LPWM LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Minneapolis, MN
CIK
0001801101
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 77 305,439 VONG, IVE, IWS, AGG 13F-HR 10/7/2024 000195175724000983
Q2 2024 77 289,591 VONG, IVE, IWS, AGG 13F-HR 7/15/2024 000195175724000517
Q1 2024 72 272,339 VONG, IVE, IWS, AGG 13F-HR 4/15/2024 000195175724000282
Q4 2023 70 252,959 VONG, IVE, IWS, AGG 13F-HR 1/12/2024 000195175724000053
Q3 2023 67 222,393 VONG, IVE, IWS, AGG 13F-HR 10/10/2023 000195175723000528
Q2 2023 67 226,656 VONG, IVE, IWS, AGG 13F-HR 7/14/2023 000195175723000355
Q1 2023 68 208,003 VONG, IVE, IWS, AGG 13F-HR 4/10/2023 000195175723000127
Q4 2022 59 185,877 IVE, VONG, IWS, AGG 13F-HR 1/25/2023 000180110123000001
Q3 2022 58 167,791 VONG, IVE, IWS, AGG 13F-HR 11/8/2022 000180110122000005
Q2 2022 61 179,352 VONG, IVE, IWS, AGG 13F-HR 8/15/2022 000180110122000004
Q1 2022 66 200,842 VONG, IVE, IWS, IEFA 13F-HR 4/13/2022 000180110122000003
Q4 2021 67 188,491 VONG, IVE, IWS, IEFA 13F-HR 2/14/2022 000180110122000001
Q3 2021 61 168,385 VONG, IVE, IWS, IEFA 13F-HR 10/13/2021 000180110121000004
Q2 2021 63 166,556 VONG, IVE, IWS, IEFA 13F-HR 8/13/2021 000180110121000003
Q1 2021 57 148,721 VONG, IVE, IWS, IEFA 13F-HR 5/17/2021 000180110121000002
Q4 2020 53 133,973 VONG, IVE, IWS, IEFA 13F-HR 2/16/2021 000180110121000001
Q3 2020 50 123,219 VONG, IVE, IWS, IEFA 13F-HR 11/16/2020 000180110120000004
Q2 2020 46 109,616 VONG, IVE, IWS, IEFA 13F-HR 8/13/2020 000180110120000003
Q1 2020 44 91,805 IVE, VONG, IWS, IEFA 13F-HR 5/7/2020 000180110120000002
Q4 2019 43 108,164 IVE, VONG, IEFA, IWS 13F-HR 1/30/2020 000180110120000001