LPWM

LPWM as of Sept. 30, 2022

Portfolio Holdings for LPWM

LPWM holds 58 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.4 $34M 633k 54.21
Ishares Tr S&p 500 Val Etf (IVE) 18.7 $31M 244k 128.52
Ishares Tr Rus Mdcp Val Etf (IWS) 9.7 $16M 169k 96.05
Ishares Tr Core Us Aggbd Et (AGG) 5.4 $9.0M 94k 96.34
Ishares Tr Core Msci Eafe (IEFA) 5.2 $8.8M 167k 52.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.7 $7.9M 164k 48.11
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.0 $5.1M 76k 67.14
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.2M 25k 164.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $4.0M 109k 36.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $3.0M 38k 80.18
Ishares Tr Conv Bd Etf (ICVT) 1.7 $2.9M 42k 68.90
Vanguard Index Fds Value Etf (VTV) 1.6 $2.7M 22k 123.49
Ishares Msci Emrg Chn (EMXC) 1.6 $2.7M 60k 44.28
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.5 $2.6M 122k 20.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.4M 8.9k 267.06
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $2.1M 54k 38.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $2.0M 22k 92.80
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.2 $2.0M 39k 50.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $1.8M 15k 121.75
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $1.7M 11k 163.35
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.0 $1.6M 44k 36.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 7.7k 179.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.4M 22k 62.16
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $1.3M 21k 59.68
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $1.1M 3.4k 307.36
Select Sector Spdr Tr Technology (XLK) 0.6 $933k 7.9k 118.75
Ishares Core Msci Emkt (IEMG) 0.5 $892k 21k 42.98
Vanguard World Fds Health Car Etf (VHT) 0.4 $754k 3.4k 223.81
Ishares Tr National Mun Etf (MUB) 0.4 $725k 7.1k 102.56
Vanguard Index Fds Growth Etf (VUG) 0.4 $725k 3.4k 214.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $724k 15k 48.11
Apple (AAPL) 0.4 $668k 4.8k 138.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $622k 11k 57.82
Ishares Tr Tips Bd Etf (TIP) 0.4 $603k 5.7k 104.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $583k 8.2k 71.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $430k 3.4k 127.18
Us Bancorp Del Com New (USB) 0.3 $422k 11k 40.35
Vanguard Index Fds Large Cap Etf (VV) 0.3 $422k 2.6k 163.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $402k 4.2k 95.71
NVIDIA Corporation (NVDA) 0.2 $386k 3.2k 121.35
Select Sector Spdr Tr Energy (XLE) 0.2 $363k 5.0k 72.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $354k 2.9k 121.27
UnitedHealth (UNH) 0.2 $350k 693.00 505.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $339k 2.4k 143.28
Ishares Tr Rus 1000 Etf (IWB) 0.2 $325k 1.7k 196.97
3M Company (MMM) 0.2 $324k 2.9k 110.62
Vanguard Index Fds Small Cp Etf (VB) 0.2 $310k 1.8k 171.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $297k 832.00 356.97
Amazon (AMZN) 0.2 $296k 2.6k 112.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $282k 3.8k 74.88
Medtronic SHS (MDT) 0.2 $272k 3.4k 80.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $266k 2.8k 96.10
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $243k 3.6k 67.88
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $240k 9.5k 25.32
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $234k 3.5k 66.55
Broadcom (AVGO) 0.1 $222k 500.00 444.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $203k 4.2k 48.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $202k 2.6k 78.88