LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 67
- 較 2021 年第 3 季 +6
- 總值
- $1.88 億
- 較 2021 年第 3 季 +$2,011 萬 (+11.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 586,173 | $4,604 萬 | 24.4% | +13,012+2.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 236,761 | $3,708 萬 | 19.7% | +9,684+4.3% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 158,996 | $1,946 萬 | 10.3% | +7,762+5.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 196,135 | $1,464 萬 | 7.8% | +8,041+4.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 35,878 | $798.1 萬 | 4.2% | +1,157+3.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 141,265 | $726.1 萬 | 3.9% | +11,321+8.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 38,207 | $443.2 萬 | 2.4% | +907+2.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,202 | $311.9 萬 | 1.7% | +877+4.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 21,849 | $292.7 萬 | 1.6% | +1,368+6.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,294 | $277.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 49,110 | $250.8 萬 | 1.3% | +8,260+20.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 41,899 | $226.0 萬 | 1.2% | +1,890+4.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 9,990 | $218.6 萬 | 1.2% | +2,198+28.2% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,843 | $206.2 萬 | 1.1% | +783+3.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 38,317 | $189.5 萬 | 1.0% | +6,517+20.5% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,844 | $176.1 萬 | 0.9% | −293−7.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,106 | $171.6 萬 | 0.9% | +383+5.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 11,173 | $168.0 萬 | 0.9% | +204+1.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 21,782 | $160.6 萬 | 0.9% | +2,051+10.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,911 | $137.5 萬 | 0.7% | −100−1.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,505 | $128.7 萬 | 0.7% | +1,258+6.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,230 | $128.1 萬 | 0.7% | +4,906+77.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,394 | $112.1 萬 | 0.6% | +921+7.4% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 12,896 | $109.3 萬 | 0.6% | +4,006+45.1% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,677 | $99.2 萬 | 0.5% | +1,601+26.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,981 | $95.7 萬 | 0.5% | −142−4.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,121 | $91.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,891 | $86.8 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,449 | $83.2 萬 | 0.4% | −100−1.8% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,046 | $82.6 萬 | 0.4% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 12,458 | $70.0 萬 | 0.4% | −434−3.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,488 | $66.3 萬 | 0.4% | +130+5.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 222 | $64.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $57.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,993 | $54.7 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 156 | $52.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,743 | $46.4 萬 | 0.2% | +1,140+24.8% | 加碼 | – |
| MMM3M Co | Stock | 2,557 | $45.4 萬 | 0.2% | −22−0.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,710 | $45.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,842 | $41.6 萬 | 0.2% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 3,867 | $40.0 萬 | 0.2% | +47+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $39.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,492 | $37.5 萬 | 0.2% | −244−6.5% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,091 | $37.2 萬 | 0.2% | +52+5.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,131 | $36.4 萬 | 0.2% | +3,131 | 新進 | – |
| CORCencora, Inc. | Stock | 2,706 | $36.0 萬 | 0.2% | +2,706 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,510 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 703 | $35.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,947 | $34.8 萬 | 0.2% | +364+23.0% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,760 | $34.1 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 500 | $33.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,504 | $32.9 萬 | 0.2% | +205+4.8% | 加碼 | – |
| ACNAccenture plc | Stock | 748 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,128 | $30.0 萬 | 0.2% | +11+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 878 | $29.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,575 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,202 | $26.0 萬 | 0.1% | +3,202 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,625 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,785 | $25.0 萬 | 0.1% | +165+6.3% | 加碼 | – |
| XELXcel Energy Inc | Stock | 3,663 | $24.8 萬 | 0.1% | −300−7.6% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,818 | $24.6 萬 | 0.1% | +100+5.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 76 | $22.0 萬 | 0.1% | +76 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,580 | $21.9 萬 | 0.1% | +280+8.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,800 | $21.8 萬 | 0.1% | +99+3.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 2,075 | $21.4 萬 | 0.1% | +2,075 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 3,989 | $20.7 萬 | 0.1% | +3,989 | 新進 | – |