LPWM LLC
CIK 1801101 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $450.7M
- Posisi
- 98
- Per tanggal
- 30 Juni 2026
#4.050 dari 9.443 berdasarkan nilai 13F · top 42.9%
Nilai portofolio QoQ: +13.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 69,50%
- Bobot 25 kepemilikan teratas
- 85,57%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 12,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 15,77% Perkiraan pembelian $84.083.239 · penjualan $66.794.357
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,1% masih dipegang
- Posisi baru
- 7
- Meningkat
- 44
- Menurun
- 26
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,3%
Communication Services
0,6%
Retail
0,4%
Consumer Discretionary
0,4%
Health Care
0,2%
Industrials
0,2%
Financials
0,1%
Materials
0,1%
Financial Services
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
95,6%
Portofolio lengkap 98 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VONG Vanguard Russell 1000 Growth ETF | $87.221.988 | 19,35% | 682.435 | $14.765.889 | Naik ×5 | ||
| VTV | $68.432.577 | 15,18% | 314.012 | $60.393.649 | Naik ×5 | ||
| IWS | $35.621.013 | 7,90% | 216.410 | $2.583.035 | Turun ×2 | ||
| JPST | $27.629.447 | 6,13% | 546.360 | $1.850.636 | Naik ×2 | ||
| IEFA | $21.889.312 | 4,86% | 226.644 | $2.516.364 | Naik ×4 | ||
| SPEM | $19.907.132 | 4,42% | 384.456 | $2.076.453 | Naik ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $18.044.102 | 4,00% | 359.230 | $2.773.581 | Naik ×6 | ||
| IVE | $12.332.830 | 2,74% | 54.315 | $-57.747.917 | Turun ×1 | ||
| IWM | $11.096.322 | 2,46% | 36.932 | $1.777.333 | Turun ×2 | ||
| SLYV | $11.054.127 | 2,45% | 101.312 | $1.518.271 | Naik ×1 | ||
| VNQ | $6.288.218 | 1,40% | 65.210 | $465.503 | Turun ×2 | ||
| IVW | $6.077.726 | 1,35% | 44.192 | $3.182.789 | Naik ×1 | ||
| AGG | $5.955.033 | 1,32% | 60.164 | $37.250 | Naik ×4 | ||
| JMST | $5.728.626 | 1,27% | 112.326 | $1.168.312 | Naik ×1 | ||
| VONE Vanguard Russell 1000 ETF | $5.683.722 | 1,26% | 16.780 | $910.451 | Naik ×4 | ||
| IWR | $5.460.703 | 1,21% | 49.499 | $649.592 | Naik ×4 | ||
| VOE | $4.787.023 | 1,06% | 24.226 | $284.358 | Turun ×2 | ||
| VEA | $4.706.526 | 1,04% | 66.057 | $491.487 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.552.620 | 1,01% | 22.753 | $542.048 | Turun ×6 | ||
| VSS | $4.126.014 | 0,92% | 26.742 | $372.927 | Naik ×4 | ||
| BRKB | $4.005.622 | 0,89% | 8.005 | $-72.370 | Turun ×4 | ||
| VGT | $3.904.957 | 0,87% | 32.672 | $1.049.887 | Naik ×4 | ||
| VTEB | $3.811.203 | 0,85% | 75.350 | $544.256 | Naik ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $3.725.131 | 0,83% | 83.058 | $146.304 | Naik ×1 | ||
| IJH | $3.647.843 | 0,81% | 47.307 | $611.086 | Naik ×6 | ||
| BIL | $2.834.629 | 0,63% | 30.932 | $-72.867 | Turun ×3 | ||
| IEMG | $2.733.947 | 0,61% | 33.003 | $591.997 | Naik ×5 | ||
| VTI | $2.732.574 | 0,61% | 7.385 | $395.841 | Naik ×4 | ||
| VONV Vanguard Russell 1000 Value ETF | $2.223.613 | 0,49% | 20.916 | $469.750 | Naik ×1 | ||
| XLK XLK | $2.093.343 | 0,46% | 10.988 | $636.170 | Naik ×1 | ||
| MUB | $2.018.736 | 0,45% | 18.758 | $9.635 | Turun ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $1.930.085 | 0,43% | 41.822 | $123.825 | Naik ×3 | ||
