11k 177.20
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.0 $1.8M 45k 40.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.5M 23k 66.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.5M 11k 131.18
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.4M 22k 64.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 7.1k 194.64
Vanguard World Fds Inf Tech Etf (VGT) 0.7 $1.2M 3.6k 342.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.2M 23k 50.16
Select Sector Spdr Tr Technology (XLK) 0.6 $1.0M 7.9k 132.85
Ishares Core Msci Emkt (IEMG) 0.6 $1.0M 21k 48.94
Ishares Tr Tips Bd Etf (TIP) 0.5 $900k 7.9k 113.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $881k 14k 63.41
Apple (AAPL) 0.4 $696k 4.7k 147.02
Vanguard World Fds Health Car Etf (VHT) 0.4 $686k 2.8k 241.98
Vanguard Index Fds Growth Etf (VUG) 0.3 $552k 2.4k 234.69
Ishares Tr National Mun Etf (MUB) 0.3 $542k 5.1k 106.71
NVIDIA Corporation (NVDA) 0.3 $504k 3.2k 158.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $501k 210.00 2385.71
Us Bancorp Del Com New (USB) 0.3 $487k 11k 46.57
Vanguard Index Fds Large Cap Etf (VV) 0.3 $459k 2.6k 178.04
3M Company (MMM) 0.2 $444k 3.4k 128.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $430k 3.1k 136.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $382k 2.9k 130.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $373k 4.9k 76.61
UnitedHealth (UNH) 0.2 $359k 693.00 518.04
Ishares Tr Rus 1000 Etf (IWB) 0.2 $354k 1.7k 214.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $348k 2.3k 152.43
Vanguard Index Fds Small Cp Etf (VB) 0.2 $329k 1.8k 181.57
Select Sector Spdr Tr Energy (XLE) 0.2 $328k 4.6k 70.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $323k 832.00 388.22
Amazon (AMZN) 0.2 $303k 2.6k 115.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $288k 3.3k 86.75
Medtronic SHS (MDT) 0.2 $281k 3.1k 89.43
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $261k 3.6k 72.91
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $256k 3.6k 70.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $252k 3.4k 74.89
Broadcom (AVGO) 0.1 $249k 500.00 498.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $243k 4.4k 54.68
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $220k 4.4k 50.00
Select Sector Spdr Tr Communication (XLC) 0.1 $218k 3.9k 56.59
Microsoft Corporation (MSFT) 0.1 $218k 816.00 267.16
Johnson & Johnson (JNJ) 0.1 $213k 1.2k 178.24
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k 748.00 279.41
Ecolab (ECL) 0.1 $206k 1.3k 155.59