$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDSgrowth etf | $915,000 | +12.1% | 3,123 | 0.0% | 0.55% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $678,000 | +45.2% | 845 | 0.0% | 0.41% | +29.6% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $558,000 | +4.7% | 2,968 | 0.0% | 0.34% | -6.4% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $362,000 | +8.7% | 832 | 0.0% | 0.22% | -3.1% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $297,000 | +4.2% | 3,580 | 0.0% | 0.18% | -7.3% | |
| MSFT | MICROSOFT CORP | $287,000 | +14.3% | 1,034 | 0.0% | 0.17% | +1.8% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $246,000 | +3.4% | 2,341 | 0.0% | 0.15% | -7.5% | |
| XLE | SELECT SECTOR SPDR TRenergy | $233,000 | +5.0% | 4,410 | 0.0% | 0.14% | -6.0% | |
| ACN | ACCENTURE PLC IRELAND | $234,000 | +12.5% | 748 | 0.0% | 0.14% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $209,000 | +3.0% | 3,300 | 0.0% | 0.12% | -8.1% |
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 | 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.