Portfolio (Quarterly)
Guide ↗
LPWM LLC
· CIK 0001801101| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IYF | ISHARES TR | — | 4,871.0 | $628K | 0.16% | NEW | — | $128.93 | -4.0% |
| 62 | EMXC | ISHARES INC | — | 8,624.0 | $627K | 0.16% | NEW | — | $72.68 | +31.5% |
| 63 | VB | VANGUARD INDEX FDS | — | 2,354.0 | $607K | 0.15% | NEW | — | $257.95 | +12.1% |
| 64 | SPY | SPDR S&P 500 ETF TR | Financial Services | 852.0 | $581K | 0.15% | NEW | — | $681.92 | +9.3% |
| 65 | IWF | ISHARES TR | — | 1,220.0 | $577K | 0.15% | NEW | — | $473.30 | -73.6% |
| 66 | ITOT | ISHARES TR | — | 3,585.0 | $533K | 0.13% | NEW | — | $148.70 | +9.6% |
| 67 | MMM | 3M CO | Industrials | 3,169.0 | $507K | 0.13% | NEW | — | $160.08 | -4.8% |
| 68 | META | META PLATFORMS INC | Communication Services | 693.0 | $457K | 0.12% | NEW | — | $660.09 | -7.5% |
| 69 | ITA | ISHARES TR | — | 1,966.0 | $422K | 0.11% | NEW | — | $214.74 | +4.9% |
| 70 | PHO | INVESCO EXCHANGE TRADED FD T | — | 5,898.0 | $415K | 0.10% | NEW | — | $70.41 | -7.1% |
| 71 | VCR | VANGUARD WORLD FD | — | 1,042.0 | $410K | 0.10% | NEW | — | $393.92 | +0.2% |
| 72 | XLC | SELECT SECTOR SPDR TR | — | 3,074.0 | $362K | 0.09% | NEW | — | $117.72 | -1.9% |
| 73 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,060.0 | $342K | 0.09% | NEW | — | $322.22 | -4.9% |
| 74 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 717.0 | $336K | 0.09% | NEW | — | $468.76 | +41.5% |
| 75 | DELL | DELL TECHNOLOGIES INC | Technology | 2,571.0 | $324K | 0.08% | NEW | — | $125.88 | +134.5% |
| 76 | V | VISA INC | Financial Services | 897.0 | $314K | 0.08% | NEW | — | $350.58 | -6.2% |
| 77 | ECL | ECOLAB INC | Basic Materials | 1,188.0 | $312K | 0.08% | NEW | — | $262.52 | -3.5% |
| 78 | TIP | ISHARES TR | — | 2,741.0 | $301K | 0.08% | NEW | — | $109.91 | +0.4% |
| 79 | SCZ | ISHARES TR | — | 3,317.0 | $257K | 0.07% | NEW | — | $77.53 | +9.8% |
| 80 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,421.0 | $252K | 0.06% | NEW | — | $73.56 | +12.1% |
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
49.3%
Communication Services
14.9%
Consumer Cyclical
14.6%
Financial Services
10.5%
Healthcare
4.4%
Industrials
3.4%
Basic Materials
1.7%
Consumer Defensive
1.3%