Portfolio (Quarterly)
Guide ↗
LPWM LLC
· CIK 0001801101| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,458.0 | $202K | 0.05% | +34.0 | +2.4% | $138.33 | +14.8% |
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
49.7%
Consumer Cyclical
15.8%
Financial Services
11.9%
Communication Services
9.6%
Healthcare
4.4%
Industrials
3.3%
Basic Materials
2.0%
Energy
1.6%
Consumer Defensive
1.6%