$208 Million is the total value of LPWM LLC's 68 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TRenergy | $570,285 | -5.7% | 6,885 | 0.0% | 0.27% | -15.7% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $481,596 | +5.1% | 2,578 | 0.0% | 0.23% | -6.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $435,666 | +17.3% | 4,200 | 0.0% | 0.21% | +4.5% | |
| USB | US BANCORP DEL | $377,011 | -22.7% | 10,458 | 0.0% | 0.18% | -31.2% | |
| IWB | ISHARES TRrus 1000 etf | $371,522 | +4.7% | 1,650 | 0.0% | 0.18% | -6.3% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $348,800 | +4.8% | 852 | 0.0% | 0.17% | -6.1% | |
| AVGO | BROADCOM INC | $320,770 | +11.6% | 500 | 0.0% | 0.15% | -0.6% | |
| UNH | UNITEDHEALTH GROUP INC | $294,896 | -2.8% | 624 | 0.0% | 0.14% | -12.9% | |
| ACN | ACCENTURE PLC IRELAND | $225,218 | +4.0% | 788 | 0.0% | 0.11% | -7.7% | |
| CSCO | CISCO SYS INC | $223,476 | +7.1% | 4,275 | 0.0% | 0.11% | -4.5% | |
| ECL | ECOLAB INC | $219,162 | +8.8% | 1,324 | 0.0% | 0.10% | -2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
Signatures
The EDGAR filing(s) were signed by:
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.