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Lpwm Llc

Portfolio Manager
Lpwm Llc
Performance
-2.09% (2026 Q1)
AUM (13F)
$396.34M
# of Holdings
94
Performance Rank
Allocation (Top 20)
82.54%

Lpwm Llc Holdings Map

Top 50 Lpwm Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VONG
VANGUARD SCOTTSDALE FDS
18.28%660.6K$72.5M
+0.13%(+840)
2025-Q1: 610.0K shares2025-Q2: 630.0K shares2025-Q3: 644.3K shares2025-Q4: 659.7K shares2026-Q1: 660.6K shares
$55.06(+125.11%)
2026-03-31
IVE
ISHARES TR
17.68%331.9K$70.1M
+0.76%(+2.49K)
2025-Q1: 294.5K shares2025-Q2: 307.7K shares2025-Q3: 317.3K shares2025-Q4: 329.4K shares2026-Q1: 331.9K shares
$142.73(+56.80%)
2026-03-31
IWS
ISHARES TR
8.34%226.7K$33.0M
-2.10%(-4.87K)
2025-Q1: 212.0K shares2025-Q2: 221.7K shares2025-Q3: 225.3K shares2025-Q4: 231.6K shares2026-Q1: 226.7K shares
$102.19(+54.28%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
6.5%509.4K$25.8M
+58.24%(+187.46K)
2025-Q1: 318.8K shares2025-Q2: 354.3K shares2025-Q3: 356.2K shares2025-Q4: 321.9K shares2026-Q1: 509.4K shares
$50.46(-0.00%)
2026-03-31
IEFA
ISHARES TR
4.89%214.0K$19.4M
+9.07%(+17.80K)
2025-Q1: 193.1K shares2025-Q2: 184.6K shares2025-Q3: 191.2K shares2025-Q4: 196.2K shares2026-Q1: 214.0K shares
$69.82(+36.69%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
4.5%380.1K$17.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 380.1K shares
$46.86(+10.18%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
3.85%305.7K$15.3M
+10.84%(+29.91K)
2025-Q1: 256.5K shares2025-Q2: 257.4K shares2025-Q3: 263.6K shares2025-Q4: 275.8K shares2026-Q1: 305.7K shares
$49.58(+1.57%)
2026-03-31
SLYV
SPDR SERIES TRUST
2.41%100.8K$9.5M
-0.12%(-120)
2025-Q1: 86.0K shares2025-Q2: 97.2K shares2025-Q3: 98.2K shares2025-Q4: 100.9K shares2026-Q1: 100.8K shares
$77.39(+33.41%)
2026-03-31
IWM
ISHARES TR
2.35%37.6K$9.3M
-5.88%(-2.35K)
2025-Q1: 31.9K shares2025-Q2: 34.9K shares2025-Q3: 35.4K shares2025-Q4: 39.9K shares2026-Q1: 37.6K shares
$207.62(+36.09%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.03%41.0K$8.0M
+11.37%(+4.18K)
2025-Q1: 30.2K shares2025-Q2: 31.6K shares2025-Q3: 32.5K shares2025-Q4: 36.8K shares2026-Q1: 41.0K shares
$135.33(+52.60%)
2026-03-31

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