LPWM LLC
95 holdingsFiling period: 2026-03-31Current AUM: $435.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 660.6K | $72.5M | $80.5M | 18.48% | +840 | 2026-03-31 |
| 2 | IVE | ISHARES TR | 331.9K | $70.1M | $76.9M | 17.65% | +2.5K | 2026-03-31 |
| 3 | IWS | ISHARES TR | 226.7K | $33.0M | $37.9M | 8.69% | -4,870 | 2026-03-31 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 509.4K | $25.8M | $25.7M | 5.91% | +187.5K | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 214.0K | $19.4M | $21.0M | 4.82% | +17.8K | 2026-03-31 |
| 6 | SPEM | SPDR INDEX SHS FDS | 380.1K | $17.8M | $19.4M | 4.44% | -- | 2026-03-31 |
| 7 | VTIP | VANGUARD MALVERN FDS | 305.7K | $15.3M | $15.2M | 3.48% | +29.9K | 2026-03-31 |
| 8 | SLYV | SPDR SERIES TRUST | 100.8K | $9.5M | $10.9M | 2.51% | -120 | 2026-03-31 |
| 9 | IWM | ISHARES TR | 37.6K | $9.3M | $10.9M | 2.51% | -2,346 | 2026-03-31 |
| 10 | VTV | VANGUARD INDEX FDS | 41.0K | $8.0M | $9.0M | 2.07% | +4.2K | 2026-03-31 |
| 11 | AGG | ISHARES TR | 59.6K | $5.9M | $5.8M | 1.33% | +20.7K | 2026-03-31 |
| 12 | VNQ | VANGUARD INDEX FDS | 65.6K | $5.8M | $6.5M | 1.49% | -794 | 2026-03-31 |
| 13 | IWR | ISHARES TR | 49.5K | $4.8M | $5.4M | 1.25% | +335 | 2026-03-31 |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | 16.2K | $4.8M | $5.5M | 1.25% | +122 | 2026-03-31 |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | 89.5K | $4.6M | $4.6M | 1.05% | -2,531 | 2026-03-31 |
| 16 | VOE | VANGUARD INDEX FDS | 24.4K | $4.5M | $5.0M | 1.15% | -532 | 2026-03-31 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | 65.8K | $4.2M | $4.6M | 1.07% | +9.3K | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.5K | $4.1M | $4.1M | 0.94% | -508 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 23.0K | $4.0M | $4.6M | 1.06% | -1,273 | 2026-03-31 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | 25.7K | $3.8M | $3.9M | 0.89% | +308 | 2026-03-31 |
| 21 | VNQI | VANGUARD INTL EQUITY INDEX F | 80.5K | $3.6M | $3.7M | 0.85% | -11,658 | 2026-03-31 |
| 22 | VTEB | VANGUARD MUN BD FDS | 65.5K | $3.3M | $3.2M | 0.75% | -1,434 | 2026-03-31 |
| 23 | IJH | ISHARES TR | 45.0K | $3.0M | $3.4M | 0.78% | +3.8K | 2026-03-31 |
| 24 | BIL | SPDR SERIES TRUST | 31.7K | $2.9M | $2.9M | 0.67% | -753 | 2026-03-31 |
| 25 | IVW | ISHARES TR | 25.6K | $2.9M | $3.5M | 0.79% | -256 | 2026-03-31 |
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