| LQD | $1.911.169 | 0,42% | 17.522 | $245.214 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.861.284 | 0,41% | 7.809 | $213.167 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.794.431 | 0,40% | 4.750 | $324.161 | |||
| VOO | $1.778.151 | 0,39% | 2.589 | $259.179 | Naik ×1 | ||
| VWO | $1.725.819 | 0,38% | 28.913 | $332.548 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1.663.874 | 0,37% | 16.528 | $1.130.779 | Naik ×1 | ||
| QUAL | $1.527.556 | 0,34% | 6.961 | $160.920 | Turun ×1 | ||
| VUG | $1.363.011 | 0,30% | 15.823 | $233.381 | Naik ×3 | ||
| VTWO Vanguard Russell 2000 ETF | $1.253.821 | 0,28% | 10.326 | $341.015 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.222.743 | 0,27% | 3.422 | $105.886 | Turun ×3 | ||
| VXUS Vanguard Total International Stock ETF | $1.157.962 | 0,26% | 13.545 | $204.497 | Naik ×2 | ||
| XLE XLE | $1.093.555 | 0,24% | 20.590 | $-167.789 | |||
| VOX | $1.087.454 | 0,24% | 5.912 | $24.297 | |||
| TSLA Tesla, Inc. - Common Stock | $1.076.169 | 0,24% | 2.559 | $251.013 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1.070.601 | 0,24% | 2.576 | $373.696 | |||
| AAPL Apple Inc. - Common Stock | $1.029.152 | 0,23% | 3.557 | $93.689 | Turun ×2 | ||
| XLV XLV | $1.018.818 | 0,23% | 6.421 | $60.110 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.016.361 | 0,23% | 2.877 | $183.171 | Turun ×1 | ||
| VBR | $978.457 | 0,22% | 4.027 | $103.648 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $977.688 | 0,22% | 2.266 | $605.769 | |||
| VB | $903.904 | 0,20% | 2.982 | $243.080 | Naik ×4 | ||
| IYF | $865.283 | 0,19% | 6.786 | $66.842 | |||
| VV | $851.521 | 0,19% | 2.476 | $96.626 | Turun ×2 | ||
| IJR | $844.181 | 0,19% | 5.692 | $136.608 | |||
| VHT | $835.733 | 0,19% | 2.795 | $47.338 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $835.239 | 0,19% | 2.239 | $166.666 | Naik ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $825.608 | 0,18% | 8.070 | $260.287 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $824.656 | 0,18% | 1.120 | $152.329 | Turun ×1 | ||
| VXF | $816.186 | 0,18% | 3.315 | $129.843 | Turun ×2 | ||
| ICVT | $753.449 | 0,17% | 6.189 | $69.624 | Turun ×2 | ||
| SPY SPY | $681.054 | 0,15% | 912 | $89.245 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $670.800 | 0,15% | 879 | $327.630 | |||
| IWB | $668.714 | 0,15% | 1.633 | $27.619 | Turun ×1 | ||
| IWF | $656.983 | 0,15% | 5.291 | $123.557 | Naik ×3 | ||
| LTH Life Time Group Holdings, Inc. Common Stock | $648.825 | 0,14% | 15.887 | Naik ×1 | |||
| PUSH | $605.383 | 0,13% | 12.008 | Naik ×1 | |||
| VCR | $582.620 | 0,13% | 1.469 | $55.205 | |||
| ITOT | $576.482 | 0,13% | 3.509 | $65.337 | Turun ×1 | ||
| PHO Invesco Water Resources ETF | $510.294 | 0,11% | 7.387 | $16.399 | |||
| AMAT Applied Materials, Inc. - Common Stock | $507.546 | 0,11% | 702 | Naik ×1 | |||
| ITA ITA | $476.720 | 0,11% | 1.967 | $46.550 | Naik ×1 | ||
| MMM 3M Company Common Stock | $435.297 | 0,10% | 2.689 | $-7.438 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $390.360 | 0,09% | 693 | $-6.126 | |||
| ICLN iShares Global Clean Energy ETF | $375.151 | 0,08% | 18.309 | $40.279 | |||
| JPM JP Morgan Chase & Co. Common Stock | $365.628 | 0,08% | 1.117 | $33.816 | Turun ×1 | ||
| ECL Ecolab Inc. Common Stock | $330.989 | 0,07% | 1.188 | $14.957 | |||
| BLDX | $330.656 | 0,07% | 12.689 | $7.292 | Naik ×1 | ||
