$186 Million is the total value of LPWM LLC's 59 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,814,566 | +18.5% | 8,897 | 0.0% | 1.51% | +6.9% | |
| VHT | VANGUARD WORLD FDShealth car etf | $830,459 | +10.1% | 3,369 | 0.0% | 0.45% | -0.4% | |
| USB | US BANCORP DEL | $487,970 | +15.6% | 10,458 | 0.0% | 0.26% | +4.4% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $458,368 | +8.6% | 2,578 | 0.0% | 0.25% | -2.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $392,664 | +10.9% | 2,919 | 0.0% | 0.21% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $371,364 | -7.6% | 4,200 | 0.0% | 0.20% | -16.7% | |
| IWB | ISHARES TRrus 1000 etf | $354,729 | +9.1% | 1,650 | 0.0% | 0.19% | -1.5% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $292,450 | +20.3% | 3,580 | 0.0% | 0.16% | +8.3% | |
| AVGO | BROADCOM INC | $287,465 | +29.5% | 500 | 0.0% | 0.16% | +17.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-25
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.