Portfolio (Quarterly)
Guide ↗
LPWM LLC
· CIK 0001801101| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VOO | VANGUARD INDEX FDS | — | 2,589.0 | $1.8M | 0.40% | +47.0 | +1.9% | $686.81 | +2.5% |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | — | 28,913.0 | $1.7M | 0.38% | +3K | +12.2% | $59.69 | +1.6% |
| 23 | SGOV | ISHARES TR | — | 16,528.0 | $1.7M | 0.37% | +11K | +212.1% | $100.67 | -0.0% |
| 24 | VUG | VANGUARD INDEX FDS | — | 15,823.0 | $1.4M | 0.30% | +13K | +511.9% | $86.14 | +1.5% |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | — | 10,326.0 | $1.3M | 0.28% | +1K | +13.3% | $121.42 | -0.5% |
| 26 | VXUS | VANGUARD STAR FDS | — | 13,545.0 | $1.2M | 0.26% | +1K | +9.5% | $85.49 | +2.7% |
| 27 | TSLA | TESLA INC | Consumer Cyclical | 2,559.0 | $1.1M | 0.24% | +339.0 | +15.3% | $420.54 | -17.8% |
| 28 | VB | VANGUARD INDEX FDS | — | 2,982.0 | $904K | 0.20% | +459.0 | +18.2% | $303.12 | +0.3% |
| 29 | MSFT | MICROSOFT CORP | Technology | 2,239.0 | $835K | 0.18% | +433.0 | +24.0% | $373.04 | +33.1% |
| 30 | EMXC | ISHARES INC | — | 8,070.0 | $826K | 0.18% | +883.0 | +12.3% | $102.31 | -4.0% |
| 31 | IWF | ISHARES TR | — | 5,291.0 | $657K | 0.15% | +4K | +322.9% | $124.17 | -1.9% |
| 32 | BLDX | IMPAX FUNDS SERIES TRUST I | — | 12,689.0 | $331K | 0.07% | +80.0 | +0.6% | $26.06 | +0.6% |
| 33 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,834.0 | $321K | 0.07% | +32.0 | +0.8% | $83.76 | +2.4% |
| 34 | V | VISA INC | Financial Services | 920.0 | $316K | 0.07% | +23.0 | +2.6% | $342.97 | +11.9% |
| 35 | SCZ | ISHARES TR | — | 3,489.0 | $287K | 0.06% | +173.0 | +5.2% | $82.27 | +5.9% |
| 36 | IXUS | ISHARES TR | — | 2,987.0 | $285K | 0.06% | +675.0 | +29.2% | $95.44 | +2.7% |
| 37 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,506.0 | $236K | 0.05% | +48.0 | +3.3% | $156.95 | +2.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
52.6%
Consumer Cyclical
17.7%
Financial Services
10.8%
Communication Services
8.0%
Healthcare
5.3%
Industrials
2.6%
Basic Materials
1.6%
Consumer Defensive
1.3%