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Size ($ in 1000's)
At 03/31/2024: $272,116
At 12/31/2023: $252,977
Lpwm LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lpwm LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Lpwm LLC top holdings by largest position size, as per the latest 13f filing made by Lpwm LLC.
In the Lpwm LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lpwm LLC in that top holding, then the share count change between reporting periods, and finally the Lpwm LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VONG) |
659,508 |
+4,663 |
$56,461 | | VONG | 659,508 | +4,663 | $56,461 | | ISHARES TR (IVE) |
267,847 |
+4,659 |
$48,670 | | IVE | 267,847 | +4,659 | $48,670 | | ISHARES TR (IWS) |
196,938 |
+4,013 |
$24,007 | | IWS | 196,938 | +4,013 | $24,007 | | ISHARES TR (AGG) |
164,957 |
-5,130 |
$15,796 | | AGG | 164,957 | -5,130 | $15,796 | | ISHARES TR (IEFA) |
154,738 |
+4,784 |
$11,271 | | IEFA | 154,738 | +4,784 | $11,271 | | VANGUARD MALVERN FDS (VTIP) |
205,655 |
+4,199 |
$9,818 | | VTIP | 205,655 | +4,199 | $9,818 | | J P MORGAN EXCHANGE TRADED F (JPST) |
171,873 |
-1,744 |
$8,640 | | JPST | 171,873 | -1,744 | $8,640 | | ISHARES TR (IWM) |
29,435 |
+751 |
$5,914 | | IWM | 29,435 | +751 | $5,914 | | SPDR SER TR (SLYV) |
74,486 |
+701 |
$5,857 | | SLYV | 74,486 | +701 | $5,857 | | ISHARES TR (MUB) |
53,394 |
+721 |
$5,668 | | MUB | 53,394 | +721 | $5,668 | | VANGUARD INTL EQUITY INDEX F (VWO) |
116,141 |
+2,929 |
$4,910 | | VWO | 116,141 | +2,929 | $4,910 | | VANGUARD INDEX FDS (VTV) |
30,771 |
+576 |
$4,886 | | VTV | 30,771 | +576 | $4,886 | | VANGUARD SCOTTSDALE FDS (VONE) |
19,638 |
+774 |
$4,597 | | VONE | 19,638 | +774 | $4,597 | | VANGUARD INDEX FDS (VNQ) |
50,674 |
+1,018 |
$4,176 | | VNQ | 50,674 | +1,018 | $4,176 |  BERKSHIRE HATHAWAY INC DEL |
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$3,725 | | BRK.B | 9,104 | +79 | $3,725 | | ISHARES INC (EMXC) |
61,296 |
+829 |
$3,530 | | EMXC | 61,296 | +829 | $3,530 | | VANGUARD INDEX FDS (VOE) |
21,597 |
+1,220 |
$3,273 | | VOE | 21,597 | +1,220 | $3,273 | | ISHARES TR (IWR) |
39,627 |
+2,574 |
$3,246 | | IWR | 39,627 | +2,574 | $3,246 | | INVESCO EXCH TRADED FD TR II (EELV) |
132,968 |
+3,677 |
$3,173 | | EELV | 132,968 | +3,677 | $3,173 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
69,555 |
+1,794 |
$2,847 | | VNQI | 69,555 | +1,794 | $2,847 | | ISHARES TR (ICVT) |
35,575 |
+82 |
$2,793 | | ICVT | 35,575 | +82 | $2,793 | | NVIDIA CORPORATION |
3,124 |
-138 |
$2,719 | | NVDA | 3,124 | -138 | $2,719 | | VANGUARD INTL EQUITY INDEX F (VSS) |
21,759 |
+377 |
$2,522 | | VSS | 21,759 | +377 | $2,522 | | VANGUARD TAX MANAGED FDS (VEA) |
50,205 |
+415 |
$2,471 | | VEA | 50,205 | +415 | $2,471 | | J P MORGAN EXCHANGE TRADED F (JMST) |
48,390 |
+6,732 |
$2,447 | | JMST | 48,390 | +6,732 | $2,447 | | VANGUARD INDEX FDS (VTI) |
7,778 |
+464 |
$1,983 | | VTI | 7,778 | +464 | $1,983 | | ISHARES TR (IVW) |
22,490 |
+380 |
$1,882 | | IVW | 22,490 | +380 | $1,882 | | VANGUARD SCOTTSDALE FDS (VONV) |
22,369 |
-156 |
$1,716 | | VONV | 22,369 | -156 | $1,716 | | VANGUARD WORLD FD (VGT) |
3,281 |
UNCH |
$1,687 | | VGT | 3,281 | UNCH | $1,687 | | SELECT SECTOR SPDR TR (XLK) |
5,859 |
+51 |
$1,199 | | XLK | 5,859 | +51 | $1,199 | | AMAZON COM INC |
6,244 |
UNCH |
$1,161 | | AMZN | 6,244 | UNCH | $1,161 | | ISHARES INC (IEMG) |
20,896 |
-780 |
$1,083 | | IEMG | 20,896 | -780 | $1,083 | | SELECT SECTOR SPDR TR (XLE) |
10,936 |
+218 |
$1,069 | | XLE | 10,936 | +218 | $1,069 | | VANGUARD INDEX FDS (VUG) |
2,792 |
+57 |
$952 | | VUG | 2,792 | +57 | $952 | | ISHARES TR (LQD) |
8,888 |
+463 |
$942 | | LQD | 8,888 | +463 | $942 | | VANGUARD MUN BD FDS (VTEB) |
15,982 |
-53 |
$796 | | VTEB | 15,982 | -53 | $796 | | BROADCOM INC |
552 |
+15 |
$730 | | AVGO | 552 | +15 | $730 | | VANGUARD WORLD FD (VHT) |
2,775 |
+35 |
$721 | | VHT | 2,775 | +35 | $721 | | APPLE INC |
4,288 |
-896 |
$719 | | AAPL | 4,288 | -896 | $719 | | ALPHABET INC |
4,520 |
UNCH |
$706 | | GOOGL | 4,520 | UNCH | $706 | | VANGUARD WORLD FD (VOX) |
5,212 |
UNCH |
$687 | | VOX | 5,212 | UNCH | $687 | | ISHARES TR (TIP) |
6,481 |
-273 |
$686 | | TIP | 6,481 | -273 | $686 | | VANGUARD INDEX FDS (VV) |
2,578 |
UNCH |
$608 | | VV | 2,578 | UNCH | $608 | | SELECT SECTOR SPDR TR (XLV) |
4,195 |
-65 |
$594 | | XLV | 4,195 | -65 | $594 | | VANGUARD INDEX FDS (VXF) |
3,493 |
UNCH |
$592 | | VXF | 3,493 | UNCH | $592 | | MICROSOFT CORP |
1,202 |
UNCH |
$509 | | MSFT | 1,202 | UNCH | $509 | | ALPHABET INC |
3,084 |
+100 |
$486 | | GOOG | 3,084 | +100 | $486 | | INVESCO QQQ TR |
1,102 |
+69 |
$483 | | QQQ | 1,102 | +69 | $483 | | ISHARES TR (IWB) |
1,650 |
UNCH |
$467 | | IWB | 1,650 | UNCH | $467 | | VANGUARD INDEX FDS (VB) |
2,100 |
+60 |
$463 | | VB | 2,100 | +60 | $463 |
See Full List: All Stocks Held By Lpwm LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lpwm LLC
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