LPWM

LPWM as of March 31, 2023

Portfolio Holdings for LPWM

LPWM holds 68 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.1 $42M 664k 62.89
Ishares Tr S&p 500 Val Etf (IVE) 18.2 $38M 249k 151.76
Ishares Tr Rus Mdcp Val Etf (IWS) 9.0 $19M 177k 106.20
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $13M 134k 99.64
Ishares Tr Core Msci Eafe (IEFA) 4.9 $10M 154k 66.85
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $8.7M 182k 47.82
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.7 $7.7M 154k 50.32
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.1 $6.5M 86k 76.18
Ishares Tr Russell 2000 Etf (IWM) 2.2 $4.6M 26k 178.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $4.4M 108k 40.40
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $3.6M 43k 83.04
Vanguard Index Fds Value Etf (VTV) 1.6 $3.3M 24k 138.11
Ishares Msci Emrg Chn (EMXC) 1.4 $2.9M 58k 49.33
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.4 $2.8M 122k 23.23
Berkshire Hathaway Inc Del Cl B New 1.3 $2.7M 8.9k 308.77
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $2.6M 14k 186.33
Ishares Tr Conv Bd Etf (ICVT) 1.2 $2.5M 35k 72.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $2.3M 21k 109.24
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $2.3M 56k 40.57
Ishares Tr National Mun Etf (MUB) 1.0 $2.1M 20k 107.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $2.1M 16k 134.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.9M 43k 45.17
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $1.4M 21k 66.81
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $1.3M 3.4k 385.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.3M 19k 69.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 5.8k 204.11
Ishares Core Msci Emkt (IEMG) 0.5 $981k 20k 48.79
Vanguard World Fds Health Car Etf (VHT) 0.5 $973k 4.1k 238.46
Select Sector Spdr Tr Technology (XLK) 0.4 $915k 6.1k 151.01
NVIDIA Corporation (NVDA) 0.4 $850k 3.1k 277.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $847k 13k 63.89
Apple 0.4 $763k 4.6k 164.90
Vanguard Index Fds Growth Etf (VUG) 0.3 $662k 2.7k 249.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $638k 13k 50.66
Ishares Tr Tips Bd Etf (TIP) 0.3 $616k 5.6k 110.26
Select Sector Spdr Tr Energy (XLE) 0.3 $570k 6.9k 82.83
3M Company (MMM) 0.2 $501k 4.8k 105.11
Vanguard Index Fds Large Cap Etf (VV) 0.2 $482k 2.6k 186.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $462k 9.1k 50.79
Amazon (AMZN) 0.2 $461k 4.5k 103.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $450k 3.2k 140.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $442k 3.4k 129.46
Alphabet Cap Stk Cl A (GOOGL) 0.2 $436k 4.2k 103.73
Ishares Tr U.s. Finls Etf (IYF) 0.2 $429k 6.0k 71.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $405k 2.1k 189.56
Us Bancorp Del Com New (USB) 0.2 $377k 11k 36.05
Ishares Tr Rus 1000 Etf (IWB) 0.2 $372k 1.7k 225.16
AmerisourceBergen (COR) 0.2 $350k 2.2k 160.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $349k 852.00 409.39
Broadcom (AVGO) 0.2 $321k 500.00 641.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $313k 2.0k 158.76
UnitedHealth (UNH) 0.1 $295k 624.00 472.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $267k 2.6k 104.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $264k 13k 19.78
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $261k 1.0k 252.55
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $240k 4.0k 59.51
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $237k 4.4k 53.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $237k 3.3k 72.07
Microsoft Corporation (MSFT) 0.1 $235k 816.00 288.30
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $234k 2.4k 96.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $225k 788.00 285.81
Cisco Systems (CSCO) 0.1 $224k 4.3k 52.28
Ecolab (ECL) 0.1 $219k 1.3k 165.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $217k 2.8k 76.49
Medtronic SHS (MDT) 0.1 $205k 2.5k 80.62
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $203k 2.6k 77.63
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.1 $191k 11k 17.86
Prosomnus Common Stock (OSAPQ) 0.0 $83k 16k 5.21