$167 Million is the total value of LPWM LLC's 63 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,478,000 | +5.9% | 6,545 | -1.8% | 0.89% | -5.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,207,000 | +7.0% | 7,986 | -4.1% | 0.72% | -4.4% |
| IBB | Sell | ISHARES TRishares biotech | $905,000 | +2.1% | 5,549 | -5.1% | 0.54% | -8.9% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $841,000 | 0.0% | 15,171 | -1.5% | 0.50% | -10.6% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $740,000 | -86.7% | 8,775 | -86.9% | 0.44% | -88.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $608,000 | +15.6% | 242 | -2.0% | 0.36% | +3.1% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $558,000 | +9.8% | 2,223 | -0.0% | 0.34% | -2.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $526,000 | +8.7% | 2,578 | -0.2% | 0.32% | -2.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $428,000 | -16.7% | 1,740 | -23.3% | 0.26% | -25.7% |
| MMM | Sell | 3M CO | $381,000 | -3.5% | 1,896 | -7.4% | 0.23% | -13.9% |
| ECL | Sell | ECOLAB INC | $357,000 | -7.5% | 1,678 | -5.6% | 0.21% | -17.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $272,000 | +7.1% | 2,117 | -3.1% | 0.16% | -4.7% |
| XEL | Sell | XCEL ENERGY INC | $268,000 | -6.0% | 3,963 | -7.0% | 0.16% | -16.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 24.5% |
| ISHARES TR | 16 | Q3 2023 | 20.6% |
| ISHARES TR | 16 | Q3 2023 | 10.7% |
| ISHARES TR | 16 | Q3 2023 | 12.8% |
| VANGUARD MALVERN FDS | 16 | Q3 2023 | 4.7% |
| ISHARES TR | 16 | Q3 2023 | 7.6% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 5.9% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| SPDR SER TR | 16 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 3.1% |
View LPWM LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-14 |
View LPWM LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.