$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
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 | 19 | Q2 2024 | 24.5% |
| ISHARES TR | 19 | Q2 2024 | 20.6% |
| ISHARES TR | 19 | Q2 2024 | 10.7% |
| ISHARES TR | 19 | Q2 2024 | 12.8% |
| VANGUARD MALVERN FDS | 19 | Q2 2024 | 4.7% |
| ISHARES TR | 19 | Q2 2024 | 7.6% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 5.9% |
| ISHARES TR | 19 | Q2 2024 | 4.6% |
| SPDR SER TR | 19 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 3.1% |
View LPWM LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-15 |
| 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 |
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.