LPWM

LPWM as of Dec. 31, 2025

Portfolio Holdings for LPWM

LPWM holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.3 $80M 660k 121.75
Ishares Tr S&p 500 Val Etf (IVE) 17.6 $70M 329k 212.07
Ishares Tr Rus Mdcp Val Etf (IWS) 8.2 $33M 232k 141.05
Ishares Tr Core Msci Eafe (IEFA) 4.4 $18M 196k 89.46
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.1 $16M 322k 50.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.4 $14M 276k 49.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $13M 243k 53.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.8 $11M 103k 110.19
Ishares Tr Russell 2000 Etf (IWM) 2.5 $9.8M 40k 246.16
Spdr Series Trust State Street Spd (SLYV) 2.3 $9.2M 101k 90.97
Vanguard Index Fds Value Etf (VTV) 1.8 $7.0M 37k 190.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $5.9M 66k 88.49
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $5.0M 16k 309.04
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.2 $4.9M 179k 27.43
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $4.7M 49k 96.27
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $4.7M 92k 50.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.5M 9.0k 502.65
NVIDIA Corporation (NVDA) 1.1 $4.5M 24k 186.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $4.4M 25k 177.37
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $4.2M 92k 45.84
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $3.9M 39k 99.88
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $3.6M 25k 143.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.5M 56k 62.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $3.4M 67k 50.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $3.2M 26k 123.26
Spdr Series Trust State Street Spd (BIL) 0.7 $3.0M 33k 91.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $2.7M 41k 66.00
Vanguard World Inf Tech Etf (VGT) 0.6 $2.5M 3.3k 753.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M 7.0k 335.29
Ishares Tr National Mun Etf (MUB) 0.5 $2.2M 20k 107.11
Broadcom (AVGO) 0.5 $2.0M 5.8k 346.12
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.9M 20k 92.30
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $1.8M 39k 46.54
Amazon (AMZN) 0.4 $1.8M 7.6k 230.83
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $1.7M 12k 143.97
Ishares Core Msci Emkt (IEMG) 0.4 $1.7M 25k 67.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.6M 2.6k 627.13
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 4.4k 313.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.4M 6.8k 198.63
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.2M 2.5k 487.90
Apple (AAPL) 0.3 $1.1M 3.9k 271.88
Vanguard World Comm Srvc Etf (VOX) 0.2 $984k 5.1k 193.62
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $954k 6.2k 154.80
Tesla Motors (TSLA) 0.2 $942k 2.1k 449.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $911k 2.9k 313.75
Microsoft Corporation (MSFT) 0.2 $859k 1.8k 483.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $856k 11k 75.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $842k 4.0k 211.78
Vanguard Index Fds Large Cap Etf (VV) 0.2 $816k 2.6k 314.80
UnitedHealth (UNH) 0.2 $807k 2.4k 330.11
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $806k 18k 44.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $736k 3.5k 209.12
Vanguard World Health Car Etf (VHT) 0.2 $723k 2.5k 287.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $718k 7.2k 99.52
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $700k 7.0k 100.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $699k 1.1k 614.23
AmerisourceBergen (COR) 0.2 $697k 2.1k 337.81
Ishares Tr Rus 1000 Etf (IWB) 0.2 $671k 1.8k 373.44
Ishares Tr Conv Bd Etf (ICVT) 0.2 $667k 6.8k 98.50
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $653k 5.4k 120.18
Ishares Tr U.s. Finls Etf (IYF) 0.2 $628k 4.9k 128.93
Ishares Msci Emrg Chn (EMXC) 0.2 $627k 8.6k 72.68
Vanguard Index Fds Small Cp Etf (VB) 0.2 $607k 2.4k 257.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $581k 852.00 681.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $577k 1.2k 473.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $533k 3.6k 148.70
3M Company (MMM) 0.1 $507k 3.2k 160.08
Meta Platforms Cl A (META) 0.1 $457k 693.00 660.09
Ishares Tr Us Aer Def Etf (ITA) 0.1 $422k 2.0k 214.74
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $415k 5.9k 70.41
Vanguard World Consum Dis Etf (VCR) 0.1 $411k 1.0k 393.92
Select Sector Spdr Tr State Street Com (XLC) 0.1 $362k 3.1k 117.72
JPMorgan Chase & Co. (JPM) 0.1 $342k 1.1k 322.22
Crowdstrike Hldgs Cl A (CRWD) 0.1 $336k 717.00 468.76
Dell Technologies CL C (DELL) 0.1 $324k 2.6k 125.88
Visa Com Cl A (V) 0.1 $315k 897.00 350.58
Ecolab (ECL) 0.1 $312k 1.2k 262.52
Ishares Tr Tips Bd Etf (TIP) 0.1 $301k 2.7k 109.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $257k 3.3k 77.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $252k 3.4k 73.56
Philip Morris International (PM) 0.1 $241k 1.5k 160.40
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $237k 816.00 290.22
Ishares Tr Expanded Tech (IGV) 0.1 $221k 2.1k 105.69
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $221k 14k 16.43
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $208k 5.1k 40.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $201k 1.4k 141.05
Enovix Corp (ENVX) 0.0 $116k 16k 7.31