LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/13 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 61
- 較 2021 年第 2 季 −2
- 總值
- $1.68 億
- 較 2021 年第 2 季 +$182.9 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 573,161 | $4,084 萬 | 24.3% | +10,830+1.9% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 227,077 | $3,347 萬 | 19.9% | +6,155+2.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 151,234 | $1,739 萬 | 10.3% | +4,335+3.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 188,094 | $1,399 萬 | 8.3% | +4,715+2.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 34,721 | $771.8 萬 | 4.6% | +929+2.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 129,944 | $673.1 萬 | 4.0% | +3,274+2.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 37,300 | $385.0 萬 | 2.3% | +878+2.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,325 | $278.4 萬 | 1.7% | +556+2.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 20,481 | $274.6 萬 | 1.6% | +791+4.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,294 | $256.2 萬 | 1.5% | +25+0.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 40,009 | $225.0 萬 | 1.3% | +1,419+3.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,850 | $206.9 萬 | 1.2% | +419+1.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,060 | $190.5 萬 | 1.1% | +525+2.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,137 | $168.3 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,800 | $159.1 萬 | 0.9% | +6,329+24.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 7,792 | $157.8 萬 | 0.9% | +60+0.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,969 | $155.3 萬 | 0.9% | +13+0.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,723 | $151.3 萬 | 0.9% | +178+2.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 19,731 | $137.3 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,247 | $125.1 萬 | 0.7% | +249+1.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,011 | $121.4 萬 | 0.7% | +25+0.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,473 | $93.2 萬 | 0.6% | +980+8.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,123 | $91.6 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,549 | $88.2 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,046 | $82.3 萬 | 0.5% | −125−0.8% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 12,892 | $78.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,076 | $77.7 萬 | 0.5% | −321−5.0% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 8,890 | $74.4 萬 | 0.4% | +115+1.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,324 | $72.7 萬 | 0.4% | +125+2.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,890 | $69.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,121 | $64.7 萬 | 0.4% | −259−7.7% | 減碼依 4 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 222 | $60.6 萬 | 0.4% | −20−8.3% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,358 | $58.4 萬 | 0.3% | +135+6.1% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,993 | $55.3 萬 | 0.3% | +25+0.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $52.4 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 156 | $51.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,820 | $48.6 萬 | 0.3% | +41+1.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,579 | $45.6 萬 | 0.3% | +683+36.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,710 | $41.8 萬 | 0.2% | −30−1.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,842 | $40.9 萬 | 0.2% | −10−0.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,736 | $38.4 萬 | 0.2% | +85+2.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,603 | $37.7 萬 | 0.2% | −15−0.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $36.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,039 | $32.5 萬 | 0.2% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,510 | $32.3 萬 | 0.2% | −168−10.0% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,299 | $32.1 萬 | 0.2% | +80+1.9% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,760 | $30.2 萬 | 0.2% | +180+5.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 703 | $27.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,583 | $27.3 萬 | 0.2% | −121−7.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,117 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 878 | $25.4 萬 | 0.2% | −156−15.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,575 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,625 | $24.9 萬 | 0.1% | +215+4.9% | 加碼 | – |
| XELXcel Energy Inc | Stock | 3,963 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,718 | $24.6 萬 | 0.1% | +215+14.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 500 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 748 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,620 | $23.5 萬 | 0.1% | +269+11.4% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,701 | $22.0 萬 | 0.1% | +25+0.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,300 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 2 季之後清倉（2 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。