13F HOLDINGS REPORT
LPWM LLC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001951757-25-000345
Total Value
$310.5M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 610,041 | $56.6M | 18.23% |
| 2 | ISHARES TR | 464287408 | 294,469 | $56.1M | 18.08% |
| 3 | ISHARES TR | 464287473 | 211,974 | $26.7M | 8.60% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 318,829 | $16.1M | 5.20% |
| 5 | ISHARES TR | 46432F842 | 193,071 | $14.6M | 4.70% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 256,453 | $12.8M | 4.12% |
| 7 | ISHARES TR | 464287242 | 99,884 | $10.9M | 3.50% |
| 8 | SPDR SER TR | 78464A300 | 85,979 | $6.7M | 2.17% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 145,672 | $6.6M | 2.12% |
| 10 | ISHARES TR | 464287655 | 31,868 | $6.4M | 2.05% |
| 11 | VANGUARD INDEX FDS | 922908553 | 61,766 | $5.6M | 1.80% |
| 12 | ISHARES TR | 464288414 | 51,349 | $5.4M | 1.74% |
| 13 | VANGUARD INDEX FDS | 922908744 | 30,232 | $5.2M | 1.68% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,200 | $4.9M | 1.58% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 179,924 | $4.4M | 1.41% |
| 16 | ISHARES INC | 46434G764 | 76,179 | $4.2M | 1.35% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C730 | 15,787 | $4.0M | 1.29% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042676 | 96,760 | $3.9M | 1.26% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 71,965 | $3.7M | 1.18% |
| 20 | ISHARES TR | 464287499 | 42,081 | $3.6M | 1.15% |
| 21 | VANGUARD INDEX FDS | 922908512 | 21,383 | $3.4M | 1.11% |
| 22 | ISHARES TR | 464287226 | 33,275 | $3.3M | 1.06% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042718 | 26,771 | $3.1M | 1.00% |
| 24 | NVIDIA CORPORATION | NVDA | 28,389 | $3.1M | 0.99% |
| 25 | VANGUARD TAX-MANAGED FDS | 921943858 | 52,232 | $2.7M | 0.86% |
| 26 | VANGUARD INDEX FDS | 922908769 | 6,729 | $1.8M | 0.60% |
| 27 | ISHARES TR | 464287309 | 19,511 | $1.8M | 0.58% |
| 28 | VANGUARD WORLD FD | 92204A702 | 3,162 | $1.7M | 0.55% |
| 29 | VANGUARD SCOTTSDALE FDS | 92206C714 | 20,092 | $1.7M | 0.53% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 2,608 | $1.4M | 0.44% |
| 31 | SPDR SER TR | 78468R663 | 14,610 | $1.3M | 0.43% |
| 32 | AMAZON COM INC | AMZN | 6,562 | $1.2M | 0.40% |
| 33 | VANGUARD INDEX FDS | 922908363 | 2,400 | $1.2M | 0.40% |
| 34 | SELECT SECTOR SPDR TR | 81369Y803 | 5,779 | $1.2M | 0.38% |
| 35 | ISHARES INC | 46434G103 | 21,199 | $1.1M | 0.37% |
| 36 | ISHARES TR | 46432F339 | 6,144 | $1.0M | 0.34% |
| 37 | VANGUARD INDEX FDS | 922908736 | 2,765 | $1.0M | 0.33% |
| 38 | APPLE INC | AAPL | 4,115 | $913,990 | 0.29% |
| 39 | BROADCOM INC | AVGO | 5,453 | $912,996 | 0.29% |
| 40 | VANGUARD WORLD FD | 92204A504 | 3,101 | $820,928 | 0.26% |
