LPWM

LPWM as of Dec. 31, 2024

Portfolio Holdings for LPWM

LPWM holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.6 $64M 620k 103.30
Ishares Tr S&p 500 Val Etf (IVE) 17.2 $53M 280k 190.88
Ishares Tr Rus Mdcp Val Etf (IWS) 8.4 $26M 203k 129.34
Ishares Tr Core Msci Eafe (IEFA) 4.3 $13M 189k 70.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $12M 249k 48.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $10M 98k 106.84
Ishares Tr Core Us Aggbd Et (AGG) 3.2 $10M 103k 96.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.0 $9.3M 184k 50.37
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.3 $7.1M 81k 87.25
Ishares Tr Russell 2000 Etf (IWM) 2.2 $6.8M 31k 220.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $6.1M 138k 44.04
Ishares Tr National Mun Etf (MUB) 1.9 $5.8M 54k 106.55
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.8 $5.5M 21k 266.72
Vanguard Index Fds Value Etf (VTV) 1.7 $5.1M 30k 169.30
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.1M 58k 89.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $4.1M 9.1k 453.28
Ishares Msci Emrg Chn (EMXC) 1.3 $4.0M 72k 55.45
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.3 $3.9M 167k 23.41
NVIDIA Corporation (NVDA) 1.2 $3.9M 29k 134.29
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $3.8M 43k 88.40
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $3.6M 90k 39.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $3.5M 21k 161.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.0M 26k 114.48
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.6M 51k 50.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.5M 53k 47.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.0M 20k 101.53
Vanguard World Inf Tech Etf (VGT) 0.6 $2.0M 3.2k 621.80
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $1.9M 21k 91.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.9M 6.7k 289.83
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.6M 20k 81.25
Amazon (AMZN) 0.5 $1.4M 6.4k 219.39
Select Sector Spdr Tr Technology (XLK) 0.4 $1.3M 5.8k 232.52
Broadcom (AVGO) 0.4 $1.3M 5.5k 231.84
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.8k 410.47
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 21k 52.22
Apple (AAPL) 0.3 $1.0M 4.1k 250.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.0M 5.7k 178.08
Tesla Motors (TSLA) 0.3 $905k 2.2k 403.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $856k 4.5k 189.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $842k 17k 50.13
Vanguard World Comm Srvc Etf (VOX) 0.3 $807k 5.2k 154.96
Vanguard World Health Car Etf (VHT) 0.2 $746k 2.9k 253.69
Vanguard Index Fds Large Cap Etf (VV) 0.2 $695k 2.6k 269.70
Ishares Tr Conv Bd Etf (ICVT) 0.2 $684k 8.1k 84.97
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $664k 3.5k 189.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $644k 4.7k 137.57
Ishares Tr Tips Bd Etf (TIP) 0.2 $638k 6.0k 106.55
Alphabet Cap Stk Cl C (GOOG) 0.2 $587k 3.1k 190.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $584k 1.1k 511.23
Select Sector Spdr Tr Energy (XLE) 0.2 $551k 6.4k 85.66
Enovix Corp (ENVX) 0.2 $549k 51k 10.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $536k 914.00 586.08
Ishares Tr Rus 1000 Etf (IWB) 0.2 $528k 1.6k 322.16
Microsoft Corporation (MSFT) 0.2 $508k 1.2k 421.50
Vanguard Index Fds Small Cp Etf (VB) 0.2 $505k 2.1k 240.28
Ishares Tr U.s. Finls Etf (IYF) 0.2 $483k 4.4k 110.58
UnitedHealth (UNH) 0.1 $438k 866.00 505.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $402k 1.0k 401.58
Vanguard World Consum Dis Etf (VCR) 0.1 $398k 1.1k 375.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $353k 4.0k 89.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $314k 1.6k 198.20
Select Sector Spdr Tr Communication (XLC) 0.1 $297k 3.1k 96.81
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $295k 4.5k 65.79
Dell Technologies CL C (DELL) 0.1 $295k 2.6k 115.24
Ishares Tr Us Aer Def Etf (ITA) 0.1 $285k 2.0k 145.37
Mastercard Incorporated Cl A (MA) 0.1 $280k 532.00 526.57
Ecolab (ECL) 0.1 $278k 1.2k 234.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $277k 3.8k 71.91
JPMorgan Chase & Co. (JPM) 0.1 $266k 1.1k 239.71
Meta Platforms Cl A (META) 0.1 $264k 451.00 585.51
3M Company (MMM) 0.1 $254k 2.0k 129.09
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $235k 3.0k 78.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $229k 3.7k 62.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $226k 3.7k 60.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $222k 1.7k 128.63
Crowdstrike Hldgs Cl A (CRWD) 0.1 $217k 633.00 342.16
Freeport-mcmoran CL B (FCX) 0.1 $202k 5.3k 38.08
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $174k 15k 11.38