Lpwm LLC Top Holdings and 13F Report (2024) About Lpwm LLCInvestment ActivityLpwm LLC has $305.44 million in total holdings as of September 30, 2024.Lpwm LLC owns shares of 77 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Lpwm LLC has purchased 77 new stocks and bought additional shares in 29 stocks.Lpwm LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $64,070,687iShares S&P 500 Value ETF $54,169,318iShares Russell Mid-Cap Value ETF $26,664,185iShares Core U.S. Aggregate Bond ETF $17,661,784iShares Core MSCI EAFE ETF $12,134,690 Largest New Holdings this Quarter Real Estate Select Sector SPDR Fund $209,237 HoldingVanguard FTSE All-World ex-US ETF $206,768 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 6,157 shares (about $1.20M)iShares Core U.S. Aggregate Bond ETF 11,496 shares (about $1.16M)Broadcom 5,058 shares (about $869.42K)Vanguard Russell 1000 Growth ETF 8,029 shares (about $765.89K)iShares Russell Mid-Cap Value ETF 4,551 shares (about $593.95K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,016 shares (about $284.53K)iShares S&P 500 Growth ETF 2,768 shares (about $261.96K)JPMorgan Ultra-Short Income ETF 2,673 shares (about $135.04K)Dell Technologies 630 shares (about $72.87K)NVIDIA 575 shares (about $70.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLpwm LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$64,070,687$765,886 ▲1.2%671,67121.0%ETFIVEiShares S&P 500 Value ETF$54,169,318$1,202,834 ▲2.3%277,27917.7%ETFIWSiShares Russell Mid-Cap Value ETF$26,664,185$593,950 ▲2.3%204,3088.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$17,661,784$1,156,613 ▲7.0%175,5475.8%FinanceIEFAiShares Core MSCI EAFE ETF$12,134,690$102,281 ▲0.9%158,6234.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,599,542$539,881 ▲5.4%216,1413.5%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$8,332,901$135,040 ▼-1.6%164,9432.7%ETFIWMiShares Russell 2000 ETF$6,560,113$118,654 ▲1.8%30,3532.1%FinanceSLYVSPDR S&P 600 Small CapValue ETF$6,417,856$144,981 ▲2.3%76,0952.1%ETFMUBiShares National Muni Bond ETF$6,390,231$568,110 ▲9.8%58,9072.1%ETFVWOVanguard FTSE Emerging Markets ETF$5,923,343$202,557 ▲3.5%122,2061.9%ETFVONEVanguard Russell 1000$5,484,189$772 ▼0.0%21,3241.8%ETFVTVVanguard Value ETF$5,345,553$1,386 ▼0.0%30,8511.8%ETFVNQVanguard Real Estate ETF$5,031,323$98,438 ▲2.0%52,6451.6%ETFBRK.BBerkshire Hathaway$4,128,2770.0%9,1141.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,833,459$84,744 ▲2.3%63,6471.3%ManufacturingNVDANVIDIA$3,713,981$70,638 ▼-1.9%30,2321.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$3,657,695$75,646 ▲2.1%41,9221.2%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$3,530,335$79,724 ▲2.3%138,3361.2%ETFVOEVanguard Mid-Cap Value ETF$3,509,460$53,729 ▼-1.5%21,1631.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$3,400,541$87,021 ▲2.6%72,7231.1%ETFICVTiShares Convertible Bond ETF$2,988,747$70,959 ▲2.4%35,9701.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,813,777$57,315 ▲2.1%22,6320.9%ETFVEAVanguard FTSE Developed Markets ETF$2,776,408$113,728 ▲4.3%53,5370.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,423,840$305 ▼0.0%47,7040.8%ETFVTIVanguard Total Stock Market ETF$2,061,426$284,528 ▼-12.1%7,3610.7%ETFIVWiShares S&P 500 Growth ETF$1,884,756$261,964 ▼-12.2%19,9150.6%ETFVGTVanguard Information Technology ETF$1,851,914$2,888 ▼-0.2%3,2060.6%ETFVONVVanguard Russell 1000 Value$1,826,684$54,166 ▼-2.9%22,1230.