Lpwm LLC Top Holdings and 13F Report (2025) About Lpwm LLCInvestment ActivityLpwm LLC has $311.32 million in total holdings as of December 31, 2024.Lpwm LLC owns shares of 78 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 5.62% of the portfolio was sold this quarter.This quarter, Lpwm LLC has purchased 77 new stocks and bought additional shares in 28 stocks.Lpwm LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $64,058,887iShares S&P 500 Value ETF $53,430,265iShares Russell Mid-Cap Value ETF $26,217,062iShares Core MSCI EAFE ETF $13,297,215Vanguard Short-Term Inflation-Protected Securities ETF $12,065,656 Largest New Holdings this Quarter Enovix $548,881 HoldingCommunication Services Select Sector SPDR Fund $296,819 HoldingConsumer Staples Select Sector SPDR Fund $235,358 HoldingCrowdStrike $216,587 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 85,511 shares (about $9.14M)iShares Core MSCI EAFE ETF 30,580 shares (about $2.15M)Vanguard Short-Term Inflation-Protected Securities ETF 33,046 shares (about $1.60M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 14,518 shares (about $1.33M)JPMorgan Ultra-Short Income ETF 19,124 shares (about $963.28K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 72,237 shares (about $7.00M)Vanguard Russell 1000 Growth ETF 51,546 shares (about $5.32M)iShares Convertible Bond ETF 27,918 shares (about $2.37M)iShares National Muni Bond ETF 4,523 shares (about $481.93K)Energy Select Sector SPDR Fund 3,177 shares (about $272.14K) 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$64,058,887$5,324,700 ▼-7.7%620,12520.6%ETFIVEiShares S&P 500 Value ETF$53,430,265$503,161 ▲1.0%279,91517.2%ETFIWSiShares Russell Mid-Cap Value ETF$26,217,062$208,108 ▼-0.8%202,6998.4%ETFIEFAiShares Core MSCI EAFE ETF$13,297,215$2,149,167 ▲19.3%189,2034.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,065,656$1,600,090 ▲15.3%249,1873.9%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,414,870$9,135,995 ▲714.4%97,4813.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$10,010,739$6,999,765 ▼-41.1%103,3103.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$9,271,455$963,276 ▲11.6%184,0673.0%ETFSLYVSPDR S&P 600 Small CapValue ETF$7,067,912$428,657 ▲6.5%81,0082.3%ETFIWMiShares Russell 2000 ETF$6,778,818$72,033 ▲1.1%30,6792.2%FinanceVWOVanguard FTSE Emerging Markets ETF$6,076,914$694,952 ▲12.9%137,9862.0%ETFMUBiShares National Muni Bond ETF$5,794,615$481,926 ▼-7.7%54,3841.9%ETFVONEVanguard Russell 1000$5,479,762$207,775 ▼-3.7%20,5451.8%ETFVTVVanguard Value ETF$5,142,511$80,587 ▼-1.5%30,3751.7%ETFVNQVanguard Real Estate ETF$5,120,267$430,616 ▲9.2%57,4791.6%ETFBRK.BBerkshire Hathaway$4,106,717$24,477 ▼-0.6%9,0601.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$4,006,872$477,646 ▲13.5%72,2611.3%ManufacturingEELVInvesco S&P Emerging Markets Low Volatility ETF$3,906,216$667,770 ▲20.6%166,8611.3%ETFNVDANVIDIA$3,876,824$183,038 ▼-4.5%28,8691.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$3,796,338$90,433 ▲2.4%42,9451.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$3,574,446$697,522 ▲24.2%90,3551.1%ETFVOEVanguard Mid-Cap Value ETF$3,463,883$40,281 ▲1.2%21,4121.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,975,818$384,885 ▲14.9%25,9941.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,604,871$185,801 ▲7.7%51,3680.8%ETFVEAVanguard FTSE Developed Markets ETF$2,537,165$22,953 ▼-0.9%53,0570.8%ETFIVWiShares S&P 500 Growth ETF$2,001,867$20,103 ▼-1.0%19,7170.6%ETFVGTVanguard Information Technology ETF$1,972,350$21,141 ▼-1.1%3,1720.