Lpwm LLC
98 holdingsFiling period: 2026-06-30Current AUM: $449.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Scottsdale Fds | 682.4K | $87.2M | $84.9M | 18.91% | +21.9K | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 314.0K | $68.4M | $71.0M | 15.82% | +273.0K | 2026-06-30 |
| 3 | IWS | iShares TR | 216.4K | $35.6M | $36.5M | 8.14% | -10,281 | 2026-06-30 |
| 4 | JPST | J P Morgan Exchange Traded F | 546.4K | $27.6M | $27.5M | 6.13% | +37.0K | 2026-06-30 |
| 5 | IEFA | iShares TR | 226.6K | $21.9M | $21.7M | 4.84% | +12.6K | 2026-06-30 |
| 6 | SPEM | Spdr Index Shs Fds | 384.5K | $19.9M | $19.0M | 4.23% | +4.4K | 2026-06-30 |
| 7 | VTIP | Vanguard Malvern Fds | 359.2K | $18.0M | $17.5M | 3.90% | +53.5K | 2026-06-30 |
| 8 | IVE | iShares TR | 54.3K | $12.3M | $13.0M | 2.89% | -277,585 | 2026-06-30 |
| 9 | IWM | iShares TR | 36.9K | $11.1M | $10.2M | 2.28% | -645 | 2026-06-30 |
| 10 | SLYV | Spdr Series Trust | 101.3K | $11.1M | $10.6M | 2.37% | +489 | 2026-06-30 |
| 11 | VNQ | Vanguard Index Fds | 65.2K | $6.3M | $6.1M | 1.35% | -435 | 2026-06-30 |
| 12 | IVW | iShares TR | 44.2K | $6.1M | $6.1M | 1.36% | +18.6K | 2026-06-30 |
| 13 | AGG | iShares TR | 60.2K | $6.0M | $5.8M | 1.29% | +551 | 2026-06-30 |
| 14 | JMST | J P Morgan Exchange Traded F | 112.3K | $5.7M | $5.7M | 1.27% | +22.9K | 2026-06-30 |
| 15 | VONE | Vanguard Scottsdale Fds | 16.8K | $5.7M | $5.8M | 1.29% | +606 | 2026-06-30 |
| 16 | IWR | iShares TR | 49.5K | $5.5M | $5.4M | 1.21% | +17 | 2026-06-30 |
| 17 | VOE | Vanguard Index Fds | 24.2K | $4.8M | $5.1M | 1.13% | -208 | 2026-06-30 |
| 18 | VEA | Vanguard Tax-Managed Fds | 66.1K | $4.7M | $4.6M | 1.02% | +279 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 22.8K | $4.6M | $4.9M | 1.09% | -243 | 2026-06-30 |
| 20 | VSS | Vanguard Intl Equity Index F | 26.7K | $4.1M | $4.0M | 0.89% | +999 | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del | 8.0K | $4.0M | $4.0M | 0.89% | -505 | 2026-06-30 |
| 22 | VGT | Vanguard World FD | 32.7K | $3.9M | $4.0M | 0.88% | +28.6K | 2026-06-30 |
| 23 | VTEB | Vanguard Mun BD Fds | 75.3K | $3.8M | $3.7M | 0.82% | +9.9K | 2026-06-30 |
| 24 | VNQI | Vanguard Intl Equity Index F | 83.1K | $3.7M | $3.6M | 0.79% | +2.5K | 2026-06-30 |
| 25 | IJH | iShares TR | 47.3K | $3.6M | $3.4M | 0.77% | +2.3K | 2026-06-30 |
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