LPWM

LPWM as of March 31, 2026

Portfolio Holdings for LPWM

LPWM holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 18.3 $73M 661k 109.69
Ishares Tr S&p 500 Val Etf (IVE) 17.7 $70M 332k 211.15
Ishares Tr Rus Mdcp Val Etf (IWS) 8.3 $33M 227k 145.74
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.5 $26M 509k 50.61
Ishares Tr Core Msci Eafe (IEFA) 4.9 $19M 214k 90.53
Spdr Index Shs Fds State Street Spd (SPEM) 4.5 $18M 380k 46.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $15M 306k 49.95
Spdr Series Trust State Street Spd (SLYV) 2.4 $9.5M 101k 94.58
Ishares Tr Russell 2000 Etf (IWM) 2.4 $9.3M 38k 248.00
Vanguard Index Fds Value Etf (VTV) 2.0 $8.0M 41k 196.20
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $5.9M 60k 99.27
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $5.8M 66k 88.70
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $4.8M 50k 97.23
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $4.8M 16k 295.12
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $4.6M 90k 50.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $4.5M 24k 184.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $4.2M 66k 64.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.1M 8.5k 479.20
NVIDIA Corporation (NVDA) 1.0 $4.0M 23k 174.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $3.8M 26k 145.79
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $3.6M 81k 44.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $3.3M 66k 49.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $3.0M 45k 67.53
Spdr Series Trust State Street Spd (BIL) 0.7 $2.9M 32k 91.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.9M 26k 113.11
Vanguard World Inf Tech Etf (VGT) 0.7 $2.9M 4.1k 697.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M 7.3k 320.80
Ishares Core Msci Emkt (IEMG) 0.5 $2.1M 31k 69.75
Ishares Tr National Mun Etf (MUB) 0.5 $2.0M 19k 106.15
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $1.8M 39k 46.19
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $1.8M 19k 93.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.7M 15k 108.99
Amazon (AMZN) 0.4 $1.6M 7.9k 208.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.5k 597.55
Broadcom (AVGO) 0.4 $1.5M 4.8k 309.53
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $1.5M 11k 132.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.4M 26k 54.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.4M 7.1k 191.81
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $1.3M 21k 61.26
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.1M 2.6k 436.83
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.9k 287.55
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.1M 5.9k 179.83
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $959k 6.5k 146.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $954k 12k 77.11
Apple (AAPL) 0.2 $936k 3.7k 253.79
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $913k 9.1k 100.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $875k 4.0k 217.24
Alphabet Cap Stk Cl C (GOOG) 0.2 $833k 2.9k 286.81
Tesla Motors (TSLA) 0.2 $825k 2.2k 371.69
Ishares Tr U.s. Finls Etf (IYF) 0.2 $798k 6.8k 117.66
Vanguard World Health Car Etf (VHT) 0.2 $788k 2.9k 272.33
Vanguard Index Fds Large Cap Etf (VV) 0.2 $755k 2.5k 298.85
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $708k 5.7k 124.31
UnitedHealth (UNH) 0.2 $697k 2.6k 270.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $686k 3.3k 205.80
Ishares Tr Conv Bd Etf (ICVT) 0.2 $684k 6.7k 101.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $672k 1.2k 577.10
Microsoft Corporation (MSFT) 0.2 $669k 1.8k 370.20
Vanguard Index Fds Small Cp Etf (VB) 0.2 $661k 2.5k 261.92
Ishares Tr Rus 1000 Etf (IWB) 0.2 $641k 1.8k 356.56
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $592k 910.00 650.34
Ishares Msci Emrg Chn (EMXC) 0.1 $565k 7.2k 78.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $533k 1.3k 426.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $533k 5.3k 100.66
Vanguard World Consum Dis Etf (VCR) 0.1 $527k 1.5k 359.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $511k 3.6k 142.42
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $494k 7.4k 66.86
3M Company (MMM) 0.1 $443k 3.0k 145.21
Ishares Tr Us Aer Def Etf (ITA) 0.1 $430k 2.0k 218.80
Meta Platforms Cl A (META) 0.1 $397k 693.00 572.13
Dell Technologies CL C (DELL) 0.1 $372k 2.3k 164.13
Crowdstrike Hldgs Cl A (CRWD) 0.1 $343k 879.00 390.41
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $335k 18k 18.29
JPMorgan Chase & Co. (JPM) 0.1 $332k 1.1k 294.16
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $324k 12k 28.08
Impax Funds Series Trust I Global Infrastru 0.1 $323k 13k 25.65
Ecolab (ECL) 0.1 $316k 1.2k 266.02
Ishares Tr Tips Bd Etf (TIP) 0.1 $316k 2.9k 110.36
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $304k 8.5k 35.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $286k 3.8k 75.10
Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $275k 9.7k 28.43
Visa Com Cl A (V) 0.1 $271k 897.00 302.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $266k 2.5k 106.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $260k 3.3k 78.41
Philip Morris International (PM) 0.1 $248k 1.5k 165.34
Exxon Mobil Corporation (XOM) 0.1 $243k 1.4k 169.63
Select Sector Spdr Tr State Street Com (XLC) 0.1 $231k 2.1k 110.86
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.1 $229k 7.9k 28.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $226k 7.8k 29.13
Ishares Tr Core S&p500 Etf (IVV) 0.1 $220k 337.00 653.47
Select Sector Spdr Tr State Street Con (XLP) 0.1 $209k 2.5k 81.98
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $202k 1.5k 138.33
Ishares Tr Core Msci Total (IXUS) 0.1 $200k 2.3k 86.64
Enovix Corp (ENVX) 0.0 $82k 16k 5.18