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,342,196$223,924 ▲20.0%11,9700.4%FinanceXLKTechnology Select Sector SPDR Fund$1,287,186$21,167 ▼-1.6%5,7770.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,257,425$26,685 ▲2.2%21,6760.4%ETFAMZNAmazon.com$1,172,550$4,549 ▲0.4%6,4440.4%Retail/WholesaleVUGVanguard Growth ETF$1,049,381$6,447 ▼-0.6%2,7670.3%ETFAVGOBroadcom$966,022$869,420 ▲900.0%5,6200.3%Computer and TechnologyAAPLApple$928,4690.0%4,1140.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$889,660$1,070 ▲0.1%4,9880.3%ETFXLEEnergy Select Sector SPDR Fund$887,164$36,373 ▼-3.9%9,6100.3%ETFVTEBVanguard Tax-Exempt Bond ETF$844,559$3,675 ▼-0.4%16,5470.3%ETFVHTVanguard Health Care ETF$780,1570.0%2,8130.3%ETFGOOGLAlphabet$750,086$166 ▲0.0%4,5220.2%Computer and TechnologyVOXVanguard Communication Services ETF$738,1460.0%5,0840.2%ETFXLVHealth Care Select Sector SPDR Fund$709,114$62,881 ▼-8.1%4,6800.2%ETFTIPiShares TIPS Bond ETF$708,090$8,591 ▲1.2%6,4290.2%ETFVVVanguard Large-Cap ETF$671,1050.0%2,5780.2%ETFVXFVanguard Extended Market ETF$625,8410.0%3,4930.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$612,251$397,250 ▲184.8%6,6920.2%ETFTSLATesla$547,1770.0%2,2740.2%Auto/Tires/TrucksQQQInvesco QQQ$530,7120.0%1,1020.2%FinanceGOOGAlphabet$515,6760.0%3,0840.2%Computer and TechnologyIWBiShares Russell 1000 ETF$513,0200.0%1,6490.2%ETFMSFTMicrosoft$501,5140.0%1,2040.2%Computer and TechnologyVBVanguard Small-Cap ETF$490,8960.0%2,1000.2%ETFSPYSPDR S&P 500 ETF Trust$463,341$8,517 ▼-1.8%8160.2%FinanceIYFiShares U.S. Financials ETF$404,6380.0%3,9400.1%ETFIWFiShares Russell 1000 Growth ETF$373,305$2,595 ▲0.7%1,0070.1%ETFVTWOVanguard Russell 2000 ETF$346,217$16,786 ▼-4.6%3,9600.1%ETFVCRVanguard Consumer Discretionary ETF$334,4750.0%1,0070.1%ETFECLEcolab$332,0190.0%1,3240.1%Basic MaterialsMMM3M$325,3590.0%2,4140.1%Multi-Sector ConglomeratesVBRVanguard Small-Cap Value ETF$324,262$14,605 ▼-4.3%1,6430.1%ETFPHOInvesco Water Resources ETF$312,1610.0%4,4870.1%ETFDELLDell Technologies$296,115$72,872 ▼-19.7%2,5600.1%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$294,4500.0%1,9580.1%ETFBNDVanguard Total Bond Market ETF$292,699$5,151 ▼-1.7%3,9210.1%ETFUNHUnitedHealth Group$283,9270.0%4790.1%MedicalFCXFreeport-McMoRan$264,577$6,520 ▲2.5%5,3160.1%Basic MaterialsMAMastercard$263,3240.0%5320.1%Business ServicesMETAMeta Platforms$262,8290.0%4510.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$260,815$132 ▼-0.1%3,9410.1%ETFJPMJPMorgan Chase & Co.$227,8050.0%1,1100.1%FinanceIJHiShares Core S&P Mid-Cap ETF$226,921$9,807 ▲4.5%3,6790.1%ETFICLNiShares Global Clean Energy ETF$216,9870.0%15,2700.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$214,3490.0%1,7250.1%ETFXLREReal Estate Select Sector SPDR Fund$209,237$209,237 ▲New Holding4,7760.1%ETFVEUVanguard FTSE All-World ex-US ETF$206,768$206,768 ▲New Holding3,3120.1%ETFFANFirst Trust Global Wind Energy ETF$197,7690.0%11,3530.1%ETFVTVanguard Total World Stock ETF$0$218,228 ▼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$210,120 ▼-100.0%00.0%ETFShowing 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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