LPWM LLC
CIK 1801101 · Holdings on Dec 31, 2024 · First reported Jan 14, 2025
Top ten holdings
Q4 2024- VONG20.58%
- IVE17.16%
- IWS8.42%
- IEFA4.27%
- VTIP3.88%
- LQD3.35%
- AGG3.22%
- JPST2.98%
- SLYV2.27%
- IWM2.18%
Share classes counted separately68.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LQDWeight increased · +2.91 pp0.44% → 3.35%Shares +85.51K (+714.38%)
- AGGWeight decreased · -2.56 pp5.78% → 3.22%Shares -72.24K (-41.15%)
- IVEWeight decreased · -0.57 pp17.73% → 17.16%Shares +2.64K (+0.95%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $64.06M | 20.58% | 620.13K shares | 20.98% → 20.58%-0.40 pp -51.55K (-7.67%) | Reduced | ↗▾ |
| 02 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $53.43M | 17.16% | 279.92K shares | 17.73% → 17.16%-0.57 pp +2.64K (+0.95%) | Added | ↗▾ |
| 03 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $26.22M | 8.42% | 202.70K shares | 8.73% → 8.42%-0.31 pp -1.61K (-0.79%) | Reduced | ↗▾ |
| 04 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $13.30M | 4.27% | 189.20K shares | 3.97% → 4.27%+0.30 pp +30.58K (+19.28%) | Added | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $12.07M | 3.88% | 249.19K shares | 3.47% → 3.88%+0.41 pp +33.05K (+15.29%) | Added | ↗▾ |
| 06 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $10.41M | 3.35% | 97.48K shares | 0.44% → 3.35%+2.91 pp +85.51K (+714.38%) | Added | ↗▾ |
| 07 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $10.01M | 3.22% | 103.31K shares | 5.78% → 3.22%-2.56 pp -72.24K (-41.15%) | Reduced | ↗▾ |
| 08 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $9.27M | 2.98% | 184.07K shares | 2.73% → 2.98%+0.25 pp +19.12K (+11.59%) | Added | ↗▾ |
| 09 | SLYVSS SPDR S&P 600 SC VAL ETFS&P 600 SMCP VAL View history and evidence | $7.07M | 2.27% | 81.01K shares | 2.10% → 2.27%+0.17 pp +4.91K (+6.46%) | Added | ↗▾ |
| 10 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $6.78M | 2.18% | 30.68K shares | 2.15% → 2.18%+0.03 pp +326 (+1.07%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLRE SS REAL ESTATE SELECT SECTOR | Non-derivative | -4,776 | -$209.24K | SEC filing ↗ | SEC filing ↗ |
| VEU VANGUARD FTSE ALL-WORLD EX-U | Non-derivative | -3,312 | -$206.77K | SEC filing ↗ | SEC filing ↗ |
| FAN FIRST TRUST GLOBAL WIND ENER | Non-derivative | -11,353 | -$197.77K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801101 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 311324970
}Research all 78 reported holdings.
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