Lpwm

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  null,
  "MMM",
  "VONG",
  null,
  "GOOGL",
  "AVGO",
  "FCX",
  "EMXC",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  null,
  "VHT",
  "IWF",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "IEFA",
  null,
  null,
  null,
  null,
  "VNQ",
  "VXF",
  "VV",
  "VOE",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  "IWR",
  "AMZN",
  "IVE",
  null,
  "VEU",
  null,
  "VGT",
  null,
  "VUG",
  "VEA",
  "VNQI",
  "VONE",
  "VTWO",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "BRK-B",
  "CRWD",
  "DELL",
  null,
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "TSLA",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 84
Total Value: 310457207
Accession Number: 0001951757-25-000345
Form Type: 13F-HR
CIK: lpwm
Manager Name: Lpwm

Data Enrichment

70% identified

59 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $310.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908512

VOE|922908512

Shares:21.4K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$310.5M)

464287226

Shares:33.3K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$310.5M)

922042718

VSS|922042718

Shares:26.8K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$310.5M)

NVIDIA CORP

NVDA|67066G104

Shares:28.4K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$310.5M)

921943858

VEA|921943858

Shares:52.2K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$310.5M)

922908769

VTI|922908769

Shares:6.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$310.5M)

464287309

IVW|464287309

Shares:19.5K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$310.5M)

92204A702

VGT|92204A702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$310.5M)

92206C714

Shares:20.1K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$310.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$310.5M)

78468R663

Shares:14.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$310.5M)

AMAZON COM INC

AMZN|023135106

Shares:6.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$310.5M)

922908363

VOO|922908363

Shares:2.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$310.5M)

81369Y803

XLK|81369Y803

Shares:5.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$310.5M)

46434G103

IEMG|46434G103

Shares:21.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$310.5M)

46432F339

QUAL|46432F339

Shares:6.1K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$310.5M)

922908736

VUG|922908736

Shares:2.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$310.5M)

Apple Inc.

AAPL|037833100

Shares:4.1K

Value:$914.0K

% of Portfolio:0.3% ($914.0K/$310.5M)

Broadcom Inc.

AVGO|11135F101

Shares:5.5K

Value:$913.0K

% of Portfolio:0.3% ($913.0K/$310.5M)

92204A504

VHT|92204A504

Shares:3.1K

Value:$820.9K

% of Portfolio:0.3% ($820.9K/$310.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOEcusip922908512)	21.4K	QoQ -0.13% (-29) YoY -0.99% (-214)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$310.5M)	QoQ -0.89% (-$31.1K) YoY +4.89% (-$160.2K)
(cusip464287226)✕	33.3K	QoQ -67.79% (-70.0K) YoY -79.82% (-131.7K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$310.5M)	QoQ -67.11% (-$6.7M) YoY -79.16% (-$12.5M)
(VSScusip922042718)	26.8K	QoQ +2.98% (+777) YoY +23.03% (+5.0K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$310.5M)	QoQ +3.99% (+$118.9K) YoY +22.71% (+$572.9K)
NVIDIA CORP(NVDAcusip67066G104)	28.4K	QoQ -1.66% (-480) YoY +808.73% (+25.3K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$310.5M)	QoQ -20.63% (-$800.0K) YoY +13.14% (+$357.4K)
(VEAcusip921943858)	52.2K	QoQ -1.55% (-825) YoY +4.03% (+2.0K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$310.5M)	QoQ +4.64% (-$117.8K) YoY +7.46% (+$184.3K)
(VTIcusip922908769)	6.7K	QoQ +0.88% (-59) YoY -13.48% (-1.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$310.5M)	QoQ -4.32% (-$83.7K) YoY -6.73% (-$133.6K)
(IVWcusip464287309)	19.5K	QoQ -1.04% (-206) YoY -13.24% (-3.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$310.5M)	QoQ -9.52% (-$190.7K) YoY -3.77% (-$71.0K)
(VGTcusip92204A702)	3.2K	QoQ -0.31% (-10) YoY -3.62% (-119)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$310.5M)	QoQ -13.04% (-$257.3K) YoY +1.67% (-$28.3K)
(cusip92206C714)✕	20.1K	QoQ +2.65% (+520) YoY -10.17% (-2.3K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$310.5M)	QoQ +4.28% (+$68.2K) YoY -3.36% (-$57.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.6K	QoQ +201.15% (+1.7K) YoY +433.33% (+2.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$310.5M)	QoQ +211.80% (+$927.9K) YoY +520.67% (+$1.1M)
(cusip78468R663)✕	14.6K	QoQ -31.11% (-6.6K) YoY NEW(+14.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$310.5M)	QoQ -30.89% (-$599.1K) YoY NEW(+$1.3M)
AMAZON COM INC(AMZNcusip023135106)	6.6K	QoQ +1.83% (-118) YoY +5.09% (+318)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$310.5M)	QoQ -11.68% (-$165.3K) YoY +7.52% (+$87.4K)
(VOOcusip922908363)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$310.5M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(XLKcusip81369Y803)	5.8K	QoQ 0.00% (-0) YoY -1.36% (-80)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$310.5M)	QoQ -11.19% (-$150.5K) YoY -0.50% (-$6.1K)
(IEMGcusip46434G103)	21.2K	QoQ -0.09% (-21) YoY +1.45% (+303)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$310.5M)	QoQ +3.24% (-$36.0K) YoY +5.63% (+$61.1K)
(QUALcusip46432F339)	6.1K	QoQ +8.22% (+467) YoY NEW(+6.1K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$310.5M)	QoQ +3.85% (+$39.0K) YoY NEW(+$1.0M)
(VUGcusip922908736)	2.8K	QoQ -0.07% (-2) YoY -0.96% (-27)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$310.5M)	QoQ -9.71% (-$110.4K) YoY +7.74% (-$73.7K)
Apple Inc.(AAPLcusip037833100)	4.1K	QoQ +0.63% (-26) YoY -4.03% (-173)	All Managers (Combined)	$914.0K	0.3% ($914.0K/$310.5M)	QoQ -10.74% (-$110.0K) YoY +27.05% (-$194.6K)
Broadcom Inc.(AVGOcusip11135F101)	5.5K	QoQ 0.00% (-0) YoY +887.86% (+4.9K)	All Managers (Combined)	$913.0K	0.3% ($913.0K/$310.5M)	QoQ -27.78% (-$351.2K) YoY +25.07% (+$183.0K)
(VHTcusip92204A504)	3.1K	QoQ +5.44% (+160) YoY +11.74% (+326)	All Managers (Combined)	$820.9K	0.3% ($820.9K/$310.5M)	QoQ +10.02% (+$74.8K) YoY +13.89% (+$100.1K)