Lpwm Llc Buys Vanguard FTSE Emerging Markets ETF, 3M Co, Sells Nike Inc, Starbucks Corp

Oct 13, 2021

Investment company Lpwm Llc (Current Portfolio) buys Vanguard FTSE Emerging Markets ETF, 3M Co, sells Nike Inc, Starbucks Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lpwm Llc. As of 2021Q3, Lpwm Llc owns 61 stocks with a total value of $168 million. These are the details of the buys and sells.

Added Positions: IVE, VONG, IWS, IEFA, VWO, IWM, VTIP, MMM, VSS, VTV, VNQI, VNQ, IVW, VTI, VOX, VHT, IWR, VTWO, XLB, XLE, VT, VEA, SLYV, IEMG, AGG, SCZ, MDT,
Reduced Positions: GOOGL, MSFT, NVDA, ECL, TIP, VBR, IWB,
Sold Out: NKE, SBUX,

For the details of LPWM LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lpwm+llc/current-portfolio/portfolio

These are the top 5 holdings of LPWM LLC

Vanguard Russell 1000 Growth Index Fund (VONG) - 573,161 shares, 24.25% of the total portfolio. Shares added by 1.93%
iShares S&P 500 Value ETF (IVE) - 227,077 shares, 19.88% of the total portfolio. Shares added by 2.79%
iShares Russell Mid-Cap Value ETF (IWS) - 151,234 shares, 10.33% of the total portfolio. Shares added by 2.95%
BTC iShares Core MSCI EAFE ETF (IEFA) - 188,094 shares, 8.31% of the total portfolio. Shares added by 2.57%
iShares Russell 2000 ETF (IWM) - 34,721 shares, 4.58% of the total portfolio. Shares added by 2.75%

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Lpwm Llc added to a holding in Vanguard FTSE Emerging Markets ETF by 24.85%. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $51.125000. The impact to a portfolio due to this purchase was 0.19%. The holding were 31,800 shares as of 2021-09-30.

Added: 3M Co (MMM)

Lpwm Llc added to a holding in 3M Co by 36.02%. The purchase prices were between $175.42 and $202.83, with an estimated average price of $193.88. The stock is now traded at around $177.600000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,579 shares as of 2021-09-30.

Sold Out: Nike Inc (NKE)

Lpwm Llc sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Starbucks Corp (SBUX)

Lpwm Llc sold out a holding in Starbucks Corp. The sale prices were between $110.31 and $126.06, with an estimated average price of $117.05.

Here is the complete portfolio of LPWM LLC. Also check out:

1. LPWM LLC's Undervalued Stocks
2. LPWM LLC's Top Growth Companies, and
3. LPWM LLC's High Yield stocks
4. Stocks that LPWM LLC keeps buying

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