Gpwm LLC Top Holdings and 13F Report (2025) About Gpwm LLCInvestment ActivityGpwm LLC has $149.01 million in total holdings as of March 31, 2025.Gpwm LLC owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Gpwm LLC has purchased 32 new stocks and bought additional shares in 16 stocks.Gpwm LLC sold shares of 3 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $20,021,295Vanguard FTSE Developed Markets ETF $17,981,519Vanguard Tax-Exempt Bond ETF $17,360,401Vanguard Large-Cap ETF $15,545,945Vanguard Short-Term Inflation-Protected Securities ETF $12,809,580 Largest Purchases this Quarter Vanguard Total Bond Market ETF 25,094 shares (about $1.84M)Vanguard Total International Bond ETF 35,625 shares (about $1.74M)Vanguard Tax-Exempt Bond ETF 32,888 shares (about $1.63M)Vanguard FTSE Developed Markets ETF 23,363 shares (about $1.19M)Vanguard Short-Term Inflation-Protected Securities ETF 20,257 shares (about $1.01M) Largest Sales this Quarter Vanguard Real Estate ETF 4,865 shares (about $440.48K)Vanguard Large-Cap ETF 332 shares (about $85.33K)Schwab US Large-Cap ETF 71 shares (about $1.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGpwm LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$20,021,295$1,843,154 ▲10.1%272,58413.4%ETFVEAVanguard FTSE Developed Markets ETF$17,981,519$1,187,541 ▲7.1%353,75812.1%ETFVTEBVanguard Tax-Exempt Bond ETF$17,360,401$1,631,903 ▲10.4%349,86711.7%ETFVVVanguard Large-Cap ETF$15,545,945$85,334 ▼-0.5%60,48310.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,809,580$1,010,824 ▲8.6%256,7058.6%ManufacturingBNDXVanguard Total International Bond ETF$12,505,780$1,739,212 ▲16.2%256,1618.4%ETFVBVanguard Small-Cap ETF$11,973,391$213,323 ▲1.8%53,9958.0%ETFVTVVanguard Value ETF$8,441,113$324,233 ▲4.0%48,8665.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,248,952$446,852 ▲5.7%182,2575.5%ETFVNQVanguard Real Estate ETF$7,869,737$440,477 ▼-5.3%86,9205.3%ETFVBRVanguard Small-Cap Value ETF$6,090,565$165,984 ▲2.8%32,6944.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,037,326$395,005 ▲7.0%52,2264.1%ETFESGVVanguard ESG US Stock ETF$3,986,957$527,069 ▲15.2%40,7042.7%ETFDFUSDimensional U.S. Equity ETF$110,680$242 ▲0.2%1,8300.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,009$1,691 ▲23.1%3890.0%ETFSCHXSchwab US Large-Cap ETF$6,514$1,568 ▼-19.4%2950.0%ETFSCHFSchwab International Equity ETF$4,787$316 ▲7.1%2420.0%ETFSCHASchwab US Small-Cap ETF$4,1240.0%1760.0%ETFSCHESchwab Emerging Markets Equity ETF$3,171$276 ▲9.5%1150.0%ETFSCHHSchwab U.S. REIT ETF$1,678$237 ▲16.4%780.0%ETFFBNDFidelity Total Bond ETF$0$794,692 ▼-100.0%00.0%ETFPIMCO ETF TR$0$793,616 ▼-100.0%00.0%ACTIVE BD ETFIVViShares Core S&P 500 ETF$0$652,846 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$530,430 ▼-100.0%00.0%FinanceBIVVanguard Intermediate-Term Bond ETF$0$472,144 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$143,624 ▼-100.0%00.0%FinanceEFAiShares MSCI EAFE ETF$0$110,541 ▼-100.0%00.0%FinanceIWOiShares Russell 2000 Growth ETF$0$44,324 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$39,687 ▼-100.0%00.0%FinanceFIDELITY COVINGTON TRUST$0$30,365 ▼-100.0%00.0%ENHANCED INTLEFGiShares MSCI EAFE Growth ETF$0$29,920 ▼-100.0%00.0%ETFCCitigroup$0$422 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
