LPWM

LPWM as of Sept. 30, 2025

Portfolio Holdings for LPWM

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.7 $78M 644k 120.50
Ishares Tr S&p 500 Val Etf (IVE) 17.5 $66M 317k 206.51
Ishares Tr Rus Mdcp Val Etf (IWS) 8.4 $32M 225k 139.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.8 $18M 356k 50.73
Ishares Tr Core Msci Eafe (IEFA) 4.5 $17M 191k 87.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.6 $13M 264k 50.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $13M 235k 54.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.0 $11M 100k 111.47
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.3 $8.7M 98k 88.65
Ishares Tr Russell 2000 Etf (IWM) 2.3 $8.6M 35k 241.96
Vanguard Index Fds Value Etf (VTV) 1.6 $6.1M 33k 186.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.9M 64k 91.42
NVIDIA Corporation (NVDA) 1.3 $4.9M 26k 186.58
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $4.7M 16k 302.35
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.3 $4.7M 177k 26.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.7M 9.3k 502.74
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $4.5M 47k 96.55
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $4.5M 88k 51.04
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $4.3M 90k 47.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $3.8M 22k 174.58
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $3.6M 25k 142.55
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.4M 34k 100.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $3.3M 65k 50.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.2M 54k 59.92
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.8 $3.2M 35k 91.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.5M 21k 120.72
Vanguard World Inf Tech Etf (VGT) 0.7 $2.5M 3.3k 746.63
Ishares Tr National Mun Etf (MUB) 0.6 $2.3M 22k 106.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.2M 6.8k 328.15
Broadcom (AVGO) 0.5 $1.8M 5.5k 329.89
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.8M 20k 89.37
Select Sector Spdr Tr Technology (XLK) 0.4 $1.6M 5.7k 281.87
Amazon (AMZN) 0.4 $1.5M 6.9k 219.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.4k 612.38
Ishares Core Msci Emkt (IEMG) 0.4 $1.5M 22k 65.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.4M 21k 65.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.2M 6.3k 194.51
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.2M 2.5k 479.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 4.5k 243.08
Ishares Tr Core Total Usd (IUSB) 0.3 $1.1M 23k 46.71
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.0M 5.4k 187.74
Apple (AAPL) 0.3 $963k 3.8k 254.60
Tesla Motors (TSLA) 0.2 $934k 2.1k 444.65
Select Sector Spdr Tr Energy (XLE) 0.2 $821k 9.2k 89.34
Vanguard Index Fds Large Cap Etf (VV) 0.2 $794k 2.6k 307.86
Vanguard World Health Car Etf (VHT) 0.2 $775k 3.0k 259.60
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $731k 3.5k 209.34
UnitedHealth (UNH) 0.2 $718k 2.1k 345.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $703k 5.1k 139.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $692k 1.2k 600.14
Microsoft Corporation (MSFT) 0.2 $678k 1.3k 517.80
Ishares Tr Conv Bd Etf (ICVT) 0.2 $674k 6.7k 100.05
Ishares Tr Rus 1000 Etf (IWB) 0.2 $657k 1.8k 365.48
Alphabet Cap Stk Cl C (GOOG) 0.2 $632k 2.6k 243.54
Ishares Tr U.s. Finls Etf (IYF) 0.2 $606k 4.8k 126.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $568k 852.00 666.18
Ishares Msci Emrg Chn (EMXC) 0.1 $533k 7.9k 67.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $526k 2.1k 254.28
3M Company (MMM) 0.1 $492k 3.2k 155.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $468k 1.0k 468.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $463k 2.2k 208.75
Vanguard World Consum Dis Etf (VCR) 0.1 $460k 1.2k 396.15
Ishares Tr Us Aer Def Etf (ITA) 0.1 $411k 2.0k 209.31
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $395k 5.5k 72.11
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $367k 3.8k 97.83
Dell Technologies CL C (DELL) 0.1 $365k 2.6k 141.77
Select Sector Spdr Tr Communication (XLC) 0.1 $364k 3.1k 118.37
Ishares Tr Tips Bd Etf (TIP) 0.1 $339k 3.0k 111.23
JPMorgan Chase & Co. (JPM) 0.1 $334k 1.1k 315.43
Meta Platforms Cl A (META) 0.1 $331k 451.00 734.38
Ecolab (ECL) 0.1 $325k 1.2k 273.86
Crowdstrike Hldgs Cl A (CRWD) 0.1 $310k 633.00 490.38
Ishares Tr Expanded Tech (IGV) 0.1 $262k 2.3k 115.01
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $260k 17k 15.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $255k 3.3k 76.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $254k 3.2k 78.37
Philip Morris International (PM) 0.1 $245k 1.5k 162.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $243k 3.4k 71.37
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $236k 803.00 293.74
Visa Com Cl A (V) 0.1 $219k 643.00 341.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $205k 1.4k 145.64
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $205k 1.5k 137.84
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $203k 4.8k 42.13
Enovix Corp (ENVX) 0.0 $169k 17k 9.97