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CIK: 0001801101
Total reported value
$450.7M
$450.7M
77 檔
38.8%
In Q3 2024, Lpwm LLC's U.S. equity holdings reached a combined market value of $450.7M, distributed across 77 disclosed stock positions.
In Q3 2024, Lpwm LLC displayed an active expansion posture, initiating 2 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 38.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 20.98% | +1.07% | +1.21% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.73% | -14.94% | +2.27% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.73% | -0.44% | +2.28% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.78% | -0.17% | +7.01% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.97% | -0.03% | +0.85% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.47% | +0.15% | +5.37% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.73% | -0.37% | -1.59% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.15% | +0.11% | +1.84% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.10% | +0.04% | +2.31% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.09% | -0.06% | +9.76% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | +0.03% | +3.54% | |
| 12 | VONE | Vanguard Russell 1000 | ETF-Other | 1.80% | +0.06% | -0.01% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.75% | +13.15% | -0.03% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.65% | -0.07% | +2.00% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.14% | — | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.26% | +0.04% | +2.26% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | — | -1.87% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.20% | — | +2.11% | |
| 19 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.16% | -0.02% | +2.31% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.15% | -0.08% | -1.51% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.11% | -0.07% | +2.63% | |
| 22 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.98% | — | +2.43% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | -0.03% | +2.08% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.02% | +4.27% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.79% | +0.12% | -0.01% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.02% | -12.13% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | +0.62% | -12.20% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.15% | -0.16% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.60% | +0.05% | -2.88% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | — | +20.02% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.09% | -1.62% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.07% | +2.17% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.01% | +0.39% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.02% | -0.61% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.03% | +900.00% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.01% | — | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | — | +0.12% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.29% | -0.08% | -3.94% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | +0.03% | -0.43% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | -0.01% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.01% | +0.02% | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.24% | -0.03% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.23% | -0.01% | -8.15% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.23% | -0.01% | +1.23% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.22% | — | — | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | +0.01% | — | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.20% | -0.10% | +184.77% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.03% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.02% | — |
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 Q3 2024.
During Q3 2024, Lpwm LLC's top holdings by market value included VONG (21.0%)、IVE (17.7%)、IWS (8.7%). The largest single position, VONG, represented 21.0% of total portfolio value.
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Top New Position Initiated
XLRE
市值: $209.2K
Top Position Liquidated / Trimmed
VT
前期市值: $218.2K
In Q3 2024, Lpwm LLC made 40 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 2 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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