Gpwm LLC Top Holdings and 13F Report (2025) About Gpwm LLCInvestment ActivityGpwm LLC has $144.00 million in total holdings as of December 31, 2024.Gpwm LLC owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 0.10% of the portfolio was sold this quarter.This quarter, Gpwm LLC has purchased 20 new stocks and bought additional shares in 16 stocks.Gpwm LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $17,797,005Vanguard Large-Cap ETF $16,401,805Vanguard Tax-Exempt Bond ETF $15,890,157Vanguard FTSE Developed Markets ETF $15,799,488Vanguard Small-Cap ETF $12,742,769 Largest New Holdings this Quarter Fidelity Total Bond ETF $794,692 HoldingPIMCO ETF TR $793,616 HoldingiShares Core S&P 500 ETF $652,846 HoldingiShares Core U.S. Aggregate Bond ETF $530,430 HoldingVanguard Intermediate-Term Bond ETF $472,144 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 20,248 shares (about $1.46M)Fidelity Total Bond ETF 17,711 shares (about $794.69K)PIMCO ETF TR 8,777 shares (about $793.62K)Vanguard FTSE Developed Markets ETF 14,898 shares (about $712.42K)iShares Core S&P 500 ETF 1,109 shares (about $652.85K) Largest Sales this Quarter Vanguard Total International Bond ETF 2,226 shares (about $109.19K)Vanguard ESG US Stock ETF 359 shares (about $37.66K) 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$17,797,005$1,456,034 ▲8.9%247,49012.4%ETFVVVanguard Large-Cap ETF$16,401,805$375,962 ▲2.3%60,81511.4%ETFVTEBVanguard Tax-Exempt Bond ETF$15,890,157$311,007 ▲2.0%316,97911.0%ETFVEAVanguard FTSE Developed Markets ETF$15,799,488$712,422 ▲4.7%330,39511.0%ETFVBVanguard Small-Cap ETF$12,742,769$96,112 ▲0.8%53,0338.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,448,812$398,690 ▲3.6%236,4488.0%ManufacturingBNDXVanguard Total International Bond ETF$10,817,290$109,185 ▼-1.0%220,5367.5%ETFVNQVanguard Real Estate ETF$8,176,207$247,375 ▲3.1%91,7855.7%ETFVTVVanguard Value ETF$7,955,237$291,365 ▲3.8%46,9895.5%ETFVWOVanguard FTSE Emerging Markets ETF$7,591,791$180,080 ▲2.4%172,3845.3%ETFVBRVanguard Small-Cap Value ETF$6,302,718$173,606 ▲2.8%31,8034.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,587,654$227,472 ▲4.2%48,8093.9%ETFESGVVanguard ESG US Stock ETF$3,705,029$37,656 ▼-1.0%35,3232.6%ETFFBNDFidelity Total Bond ETF$794,692$794,692 ▲New Holding17,7110.6%ETFPIMCO ETF TR$793,616$793,616 ▲New Holding8,7770.6%ACTIVE BD ETFIVViShares Core S&P 500 ETF$652,846$652,846 ▲New Holding1,1090.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$530,430$530,430 ▲New Holding5,4740.4%FinanceBIVVanguard Intermediate-Term Bond ETF$472,144$472,144 ▲New Holding6,3180.3%ETFIWMiShares Russell 2000 ETF$143,624$143,624 ▲New Holding6500.1%FinanceDFUSDimensional U.S. Equity ETF$116,404$446 ▲0.4%1,8260.1%ETFEFAiShares MSCI EAFE ETF$110,541$110,541 ▲New Holding1,4620.1%FinanceIWOiShares Russell 2000 Growth ETF$44,324$44,324 ▲New Holding1540.0%ETFEEMiShares MSCI Emerging Markets ETF$39,687$39,687 ▲New Holding9490.0%FinanceFIDELITY COVINGTON TRUST$30,365$30,365 ▲New Holding1,1030.0%ENHANCED INTLEFGiShares MSCI EAFE Growth ETF$29,920$29,920 ▲New Holding3090.0%ETFSCHXSchwab US Large-Cap ETF$8,483$5,655 ▲200.0%3660.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,173$3,587 ▲100.0%3160.0%ETFSCHASchwab US Small-Cap ETF$4,551$2,276 ▲100.0%1760.0%ETFSCHFSchwab International Equity ETF$4,181$2,091 ▲100.0%2260.0%ETFSCHESchwab Emerging Markets Equity ETF$2,7960.0%1050.0%ETFSCHHSchwab U.S. REIT ETF$1,4110.0%670.0%ETFCCitigroup$422$422 ▲New Holding60.0%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. 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