The Analysis of LPWM LLC's Holdings
Currently, LPWM LLC holds 87 types of securities in its portfolio with a total value $396.4M. In the most recent quarter, they have increased their positions in IVE (+12.1K shares, valued at $2.6M), VONG (+15.4K shares, valued at $1.9M), IJH (+20.4K shares, valued at $1.3M); decreased their positions in JPST (-34.3K shares, valued at $1.7M), NVDA (-2.0K shares, valued at $370.8K), BIL (-2.0K shares, valued at $183.7K); initiated new positions in VXUS (+11.3K shares, valued at $856.0K), SGOV (+7.0K shares, valued at $700.2K), N/A (+2.1K shares, valued at $696.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VONG VANGUARD SCOTTSDALE FDS659.7K shares2.39%2025-12-312026-01-06
IVE ISHARES TR329.4K shares3.82%2025-12-312026-01-06 IWS ISHARES TR231.6K shares2.78%2025-12-312026-01-06 IEFA ISHARES TR196.2K shares2.63%2025-12-312026-01-06 JPST J P MORGAN EXCHANGE TRADED F321.9K shares-9.62%2025-12-312026-01-06 VTIP VANGUARD MALVERN FDS275.8K shares4.62%2025-12-312026-01-06 VWO VANGUARD INTL EQUITY INDEX F242.9K shares3.27%2025-12-312026-01-06 LQD ISHARES TR102.5K shares2.67%2025-12-312026-01-06 IWM ISHARES TR39.9K shares12.86%2025-12-312026-01-06 SLYV SPDR SERIES TRUST100.9K shares2.79%2025-12-312026-01-06 VTV VANGUARD INDEX FDS36.8K shares13.09%2025-12-312026-01-06 VNQ VANGUARD INDEX FDS66.4K shares3.11%2025-12-312026-01-06 VONE VANGUARD SCOTTSDALE FDS16.1K shares2.43%2025-12-312026-01-06 EELV INVESCO EXCH TRADED FD TR II179.1K shares1.52%2025-12-312026-01-06 IWR ISHARES TR49.1K shares5.80%2025-12-312026-01-06 JMST J P MORGAN EXCHANGE TRADED F92.0K shares4.71%2025-12-312026-01-06 NVDA NVIDIA CORPORATION24.3K shares-7.57%2025-12-312026-01-06 VOE VANGUARD INDEX FDS25.0K shares13.52%2025-12-312026-01-06 VNQI VANGUARD INTL EQUITY INDEX F92.2K shares2.54%2025-12-312026-01-06 AGG ISHARES TR38.9K shares13.85%2025-12-312026-01-06 VSS VANGUARD INTL EQUITY INDEX F25.4K shares1.92%2025-12-312026-01-06 VEA VANGUARD TAX-MANAGED FDS56.4K shares4.74%2025-12-312026-01-06 VTEB VANGUARD MUN BD FDS66.9K shares2.91%2025-12-312026-01-06 IVW ISHARES TR25.9K shares26.35%2025-12-312026-01-06 BIL SPDR SERIES TRUST32.5K shares-5.83%2025-12-312026-01-06 IJH ISHARES TR41.2K shares98.71%2025-12-312026-01-06 VGT VANGUARD WORLD FD3.3K shares0.70%2025-12-312026-01-06 VTI VANGUARD INDEX FDS7.0K shares3.01%2025-12-312026-01-06 MUB ISHARES TR20.3K shares-6.51%2025-12-312026-01-06 BROADCOM INC BROADCOM INC5.8K shares5.63%2025-12-312026-01-06 VONV VANGUARD SCOTTSDALE FDS20.1K shares0.20%2025-12-312026-01-06 IUSB ISHARES TR39.0K shares66.58%2025-12-312026-01-06 AMZN AMAZON COM INC7.6K shares11.24%2025-12-312026-01-06 XLK SELECT SECTOR SPDR TR11.8K shares108.49%2025-12-312026-01-06 IEMG ISHARES INC25.0K shares11.88%2025-12-312026-01-06 ALPHABET INC ALPHABET INC4.4K shares-2.21%2025-12-312026-01-06 