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,939,230$1,327,381 ▲216.9%21,2100.6%ETFVTIVanguard Total Stock Market ETF$1,933,174$200,273 ▼-9.4%6,6700.6%ETFVONVVanguard Russell 1000 Value$1,590,201$207,266 ▼-11.5%19,5720.5%ETFAMZNAmazon.com$1,413,7490.0%6,4440.5%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,343,757$465 ▲0.0%5,7790.4%ETFAVGOBroadcom$1,264,224$38,717 ▼-3.0%5,4530.4%Computer and TechnologyVUGVanguard Growth ETF$1,135,7730.0%2,7670.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,108,108$23,812 ▼-2.1%21,2200.4%ETFAAPLApple$1,023,964$6,260 ▼-0.6%4,0890.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,010,974$122,699 ▲13.8%5,6770.3%ETFTSLATesla$904,865$13,325 ▼-1.5%2,2410.3%Auto/Tires/TrucksGOOGLAlphabet$856,287$189 ▲0.0%4,5230.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$841,783$12,282 ▲1.5%16,7920.3%ETFVOXVanguard Communication Services ETF$807,032$19,215 ▲2.4%5,2080.3%ETFVHTVanguard Health Care ETF$746,102$32,472 ▲4.6%2,9410.2%ETFVVVanguard Large-Cap ETF$695,2870.0%2,5780.2%ETFICVTiShares Convertible Bond ETF$684,178$2,372,191 ▼-77.6%8,0520.2%ETFVXFVanguard Extended Market ETF$663,6000.0%3,4930.2%ETFXLVHealth Care Select Sector SPDR Fund$643,8400.0%4,6800.2%ETFTIPiShares TIPS Bond ETF$638,365$46,671 ▼-6.8%5,9910.2%ETFGOOGAlphabet$587,3170.0%3,0840.2%Computer and TechnologyQQQInvesco QQQ$583,825$20,449 ▲3.6%1,1420.2%FinanceXLEEnergy Select Sector SPDR Fund$551,037$272,135 ▼-33.1%6,4330.2%ETFENVXEnovix$548,881$548,881 ▲New Holding50,4950.2%EnergySPYSPDR S&P 500 ETF Trust$535,677$57,436 ▲12.0%9140.2%FinanceIWBiShares Russell 1000 ETF$528,020$3,222 ▼-0.6%1,6390.2%ETFMSFTMicrosoft$507,4860.0%1,2040.2%Computer and TechnologyVBVanguard Small-Cap ETF$504,5880.0%2,1000.2%ETFIYFiShares U.S. Financials ETF$482,792$47,107 ▲10.8%4,3660.2%ETFUNHUnitedHealth Group$438,075$195,768 ▲80.8%8660.1%MedicalIWFiShares Russell 1000 Growth ETF$401,580$2,811 ▼-0.7%1,0000.1%ETFVCRVanguard Consumer Discretionary ETF$397,527$19,520 ▲5.2%1,0590.1%ETFVTWOVanguard Russell 2000 ETF$353,417$357 ▼-0.1%3,9560.1%ETFVBRVanguard Small-Cap Value ETF$313,947$11,694 ▼-3.6%1,5840.1%ETFXLCCommunication Services Select Sector SPDR Fund$296,819$296,819 ▲New Holding3,0660.1%ETFPHOInvesco Water Resources ETF$295,2000.0%4,4870.1%ETFDELLDell Technologies$295,0140.0%2,5600.1%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$284,6270.0%1,9580.1%ETFMAMastercard$280,1350.0%5320.1%Business ServicesECLEcolab$278,372$31,868 ▼-10.3%1,1880.1%Basic MaterialsBNDVanguard Total Bond Market ETF$276,562$5,393 ▼-1.9%3,8460.1%ETFJPMJPMorgan Chase & Co.$266,0780.0%1,1100.1%FinanceMETAMeta Platforms$264,0650.0%4510.1%Computer and TechnologyMMM3M$254,049$57,574 ▼-18.5%1,9680.1%Multi-Sector ConglomeratesXLPConsumer Staples Select Sector SPDR Fund$235,358$235,358 ▲New Holding2,9940.1%ETFIJHiShares Core S&P Mid-Cap ETF$229,2380.0%3,6790.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$226,051$13,365 ▼-5.6%3,7210.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$221,632$257 ▼-0.1%1,7230.1%ETFCRWDCrowdStrike$216,587$216,587 ▲New Holding6330.1%Computer and TechnologyFCXFreeport-McMoRan$202,4330.0%5,3160.1%Basic MaterialsICLNiShares Global Clean Energy ETF$173,7730.0%15,2700.1%ETFXLREReal Estate Select Sector SPDR Fund$0$209,237 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$206,768 ▼-100.0%00.0%ETFFANFirst Trust Global Wind Energy ETF$0$197,769 ▼-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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