LPWM

LPWM as of Dec. 31, 2022

Portfolio Holdings for LPWM

LPWM holds 59 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 19.7 $37M 243k 150.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 19.6 $36M 650k 55.97
Ishares Tr Rus Mdcp Val Etf (IWS) 10.2 $19M 173k 109.27
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $11M 108k 98.96
Ishares Tr Core Msci Eafe (IEFA) 5.2 $9.7M 151k 64.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.4 $8.1M 174k 46.79
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.3 $6.2M 79k 77.83
Ishares Tr Russell 2000 Etf (IWM) 2.4 $4.6M 25k 180.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $4.3M 104k 41.50
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $3.6M 42k 84.59
Vanguard Index Fds Value Etf (VTV) 1.7 $3.2M 22k 143.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.8M 8.9k 316.35
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.5 $2.8M 117k 23.86
Ishares Msci Emrg Chn (EMXC) 1.5 $2.8M 56k 49.90
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $2.6M 15k 177.70
Ishares Tr Conv Bd Etf (ICVT) 1.3 $2.4M 34k 70.86
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.3M 55k 42.59
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $2.2M 21k 107.09
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.1 $2.0M 40k 50.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $2.0M 14k 140.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.8M 41k 43.82
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $1.4M 20k 68.33
Ishares Tr National Mun Etf (MUB) 0.7 $1.4M 13k 106.94
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $1.3M 19k 69.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 5.8k 195.64
Ishares Core Msci Emkt (IEMG) 0.5 $985k 20k 49.92
Vanguard World Fds Health Car Etf (VHT) 0.4 $831k 3.4k 246.50
Select Sector Spdr Tr Technology (XLK) 0.4 $802k 6.3k 126.96
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $779k 2.4k 326.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $687k 12k 58.89
Ishares Tr Tips Bd Etf (TIP) 0.4 $675k 6.3k 107.71
Select Sector Spdr Tr Energy (XLE) 0.3 $605k 6.9k 87.87
Apple (AAPL) 0.3 $605k 4.6k 130.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $531k 11k 50.23
NVIDIA Corporation (NVDA) 0.3 $520k 3.3k 159.10
Us Bancorp Del Com New (USB) 0.3 $488k 11k 46.66
Vanguard Index Fds Growth Etf (VUG) 0.3 $478k 2.2k 217.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $458k 2.6k 177.80
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $444k 3.2k 137.40
Amazon (AMZN) 0.2 $400k 4.5k 89.87
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $393k 2.9k 134.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $371k 4.2k 88.42
AmerisourceBergen (COR) 0.2 $366k 2.2k 167.29
3M Company (MMM) 0.2 $363k 2.8k 128.14
Ishares Tr Rus 1000 Etf (IWB) 0.2 $355k 1.7k 214.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $333k 852.00 390.58
Vanguard Index Fds Small Cp Etf (VB) 0.2 $332k 1.7k 190.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $327k 2.0k 164.37
UnitedHealth (UNH) 0.2 $303k 624.00 486.00
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $292k 3.6k 81.69
Broadcom (AVGO) 0.2 $288k 500.00 574.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $274k 3.6k 75.84
Medtronic SHS (MDT) 0.1 $270k 3.4k 78.89
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $247k 3.4k 72.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $217k 788.00 274.93
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $215k 3.7k 58.29
Johnson & Johnson (JNJ) 0.1 $209k 1.2k 175.16
Cisco Systems (CSCO) 0.1 $209k 4.3k 48.81
Ecolab (ECL) 0.1 $202k 1.3k 152.20