LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 70
- 較 2023 年第 3 季 +3
- 總值
- $2.53 億
- 較 2023 年第 3 季 +$3,057 萬 (+13.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 654,845 | $4,968 萬 | 19.6% | +20,735+3.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 263,188 | $4,574 萬 | 18.1% | +8,297+3.3% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 192,925 | $2,206 萬 | 8.7% | +6,852+3.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 170,087 | $1,670 萬 | 6.6% | +1,068+0.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 149,954 | $1,038 萬 | 4.1% | +4,697+3.2% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 201,456 | $954.5 萬 | 3.8% | +10,262+5.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 173,617 | $872.4 萬 | 3.4% | −64,006−26.9% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 73,785 | $593.3 萬 | 2.3% | −1,400−1.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 52,673 | $569.2 萬 | 2.3% | +31,661+150.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 28,684 | $554.3 萬 | 2.2% | +868+3.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 113,212 | $458.4 萬 | 1.8% | +2,640+2.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,195 | $451.8 萬 | 1.8% | +1,013+3.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 49,656 | $430.1 萬 | 1.7% | +821+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 18,864 | $402.5 萬 | 1.6% | +4,440+30.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,025 | $329.9 萬 | 1.3% | −95−1.0% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 60,467 | $329.8 萬 | 1.3% | +2,065+3.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 129,291 | $308.0 萬 | 1.2% | +5,349+4.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,377 | $293.3 萬 | 1.2% | +1,305+6.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 37,053 | $281.8 萬 | 1.1% | +8,817+31.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 67,761 | $281.7 萬 | 1.1% | +1,892+2.9% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 35,493 | $272.3 萬 | 1.1% | −524−1.5% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 21,382 | $240.9 萬 | 1.0% | +818+4.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 49,790 | $234.7 萬 | 0.9% | +2,970+6.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 41,658 | $211.3 萬 | 0.8% | −3,500−7.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,314 | $170.5 萬 | 0.7% | +899+14.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 22,525 | $162.7 萬 | 0.6% | +373+1.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 22,110 | $161.4 萬 | 0.6% | +1,018+4.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,262 | $160.2 萬 | 0.6% | +85+2.7% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,281 | $151.7 萬 | 0.6% | +187+6.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,676 | $107.7 萬 | 0.4% | +1,163+5.7% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,808 | $106.9 萬 | 0.4% | −61−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,184 | $93.9 萬 | 0.4% | +533+11.5% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,425 | $91.5 萬 | 0.4% | +8,425 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,718 | $90.8 萬 | 0.4% | +2,771+34.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,244 | $90.7 萬 | 0.4% | +806+14.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,735 | $82.4 萬 | 0.3% | +75+2.8% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,035 | $81.5 萬 | 0.3% | −697−4.2% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,754 | $72.1 萬 | 0.3% | −642−8.7% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,740 | $69.8 萬 | 0.3% | −948−25.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,520 | $61.4 萬 | 0.2% | +80+1.8% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,212 | $60.6 萬 | 0.2% | +2,795+115.6% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,260 | $59.3 萬 | 0.2% | +790+22.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 537 | $56.3 萬 | 0.2% | +37+7.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $55.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $55.4 萬 | 0.2% | +259+8.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,202 | $44.2 萬 | 0.2% | +386+47.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $42.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,040 | $42.2 萬 | 0.2% | −36−1.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,984 | $41.0 萬 | 0.2% | +420+16.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,033 | $41.0 萬 | 0.2% | +1,033 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 817 | $38.2 萬 | 0.2% | −35−4.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,907 | $35.7 萬 | 0.1% | +4,907 | 新進 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 3,940 | $33.8 萬 | 0.1% | +275+7.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,966 | $31.0 萬 | 0.1% | +70+1.8% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,032 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,769 | $30.1 萬 | 0.1% | −95−3.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,607 | $28.3 萬 | 0.1% | −125−7.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 489 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,447 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,307 | $26.1 萬 | 0.1% | +158+3.8% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,324 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 870 | $25.6 萬 | 0.1% | +870 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,052 | $25.0 萬 | 0.1% | +1,052 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,953 | $24.2 萬 | 0.1% | +1,953 | 新進 | – |
| ACNAccenture plc | Stock | 688 | $23.2 萬 | 0.1% | −100−12.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 532 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,185 | $21.5 萬 | 0.1% | +5,185 | 新進 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 13,770 | $20.4 萬 | 0.1% | +80+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 10,765 | $17.3 萬 | 0.1% | 00.0% | 不變 | – |
| OSAProSomnus, Inc. | COMMON STOCK | 67,265 | $5.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（4 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。