LL

LPWM LLC

13F
LPWM LLC
Last update 2025-01-14 78 Stocks (4 new)
Value $311.00 Mil Turnover 7 %
Countries:
Top Holdings: VONG(20.58%)IVE(17.16%)IWS(8.42%)IEFA(4.27%)VTIP(3.88%)
Summary Stock Picks Current Portfolio
LPWM LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VONG 		Vanguard Russell 1000 Growth Index Fund
620,125
64,058.9
-7.67%
20.580
-1.61%
0.280
-1.06%
-1.76%
25,732.7
 
IVE 		iShares S&P 500 Value ETF
279,915
53,430.3
+0.95%
17.160
+0.16%
0.150
-4.35%
+3.31%
35,851.2
 
IWS 		iShares Russell Mid-Cap Value ETF
202,699
26,217.1
-0.79%
8.420
-0.07%
0.190
-6.31%
+1.52%
13,543.2
 
IEFA 		iShares Core MSCI EAFE ETF
189,203
13,297.2
+19.28%
4.270
+0.69%
0.010
+2.35%
+7.26%
126,342.7
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
249,187
12,065.7
+15.29%
3.880
+0.51%
0.100
+0.92%
+2.13%
12,325.9
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
97,481
10,414.9
+714.38%
3.350
+2.94%
0.040
-0.85%
+2.59%
30,569.2
 
AGG 		iShares Core U.S. Aggregate Bond ETF
103,310
10,010.7
-41.15%
3.220
-2.38%
0.010
+0.05%
+2.43%
124,563.2
 
JPST 		JPMorgan Ultra-Short Income ETF
184,067
9,271.5
+11.59%
2.980
+0.31%
0.030
+0.14%
+0.58%
30,682.2
 
SLYV 		SPDR S&P 600 Small Cap Value ETF
81,008
7,067.9
+6.46%
2.270
+0.14%
0.180
-11.09%
-3.76%
4,064.3
 
IWM 		iShares Russell 2000 ETF
30,679
6,778.8
+1.07%
2.180
+0.02%
0.010
-11.25%
-2.86%
68,957.5
 

LPWM LLC's Historical Top Holdings Breakdowns

LPWM LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-12-31Add
+2.94%
●
106.56 ($109.36) 112.86
$109.61
0.23%
Add 714.38%
97,481
85,511
AGG 		iShares Core U.S. Aggregate Bond ETF2024-12-31Reduce
-2.38%
●
96.64 ($98.45) 101.02
$99.25
0.81%
Reduce -41.15%
103,310
-72,237
VONG 		Vanguard Russell 1000 Growth Index Fund2024-12-31Reduce
-1.61%
●
95.38 ($101.36) 107.82
$101.48
0.12%
Reduce -7.67%
620,125
-51,546
ICVT 		iShares Convertible Bond ETF2024-12-31Reduce
-0.76%
●
83.09 ($86.11) 89.3
$86.28
0.20%
Reduce -77.61%
8,052
-27,918
IEFA 		iShares Core MSCI EAFE ETF2024-12-31Add
+0.69%
●
69.87 ($73.71) 77.25
$75.38
2.27%
Add 19.28%
189,203
30,580
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-12-31Add
+0.51%
●
48.33 ($48.85) 49.09
$49.45
1.23%
Add 15.29%
249,187
33,046
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-12-31Add
+0.42%
●
91.29 ($91.59) 91.8
$91.72
0.14%
Add 216.95%
21,210
14,518
JPST 		JPMorgan Ultra-Short Income ETF2024-12-31Add
+0.31%
●
50.37 ($50.5) 50.6
$50.66
0.32%
Add 11.59%
184,067
19,124
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+0.22%
●
44.04 ($46.45) 49.49
$44.73
-3.70%
Add 12.91%
137,986
15,780
VNQI 		Vanguard Global ex-U.S. Real Estate ETF2024-12-31Add
+0.22%
●
39.22 ($43.24) 47.53
$40.32
-6.75%
Add 24.25%
90,355
17,632

LPWM LLC Total Holding History ($B)

To

LPWM LLC's Asset Allocation

To

LPWM LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LPWM LLC's Hypothetical Growth since 2024-12-31

LPWM LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LPWM LLC's Holdings Heat Map

Size field:

LPWM LLC's Holdings Bubble Chart

LPWM LLC News

  • 1

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