$188 Million is the total value of LPWM LLC's 67 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,761,000 | +4.6% | 3,844 | -7.1% | 0.93% | -6.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,375,000 | +13.3% | 7,911 | -1.2% | 0.73% | +1.1% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $957,000 | +4.5% | 2,981 | -4.5% | 0.51% | -6.6% |
| IBB | Sell | ISHARES TRishares biotech | $832,000 | -5.7% | 5,449 | -1.8% | 0.44% | -15.8% |
| USB | Sell | US BANCORP DEL | $700,000 | -10.6% | 12,458 | -3.4% | 0.37% | -20.2% |
| MMM | Sell | 3M CO | $454,000 | -0.4% | 2,557 | -0.9% | 0.24% | -11.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $375,000 | -2.3% | 3,492 | -6.5% | 0.20% | -12.7% |
| XEL | Sell | XCEL ENERGY INC | $248,000 | 0.0% | 3,663 | -7.6% | 0.13% | -10.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.