QUAL ISHARES TR6.8K shares8.60%2025-12-312026-01-06 VUG VANGUARD INDEX FDS2.5K shares0.48%2025-12-312026-01-06 AAPL APPLE INC3.9K shares3.67%2025-12-312026-01-06 VOX VANGUARD WORLD FD5.1K shares-6.11%2025-12-312026-01-06 XLV SELECT SECTOR SPDR TR6.2K shares21.93%2025-12-312026-01-06 TSLA TESLA INC2.1K shares-0.33%2025-12-312026-01-06 ALPHABET INC ALPHABET INC2.9K shares11.95%2025-12-312026-01-06 MSFT MICROSOFT CORP1.8K shares35.50%2025-12-312026-01-06 VXUS VANGUARD STAR FDS11.3K sharesnew addition2025-12-312026-01-06 VBR VANGUARD INDEX FDS4.0K shares79.19%2025-12-312026-01-06 VV VANGUARD INDEX FDS2.6K shares0.50%2025-12-312026-01-06 UNH UNITEDHEALTH GROUP INC2.4K shares17.40%2025-12-312026-01-06 XLE SELECT SECTOR SPDR TR18.0K shares96.03%2025-12-312026-01-06 VXF VANGUARD INDEX FDS3.5K shares0.80%2025-12-312026-01-06 VHT VANGUARD WORLD FD2.5K shares-15.81%2025-12-312026-01-06 VTWO VANGUARD SCOTTSDALE FDS7.2K shares92.22%2025-12-312026-01-06 SGOV ISHARES TR7.0K sharesnew addition2025-12-312026-01-06 CENCORA INC CENCORA INC2.1K sharesnew addition2025-12-312026-01-06 IWB ISHARES TR1.8K shares0.00%2025-12-312026-01-06 ICVT ISHARES TR6.8K shares0.64%2025-12-312026-01-06 IJR ISHARES TR5.4K sharesnew addition2025-12-312026-01-06 IYF ISHARES TR4.9K shares1.80%2025-12-312026-01-06 EMXC ISHARES INC8.6K shares9.25%2025-12-312026-01-06 VB VANGUARD INDEX FDS2.4K shares13.72%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR852 shares0.00%2025-12-312026-01-06 IWF ISHARES TR1.2K shares22.00%2025-12-312026-01-06 ITOT ISHARES TR3.6K shares154.26%2025-12-312026-01-06 MMM 3M CO3.2K shares0.00%2025-12-312026-01-06 META META PLATFORMS INC693 shares53.66%2025-12-312026-01-06 ITA ISHARES TR2.0K shares0.10%2025-12-312026-01-06 PHO INVESCO EXCHANGE TRADED FD T5.9K shares7.57%2025-12-312026-01-06 VCR VANGUARD WORLD FD1.0K shares-10.33%2025-12-312026-01-06 XLC SELECT SECTOR SPDR TR3.1K shares0.00%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-12-312026-01-06 CRWD CROWDSTRIKE HLDGS INC717 shares13.27%2025-12-312026-01-06 DELL DELL TECHNOLOGIES INC2.6K shares-0.19%2025-12-312026-01-06 V VISA INC897 shares39.50%2025-12-312026-01-06 ECL ECOLAB INC1.2K shares0.00%2025-12-312026-01-06 TIP ISHARES TR2.7K shares-10.10%2025-12-312026-01-06 SCZ ISHARES TR3.3K shares0.00%2025-12-312026-01-06 VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.32%2025-12-312026-01-06 PM PHILIP MORRIS INTL INC1.5K shares-0.60%2025-12-312026-01-06 VO VANGUARD INDEX FDS816 shares1.62%2025-12-312026-01-06 IGV ISHARES TR2.1K shares-7.91%2025-12-312026-01-06 ICLN ISHARES TR13.5K shares-19.85%2025-12-312026-01-06 XLRE SELECT SECTOR SPDR TR5.1K shares6.83%2025-12-312026-01-06 VT VANGUARD INTL EQUITY INDEX F1.4K shares-4.11%2025-12-312026-01-06 ENVX ENOVIX CORPORATION15.9K shares-5.94%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available