The Analysis of LPWM LLC's Holdings

Currently, LPWM LLC holds 84 types of securities in its portfolio with a total value $374.8M. In the most recent quarter, they have increased their positions in IVE (+9.6K shares, valued at $2.0M), VONG (+14.4K shares, valued at $1.7M), BIL (+14.4K shares, valued at $1.3M); decreased their positions in NVDA (-1.8K shares, valued at $334.0K), VUG (-383 shares, valued at $183.7K), MUB (-1.2K shares, valued at $124.7K); initiated new positions in ITOT (+1.4K shares, valued at $205.4K), VT (+1.5K shares, valued at $204.7K), XLRE (+4.8K shares, valued at $202.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS644.3K shares2.28%2025-09-302025-10-17

IVE ISHARES TR317.3K shares3.12%2025-09-302025-10-17

IWS ISHARES TR225.3K shares1.64%2025-09-302025-10-17

JPST J P MORGAN EXCHANGE TRADED F356.2K shares0.52%2025-09-302025-10-17

IEFA ISHARES TR191.2K shares3.53%2025-09-302025-10-17

VTIP VANGUARD MALVERN FDS263.6K shares2.44%2025-09-302025-10-17

VWO VANGUARD INTL EQUITY INDEX F235.2K shares3.03%2025-09-302025-10-17

LQD ISHARES TR99.8K shares1.73%2025-09-302025-10-17

Sponsored

SLYV SPDR SERIES TRUST98.2K shares0.99%2025-09-302025-10-17

IWM ISHARES TR35.4K shares1.34%2025-09-302025-10-17

VTV VANGUARD INDEX FDS32.5K shares3.06%2025-09-302025-10-17

VNQ VANGUARD INDEX FDS64.4K shares2.29%2025-09-302025-10-17

NVDA NVIDIA CORPORATION26.3K shares-6.38%2025-09-302025-10-17

VONE VANGUARD SCOTTSDALE FDS15.7K shares0.69%2025-09-302025-10-17

EELV INVESCO EXCH TRADED FD TR II176.5K shares1.93%2025-09-302025-10-17

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares-2.57%2025-09-302025-10-17