| 41 | VANGUARD MUN BD FDS | 922907746 | 15,681 | $778,091 | 0.25% |
| 42 | VANGUARD WORLD FD | 92204A884 | 5,208 | $772,815 | 0.25% |
| 43 | SELECT SECTOR SPDR TR | 81369Y209 | 4,910 | $716,950 | 0.23% |
| 44 | ALPHABET INC | GOOG | 4,525 | $699,692 | 0.23% |
| 45 | VANGUARD INDEX FDS | 922908637 | 2,578 | $662,623 | 0.21% |
| 46 | ISHARES TR | 464287507 | 10,679 | $623,120 | 0.20% |
| 47 | ISHARES TR | 46435G102 | 7,398 | $618,547 | 0.20% |
| 48 | VANGUARD INDEX FDS | 922908652 | 3,493 | $601,704 | 0.19% |
| 49 | SELECT SECTOR SPDR TR | 81369Y506 | 6,433 | $601,163 | 0.19% |
| 50 | INVESCO QQQ TR | IVZ | 1,142 | $535,507 | 0.17% |
| 51 | ISHARES TR | 46434V613 | 11,180 | $515,174 | 0.17% |
| 52 | ISHARES TR | 464287622 | 1,633 | $500,906 | 0.16% |
| 53 | ALPHABET INC | GOOG | 3,161 | $493,843 | 0.16% |
| 54 | ISHARES TR | 464287788 | 4,366 | $492,703 | 0.16% |
| 55 | MICROSOFT CORP | MSFT | 1,294 | $485,755 | 0.16% |
| 56 | SPDR S&P 500 ETF TR | SPY | 862 | $482,194 | 0.16% |
| 57 | VANGUARD INDEX FDS | 922908751 | 2,066 | $458,136 | 0.15% |
| 58 | TESLA INC | TSLA | 1,455 | $376,988 | 0.12% |
| 59 | ISHARES TR | 464287614 | 1,000 | $361,090 | 0.12% |
| 60 | VANGUARD WORLD FD | 92204A108 | 1,059 | $344,715 | 0.11% |
| 61 | ISHARES TR | 464287176 | 3,046 | $338,405 | 0.11% |
| 62 | 3M CO | MMM | 2,236 | $328,379 | 0.11% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C664 | 3,907 | $315,124 | 0.10% |
| 64 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,875 | $314,535 | 0.10% |
| 65 | ECOLAB INC | ECL | 1,188 | $301,182 | 0.10% |
| 66 | ISHARES TR | 464288760 | 1,958 | $299,807 | 0.10% |
| 67 | SELECT SECTOR SPDR TR | 81369Y852 | 3,074 | $296,487 | 0.10% |
| 68 | VANGUARD INDEX FDS | 922908611 | 1,472 | $274,283 | 0.09% |
| 69 | CENCORA INC | COR | 968 | $269,291 | 0.09% |
| 70 | DELL TECHNOLOGIES INC | DELL | 2,921 | $266,249 | 0.09% |
| 71 | JPMORGAN CHASE & CO. | VYLD | 1,060 | $260,018 | 0.08% |
| 72 | META PLATFORMS INC | META | 451 | $259,938 | 0.08% |
| 73 | SELECT SECTOR SPDR TR | 81369Y308 | 2,994 | $244,520 | 0.08% |
| 74 | EXXON MOBIL CORP | XOM | 2,006 | $238,539 | 0.08% |
| 75 | PHILIP MORRIS INTL INC | 718172109 | 1,500 | $238,095 | 0.08% |
| 76 | ISHARES TR | 464288273 | 3,704 | $235,315 | 0.08% |
| 77 | CROWDSTRIKE HLDGS INC | CRWD | 633 | $223,183 | 0.07% |
| 78 | VISA INC | V | 632 | $221,491 | 0.07% |
| 79 | ENOVIX CORPORATION | ENVX | 28,872 | $211,920 | 0.07% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,781 | $206,554 | 0.07% |
| 81 | ISHARES TR | 464287796 | 4,177 | $205,926 | 0.07% |
| 82 | FREEPORT-MCMORAN INC | FCX | 5,316 | $201,264 | 0.06% |
| 83 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,300 | $200,178 | 0.06% |
| 84 | ISHARES TR | 464288224 | 15,270 | $174,383 | 0.06% |