LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 72
- 較 2023 年第 4 季 +2
- 總值
- $2.72 億
- 較 2023 年第 4 季 +$1,938 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 659,508 | $5,646 萬 | 20.7% | +4,663+0.7% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 267,847 | $4,867 萬 | 17.9% | +4,659+1.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 196,938 | $2,401 萬 | 8.8% | +4,013+2.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 164,957 | $1,580 萬 | 5.8% | −5,130−3.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 154,738 | $1,127 萬 | 4.1% | +4,784+3.2% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 205,655 | $981.8 萬 | 3.6% | +4,199+2.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 171,873 | $864.0 萬 | 3.2% | −1,744−1.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 29,435 | $591.4 萬 | 2.2% | +751+2.6% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 74,486 | $585.7 萬 | 2.2% | +701+1.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,394 | $566.8 萬 | 2.1% | +721+1.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 116,141 | $491.0 萬 | 1.8% | +2,929+2.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,771 | $488.6 萬 | 1.8% | +576+1.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 19,638 | $459.7 萬 | 1.7% | +774+4.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 50,674 | $417.6 萬 | 1.5% | +1,018+2.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,104 | $372.5 萬 | 1.4% | +79+0.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 61,296 | $353.0 萬 | 1.3% | +829+1.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,597 | $327.3 萬 | 1.2% | +1,220+6.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 39,627 | $324.6 萬 | 1.2% | +2,574+6.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 132,968 | $317.3 萬 | 1.2% | +3,677+2.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 69,555 | $284.7 萬 | 1.0% | +1,794+2.6% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 35,575 | $279.3 萬 | 1.0% | +82+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,124 | $271.9 萬 | 1.0% | −138−4.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 21,759 | $252.2 萬 | 0.9% | +377+1.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 50,205 | $247.1 萬 | 0.9% | +415+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 48,390 | $244.7 萬 | 0.9% | +6,732+16.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,778 | $198.3 萬 | 0.7% | +464+6.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 22,490 | $188.2 萬 | 0.7% | +380+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 22,369 | $171.6 萬 | 0.6% | −156−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,281 | $168.7 萬 | 0.6% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,859 | $119.9 萬 | 0.4% | +51+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,244 | $116.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,896 | $108.3 萬 | 0.4% | −780−3.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,936 | $106.9 萬 | 0.4% | +218+2.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,792 | $95.2 萬 | 0.3% | +57+2.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,888 | $94.2 萬 | 0.3% | +463+5.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,982 | $79.6 萬 | 0.3% | −53−0.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 552 | $73.0 萬 | 0.3% | +15+2.8% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,775 | $72.1 萬 | 0.3% | +35+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,288 | $71.9 萬 | 0.3% | −896−17.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,520 | $70.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,212 | $68.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,481 | $68.6 萬 | 0.3% | −273−4.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $60.8 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,195 | $59.4 萬 | 0.2% | −65−1.5% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $59.2 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,202 | $50.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,084 | $48.6 萬 | 0.2% | +100+3.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $48.3 萬 | 0.2% | +69+6.7% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,650 | $46.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,100 | $46.3 萬 | 0.2% | +60+2.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 829 | $42.6 萬 | 0.2% | +12+1.5% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,190 | $39.4 萬 | 0.1% | +3,190 | 新進 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,940 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $33.3 萬 | 0.1% | +130+14.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,934 | $33.2 萬 | 0.1% | +882+83.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 4,067 | $33.0 萬 | 0.1% | +101+2.5% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,032 | $31.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,716 | $31.7 萬 | 0.1% | +109+6.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,418 | $31.4 萬 | 0.1% | −489−10.0% | 減碼 | – |
| ECLEcolab Inc. | Stock | 1,324 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,447 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 5,185 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,953 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,032 | $25.2 萬 | 0.1% | −275−6.4% | 減碼 | – |
| MAMastercard Inc | Stock | 532 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,390 | $23.0 萬 | 0.1% | +1,390 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,414 | $22.4 萬 | 0.1% | −355−12.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 489 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,911 | $20.8 萬 | 0.1% | +1,911 | 新進 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 13,770 | $19.0 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 10,765 | $16.4 萬 | 0.1% | 00.0% | 不變 | – |
| OSAProSomnus, Inc. | COMMON STOCK | 67,265 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。