| VEU | $321.119 | 0,07% | 3.834 | $35.598 | Naik ×4 | ||
| V Visa Inc. | $315.533 | 0,07% | 920 | $44.521 | Naik ×1 | ||
| TIP | $310.781 | 0,07% | 2.840 | $-4.959 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $287.040 | 0,06% | 3.489 | $27.032 | Naik ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $285.079 | 0,06% | 2.987 | $84.767 | Naik ×1 | ||
| EELV | $275.720 | 0,06% | 9.918 | $-47.958 | Turun ×2 | ||
| PM Philip Morris International Inc Common Stock | $271.365 | 0,06% | 1.500 | $23.355 | |||
| UBER Uber Technologies, Inc. Common Stock | $267.786 | 0,06% | 3.711 | Naik ×1 | |||
| SUB | $266.281 | 0,06% | 2.501 | $-76 | |||
| IVV | $252.517 | 0,06% | 337 | $32.299 | |||
| KWEB | $236.967 | 0,05% | 9.684 | $-38.349 | |||
| VT | $236.371 | 0,05% | 1.506 | $34.684 | Naik ×2 | ||
| XLC XLC | $224.116 | 0,05% | 2.092 | $-7.138 | Naik ×1 | ||
| IEZ | $212.591 | 0,05% | 7.903 | $-16.201 | |||
| XLP XLP | $211.662 | 0,05% | 2.548 | $2.777 | |||
| VYM | $208.600 | 0,05% | 1.320 | Naik ×1 | |||
| STIP | $204.729 | 0,05% | 2.004 | Naik ×1 | |||
| SMH SMH | $200.702 | 0,04% | 306 | Naik ×1 | |||
| ENVX Enovix Corporation - Common Stock | $96.574 | 0,02% | 15.910 | $14.160 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VONG | $87.221.988 | 19,35% | naik ×5 |
| VTV | $68.432.577 | 15,18% | naik ×5 |
| IEFA | $21.889.312 | 4,86% | naik ×4 |
| VTIP | $18.044.102 | 4,00% | naik ×6 |
| AGG | $5.955.033 | 1,32% | naik ×4 |
| VONE | $5.683.722 | 1,26% | naik ×4 |
| IWR | $5.460.703 | 1,21% | naik ×4 |
| VEA | $4.706.526 | 1,04% | naik ×5 |
| VSS | $4.126.014 | 0,92% | naik ×4 |
| VGT | $3.904.957 | 0,87% | naik ×4 |
| IJH | $3.647.843 | 0,81% | naik ×6 |
| IEMG | $2.733.947 | 0,61% | naik ×5 |
| VTI | $2.732.574 | 0,61% | naik ×4 |
| IUSB | $1.930.085 | 0,43% | naik ×3 |
| VUG | $1.363.011 | 0,30% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VONG | Beli lebih banyak | +22K | +$14.8M |
| IVW | Beli lebih banyak | +19K | +$3.2M |
| VTIP | Beli lebih banyak | +54K | +$2.8M |
| IWS | Dipangkas | -10K | +$2.6M |
| IEFA | Beli lebih banyak | +13K | +$2.5M |
| SPEM | Beli lebih banyak | +4K | +$2.1M |
| JPST | Beli lebih banyak | +37K | +$1.9M |
| IWM | Dipangkas | -645 | +$1.8M |
| SLYV | Beli lebih banyak | +489 | +$1.5M |
| JMST | Beli lebih banyak | +23K | +$1.2M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| COR | 31 Maret 2026 | 2.063 | $696.899 | 0,7% |
| AXP | 30 Sep. 2025 | 1.121 | $357.577 | 3,2% |
| DFLV | 30 Juni 2026 | 8.508 | $303.821 | Tidak lagi dilacak |
| MA | 31 Maret 2025 | 532 | $280.135 | 6,1% |
| BND | 31 Maret 2025 | 3.846 | $276.562 | |
| COR | 30 Juni 2025 | 968 | $269.291 | 5,5% |
| XLP | 31 Des. 2025 | 3.245 | $254.311 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 1.434 | $243.253 | 22,8% |
| VO | 31 Maret 2026 | 816 | $236.820 | Tidak lagi dilacak |
| SCHG | 30 Juni 2026 | 7.761 | $226.078 | Tidak lagi dilacak |
| ITOT | 31 Maret 2025 | 1.723 | $221.632 | Tidak lagi dilacak |
| IGV | 31 Maret 2026 | 2.095 | $221.421 | Tidak lagi dilacak |
| XOM | 30 Sep. 2025 | 2.006 | $216.216 | 48,9% |
| XLRE | 31 Maret 2026 | 5.144 | $207.560 | Tidak lagi dilacak |
| VT | 30 Juni 2025 | 1.781 | $206.554 | Tidak lagi dilacak |
| IYE | 30 Juni 2025 | 4.177 | $205.926 | Tidak lagi dilacak |
| FCX | 30 Juni 2025 | 5.316 | $201.264 | 56,7% |