Top 50 Lpwm Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 18.28% | 660.6K | $72.5M | +0.13%(+840) | $55.06(+125.11%) | 2026-03-31 | |
| IVE | ISHARES TR | 17.68% | 331.9K | $70.1M | +0.76%(+2.49K) | $142.73(+56.80%) | 2026-03-31 | |
| IWS | ISHARES TR | 8.34% | 226.7K | $33.0M | -2.10%(-4.87K) | $102.19(+54.28%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.5% | 509.4K | $25.8M | +58.24%(+187.46K) | $50.46(-0.00%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.89% | 214.0K | $19.4M | +9.07%(+17.80K) | $69.82(+36.69%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.5% | 380.1K | $17.8M | new | $46.86(+10.18%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.85% | 305.7K | $15.3M | +10.84%(+29.91K) | $49.58(+1.57%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 2.41% | 100.8K | $9.5M | -0.12%(-120) | $77.39(+33.41%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.35% | 37.6K | $9.3M | -5.88%(-2.35K) | $207.62(+36.09%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.03% | 41.0K | $8.0M | +11.37%(+4.18K) | $135.33(+52.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.10% | +37.13% |
| Top 20 Holdings Unweighted | +8.52% | +27.81% |
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