LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 67
- 較 2023 年第 1 季 −1
- 總值
- $2.27 億
- 較 2023 年第 1 季 +$1,865 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 625,399 | $4,427 萬 | 19.5% | −38,468−5.8% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 250,804 | $4,050 萬 | 17.9% | +1,592+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 188,049 | $2,078 萬 | 9.2% | +11,598+6.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 177,538 | $1,732 萬 | 7.6% | +43,741+32.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 214,122 | $1,069 萬 | 4.7% | +60,608+39.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 141,311 | $954.4 萬 | 4.2% | −12,601−8.2% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 188,398 | $886.8 萬 | 3.9% | +6,423+3.5% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 74,204 | $577.6 萬 | 2.5% | −11,656−13.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 27,294 | $512.2 萬 | 2.3% | +1,323+5.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 107,940 | $443.4 萬 | 2.0% | +147+0.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 47,746 | $402.9 萬 | 1.8% | +4,822+11.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,550 | $378.7 萬 | 1.7% | +2,737+11.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,120 | $311.9 萬 | 1.4% | +9,120 | 新進 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 57,422 | $301.6 萬 | 1.3% | −430−0.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 120,796 | $286.0 萬 | 1.3% | −981−0.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 13,951 | $281.4 萬 | 1.2% | −39−0.3% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 35,664 | $273.5 萬 | 1.2% | +691+2.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 64,163 | $259.9 萬 | 1.1% | +8,103+14.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,230 | $253.8 萬 | 1.1% | +2,454+15.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,322 | $237.8 萬 | 1.0% | +2,644+13.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 19,986 | $222.1 萬 | 1.0% | −925−4.4% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,741 | $207.0 萬 | 0.9% | +2,058+4.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 21,753 | $151.2 萬 | 0.7% | +1,074+5.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,126 | $138.0 萬 | 0.6% | −269−7.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 17,965 | $131.6 萬 | 0.6% | −548−3.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,759 | $127.2 萬 | 0.6% | −51−0.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 24,080 | $121.7 萬 | 0.5% | +14,980+164.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,854 | $121.1 萬 | 0.5% | −205−6.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,510 | $116.4 萬 | 0.5% | +3,254+24.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,955 | $103.3 萬 | 0.5% | −102−1.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,970 | $99.6 萬 | 0.4% | −143−0.7% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 3,828 | $93.0 萬 | 0.4% | −254−6.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,628 | $89.1 萬 | 0.4% | +4,628 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,660 | $75.3 萬 | 0.3% | +6+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,403 | $70.4 萬 | 0.3% | +940+21.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,287 | $61.6 萬 | 0.3% | −297−2.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,360 | $59.9 萬 | 0.3% | +475+6.9% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,490 | $58.7 萬 | 0.3% | −101−1.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,440 | $53.2 萬 | 0.2% | +240+5.7% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,234 | $48.3 萬 | 0.2% | +28+0.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,590 | $47.3 萬 | 0.2% | +180+5.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 500 | $43.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,076 | $41.4 萬 | 0.2% | −60−2.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $40.2 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 852 | $37.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,360 | $33.8 萬 | 0.1% | +2,360 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,564 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,045 | $30.4 萬 | 0.1% | −1,990−33.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 624 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,032 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,909 | $29.4 萬 | 0.1% | −1,853−38.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 816 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,417 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,545 | $25.7 萬 | 0.1% | −429−21.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,379 | $25.7 萬 | 0.1% | +97+3.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,447 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,324 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 13,390 | $24.6 萬 | 0.1% | +40+0.3% | 加碼 | – |
| ACNAccenture plc | Stock | 788 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,001 | $23.6 萬 | 0.1% | −26−0.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 2,576 | $22.4 萬 | 0.1% | +31+1.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,275 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OSAProSomnus, Inc. | COMMON STOCK | 67,265 | $20.7 萬 | 0.1% | +51,265+320.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 740 | $20.7 萬 | 0.1% | +740 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,057 | $20.0 萬 | 0.1% | +2,057 | 新進 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 10,715 | $18.7 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（6 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc846070702 | CL B NEW | 8,887 | $274.4 萬 | 1.3% | – |
| AAPLApple Inc. | COM | 4,627 | $76.3 萬 | 0.4% | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,458 | $37.7 萬 | 0.2% | 歷史 |
| CORCencora, Inc. | Stock | 2,187 | $35.0 萬 | 0.2% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,833 | $21.7 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 2,610 | $20.3 萬 | 0.1% | – |