LPWM

LPWM as of June 30, 2025

Portfolio Holdings for LPWM

LPWM holds 83 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.1 $69M 630k 109.20
Ishares Tr S&p 500 Val Etf (IVE) 17.5 $60M 308k 195.42
Ishares Tr Rus Mdcp Val Etf (IWS) 8.5 $29M 222k 132.14
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.2 $18M 354k 50.68
Ishares Tr Core Msci Eafe (IEFA) 4.5 $15M 185k 83.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.8 $13M 257k 50.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $11M 228k 49.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $11M 98k 109.61
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.3 $7.8M 97k 79.76
Ishares Tr Russell 2000 Etf (IWM) 2.2 $7.5M 35k 215.79
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.6M 63k 89.06
Vanguard Index Fds Value Etf (VTV) 1.6 $5.6M 32k 176.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $4.6M 9.5k 485.77
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.3 $4.5M 173k 26.12
NVIDIA Corporation (NVDA) 1.3 $4.4M 28k 157.99
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $4.4M 16k 280.86
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $4.1M 82k 50.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $4.1M 88k 46.15
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $3.9M 42k 91.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $3.5M 22k 164.46
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.3M 25k 134.39
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.2M 33k 99.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $3.1M 64k 49.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.0M 52k 57.01
Ishares Tr National Mun Etf (MUB) 0.7 $2.4M 23k 104.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.1M 19k 110.10
Vanguard World Inf Tech Etf (VGT) 0.6 $2.1M 3.1k 663.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.0M 6.7k 303.94
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.5 $1.8M 20k 91.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.7M 20k 85.21
Broadcom (AVGO) 0.4 $1.5M 5.5k 275.66
Amazon (AMZN) 0.4 $1.5M 6.7k 219.40
Select Sector Spdr Tr Technology (XLK) 0.4 $1.5M 5.7k 253.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.4M 2.4k 568.03
Ishares Core Msci Emkt (IEMG) 0.4 $1.3M 22k 60.03
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.3M 2.9k 438.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.1M 6.1k 182.83
Ishares Tr Core Total Usd (IUSB) 0.3 $1.1M 23k 46.23
Vanguard World Comm Srvc Etf (VOX) 0.3 $891k 5.2k 171.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $886k 14k 62.02
Apple (AAPL) 0.2 $814k 4.0k 205.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $798k 4.5k 176.22
Vanguard Index Fds Large Cap Etf (VV) 0.2 $736k 2.6k 285.30
Select Sector Spdr Tr Energy (XLE) 0.2 $723k 8.5k 84.81
Vanguard World Health Car Etf (VHT) 0.2 $706k 2.8k 248.34
UnitedHealth (UNH) 0.2 $694k 2.2k 311.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $674k 5.0k 134.78
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $673k 3.5k 192.71
Microsoft Corporation (MSFT) 0.2 $644k 1.3k 497.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $630k 1.1k 551.64
Ishares Tr Conv Bd Etf (ICVT) 0.2 $617k 6.9k 90.10
Ishares Tr Rus 1000 Etf (IWB) 0.2 $611k 1.8k 339.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $547k 3.1k 177.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $533k 862.00 617.85
Ishares Tr U.s. Finls Etf (IYF) 0.2 $528k 4.4k 120.99
Ishares Msci Emrg Chn (EMXC) 0.2 $517k 8.2k 63.14
3M Company (MMM) 0.1 $482k 3.2k 152.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $472k 2.0k 236.98
Tesla Motors (TSLA) 0.1 $462k 1.5k 317.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $425k 1.0k 424.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $421k 2.2k 195.04
Vanguard World Consum Dis Etf (VCR) 0.1 $384k 1.1k 362.32
Ishares Tr Us Aer Def Etf (ITA) 0.1 $369k 2.0k 188.66
Dell Technologies CL C (DELL) 0.1 $358k 2.9k 122.60
American Express Company (AXP) 0.1 $358k 1.1k 318.98
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $341k 4.9k 69.91
Ishares Tr Tips Bd Etf (TIP) 0.1 $335k 3.0k 110.05
Select Sector Spdr Tr Communication (XLC) 0.1 $334k 3.1k 108.53
Meta Platforms Cl A (META) 0.1 $333k 451.00 738.09
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $328k 3.8k 87.23
Crowdstrike Hldgs Cl A (CRWD) 0.1 $322k 633.00 509.31
Ecolab (ECL) 0.1 $320k 1.2k 269.44
JPMorgan Chase & Co. (JPM) 0.1 $307k 1.1k 289.91
Philip Morris International (PM) 0.1 $273k 1.5k 182.13
Enovix Corp (ENVX) 0.1 $254k 25k 10.34
Ishares Tr Expanded Tech (IGV) 0.1 $246k 2.3k 109.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $243k 3.3k 72.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $242k 3.0k 80.97
Visa Com Cl A (V) 0.1 $224k 632.00 355.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $222k 3.3k 67.22
Exxon Mobil Corporation (XOM) 0.1 $216k 2.0k 107.78
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $205k 733.00 279.83
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $200k 15k 13.11