LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/8 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 58
- 較 2022 年第 2 季 −3
- 總值
- $1.68 億
- 較 2022 年第 2 季 −$1,156 萬 (−6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 632,470 | $3,429 萬 | 20.4% | +6,956+1.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 244,307 | $3,140 萬 | 18.7% | +4,040+1.7% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 169,390 | $1,627 萬 | 9.7% | −269−0.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 93,886 | $904.5 萬 | 5.4% | −6,529−6.5% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 167,124 | $880.2 萬 | 5.2% | −995−0.6% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 164,090 | $789.4 萬 | 4.7% | −2,646−1.6% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 76,076 | $510.8 萬 | 3.0% | +5,990+8.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,410 | $419.1 萬 | 2.5% | +10.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 108,905 | $397.4 萬 | 2.4% | −1,577−1.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 37,539 | $301.0 萬 | 1.8% | +520+1.4% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 41,623 | $286.8 萬 | 1.7% | +1,275+3.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,043 | $272.2 萬 | 1.6% | −519−2.3% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 60,300 | $267.0 萬 | 1.6% | +1,102+1.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 122,194 | $256.5 萬 | 1.5% | +2,570+2.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,897 | $237.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 53,714 | $205.0 萬 | 1.2% | +1,144+2.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 21,777 | $202.1 萬 | 1.2% | +384+1.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,150 | $196.4 萬 | 1.2% | +34,750+789.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,678 | $178.7 萬 | 1.1% | +3,274+28.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 10,499 | $171.5 萬 | 1.0% | −161−1.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,021 | $160.1 萬 | 1.0% | −510−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,698 | $138.2 萬 | 0.8% | +577+8.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 22,120 | $137.5 萬 | 0.8% | −398−1.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,962 | $125.1 萬 | 0.7% | −929−4.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,426 | $105.3 萬 | 0.6% | −174−4.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,857 | $93.3 萬 | 0.6% | −24−0.3% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,756 | $89.2 萬 | 0.5% | +201+1.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 3,369 | $75.4 萬 | 0.4% | +534+18.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,387 | $72.5 萬 | 0.4% | +1,035+44.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,069 | $72.5 萬 | 0.4% | +1,990+39.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,048 | $72.4 萬 | 0.4% | −7,999−34.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,835 | $66.8 萬 | 0.4% | +101+2.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,758 | $62.2 萬 | 0.4% | −3,136−22.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,747 | $60.3 萬 | 0.4% | −2,179−27.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,178 | $58.3 萬 | 0.3% | +4,813+143.0% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,381 | $43.0 萬 | 0.3% | +234+7.4% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $42.2 萬 | 0.3% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 10,458 | $42.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,200 | $40.2 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,181 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,035 | $36.3 萬 | 0.2% | +410+8.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,919 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 693 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,366 | $33.9 萬 | 0.2% | +83+3.6% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $32.5 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,929 | $32.4 萬 | 0.2% | −519−15.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,812 | $31.0 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $29.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,620 | $29.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,766 | $28.2 萬 | 0.2% | −1,103−22.7% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,367 | $27.2 萬 | 0.2% | +225+7.2% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,768 | $26.6 萬 | 0.2% | +2,768 | 新進 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,580 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 9,479 | $24.0 萬 | 0.1% | +9,479 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,516 | $23.4 萬 | 0.1% | −95−2.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 500 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,155 | $20.3 萬 | 0.1% | −289−6.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,561 | $20.2 萬 | 0.1% | −759−22.9% | 減碼 | – |
2022 年第 2 季之後清倉（5 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 816 | $21.8 萬 | 0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,852 | $21.8 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,195 | $21.3 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 748 | $20.9 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 1,324 | $20.6 萬 | 0.1% | 歷史 |