Fund HoldingsLPWM LLC

Total Portfolio Value
$310.46M
Total Bought
$22.88M
Total Sold
$20.76M
Net Transaction
+$2.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
184,067318,829+134,7629,27116,1425.20%+6,871
ISHARES TR279,915294,469+14,55453,43056,12018.08%+2,690
ISHARES TR
CORE MSCI EAFE
189,203193,071+3,86813,29714,6064.70%+1,309
VANGUARD INDEX FDS02,400+2,40001,2330.40%+1,233
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
51,36871,965+20,5972,6053,6591.18%+1,055
UNITEDHEALTH GROUP INC(UNH)8662,608+1,7424381,3660.44%+928
BERKSHIRE HATHAWAY INC DEL9,0609,200+1404,1074,9001.58%+793
VANGUARD MALVERN FDS249,187256,453+7,26612,06612,7974.12%+731
VANGUARD INTL EQUITY INDEX F137,986145,672+7,6866,0776,5932.12%+516
ISHARES TR
CORE UNIVRSL USD
011,180+11,18005150.17%+515
ISHARES TR202,699211,974+9,27526,21726,7028.60%+485
VANGUARD INDEX FDS57,47961,766+4,2875,1205,5921.80%+472
INVESCO EXCH TRADED FD TR II166,861179,924+13,0633,9064,3691.41%+463
ISHARES TR97,48199,884+2,40310,41510,8563.50%+442
ISHARES TR3,67910,679+7,0002296230.20%+394
VANGUARD INTL EQUITY INDEX F90,35596,760+6,4053,5743,9151.26%+340
CENCORA INC0968+96802690.09%+269
EXXON MOBIL CORP02,006+2,00602390.08%+239
PHILIP MORRIS INTL INC(PM)01,500+1,50002380.08%+238
VISA INC(V)0632+63202210.07%+221
VANGUARD INTL EQUITY INDEX F01,781+1,78102070.07%+207
ISHARES TR04,177+4,17702060.07%+206
VANGUARD INTL EQUITY INDEX F03,300+3,30002000.06%+200
ISHARES INC
MSCI EMRG CHN
72,26176,179+3,9184,0074,1971.35%+190
VANGUARD INTL EQUITY INDEX F25,99426,771+7772,9763,0951.00%+119
VANGUARD TAX-MANAGED FDS53,05752,232-8252,5372,6550.86%+118
VANGUARD INDEX FDS30,37530,232-1435,1435,2221.68%+80
VANGUARD WORLD FD
HEALTH CAR ETF
2,9413,101+1607468210.26%+75
3M CO(MMM)1,9682,236+2682543280.11%+74
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,6804,910+2306447170.23%+73
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
19,57220,092+5201,5901,6580.53%+68
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,4336,43305516010.19%+50
ISHARES TR
MSCI USA QLT FCT
5,6776,144+4671,0111,0500.34%+39
ISHARES INC
CORE MSCI EMKT
21,22021,199-211,1081,1440.37%+36
ECOLAB INC(ECL)1,1881,18802783010.10%+23
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
4,4874,875+3882953150.10%+19
ISHARES TR1,9581,95802853000.10%+15
ISHARES TR4,3664,36604834930.16%+10
ISHARES TR3,7213,704-172262350.08%+9
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,9942,99402352450.08%+9
CROWDSTRIKE HLDGS INC(CRWD)63363302172230.07%+7
ISHARES TR15,27015,27001741740.06%+1
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,0663,074+82972960.10%-0
FREEPORT-MCMORAN INC(FCX)5,3165,31602022010.06%-1
META PLATFORMS INC(META)45145102642600.08%-4
JPMORGAN CHASE & CO.(JPM)1,1101,060-502662600.08%-6
MICROSOFT CORP(MSFT)1,2041,294+905074860.16%-22
ISHARES TR1,6391,633-65285010.16%-27
DELL TECHNOLOGIES INC(DELL)2,5602,921+3612952660.09%-29
VANGUARD INDEX FDS21,41221,383-293,4643,4331.11%-31
VANGUARD INDEX FDS2,5782,57806956630.21%-33
VANGUARD WORLD FD
COMM SRVC ETF
5,2085,20808077730.25%-34
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
3,9563,907-493533150.10%-38
VANGUARD INDEX FDS1,5841,472-1123142740.09%-40
ISHARES TR1,0001,00004023610.12%-40
VANGUARD INDEX FDS2,1002,066-345054580.15%-46
INVESCO QQQ TR1,1421,14205845360.17%-48
VANGUARD WORLD FD
CONSUM DIS ETF
1,0591,05903983450.11%-53
SPDR S&P 500 ETF TR(SPY)914862-525364820.16%-53
VANGUARD INDEX FDS3,4933,49306646020.19%-62
VANGUARD MUN BD FDS16,79215,681-1,1118427780.25%-64
ISHARES TR
CONV BD ETF
8,0527,398-6546846190.20%-66
VANGUARD INDEX FDS6,6706,729+591,9331,8490.60%-84
ALPHABET INC(GOOG)3,0843,161+775874940.16%-93
APPLE INC(AAPL)4,0894,115+261,0249140.29%-110
VANGUARD INDEX FDS2,7672,765-21,1361,0250.33%-110
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,7795,77901,3441,1930.38%-150
ALPHABET INC(GOOG)4,5234,525+28567000.23%-157
AMAZON COM INC(AMZN)6,4446,562+1181,4141,2480.40%-165
ISHARES TR19,71719,511-2062,0021,8110.58%-191
ISHARES TR42,94542,081-8643,7963,5801.15%-217
ISHARES TR1,7230-1,7232220-222
VANGUARD WORLD FD
INF TECH ETF
3,1723,162-101,9721,7150.55%-257
VANGUARD BD INDEX FDS3,8460-3,8462770-277
MASTERCARD INCORPORATED(MA)5320-5322800-280
ISHARES TR5,9913,046-2,9456383380.11%-300
SPDR SER TR
ST STR SP600SM C
81,00885,979+4,9717,0686,7412.17%-327
ENOVIX CORPORATION(ENVX)50,49528,872-21,6235492120.07%-337
BROADCOM INC(AVGO)5,4535,45301,2649130.29%-351
ISHARES TR54,38451,349-3,0355,7955,4141.74%-380
ISHARES TR30,67931,868+1,1896,7796,3572.05%-421
TESLA INC(TSLA)2,2411,455-7869053770.12%-528
SPDR SER TR
ST STR BLO 1 ETF
21,21014,610-6,6001,9391,3400.43%-599
NVIDIA CORPORATION(NVDA)28,86928,389-4803,8773,0770.99%-800
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
20,54515,787-4,7585,4804,0081.29%-1,472
ISHARES TR103,31033,275-70,03510,0113,2921.06%-6,719
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
620,125610,041-10,08464,05956,60618.23%-7,453
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