LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 77
- 較 2024 年第 2 季 0
- 總值
- $3.05 億
- 較 2024 年第 2 季 +$1,585 萬 (+5.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 671,671 | $6,407 萬 | 21.0% | +8,029+1.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 277,279 | $5,417 萬 | 17.7% | +6,157+2.3% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 204,308 | $2,666 萬 | 8.7% | +4,551+2.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 175,547 | $1,766 萬 | 5.8% | +11,496+7.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 158,623 | $1,213 萬 | 4.0% | +1,337+0.9% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 216,141 | $1,060 萬 | 3.5% | +11,009+5.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 164,943 | $833.3 萬 | 2.7% | −2,673−1.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 30,353 | $656.0 萬 | 2.1% | +549+1.8% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 76,095 | $641.8 萬 | 2.1% | +1,719+2.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 58,907 | $639.0 萬 | 2.1% | +5,237+9.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 122,206 | $592.3 萬 | 1.9% | +4,179+3.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 21,324 | $548.4 萬 | 1.8% | −30.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,851 | $534.6 萬 | 1.8% | −80.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 52,645 | $503.1 萬 | 1.6% | +1,030+2.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,114 | $412.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 63,647 | $383.3 萬 | 1.3% | +1,407+2.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 30,232 | $371.4 萬 | 1.2% | −575−1.9% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 41,922 | $365.8 萬 | 1.2% | +867+2.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 138,336 | $353.0 萬 | 1.2% | +3,124+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,163 | $350.9 萬 | 1.1% | −324−1.5% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 72,723 | $340.1 萬 | 1.1% | +1,861+2.6% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 35,970 | $298.9 萬 | 1.0% | +854+2.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 22,632 | $281.4 萬 | 0.9% | +461+2.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,537 | $277.6 萬 | 0.9% | +2,193+4.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,704 | $242.4 萬 | 0.8% | −60.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,361 | $206.1 萬 | 0.7% | −1,016−12.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,915 | $188.5 萬 | 0.6% | −2,768−12.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,206 | $185.2 萬 | 0.6% | −5−0.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 22,123 | $182.7 萬 | 0.6% | −656−2.9% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 11,970 | $134.2 萬 | 0.4% | +1,997+20.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,777 | $128.7 萬 | 0.4% | −95−1.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,676 | $125.7 萬 | 0.4% | +460+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,444 | $117.3 萬 | 0.4% | +25+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,767 | $104.9 萬 | 0.3% | −17−0.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,620 | $96.6 萬 | 0.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 4,114 | $92.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,988 | $89.0 萬 | 0.3% | +6+0.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,610 | $88.7 萬 | 0.3% | −394−3.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,547 | $84.5 萬 | 0.3% | −72−0.4% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,813 | $78.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,522 | $75.0 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,084 | $73.8 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,680 | $70.9 萬 | 0.2% | −415−8.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,429 | $70.8 萬 | 0.2% | +78+1.2% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $67.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $62.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,692 | $61.2 萬 | 0.2% | +4,342+184.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,274 | $54.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $53.1 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 3,084 | $51.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,649 | $51.3 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,204 | $50.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,100 | $49.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 816 | $46.3 萬 | 0.2% | −15−1.8% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,940 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,007 | $37.3 萬 | 0.1% | +7+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,960 | $34.6 萬 | 0.1% | −192−4.6% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,007 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 1,324 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,414 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,643 | $32.4 萬 | 0.1% | −74−4.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,487 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 2,560 | $29.6 萬 | 0.1% | −630−19.7% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,958 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,921 | $29.3 萬 | 0.1% | −69−1.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 479 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,316 | $26.5 萬 | 0.1% | +131+2.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 532 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 451 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,941 | $26.1 萬 | 0.1% | −2−0.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,110 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,679 | $22.7 萬 | 0.1% | +159+4.5% | 加碼 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 15,270 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,725 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,776 | $20.9 萬 | 0.1% | +4,776 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,312 | $20.7 萬 | 0.1% | +3,312 | 新進 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 11,353 | $19.8 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 1,903 | $21.8 萬 | 0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,416 | $21.0 萬 | 0.1% | – |