Sponsored

The Analysis of LPWM LLC's Holdings & P&L

Currently, LPWM LLC holds 94 types of securities in its portfolio with a total value $396.3M. In the most recent quarter, they have increased their positions in SPEM (+380.1K shares, valued at $17.8M), JPST (+187.5K shares, valued at $9.5M), AGG (+20.7K shares, valued at $2.1M); decreased their positions in VWO (-217.1K shares, valued at $11.7M), LQD (-87.2K shares, valued at $9.5M), EELV (-167.6K shares, valued at $4.7M); initiated new positions in SPEM (+380.1K shares, valued at $17.8M), N/A (+12.6K shares, valued at $323.4K), DFLV (+8.5K shares, valued at $303.8K).

1M P&L

+11.2M+2.72%

3M P&L

-11.4M-2.61%

HY P&L

+6.9M+1.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A374.5M

96.9%

2Semiconductors4.0M

1.0%

3Internet Retail1.6M

0.4%

Top Industries by Stock Count

1N/A71 stocks

81.6%

2Software - Infrastructure2 stocks

2.3%

3Conglomerates1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS660.6K shares0.13%2026-03-312026-04-09

IVE ISHARES TR331.9K shares0.76%2026-03-312026-04-09

IWS ISHARES TR226.7K shares-2.10%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F509.4K shares58.24%2026-03-312026-04-09

IEFA ISHARES TR214.0K shares9.07%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS380.1K sharesnew addition2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS305.7K shares10.84%2026-03-312026-04-09

SLYV SPDR SERIES TRUST100.8K shares-0.12%2026-03-312026-04-09

Sponsored

IWM ISHARES TR37.6K shares-5.88%2026-03-312026-04-09

VTV VANGUARD INDEX FDS41.0K shares11.37%2026-03-312026-04-09

AGG ISHARES TR59.6K shares53.15%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS65.6K shares-1.20%2026-03-312026-04-09

IWR ISHARES TR49.5K shares0.68%2026-03-312026-04-09

VONE VANGUARD SCOTTSDALE FDS16.2K shares0.76%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F89.5K shares-2.75%2026-03-312026-04-09

VOE VANGUARD INDEX FDS24.4K shares-2.13%2026-03-312026-04-09

Sponsored

VEA VANGUARD TAX-MANAGED FDS65.8K shares16.56%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.5K shares-5.63%2026-03-312026-04-09

NVDA NVIDIA CORPORATION23.0K shares-5.25%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F25.7K shares1.21%2026-03-312026-04-09

VNQI VANGUARD INTL EQUITY INDEX F80.5K shares-12.65%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS65.5K shares-2.14%2026-03-312026-04-09

IJH ISHARES TR45.0K shares9.24%2026-03-312026-04-09

BIL SPDR SERIES TRUST31.7K shares-2.32%2026-03-312026-04-09

Sponsored

IVW ISHARES TR25.6K shares-0.99%2026-03-312026-04-09

VGT VANGUARD WORLD FD4.1K shares23.10%2026-03-312026-04-09

VTI VANGUARD INDEX FDS7.3K shares4.19%2026-03-312026-04-09

IEMG ISHARES INC30.7K shares22.86%2026-03-312026-04-09

MUB ISHARES TR18.9K shares-6.65%2026-03-312026-04-09

IUSB ISHARES TR39.1K shares0.19%2026-03-312026-04-09

VONV VANGUARD SCOTTSDALE FDS18.7K shares-6.85%2026-03-312026-04-09

LQD ISHARES TR15.3K shares-85.09%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC7.9K shares3.53%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares-1.78%2026-03-312026-04-09

BROADCOM INC BROADCOM INC4.8K shares-17.81%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR11.0K shares-7.37%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F25.8K shares-89.39%2026-03-312026-04-09

QUAL ISHARES TR7.1K shares4.52%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR20.6K shares14.26%2026-03-312026-04-09

VUG VANGUARD INDEX FDS2.6K shares3.07%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC3.9K shares-12.42%2026-03-312026-04-09

