Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD SCOTTSDALE FDS (VONG) | 659,508 | +4,663 | $56,461 |
VONG | 659,508 | +4,663 | $56,461 |
ISHARES TR (IVE) | 267,847 | +4,659 | $48,670 |
IVE | 267,847 | +4,659 | $48,670 |
ISHARES TR (IWS) | 196,938 | +4,013 | $24,007 |
IWS | 196,938 | +4,013 | $24,007 |
ISHARES TR (AGG) | 164,957 | -5,130 | $15,796 |
AGG | 164,957 | -5,130 | $15,796 |
ISHARES TR (IEFA) | 154,738 | +4,784 | $11,271 |
IEFA | 154,738 | +4,784 | $11,271 |
VANGUARD MALVERN FDS (VTIP) | 205,655 | +4,199 | $9,818 |
VTIP | 205,655 | +4,199 | $9,818 |
J P MORGAN EXCHANGE TRADED F (JPST) | 171,873 | -1,744 | $8,640 |
JPST | 171,873 | -1,744 | $8,640 |
ISHARES TR (IWM) | 29,435 | +751 | $5,914 |
IWM | 29,435 | +751 | $5,914 |
SPDR SER TR (SLYV) | 74,486 | +701 | $5,857 |
SLYV | 74,486 | +701 | $5,857 |
ISHARES TR (MUB) | 53,394 | +721 | $5,668 |
MUB | 53,394 | +721 | $5,668 |
VANGUARD INTL EQUITY INDEX F (VWO) | 116,141 | +2,929 | $4,910 |
VWO | 116,141 | +2,929 | $4,910 |
VANGUARD INDEX FDS (VTV) | 30,771 | +576 | $4,886 |
VTV | 30,771 | +576 | $4,886 |
VANGUARD SCOTTSDALE FDS (VONE) | 19,638 | +774 | $4,597 |
VONE | 19,638 | +774 | $4,597 |
VANGUARD INDEX FDS (VNQ) | 50,674 | +1,018 | $4,176 |
VNQ | 50,674 | +1,018 | $4,176 |
BERKSHIRE HATHAWAY INC DEL | $3,725 | ||
BRK.B | 9,104 | +79 | $3,725 |
ISHARES INC (EMXC) | 61,296 | +829 | $3,530 |
EMXC | 61,296 | +829 | $3,530 |
VANGUARD INDEX FDS (VOE) | 21,597 | +1,220 | $3,273 |
VOE | 21,597 | +1,220 | $3,273 |
ISHARES TR (IWR) | 39,627 | +2,574 | $3,246 |
IWR | 39,627 | +2,574 | $3,246 |
INVESCO EXCH TRADED FD TR II (EELV) | 132,968 | +3,677 | $3,173 |
EELV | 132,968 | +3,677 | $3,173 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 69,555 | +1,794 | $2,847 |
VNQI | 69,555 | +1,794 | $2,847 |
ISHARES TR (ICVT) | 35,575 | +82 | $2,793 |
ICVT | 35,575 | +82 | $2,793 |
NVIDIA CORPORATION | 3,124 | -138 | $2,719 |
NVDA | 3,124 | -138 | $2,719 |
VANGUARD INTL EQUITY INDEX F (VSS) | 21,759 | +377 | $2,522 |
VSS | 21,759 | +377 | $2,522 |
VANGUARD TAX MANAGED FDS (VEA) | 50,205 | +415 | $2,471 |
VEA | 50,205 | +415 | $2,471 |
J P MORGAN EXCHANGE TRADED F (JMST) | 48,390 | +6,732 | $2,447 |
JMST | 48,390 | +6,732 | $2,447 |
VANGUARD INDEX FDS (VTI) | 7,778 | +464 | $1,983 |
VTI | 7,778 | +464 | $1,983 |
ISHARES TR (IVW) | 22,490 | +380 | $1,882 |
IVW | 22,490 | +380 | $1,882 |
VANGUARD SCOTTSDALE FDS (VONV) | 22,369 | -156 | $1,716 |
VONV | 22,369 | -156 | $1,716 |
VANGUARD WORLD FD (VGT) | 3,281 | UNCH | $1,687 |
VGT | 3,281 | UNCH | $1,687 |
SELECT SECTOR SPDR TR (XLK) | 5,859 | +51 | $1,199 |
XLK | 5,859 | +51 | $1,199 |
AMAZON COM INC | 6,244 | UNCH | $1,161 |
AMZN | 6,244 | UNCH | $1,161 |
ISHARES INC (IEMG) | 20,896 | -780 | $1,083 |
IEMG | 20,896 | -780 | $1,083 |
SELECT SECTOR SPDR TR (XLE) | 10,936 | +218 | $1,069 |
XLE | 10,936 | +218 | $1,069 |
VANGUARD INDEX FDS (VUG) | 2,792 | +57 | $952 |
VUG | 2,792 | +57 | $952 |
ISHARES TR (LQD) | 8,888 | +463 | $942 |
LQD | 8,888 | +463 | $942 |
VANGUARD MUN BD FDS (VTEB) | 15,982 | -53 | $796 |
VTEB | 15,982 | -53 | $796 |
BROADCOM INC | 552 | +15 | $730 |
AVGO | 552 | +15 | $730 |
VANGUARD WORLD FD (VHT) | 2,775 | +35 | $721 |
VHT | 2,775 | +35 | $721 |
APPLE INC | 4,288 | -896 | $719 |
AAPL | 4,288 | -896 | $719 |
ALPHABET INC | 4,520 | UNCH | $706 |
GOOGL | 4,520 | UNCH | $706 |
VANGUARD WORLD FD (VOX) | 5,212 | UNCH | $687 |
VOX | 5,212 | UNCH | $687 |
ISHARES TR (TIP) | 6,481 | -273 | $686 |
TIP | 6,481 | -273 | $686 |
VANGUARD INDEX FDS (VV) | 2,578 | UNCH | $608 |
VV | 2,578 | UNCH | $608 |
SELECT SECTOR SPDR TR (XLV) | 4,195 | -65 | $594 |
XLV | 4,195 | -65 | $594 |
VANGUARD INDEX FDS (VXF) | 3,493 | UNCH | $592 |
VXF | 3,493 | UNCH | $592 |
MICROSOFT CORP | 1,202 | UNCH | $509 |
MSFT | 1,202 | UNCH | $509 |
ALPHABET INC | 3,084 | +100 | $486 |
GOOG | 3,084 | +100 | $486 |
INVESCO QQQ TR | 1,102 | +69 | $483 |
QQQ | 1,102 | +69 | $483 |
ISHARES TR (IWB) | 1,650 | UNCH | $467 |
IWB | 1,650 | UNCH | $467 |
VANGUARD INDEX FDS (VB) | 2,100 | +60 | $463 |
VB | 2,100 | +60 | $463 |
See Full List: All Stocks Held By Lpwm LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lpwm LLC
Size ($ in 1000's)
At 03/31/2024: $272,116 At 12/31/2023: $252,977 Lpwm LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lpwm LLC 13F filings. Link to 13F filings: SEC filings |