LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 78
- 較 2024 年第 3 季 +1
- 總值
- $3.11 億
- 較 2024 年第 3 季 +$588.5 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 | 620,125 | $6,406 萬 | 20.6% | −51,546−7.7% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 279,915 | $5,343 萬 | 17.2% | +2,636+1.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 202,699 | $2,622 萬 | 8.4% | −1,609−0.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 189,203 | $1,330 萬 | 4.3% | +30,580+19.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 249,187 | $1,207 萬 | 3.9% | +33,046+15.3% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 97,481 | $1,041 萬 | 3.3% | +85,511+714.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 103,310 | $1,001 萬 | 3.2% | −72,237−41.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 184,067 | $927.1 萬 | 3.0% | +19,124+11.6% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 81,008 | $706.8 萬 | 2.3% | +4,913+6.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 30,679 | $677.9 萬 | 2.2% | +326+1.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 137,986 | $607.7 萬 | 2.0% | +15,780+12.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 54,384 | $579.5 萬 | 1.9% | −4,523−7.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 20,545 | $548.0 萬 | 1.8% | −779−3.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,375 | $514.3 萬 | 1.7% | −476−1.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 57,479 | $512.0 萬 | 1.6% | +4,834+9.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,060 | $410.7 萬 | 1.3% | −54−0.6% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 72,261 | $400.7 萬 | 1.3% | +8,614+13.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 166,861 | $390.6 萬 | 1.3% | +28,525+20.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,869 | $387.7 萬 | 1.2% | −1,363−4.5% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 42,945 | $379.6 萬 | 1.2% | +1,023+2.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 90,355 | $357.4 萬 | 1.1% | +17,632+24.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,412 | $346.4 萬 | 1.1% | +249+1.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 25,994 | $297.6 萬 | 1.0% | +3,362+14.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 51,368 | $260.5 萬 | 0.8% | +3,664+7.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,057 | $253.7 萬 | 0.8% | −480−0.9% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,717 | $200.2 萬 | 0.6% | −198−1.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,172 | $197.2 萬 | 0.6% | −34−1.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 21,210 | $193.9 萬 | 0.6% | +14,518+216.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,670 | $193.3 萬 | 0.6% | −691−9.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 19,572 | $159.0 萬 | 0.5% | −2,551−11.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,444 | $141.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,779 | $134.4 萬 | 0.4% | +20.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,453 | $126.4 萬 | 0.4% | −167−3.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,767 | $113.6 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,220 | $110.8 萬 | 0.4% | −456−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,089 | $102.4 萬 | 0.3% | −25−0.6% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,677 | $101.1 萬 | 0.3% | +689+13.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,241 | $90.5 萬 | 0.3% | −33−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,523 | $85.6 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,792 | $84.2 萬 | 0.3% | +245+1.5% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 5,208 | $80.7 萬 | 0.3% | +124+2.4% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,941 | $74.6 萬 | 0.2% | +128+4.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,578 | $69.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G102 | CONV BD ETF | 8,052 | $68.4 萬 | 0.2% | −27,918−77.6% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,493 | $66.4 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,680 | $64.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,991 | $63.8 萬 | 0.2% | −438−6.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,084 | $58.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,142 | $58.4 萬 | 0.2% | +40+3.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,433 | $55.1 萬 | 0.2% | −3,177−33.1% | 減碼 | – |
| ENVXEnovix Corp | COM | 50,495 | $54.9 萬 | 0.2% | +50,495 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 914 | $53.6 萬 | 0.2% | +98+12.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,639 | $52.8 萬 | 0.2% | −10−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,204 | $50.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,100 | $50.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 4,366 | $48.3 萬 | 0.2% | +426+10.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 866 | $43.8 萬 | 0.1% | +387+80.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $40.2 萬 | 0.1% | −7−0.7% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,059 | $39.8 萬 | 0.1% | +52+5.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,956 | $35.3 萬 | 0.1% | −4−0.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,584 | $31.4 萬 | 0.1% | −59−3.6% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,066 | $29.7 萬 | 0.1% | +3,066 | 新進 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,487 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 2,560 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,958 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 532 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,188 | $27.8 萬 | 0.1% | −136−10.3% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,846 | $27.7 萬 | 0.1% | −75−1.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,110 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 451 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,968 | $25.4 萬 | 0.1% | −446−18.5% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,994 | $23.5 萬 | 0.1% | +2,994 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,679 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,721 | $22.6 萬 | 0.1% | −220−5.6% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,723 | $22.2 萬 | 0.1% | −2−0.1% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 633 | $21.7 萬 | 0.1% | +633 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,316 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 15,270 | $17.4 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,776 | $20.9 萬 | 0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,312 | $20.7 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 11,353 | $19.8 萬 | 0.1% | – |