LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 63
- 較 2021 年第 1 季 +6
- 總值
- $1.67 億
- 較 2021 年第 1 季 +$1,784 萬 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 562,331 | $4,018 萬 | 24.1% | +20,435+3.8% | 加碼依 4 比 1 拆股換算 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 220,922 | $3,281 萬 | 19.7% | +6,718+3.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 146,899 | $1,701 萬 | 10.2% | +4,107+2.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 183,379 | $1,386 萬 | 8.3% | +8,251+4.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 33,792 | $765.0 萬 | 4.6% | +22,950+211.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 126,670 | $659.3 萬 | 4.0% | +7,840+6.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 36,422 | $382.7 萬 | 2.3% | +1,015+2.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,769 | $273.8 萬 | 1.6% | +1,862+10.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 19,690 | $271.3 萬 | 1.6% | +1,347+7.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,269 | $260.0 萬 | 1.6% | +444+5.0% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 38,590 | $230.3 萬 | 1.4% | +1,436+3.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,431 | $209.7 萬 | 1.3% | +2,069+5.4% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 23,535 | $187.9 萬 | 1.1% | +1,662+7.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,137 | $168.4 萬 | 1.0% | +46+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 7,732 | $157.2 萬 | 0.9% | +361+4.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,956 | $154.9 萬 | 0.9% | +162+1.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,545 | $147.8 萬 | 0.9% | −119−1.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 19,731 | $138.2 萬 | 0.8% | +215+1.1% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,471 | $134.9 萬 | 0.8% | +7,385+40.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,998 | $130.6 萬 | 0.8% | +1,087+5.7% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,986 | $120.7 萬 | 0.7% | −342−4.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,123 | $91.5 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,549 | $90.5 萬 | 0.5% | −299−5.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,493 | $85.7 萬 | 0.5% | +1,165+11.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,171 | $84.1 萬 | 0.5% | −225−1.5% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,397 | $81.8 萬 | 0.5% | +175+2.8% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 8,775 | $74.0 萬 | 0.4% | −58,214−86.9% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 12,892 | $73.4 萬 | 0.4% | +12,892 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,199 | $71.7 萬 | 0.4% | +68+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,889 | $70.9 萬 | 0.4% | +651+15.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 845 | $67.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 242 | $60.8 萬 | 0.4% | −5−2.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 156 | $58.0 萬 | 0.3% | +11+7.6% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,223 | $55.8 萬 | 0.3% | −10.0% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,968 | $55.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $52.6 萬 | 0.3% | −5−0.2% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,779 | $48.4 萬 | 0.3% | +29+0.8% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,740 | $42.8 萬 | 0.3% | −528−23.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,852 | $41.6 萬 | 0.2% | +35+1.9% | 加碼 | – |
| MMM3M Co | Stock | 1,896 | $38.1 萬 | 0.2% | −152−7.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,651 | $38.1 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,618 | $38.0 萬 | 0.2% | +228+5.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,678 | $35.7 萬 | 0.2% | −100−5.6% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,039 | $33.3 萬 | 0.2% | +48+4.8% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,219 | $31.7 萬 | 0.2% | +104+2.5% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,580 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,704 | $29.5 萬 | 0.2% | +97+6.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 703 | $29.0 萬 | 0.2% | +703 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,034 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,117 | $27.2 萬 | 0.2% | −67−3.1% | 減碼 | – |
| XELXcel Energy Inc | Stock | 3,963 | $26.8 萬 | 0.2% | −300−7.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,575 | $24.6 萬 | 0.1% | +100+2.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 500 | $24.0 萬 | 0.1% | +26+5.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 748 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,410 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,676 | $21.8 萬 | 0.1% | +2,676 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,503 | $21.7 萬 | 0.1% | +1,503 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,351 | $21.5 萬 | 0.1% | +39+1.7% | 加碼依 2 比 1 拆股換算 | – |
| NKENIKE, Inc. | Stock | 1,300 | $20.9 萬 | 0.1% | +1,300 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,300 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,721 | $20.2 萬 | 0.1% | +1,721 | 新進 | 歷史 |