$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,779,000 | +8.5% | 9,294 | 0.0% | 1.47% | -3.2% | |
| NVDA | NVIDIA CORPORATION | $918,000 | +41.9% | 3,121 | 0.0% | 0.49% | +26.8% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $826,000 | +0.4% | 15,046 | 0.0% | 0.44% | -10.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $643,000 | +6.1% | 222 | 0.0% | 0.34% | -5.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $570,000 | +8.8% | 2,578 | 0.0% | 0.30% | -2.9% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $547,000 | -1.1% | 2,993 | 0.0% | 0.29% | -11.6% | |
| AMZN | AMAZON COM INC | $520,000 | +1.6% | 156 | 0.0% | 0.28% | -9.2% | |
| IWB | ISHARES TRrus 1000 etf | $452,000 | +8.1% | 1,710 | 0.0% | 0.24% | -3.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $416,000 | +1.7% | 1,842 | 0.0% | 0.22% | -9.1% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $395,000 | +9.4% | 832 | 0.0% | 0.21% | -1.9% | |
| ECL | ECOLAB INC | $354,000 | +9.6% | 1,510 | 0.0% | 0.19% | -2.1% | |
| UNH | UNITEDHEALTH GROUP INC | $353,000 | +27.9% | 703 | 0.0% | 0.19% | +14.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $341,000 | +12.9% | 3,760 | 0.0% | 0.18% | +1.1% | |
| AVGO | BROADCOM INC | $333,000 | +36.5% | 500 | 0.0% | 0.18% | +22.1% | |
| ACN | ACCENTURE PLC IRELAND | $310,000 | +27.6% | 748 | 0.0% | 0.16% | +13.9% | |
| MSFT | MICROSOFT CORP | $295,000 | +16.1% | 878 | 0.0% | 0.16% | +4.0% | |
| CSCO | CISCO SYS INC | $290,000 | +15.1% | 4,575 | 0.0% | 0.15% | +2.7% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $262,000 | +6.9% | 2,341 | 0.0% | 0.14% | -4.1% | |
| XLE | SELECT SECTOR SPDR TRenergy | $257,000 | +3.2% | 4,625 | 0.0% | 0.14% | -8.1% |
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.