LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 66
- 較 2021 年第 4 季 −1
- 總值
- $2.01 億
- 較 2021 年第 4 季 +$1,235 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 574,622 | $4,028 萬 | 20.1% | −11,551−2.0% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 228,995 | $3,574 萬 | 17.8% | −7,766−3.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 151,010 | $1,790 萬 | 8.9% | −7,986−5.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 205,301 | $1,412 萬 | 7.0% | +9,166+4.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 110,492 | $1,163 萬 | 5.8% | +99,262+883.9% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 38,281 | $763.6 萬 | 3.8% | +2,403+6.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 146,773 | $740.5 萬 | 3.7% | +5,508+3.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 141,592 | $653.2 萬 | 3.3% | +103,275+269.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 36,221 | $397.0 萬 | 2.0% | −1,986−5.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,271 | $315.9 萬 | 1.6% | +69+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,103 | $315.4 萬 | 1.6% | −191−2.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 117,915 | $305.6 萬 | 1.5% | +117,915 | 新進 | – |
| iShares Tr46435G102 | CONV BD ETF | 36,710 | $300.4 萬 | 1.5% | +36,710 | 新進 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 49,900 | $287.9 萬 | 1.4% | +49,900 | 新進 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 22,031 | $270.1 萬 | 1.3% | +182+0.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 49,771 | $257.9 萬 | 1.3% | +7,872+18.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,050 | $228.3 萬 | 1.1% | −1,060−2.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 10,018 | $205.5 萬 | 1.0% | +28+0.3% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,051 | $185.4 萬 | 0.9% | −792−3.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 11,344 | $168.6 萬 | 0.8% | +171+1.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,143 | $161.0 萬 | 0.8% | +37+0.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 21,791 | $158.9 萬 | 0.8% | +90.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,775 | $152.3 萬 | 0.8% | −69−1.8% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,211 | $123.2 萬 | 0.6% | +2,315+18.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,881 | $121.8 萬 | 0.6% | −30−0.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,564 | $119.3 萬 | 0.6% | +59+0.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,067 | $110.1 萬 | 0.5% | +1,390+18.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,225 | $107.0 萬 | 0.5% | +831+6.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,698 | $105.5 萬 | 0.5% | +6,567+209.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,396 | $99.2 萬 | 0.5% | +4,350+28.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,970 | $83.8 萬 | 0.4% | −11−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,733 | $81.5 萬 | 0.4% | −158−3.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,121 | $75.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,299 | $71.0 萬 | 0.4% | −150−2.8% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,595 | $68.4 萬 | 0.3% | +107+4.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 210 | $57.1 萬 | 0.3% | −12−5.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,458 | $55.0 萬 | 0.3% | −2,000−16.1% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $53.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,135 | $50.4 萬 | 0.3% | +142+4.7% | 加碼 | – |
| CORCencora, Inc. | Stock | 2,814 | $45.9 萬 | 0.2% | +108+4.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 143 | $45.1 萬 | 0.2% | −13−8.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,919 | $41.4 萬 | 0.2% | +791+37.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,339 | $41.4 萬 | 0.2% | −404−7.0% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $40.9 萬 | 0.2% | −60−3.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,812 | $37.6 萬 | 0.2% | −30−1.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 693 | $37.2 萬 | 0.2% | −10−1.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,625 | $35.8 萬 | 0.2% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 3,142 | $35.3 萬 | 0.2% | −725−18.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,047 | $35.1 萬 | 0.2% | +100+5.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,319 | $33.3 萬 | 0.2% | −173−5.0% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,760 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,105 | $31.6 萬 | 0.2% | −452−17.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 500 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,002 | $29.9 萬 | 0.1% | −89−8.2% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,440 | $29.0 萬 | 0.1% | −64−1.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,619 | $28.1 萬 | 0.1% | +417+13.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,510 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,851 | $26.3 萬 | 0.1% | +1,051+37.5% | 加碼 | – |
| ACNAccenture plc | Stock | 748 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 816 | $24.6 萬 | 0.1% | −62−7.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,914 | $23.5 萬 | 0.1% | +129+4.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,275 | $23.4 萬 | 0.1% | −300−6.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 2,075 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,599 | $20.6 萬 | 0.1% | +19+0.5% | 加碼 | – |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。