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CIK: 0001801101
Total reported value
$450.7M
$450.7M
77 檔
36.7%
According to the latest 13F quarterly dataset, Lpwm LLC managed an equity portfolio of $450.7M at the end of Q2 2024, spanning 77 distinct U.S. exchange-listed positions.
During Q2 2024, Lpwm LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 36.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 22.31% | +1.07% | +0.63% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.01% | -14.94% | +1.22% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.27% | -0.44% | +1.43% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.53% | -0.17% | -0.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.01% | -0.03% | +1.65% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.42% | +0.15% | -0.25% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.91% | -0.37% | -2.48% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.08% | +0.11% | +1.25% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.00% | +0.04% | -0.15% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.98% | -0.06% | +0.52% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-Other | 1.85% | +0.06% | +8.60% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.82% | +0.03% | +1.62% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | +13.15% | +0.29% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | -0.07% | +1.86% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | — | +886.14% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.31% | +0.04% | +1.54% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.14% | +0.11% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | — | +3.60% | |
| 19 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.12% | -0.02% | +1.69% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.11% | -0.08% | -0.51% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.01% | -0.07% | +1.88% | |
| 22 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.96% | — | -1.29% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.91% | -0.03% | +1.89% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.02% | +2.27% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.83% | +0.12% | -1.41% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.02% | +7.70% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.62% | +0.86% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.15% | -2.13% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.60% | +0.05% | +1.83% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +0.22% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.01% | +2.80% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | +0.07% | +1.53% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.02% | -0.29% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.37% | — | +12.21% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.03% | +1.81% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.32% | -0.01% | -4.06% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.08% | -8.52% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.01% | +0.02% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | +0.03% | +3.99% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | -0.01% | +1.37% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.25% | -0.01% | +21.45% | |
| 43 | VOX | Vanguard Communication Servi | ETF-Other | 0.25% | -0.03% | -2.46% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | -0.01% | -2.01% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.23% | — | — | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | +0.01% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.02% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.03% | +17.58% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.02% | +0.17% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 77 disclosed positions in Q2 2024.
During Q2 2024, Lpwm LLC's top holdings by market value included VONG (22.3%)、IVE (17.0%)、IWS (8.3%). The largest single position, VONG, represented 22.3% of total portfolio value.
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In Q2 2024, Lpwm LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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