VOX VANGUARD WORLD FD5.9K shares16.29%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR6.5K shares6.14%2026-03-312026-04-09

VXUS VANGUARD STAR FDS12.4K shares8.97%2026-03-312026-04-09

AAPL APPLE INC3.7K shares-6.04%2026-03-312026-04-09

VTWO VANGUARD SCOTTSDALE FDS9.1K shares26.32%2026-03-312026-04-09

VBR VANGUARD INDEX FDS4.0K shares1.23%2026-03-312026-04-09

ALPHABET INC ALPHABET INC2.9K shares0.03%2026-03-312026-04-09

Sponsored

TSLA TESLA INC2.2K shares6.02%2026-03-312026-04-09

IYF ISHARES TR6.8K shares39.31%2026-03-312026-04-09

VHT VANGUARD WORLD FD2.9K shares15.20%2026-03-312026-04-09

VV VANGUARD INDEX FDS2.5K shares-2.51%2026-03-312026-04-09

IJR ISHARES TR5.7K shares4.73%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.6K shares5.44%2026-03-312026-04-09

VXF VANGUARD INDEX FDS3.3K shares-5.28%2026-03-312026-04-09

ICVT ISHARES TR6.7K shares-0.84%2026-03-312026-04-09

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares2.37%2026-03-312026-04-09

MSFT MICROSOFT CORP1.8K shares1.75%2026-03-312026-04-09

VB VANGUARD INDEX FDS2.5K shares7.18%2026-03-312026-04-09

IWB ISHARES TR1.8K shares0.00%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T910 shares6.81%2026-03-312026-04-09

EMXC ISHARES INC7.2K shares-16.66%2026-03-312026-04-09

IWF ISHARES TR1.3K shares2.54%2026-03-312026-04-09

SGOV ISHARES TR5.3K shares-24.07%2026-03-312026-04-09

Sponsored

VCR VANGUARD WORLD FD1.5K shares40.98%2026-03-312026-04-09

ITOT ISHARES TR3.6K shares0.11%2026-03-312026-04-09

PHO INVESCO EXCHANGE TRADED FD T7.4K shares25.25%2026-03-312026-04-09

MMM 3M CO3.0K shares-3.79%2026-03-312026-04-09

ITA ISHARES TR2.0K shares0.00%2026-03-312026-04-09

META META PLATFORMS INC693 shares0.00%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC2.3K shares-11.86%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC879 shares22.59%2026-03-312026-04-09

Sponsored

ICLN ISHARES TR18.3K shares35.94%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO1.1K shares6.42%2026-03-312026-04-09

EELV INVESCO EXCH TRADED FD TR II11.5K shares-93.57%2026-03-312026-04-09

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I12.6K sharesnew addition2026-03-312026-04-09

ECL ECOLAB INC1.2K shares0.00%2026-03-312026-04-09

TIP ISHARES TR2.9K shares4.38%2026-03-312026-04-09

DFLV DIMENSIONAL ETF TRUST8.5K sharesnew addition2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F3.8K shares11.14%2026-03-312026-04-09

Sponsored

KWEB KRANESHARES TRUST9.7K sharesnew addition2026-03-312026-04-09

V VISA INC897 shares0.00%2026-03-312026-04-09

SUB ISHARES TR2.5K sharesnew addition2026-03-312026-04-09

SCZ ISHARES TR3.3K shares-0.03%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR2.1K shares-32.14%2026-03-312026-04-09

IEZ ISHARES TR7.9K sharesnew addition2026-03-312026-04-09

Sponsored

SCHG SCHWAB STRATEGIC TR7.8K sharesnew addition2026-03-312026-04-09

IVV ISHARES TR337 sharesnew addition2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-04-09