Sponsored

IWR ISHARES TR46.5K shares10.97%2025-09-302025-10-17

JMST J P MORGAN EXCHANGE TRADED F87.8K shares7.81%2025-09-302025-10-17

VNQI VANGUARD INTL EQUITY INDEX F89.9K shares1.96%2025-09-302025-10-17

VOE VANGUARD INDEX FDS22.0K shares2.42%2025-09-302025-10-17

VSS VANGUARD INTL EQUITY INDEX F25.0K shares1.54%2025-09-302025-10-17

AGG ISHARES TR34.2K shares4.88%2025-09-302025-10-17

VTEB VANGUARD MUN BD FDS65.0K shares2.12%2025-09-302025-10-17

VEA VANGUARD TAX-MANAGED FDS53.9K shares2.99%2025-09-302025-10-17

Sponsored

BIL SPDR SERIES TRUST34.5K shares71.40%2025-09-302025-10-17

IVW ISHARES TR20.5K shares7.35%2025-09-302025-10-17

VGT VANGUARD WORLD FD3.3K shares4.96%2025-09-302025-10-17

MUB ISHARES TR21.7K shares-5.12%2025-09-302025-10-17

VTI VANGUARD INDEX FDS6.8K shares1.28%2025-09-302025-10-17

AVGO BROADCOM INC5.5K shares0.26%2025-09-302025-10-17

VONV VANGUARD SCOTTSDALE FDS20.0K shares0.19%2025-09-302025-10-17

XLK SELECT SECTOR SPDR TR5.7K shares-1.05%2025-09-302025-10-17

Sponsored

AMZN AMAZON COM INC6.9K shares2.87%2025-09-302025-10-17

VOO VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-10-17

IEMG ISHARES INC22.3K shares3.77%2025-09-302025-10-17

IJH ISHARES TR20.7K shares45.08%2025-09-302025-10-17

QUAL ISHARES TR6.3K shares2.20%2025-09-302025-10-17

VUG VANGUARD INDEX FDS2.5K shares-13.30%2025-09-302025-10-17

GOOGL ALPHABET INC4.5K shares0.20%2025-09-302025-10-17

IUSB ISHARES TR23.4K shares0.00%2025-09-302025-10-17

Sponsored

VOX VANGUARD WORLD FD5.4K shares3.91%2025-09-302025-10-17

AAPL APPLE INC3.8K shares-4.61%2025-09-302025-10-17

TSLA TESLA INC2.1K shares44.40%2025-09-302025-10-17

XLE SELECT SECTOR SPDR TR9.2K shares7.89%2025-09-302025-10-17

VV VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-10-17

VHT VANGUARD WORLD FD3.0K shares4.96%2025-09-302025-10-17

VXF VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-10-17

UNH UNITEDHEALTH GROUP INC2.1K shares-6.51%2025-09-302025-10-17

Sponsored

XLV SELECT SECTOR SPDR TR5.1K shares1.00%2025-09-302025-10-17

QQQ INVESCO QQQ TR1.2K shares0.96%2025-09-302025-10-17

MSFT MICROSOFT CORP1.3K shares1.24%2025-09-302025-10-17

ICVT ISHARES TR6.7K shares-1.75%2025-09-302025-10-17

IWB ISHARES TR1.8K shares0.00%2025-09-302025-10-17

GOOG ALPHABET INC2.6K shares-15.89%2025-09-302025-10-17

IYF ISHARES TR4.8K shares9.60%2025-09-302025-10-17

SPY SPDR S&P 500 ETF TR852 shares-1.16%2025-09-302025-10-17

Sponsored

EMXC ISHARES INC7.9K shares-3.64%2025-09-302025-10-17

VB VANGUARD INDEX FDS2.1K shares4.02%2025-09-302025-10-17

MMM 3M CO3.2K shares0.00%2025-09-302025-10-17

IWF ISHARES TR1.0K shares0.00%2025-09-302025-10-17

VBR VANGUARD INDEX FDS2.2K shares2.78%2025-09-302025-10-17

VCR VANGUARD WORLD FD1.2K shares9.73%2025-09-302025-10-17

ITA ISHARES TR2.0K shares0.31%2025-09-302025-10-17

PHO INVESCO EXCHANGE TRADED FD T5.5K shares12.47%2025-09-302025-10-17

Sponsored

VTWO VANGUARD SCOTTSDALE FDS3.8K shares-0.27%2025-09-302025-10-17

DELL DELL TECHNOLOGIES INC2.6K shares-11.81%2025-09-302025-10-17

XLC SELECT SECTOR SPDR TR3.1K shares0.00%2025-09-302025-10-17

TIP ISHARES TR3.0K shares0.10%2025-09-302025-10-17

JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-09-302025-10-17

META META PLATFORMS INC451 shares0.00%2025-09-302025-10-17

ECL ECOLAB INC1.2K shares0.00%2025-09-302025-10-17

CRWD CROWDSTRIKE HLDGS INC633 shares0.00%2025-09-302025-10-17

Sponsored

IGV ISHARES TR2.3K shares1.11%2025-09-302025-10-17

ICLN ISHARES TR16.8K shares10.04%2025-09-302025-10-17

SCZ ISHARES TR3.3K shares-0.57%2025-09-302025-10-17

XLP SELECT SECTOR SPDR TR3.2K shares8.38%2025-09-302025-10-17

PM PHILIP MORRIS INTL INC1.5K shares0.60%2025-09-302025-10-17

VEU VANGUARD INTL EQUITY INDEX F3.4K shares3.33%2025-09-302025-10-17

VO VANGUARD INDEX FDS803 shares9.55%2025-09-302025-10-17

V VISA INC643 shares1.74%2025-09-302025-10-17

Sponsored

ITOT ISHARES TR1.4K sharesnew addition2025-09-302025-10-17

VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2025-09-302025-10-17

XLRE SELECT SECTOR SPDR TR4.8K sharesnew addition2025-09-302025-10-17

ENVX ENOVIX CORPORATION16.9K shares-31.11%2025-09-302025-10-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available