LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/10 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 67
- 較 2023 年第 2 季 0
- 總值
- $2.22 億
- 較 2023 年第 2 季 −$426.2 萬 (−1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 634,110 | $4,377 萬 | 19.7% | +8,711+1.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 254,891 | $3,898 萬 | 17.5% | +4,087+1.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 186,073 | $1,912 萬 | 8.6% | −1,976−1.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 169,019 | $1,574 萬 | 7.1% | −8,519−4.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 237,623 | $1,187 萬 | 5.3% | +23,501+11.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 145,257 | $920.9 萬 | 4.1% | +3,946+2.8% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 191,194 | $895.7 萬 | 4.0% | +2,796+1.5% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 75,185 | $536.7 萬 | 2.4% | +981+1.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 27,816 | $484.2 萬 | 2.2% | +522+1.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 110,572 | $432.0 萬 | 1.9% | +2,632+2.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,182 | $398.6 萬 | 1.8% | +2,632+9.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 48,835 | $362.7 萬 | 1.6% | +1,089+2.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,120 | $317.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 58,402 | $289.6 萬 | 1.3% | +980+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 14,424 | $280.4 萬 | 1.3% | +473+3.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 123,942 | $276.1 萬 | 1.2% | +3,146+2.6% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 36,017 | $266.2 萬 | 1.2% | +353+1.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 65,869 | $253.0 萬 | 1.1% | +1,706+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 19,072 | $245.7 萬 | 1.1% | +842+4.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 45,158 | $227.1 萬 | 1.0% | +21,078+87.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 20,564 | $214.8 萬 | 1.0% | +578+2.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,012 | $214.2 萬 | 1.0% | −1,310−5.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 46,820 | $201.5 萬 | 0.9% | +2,079+4.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 28,236 | $193.2 萬 | 0.9% | +10,271+57.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 22,152 | $145.9 萬 | 0.7% | +399+1.8% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,092 | $145.0 萬 | 0.7% | +4,582+27.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,177 | $142.3 萬 | 0.6% | +323+11.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,415 | $136.1 萬 | 0.6% | +656+11.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,094 | $129.6 萬 | 0.6% | −32−1.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,869 | $97.2 萬 | 0.4% | −86−1.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,513 | $97.1 萬 | 0.4% | +543+2.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 3,688 | $86.4 萬 | 0.4% | −140−3.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,651 | $80.8 萬 | 0.4% | +23+0.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,732 | $79.8 萬 | 0.4% | +4,445+36.2% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,396 | $76.1 萬 | 0.3% | +1,906+34.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,660 | $73.0 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,947 | $70.4 萬 | 0.3% | +587+8.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,438 | $70.4 萬 | 0.3% | +35+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,440 | $59.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $50.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,234 | $45.8 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,470 | $44.6 萬 | 0.2% | −120−3.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 500 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,076 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 852 | $36.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,564 | $34.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,360 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,032 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,896 | $27.4 萬 | 0.1% | +517+15.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,732 | $27.2 萬 | 0.1% | +187+12.1% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 3,665 | $27.0 萬 | 0.1% | −380−9.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 816 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,864 | $25.8 萬 | 0.1% | −45−1.5% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,417 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 489 | $25.2 萬 | 0.1% | −135−21.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 788 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,447 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,275 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,149 | $23.0 萬 | 0.1% | +148+3.7% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,324 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 4,240 | $21.3 萬 | 0.1% | +4,240 | 新進 | – |
| MAMastercard Inc | Stock | 532 | $21.1 萬 | 0.1% | +532 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 2,616 | $20.3 萬 | 0.1% | +40+1.6% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 13,690 | $19.2 萬 | 0.1% | +300+2.2% | 加碼 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 10,765 | $15.1 萬 | 0.1% | +50+0.5% | 加碼 | – |
| OSAProSomnus, Inc. | COMMON STOCK | 67,265 | $6.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。