LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/25 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 59
- 較 2022 年第 3 季 +1
- 總值
- $1.86 億
- 較 2022 年第 3 季 +$1,809 萬 (+10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Value ETF464287408 | ETF | 242,937 | $3,655 萬 | 19.7% | −1,370−0.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 650,001 | $3,638 萬 | 19.6% | +17,531+2.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 172,831 | $1,889 萬 | 10.2% | +3,441+2.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 107,872 | $1,068 萬 | 5.7% | +13,986+14.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 150,741 | $969.7 萬 | 5.2% | −16,383−9.8% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 173,870 | $813.5 萬 | 4.4% | +9,780+6.0% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 79,175 | $616.2 萬 | 3.3% | +3,099+4.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,219 | $455.2 萬 | 2.4% | −191−0.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 104,415 | $433.3 萬 | 2.3% | −4,490−4.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,985 | $355.2 萬 | 1.9% | +4,446+11.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,210 | $317.7 萬 | 1.7% | +167+0.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,897 | $281.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 117,115 | $279.4 萬 | 1.5% | −5,079−4.2% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 55,856 | $278.7 萬 | 1.5% | −4,444−7.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 14,692 | $261.1 萬 | 1.4% | +4,193+39.9% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 34,045 | $241.2 萬 | 1.3% | −7,578−18.2% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 54,739 | $233.1 萬 | 1.3% | +1,025+1.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 20,602 | $220.6 萬 | 1.2% | −1,175−5.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,482 | $198.2 萬 | 1.1% | +332+0.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,099 | $197.8 萬 | 1.1% | −579−3.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,036 | $179.8 萬 | 1.0% | −2,985−6.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 20,392 | $139.3 萬 | 0.7% | −570−2.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,819 | $137.1 萬 | 0.7% | +5,750+81.3% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,761 | $130.8 萬 | 0.7% | −3,359−15.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,843 | $114.3 萬 | 0.6% | −1,855−24.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,731 | $98.5 萬 | 0.5% | −1,025−4.9% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 3,369 | $83.0 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,313 | $80.1 萬 | 0.4% | −1,544−19.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,389 | $77.9 萬 | 0.4% | −1,037−30.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,662 | $68.7 萬 | 0.4% | +904+8.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,263 | $67.5 萬 | 0.4% | +516+9.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,885 | $60.5 萬 | 0.3% | +1,850+36.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,626 | $60.5 萬 | 0.3% | −209−4.3% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,578 | $53.1 萬 | 0.3% | −4,470−29.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,271 | $52.0 萬 | 0.3% | +90+2.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,458 | $48.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,195 | $47.8 萬 | 0.3% | −1,192−35.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $45.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,228 | $44.4 萬 | 0.2% | −153−4.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,450 | $40.0 萬 | 0.2% | +1,830+69.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,919 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,200 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 2,185 | $36.6 萬 | 0.2% | +2,185 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,831 | $36.3 萬 | 0.2% | −98−3.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 852 | $33.3 萬 | 0.2% | +20+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,744 | $33.2 萬 | 0.2% | −68−3.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,990 | $32.7 萬 | 0.2% | −376−15.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 624 | $30.3 萬 | 0.2% | −69−10.0% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,580 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 500 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,610 | $27.4 萬 | 0.1% | −156−4.1% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,428 | $27.0 萬 | 0.1% | +61+1.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,386 | $24.7 萬 | 0.1% | −130−3.7% | 減碼 | – |
| ACNAccenture plc | Stock | 788 | $21.7 萬 | 0.1% | +788 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,680 | $21.5 萬 | 0.1% | −475−11.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,195 | $20.9 萬 | 0.1% | +1,195 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,275 | $20.9 萬 | 0.1% | +4,275 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,324 | $20.2 萬 | 0.1% | +1,324 | 新進 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 8,178 | $58.3 萬 | 0.3% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,768 | $26.6 萬 | 0.2% | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 9,479 | $24.0 萬 | 0.1% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,561 | $20.2 萬 | 0.1% | – |