LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 61
- 較 2022 年第 1 季 −5
- 總值
- $1.79 億
- 較 2022 年第 1 季 −$2,149 萬 (−10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 625,514 | $3,687 萬 | 20.6% | +50,892+8.9% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 240,267 | $3,341 萬 | 18.6% | +11,272+4.9% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 169,659 | $1,756 萬 | 9.8% | +18,649+12.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,415 | $1,017 萬 | 5.7% | −10,077−9.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 168,119 | $988.0 萬 | 5.5% | −37,182−18.1% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 166,736 | $824.5 萬 | 4.6% | +19,963+13.6% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 70,086 | $509.5 萬 | 2.8% | +54,875+360.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 110,482 | $458.9 萬 | 2.6% | −31,110−22.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,409 | $446.2 萬 | 2.5% | −12,872−33.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 37,019 | $340.9 萬 | 1.9% | +798+2.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,562 | $300.3 萬 | 1.7% | +1,291+6.1% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 40,348 | $286.0 萬 | 1.6% | +3,638+9.9% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 59,198 | $282.0 萬 | 1.6% | +9,298+18.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 119,624 | $271.9 萬 | 1.5% | +1,709+1.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,897 | $249.9 萬 | 1.4% | −206−2.3% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 52,570 | $232.2 萬 | 1.3% | +2,799+5.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 21,393 | $220.7 萬 | 1.2% | −638−2.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 10,660 | $188.9 萬 | 1.1% | +642+6.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,531 | $181.5 萬 | 1.0% | −3,519−7.3% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 22,518 | $149.8 萬 | 0.8% | −1,533−6.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 11,404 | $149.6 萬 | 0.8% | +60+0.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 21,891 | $141.3 萬 | 0.8% | +100+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,121 | $138.6 萬 | 0.8% | −22−0.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,600 | $123.3 萬 | 0.7% | −175−4.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,047 | $115.6 萬 | 0.6% | +3,651+18.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,881 | $104.7 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,555 | $100.6 萬 | 0.6% | −1,009−4.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,926 | $90.0 萬 | 0.5% | −1,141−12.6% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,894 | $88.1 萬 | 0.5% | −331−2.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,734 | $69.6 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,835 | $68.6 萬 | 0.4% | +240+9.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,352 | $55.2 萬 | 0.3% | −618−20.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,079 | $54.2 萬 | 0.3% | −4,619−47.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,181 | $50.4 萬 | 0.3% | +60+1.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 210 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,458 | $48.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $45.9 萬 | 0.3% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 3,448 | $44.4 萬 | 0.2% | +1,343+63.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,147 | $43.0 萬 | 0.2% | +12+0.4% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,919 | $38.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,869 | $37.3 萬 | 0.2% | −470−8.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 693 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,283 | $34.8 萬 | 0.2% | +236+11.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,812 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,625 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,620 | $30.3 萬 | 0.2% | −240−8.4% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,320 | $28.8 萬 | 0.2% | +10.0% | 加碼 | – |
| MDTMedtronic plc | Stock | 3,142 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,580 | $26.1 萬 | 0.1% | −180−4.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,611 | $25.6 萬 | 0.1% | +697+23.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,365 | $25.2 萬 | 0.1% | +3,365 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 500 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,444 | $24.3 萬 | 0.1% | +4+0.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,400 | $22.0 萬 | 0.1% | +4,400 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 816 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,852 | $21.8 萬 | 0.1% | +10.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,195 | $21.3 萬 | 0.1% | +1,195 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 748 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,324 | $20.6 萬 | 0.1% | −186−12.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287556 | ISHARES BIOTECH | 5,299 | $71.0 萬 | 0.4% | – |
| CORCencora, Inc. | Stock | 2,814 | $45.9 萬 | 0.2% | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,002 | $29.9 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,619 | $28.1 萬 | 0.1% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $26.4 萬 | 0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 4,275 | $23.4 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,075 | $21.5 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,599 | $20.6 萬 | 0.1% | – |