LPWM

LPWM as of March 31, 2025

Portfolio Holdings for LPWM

LPWM holds 84 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 18.2 $57M 610k 92.79
Ishares Tr S&p 500 Val Etf (IVE) 18.1 $56M 295k 190.58
Ishares Tr Rus Mdcp Val Etf (IWS) 8.6 $27M 212k 125.97
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.2 $16M 319k 50.63
Ishares Tr Core Msci Eafe (IEFA) 4.7 $15M 193k 75.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.1 $13M 257k 49.90
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.5 $11M 100k 108.69
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.2 $6.7M 86k 78.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $6.6M 146k 45.26
Ishares Tr Russell 2000 Etf (IWM) 2.0 $6.4M 32k 199.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $5.6M 62k 90.54
Ishares Tr National Mun Etf (MUB) 1.7 $5.4M 51k 105.44
Vanguard Index Fds Value Etf (VTV) 1.7 $5.2M 30k 172.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.9M 9.2k 532.58
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.4 $4.4M 180k 24.28
Ishares Msci Emrg Chn (EMXC) 1.4 $4.2M 76k 55.09
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $4.0M 16k 253.86
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $3.9M 97k 40.46
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $3.7M 72k 50.85
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $3.6M 42k 85.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $3.4M 21k 160.54
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $3.3M 33k 98.92
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.1M 27k 115.60
NVIDIA Corporation (NVDA) 1.0 $3.1M 28k 108.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.7M 52k 50.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.8M 6.7k 274.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.8M 20k 92.83
Vanguard World Inf Tech Etf (VGT) 0.6 $1.7M 3.2k 542.38
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.7M 20k 82.54
UnitedHealth (UNH) 0.4 $1.4M 2.6k 523.75
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $1.3M 15k 91.73
Amazon (AMZN) 0.4 $1.2M 6.6k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.4k 513.91
Select Sector Spdr Tr Technology (XLK) 0.4 $1.2M 5.8k 206.49
Ishares Core Msci Emkt (IEMG) 0.4 $1.1M 21k 53.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.0M 6.1k 170.90
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.0M 2.8k 370.85
Apple (AAPL) 0.3 $914k 4.1k 222.11
Broadcom (AVGO) 0.3 $913k 5.5k 167.43
Vanguard World Health Car Etf (VHT) 0.3 $821k 3.1k 264.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $778k 16k 49.62
Vanguard World Comm Srvc Etf (VOX) 0.2 $773k 5.2k 148.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $717k 4.9k 146.02
Alphabet Cap Stk Cl A (GOOGL) 0.2 $700k 4.5k 154.63
Vanguard Index Fds Large Cap Etf (VV) 0.2 $663k 2.6k 257.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $623k 11k 58.35
Ishares Tr Conv Bd Etf (ICVT) 0.2 $619k 7.4k 83.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $602k 3.5k 172.26
Select Sector Spdr Tr Energy (XLE) 0.2 $601k 6.4k 93.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $536k 1.1k 468.92
Ishares Tr Core Total Usd (IUSB) 0.2 $515k 11k 46.08
Ishares Tr Rus 1000 Etf (IWB) 0.2 $501k 1.6k 306.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $494k 3.2k 156.23
Ishares Tr U.s. Finls Etf (IYF) 0.2 $493k 4.4k 112.85
Microsoft Corporation (MSFT) 0.2 $486k 1.3k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $482k 862.00 559.39
Vanguard Index Fds Small Cp Etf (VB) 0.1 $458k 2.1k 221.75
Tesla Motors (TSLA) 0.1 $377k 1.5k 259.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $361k 1.0k 361.09
Vanguard World Consum Dis Etf (VCR) 0.1 $345k 1.1k 325.51
Ishares Tr Tips Bd Etf (TIP) 0.1 $338k 3.0k 111.10
3M Company (MMM) 0.1 $328k 2.2k 146.86
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $315k 3.9k 80.66
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $315k 4.9k 64.52
Ecolab (ECL) 0.1 $301k 1.2k 253.52
Ishares Tr Us Aer Def Etf (ITA) 0.1 $300k 2.0k 153.12
Select Sector Spdr Tr Communication (XLC) 0.1 $297k 3.1k 96.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $274k 1.5k 186.33
AmerisourceBergen (COR) 0.1 $269k 968.00 278.19
Dell Technologies CL C (DELL) 0.1 $266k 2.9k 91.15
JPMorgan Chase & Co. (JPM) 0.1 $260k 1.1k 245.30
Meta Platforms Cl A (META) 0.1 $260k 451.00 576.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $245k 3.0k 81.67
Exxon Mobil Corporation (XOM) 0.1 $239k 2.0k 118.91
Philip Morris International (PM) 0.1 $238k 1.5k 158.73
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $235k 3.7k 63.53
Crowdstrike Hldgs Cl A (CRWD) 0.1 $223k 633.00 352.58
Visa Com Cl A (V) 0.1 $222k 632.00 350.46
Enovix Corp (ENVX) 0.1 $212k 29k 7.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $207k 1.8k 115.98
Ishares Tr U.s. Energy Etf (IYE) 0.1 $206k 4.2k 49.30
Freeport-mcmoran CL B (FCX) 0.1 $201k 5.3k 37.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $200k 3.3k 60.66
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $174k 15k 11.42