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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922907746

VTEB|922907746

Shares:15.7K

Value:$778.1K

% of Portfolio:0.3% ($778.1K/$310.5M)

92204A884

Shares:5.2K

Value:$772.8K

% of Portfolio:0.2% ($772.8K/$310.5M)

81369Y209

Shares:4.9K

Value:$717.0K

% of Portfolio:0.2% ($717.0K/$310.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.5K

Value:$699.7K

% of Portfolio:0.2% ($699.7K/$310.5M)

922908637

VV|922908637

Shares:2.6K

Value:$662.6K

% of Portfolio:0.2% ($662.6K/$310.5M)

464287507

IJH|464287507

Shares:10.7K

Value:$623.1K

% of Portfolio:0.2% ($623.1K/$310.5M)

46435G102

Shares:7.4K

Value:$618.5K

% of Portfolio:0.2% ($618.5K/$310.5M)

922908652

VXF|922908652

Shares:3.5K

Value:$601.7K

% of Portfolio:0.2% ($601.7K/$310.5M)

81369Y506

Shares:6.4K

Value:$601.2K

% of Portfolio:0.2% ($601.2K/$310.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$535.5K

% of Portfolio:0.2% ($535.5K/$310.5M)

46434V613

Shares:11.2K

Value:$515.2K

% of Portfolio:0.2% ($515.2K/$310.5M)

464287622

IWB|464287622

Shares:1.6K

Value:$500.9K

% of Portfolio:0.2% ($500.9K/$310.5M)

Alphabet Inc.

GOOG|02079K107

Shares:3.2K

Value:$493.8K

% of Portfolio:0.2% ($493.8K/$310.5M)

464287788

Shares:4.4K

Value:$492.7K

% of Portfolio:0.2% ($492.7K/$310.5M)

MICROSOFT CORP

MSFT|594918104

Shares:1.3K

Value:$485.8K

% of Portfolio:0.2% ($485.8K/$310.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:862

Value:$482.2K

% of Portfolio:0.2% ($482.2K/$310.5M)

922908751

VB|922908751

Shares:2.1K

Value:$458.1K

% of Portfolio:0.1% ($458.1K/$310.5M)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$377.0K

% of Portfolio:0.1% ($377.0K/$310.5M)

464287614

IWF|464287614

Shares:1.0K

Value:$361.1K

% of Portfolio:0.1% ($361.1K/$310.5M)

92204A108

Shares:1.1K

Value:$344.7K

% of Portfolio:0.1% ($344.7K/$310.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTEBcusip922907746)	15.7K	QoQ -6.61% (-1.1K) YoY -1.88% (-301)	All Managers (Combined)	$778.1K	0.3% ($778.1K/$310.5M)	QoQ -7.56% (-$63.7K) YoY -2.29% (-$18.3K)
(cusip92204A884)✕	5.2K	QoQ 0.00% (-0) YoY -0.07% (-4)	All Managers (Combined)	$772.8K	0.2% ($772.8K/$310.5M)	QoQ -4.23% (-$34.2K) YoY +12.53% (-$86.1K)
(cusip81369Y209)✕	4.9K	QoQ +4.91% (+230) YoY +17.04% (+715)	All Managers (Combined)	$717.0K	0.2% ($717.0K/$310.5M)	QoQ +11.35% (+$73.1K) YoY +20.70% (+$123.0K)
Alphabet Inc.(GOOGLcusip02079K305)	4.5K	QoQ +0.04% (-2) YoY +0.11% (-5)	All Managers (Combined)	$699.7K	0.2% ($699.7K/$310.5M)	QoQ -18.28% (-$156.6K) YoY -0.85% (-$6.1K)
(VVcusip922908637)	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$662.6K	0.2% ($662.6K/$310.5M)	QoQ -4.69% (-$32.7K) YoY +8.90% (+$54.2K)
(IJHcusip464287507)	10.7K	QoQ +190.26% (+7.0K) YoY NEW(+10.7K)	All Managers (Combined)	$623.1K	0.2% ($623.1K/$310.5M)	QoQ +171.82% (+$393.9K) YoY NEW(+$623.1K)
(cusip46435G102)✕	7.4K	QoQ -8.12% (-654) YoY -79.20% (-28.2K)	All Managers (Combined)	$618.5K	0.2% ($618.5K/$310.5M)	QoQ -9.59% (-$65.6K) YoY -77.85% (-$2.2M)
(VXFcusip922908652)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$601.7K	0.2% ($601.7K/$310.5M)	QoQ -9.32% (-$61.9K) YoY +1.70% (+$10.1K)
(cusip81369Y506)✕	6.4K	QoQ 0.00% (+0) YoY -41.17% (-4.5K)	All Managers (Combined)	$601.2K	0.2% ($601.2K/$310.5M)	QoQ +9.09% (+$50.1K) YoY -43.78% (-$468.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ 0.00% (-0) YoY +3.62% (+40)	All Managers (Combined)	$535.5K	0.2% ($535.5K/$310.5M)	QoQ -8.27% (-$48.3K) YoY +10.85% (+$52.4K)
(cusip46434V613)✕	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$515.2K	0.2% ($515.2K/$310.5M)	QoQ NEW(+$515.2K) YoY NEW(+$515.2K)
(IWBcusip464287622)	1.6K	QoQ -0.36% (-6) YoY -1.03% (-17)	All Managers (Combined)	$500.9K	0.2% ($500.9K/$310.5M)	QoQ -5.13% (-$27.1K) YoY +7.27% (-$34.0K)
Alphabet Inc.(GOOGcusip02079K107)	3.2K	QoQ +2.49% (-77) YoY +2.49% (+77)	All Managers (Combined)	$493.8K	0.2% ($493.8K/$310.5M)	QoQ -15.91% (-$93.5K) YoY +1.56% (+$7.6K)
(cusip464287788)✕	4.4K	QoQ 0.00% (+0) YoY +10.81% (+426)	All Managers (Combined)	$492.7K	0.2% ($492.7K/$310.5M)	QoQ +2.05% (+$9.9K) YoY +34.84% (+$127.3K)
MICROSOFT CORP(MSFTcusip594918104)	1.3K	QoQ +7.47% (-90) YoY +7.65% (-92)	All Managers (Combined)	$485.8K	0.2% ($485.8K/$310.5M)	QoQ -4.28% (-$21.7K) YoY -4.52% (-$23.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	862	QoQ -5.68% (-52) YoY +3.98% (+33)	All Managers (Combined)	$482.2K	0.2% ($482.2K/$310.5M)	QoQ -9.98% (-$53.5K) YoY +13.13% (+$56.0K)
(VBcusip922908751)	2.1K	QoQ -1.61% (-34) YoY -1.61% (-34)	All Managers (Combined)	$458.1K	0.1% ($458.1K/$310.5M)	QoQ -9.20% (-$46.5K) YoY -1.00% (-$4.7K)
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ -35.07% (-786) YoY -24.76% (-479)	All Managers (Combined)	$377.0K	0.1% ($377.0K/$310.5M)	QoQ -58.33% (-$527.9K) YoY +13.50% (-$44.9K)
(IWFcusip464287614)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$361.1K	0.1% ($361.1K/$310.5M)	QoQ -10.08% (-$40.5K) YoY +8.55% (+$28.4K)
(cusip92204A108)✕	1.1K	QoQ 0.00% (-0) YoY +2.61% (+27)	All Managers (Combined)	$344.7K	0.1% ($344.7K/$310.5M)	QoQ -13.28% (-$52.8K) YoY +8.60% (+$27.3K)