VT VANGUARD INTL EQUITY INDEX F1.5K shares2.39%2026-03-312026-04-09

IXUS ISHARES TR2.3K sharesnew addition2026-03-312026-04-09

ENVX ENOVIX CORPORATION15.9K shares0.00%2026-03-312026-04-09

VONG

VANGUARD SCOTTSDALE FDS

0.13%

Shares660.6K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

0.76%

Shares331.9K

Event2026-03-31

Filed2026-04-09

IWS

ISHARES TR

-2.10%

Shares226.7K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

58.24%

Shares509.4K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

9.07%

Shares214.0K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

New

Shares380.1K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

10.84%

Shares305.7K

Event2026-03-31

Filed2026-04-09

SLYV

SPDR SERIES TRUST

-0.12%

Shares100.8K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

-5.88%

Shares37.6K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

11.37%

Shares41.0K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

53.15%

Shares59.6K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

-1.20%

Shares65.6K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

0.68%

Shares49.5K

Event2026-03-31

Filed2026-04-09

VONE

VANGUARD SCOTTSDALE FDS

0.76%

Shares16.2K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

-2.75%

Shares89.5K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

-2.13%

Shares24.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

16.56%

Shares65.8K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-5.63%

Shares8.5K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-5.25%

Shares23.0K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

1.21%

Shares25.7K

Event2026-03-31

Filed2026-04-09

VNQI

VANGUARD INTL EQUITY INDEX F

-12.65%

Shares80.5K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

-2.14%

Shares65.5K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

9.24%

Shares45.0K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

-2.32%

Shares31.7K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-0.99%

Shares25.6K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

23.10%

Shares4.1K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

4.19%

Shares7.3K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

22.86%

Shares30.7K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-6.65%

Shares18.9K

Event2026-03-31

Filed2026-04-09

IUSB

ISHARES TR

0.19%

Shares39.1K

Event2026-03-31

Filed2026-04-09

VONV

VANGUARD SCOTTSDALE FDS

-6.85%

Shares18.7K

Event2026-03-31

Filed2026-04-09

LQD

ISHARES TR

-85.09%

Shares15.3K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

3.53%

Shares7.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-1.78%

Shares2.5K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-17.81%

Shares4.8K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

-7.37%

Shares11.0K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

-89.39%

Shares25.8K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

4.52%

Shares7.1K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

14.26%

Shares20.6K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

3.07%

Shares2.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-12.42%

Shares3.9K

Event2026-03-31

Filed2026-04-09

VOX

VANGUARD WORLD FD

16.29%

Shares5.9K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

6.14%

Shares6.5K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

8.97%

Shares12.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-6.04%

Shares3.7K

Event2026-03-31

Filed2026-04-09

VTWO

VANGUARD SCOTTSDALE FDS

26.32%

Shares9.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

1.23%

Shares4.0K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

6.02%

Shares2.2K

Event2026-03-31

Filed2026-04-09

IYF

ISHARES TR

39.31%

Shares6.8K

Event2026-03-31

Filed2026-04-09

VHT

VANGUARD WORLD FD

15.20%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-2.51%

Shares2.5K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

4.73%

Shares5.7K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

5.44%

Shares2.6K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

-5.28%

Shares3.3K

Event2026-03-31

Filed2026-04-09

ICVT

ISHARES TR

-0.84%

Shares6.7K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

2.37%

Shares1.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

1.75%

Shares1.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

7.18%

Shares2.5K

Event2026-03-31

Filed2026-04-09

IWB

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

6.81%

Shares910

Event2026-03-31

Filed2026-04-09

EMXC

ISHARES INC

-16.66%

Shares7.2K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

2.54%

Shares1.3K

Event2026-03-31

Filed2026-04-09

SGOV

ISHARES TR

-24.07%

Shares5.3K

Event2026-03-31

Filed2026-04-09

VCR

VANGUARD WORLD FD

40.98%

Shares1.5K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

0.11%

Shares3.6K

Event2026-03-31

Filed2026-04-09

PHO

INVESCO EXCHANGE TRADED FD T

25.25%

Shares7.4K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

-3.79%

Shares3.0K

Event2026-03-31

Filed2026-04-09

ITA

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09