LPWM

LPWM as of June 30, 2026

Portfolio Holdings for LPWM

LPWM holds 98 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 19.4 $87M 682k 127.81
Vanguard Index Fds Value Etf (VTV) 15.2 $68M 314k 217.93
Ishares Tr Rus Mdcp Val Etf (IWS) 7.9 $36M 216k 164.60
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.1 $28M 546k 50.57
Ishares Tr Core Msci Eafe (IEFA) 4.9 $22M 227k 96.58
Spdr Index Shs Fds St Port Mark Etf (SPEM) 4.4 $20M 385k 51.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $18M 359k 50.23
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $12M 54k 227.06
Ishares Tr Russell 2000 Etf (IWM) 2.5 $11M 37k 300.45
Spdr Series Trust ST STR SP600SM C (SLYV) 2.5 $11M 101k 109.11
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $6.3M 65k 96.43
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $6.1M 44k 137.53
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $6.0M 60k 98.98
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $5.7M 112k 51.00
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.3 $5.7M 17k 338.72
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $5.5M 50k 110.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $4.8M 24k 197.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.7M 66k 71.25
NVIDIA Corporation (NVDA) 1.0 $4.6M 23k 200.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $4.1M 27k 154.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.0M 8.0k 500.39
Vanguard World Inf Tech Etf (VGT) 0.9 $3.9M 33k 119.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $3.8M 75k 50.58
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $3.7M 83k 44.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $3.6M 47k 77.11
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.6 $2.8M 31k 91.64
Ishares Core Msci Emkt (IEMG) 0.6 $2.7M 33k 82.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.7M 7.4k 370.02
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $2.2M 21k 106.31
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.5 $2.1M 11k 190.51
Ishares Tr National Mun Etf (MUB) 0.4 $2.0M 19k 107.62
Ishares Tr Core Univrsl Usd (IUSB) 0.4 $1.9M 42k 46.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.9M 18k 109.07
Amazon (AMZN) 0.4 $1.9M 7.8k 238.35
Broadcom (AVGO) 0.4 $1.8M 4.8k 377.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.8M 2.6k 686.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.7M 29k 59.69
Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $1.7M 17k 100.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.5M 7.0k 219.44
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.4M 16k 86.14
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.3M 10k 121.42
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 3.4k 357.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 14k 85.49
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.2 $1.1M 21k 53.11
Vanguard World Comm Srvc Etf (VOX) 0.2 $1.1M 5.9k 183.94
Tesla Motors (TSLA) 0.2 $1.1M 2.6k 420.54
UnitedHealth (UNH) 0.2 $1.1M 2.6k 415.61
Apple (AAPL) 0.2 $1.0M 3.6k 289.33
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $1.0M 6.4k 158.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 2.9k 353.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $979k 4.0k 242.97
Dell Technologies CL C (DELL) 0.2 $978k 2.3k 431.46
Vanguard Index Fds Small Cp Etf (VB) 0.2 $904k 3.0k 303.12
Ishares Tr U.s. Finls Etf (IYF) 0.2 $865k 6.8k 127.51
Vanguard Index Fds Large Cap Etf (VV) 0.2 $852k 2.5k 343.91
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $844k 5.7k 148.31
Vanguard World Health Car Etf (VHT) 0.2 $836k 2.8k 299.01
Microsoft Corporation (MSFT) 0.2 $835k 2.2k 373.04
Ishares Msci Emrg Chn (EMXC) 0.2 $826k 8.1k 102.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $825k 1.1k 736.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $816k 3.3k 246.21
Ishares Tr Conv Bd Etf (ICVT) 0.2 $753k 6.2k 121.74
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $681k 912.00 746.77
Crowdstrike Hldgs Cl A (CRWD) 0.1 $671k 879.00 763.14
Ishares Tr Rus 1000 Etf (IWB) 0.1 $669k 1.6k 409.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $657k 5.3k 124.17
Life Time Group Holdings Common Stock (LTH) 0.1 $649k 16k 40.84
Pgim Etf Tr Ultr Sho Mun Etf (PUSH) 0.1 $605k 12k 50.41
Vanguard World Consum Dis Etf (VCR) 0.1 $583k 1.5k 396.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $577k 3.5k 164.29
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $510k 7.4k 69.08
Applied Materials (AMAT) 0.1 $508k 702.00 723.00
Ishares Tr Us Aer Def Etf (ITA) 0.1 $477k 2.0k 242.36
3M Company (MMM) 0.1 $435k 2.7k 161.88
Meta Platforms Cl A (META) 0.1 $390k 693.00 563.29
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $375k 18k 20.49
JPMorgan Chase & Co. (JPM) 0.1 $366k 1.1k 327.33
Ecolab (ECL) 0.1 $331k 1.2k 278.61
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX) 0.1 $331k 13k 26.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $321k 3.8k 83.76
Visa Com Cl A (V) 0.1 $316k 920.00 342.97
Ishares Tr Tips Bd Etf (TIP) 0.1 $311k 2.8k 109.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $287k 3.5k 82.27
Ishares Tr Core Msci Total (IXUS) 0.1 $285k 3.0k 95.44
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $276k 9.9k 27.80
Philip Morris International (PM) 0.1 $271k 1.5k 180.91
Uber Technologies (UBER) 0.1 $268k 3.7k 72.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $266k 2.5k 106.47
Ishares Tr Core S&p500 Etf (IVV) 0.1 $253k 337.00 749.31
Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $237k 9.7k 24.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $236k 1.5k 156.95
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $224k 2.1k 107.13
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.0 $213k 7.9k 26.90
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $212k 2.5k 83.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $209k 1.3k 158.03
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $205k 2.0k 102.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $201k 306.00 655.89
Enovix Corp (ENVX) 0.0 $97k 16k 6.07