Portfolio (Quarterly)
Guide ↗
LPWM LLC
· CIK 0001801101| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 8,005.0 | $4.0M | 0.89% | -505.0 | -5.9% | $500.39 | — |
| 22 | VGT | VANGUARD WORLD FD | — | 32,672.0 | $3.9M | 0.87% | +29K | +698.4% | $119.52 | -1.3% |
| 23 | VTEB | VANGUARD MUN BD FDS | — | 75,350.0 | $3.8M | 0.85% | +10K | +15.1% | $50.58 | -2.1% |
| 24 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 83,058.0 | $3.7M | 0.83% | +3K | +3.2% | $44.85 | +1.8% |
| 25 | IJH | ISHARES TR | — | 47,307.0 | $3.6M | 0.81% | +2K | +5.2% | $77.11 | -0.6% |
| 26 | BIL | SPDR SERIES TRUST | — | 30,932.0 | $2.8M | 0.63% | -795.0 | -2.5% | $91.64 | -0.0% |
| 27 | IEMG | ISHARES INC | — | 33,003.0 | $2.7M | 0.61% | +2K | +7.5% | $82.84 | -1.2% |
| 28 | VTI | VANGUARD INDEX FDS | — | 7,385.0 | $2.7M | 0.61% | +101.0 | +1.4% | $370.02 | +2.2% |
| 29 | VONV | VANGUARD SCOTTSDALE FDS | — | 20,916.0 | $2.2M | 0.49% | +2K | +11.8% | $106.31 | +6.6% |
| 30 | XLK | SELECT SECTOR SPDR TR | — | 10,988.0 | $2.1M | 0.46% | — | — | $190.51 | -4.0% |
| 31 | MUB | ISHARES TR | — | 18,758.0 | $2.0M | 0.45% | -169.0 | -0.9% | $107.62 | -2.0% |
| 32 | IUSB | ISHARES TR | — | 41,822.0 | $1.9M | 0.43% | +3K | +7.0% | $46.15 | -1.1% |
| 33 | LQD | ISHARES TR | — | 17,522.0 | $1.9M | 0.42% | +2K | +14.6% | $109.07 | -2.1% |
| 34 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,809.0 | $1.9M | 0.41% | -104.0 | -1.3% | $238.35 | +9.2% |
| 35 | AVGO | BROADCOM INC | Technology | 4,750.0 | $1.8M | 0.40% | — | — | $377.77 | -5.9% |
| 36 | VOO | VANGUARD INDEX FDS | — | 2,589.0 | $1.8M | 0.40% | +47.0 | +1.9% | $686.81 | +2.5% |
| 37 | VWO | VANGUARD INTL EQUITY INDEX F | — | 28,913.0 | $1.7M | 0.38% | +3K | +12.2% | $59.69 | +1.6% |
| 38 | SGOV | ISHARES TR | — | 16,528.0 | $1.7M | 0.37% | +11K | +212.1% | $100.67 | -0.0% |
| 39 | QUAL | ISHARES TR | — | 6,961.0 | $1.5M | 0.34% | -164.0 | -2.3% | $219.44 | +2.0% |
| 40 | VUG | VANGUARD INDEX FDS | — | 15,823.0 | $1.4M | 0.30% | +13K | +511.9% | $86.14 | +1.5% |
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%