Notify me when LPWM LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 87 | $396,433,373 | +$21,527,868 | -$3,227,196 | +$18,300,672 | VONG, IVE, IWS, IEFA, JPST | 13F-HR | 06 Jan 2026, 15:49 |
| Q3 2025 | 84 | $374,843,908 | +$11,204,398 | -$1,738,021 | +$9,466,377 | VONG, IVE, IWS, JPST, IEFA | 13F-HR | 17 Oct 2025, 15:46 |
| Q2 2025 | 83 | $342,831,626 | +$19,596,844 | -$10,586,672 | +$9,010,172 | VONG, IVE, IWS, JPST, IEFA | 13F-HR | 08 Jul 2025, 16:56 |
| Q1 2025 | 84 | $310,457,207 | +$20,085,071 | -$11,874,406 | +$8,210,665 | VONG, IVE, IWS, JPST, IEFA | 13F-HR | 14 Apr 2025, 10:03 |
| Q4 2024 | 78 | $311,324,970 | +$21,674,915 | -$17,495,538 | +$4,179,377 | VONG, IVE, IWS, IEFA, VTIP | 13F-HR | 14 Jan 2025, 06:08 |
| Q3 2024 | 77 | $305,439,761 | +$8,029,899 | -$1,542,369 | +$6,487,530 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 07 Oct 2024, 09:59 |
| Q2 2024 | 77 | $289,016,660 | +$8,954,552 | -$942,117 | +$8,012,435 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 15 Jul 2024, 09:42 |
| Q1 2024 | 72 | $272,339,668 | +$5,493,478 | -$1,258,891 | +$4,234,587 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 15 Apr 2024, 12:28 |
| Q4 2023 | 70 | $252,959,138 | +$15,368,176 | -$4,964,222 | +$10,403,954 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 12 Jan 2024, 17:27 |
| Q3 2023 | 67 | $222,393,968 | +$7,434,595 | -$1,714,607 | +$5,719,988 | VONG, IVE, IWS, AGG, JPST | 13F-HR | 10 Oct 2023, 11:35 |
| Q2 2023 | 67 | $226,656,007 | +$17,491,388 | -$10,082,347 | +$7,409,041 | VONG, IVE, IWS, AGG, JPST | 13F-HR | 14 Jul 2023, 11:25 |
| Q1 2023 | 68 | $208,003,932 | +$21,258,689 | -$4,391,342 | +$16,867,347 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 10 Apr 2023, 13:59 |
| Q4 2022 | 59 | $185,877,102 | +$6,924,821 | -$5,913,458 | +$1,011,363 | IVE, VONG, IWS, AGG, IEFA | 13F-HR | 25 Jan 2023, 13:16 |
| Q3 2022 | 58 | $167,791,000 | +$5,743,842 | -$3,216,646 | +$2,527,196 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 08 Nov 2022, 10:52 |
| Q2 2022 | 61 | $179,352,000 | +$14,193,209 | -$10,775,068 | +$3,418,141 | VONG, IVE, IWS, AGG, IEFA | 13F-HR | 12 Aug 2022, 17:57 |
| Q1 2022 | 66 | $200,842,000 | +$27,692,256 | -$4,836,524 | +$22,855,732 | VONG, IVE, IWS, IEFA, AGG | 13F-HR | 13 Apr 2022, 17:02 |
| Q4 2021 | 67 | $188,491,000 | +$10,179,707 | -$287,271 | +$9,892,436 | VONG, IVE, IWS, IEFA, IWM | 13F-HR | 14 Feb 2022, 13:11 |
| Q3 2021 | 61 | $168,385,000 | +$4,547,192 | -$626,197 | +$3,920,995 | VONG, IVE, IWS, IEFA, IWM | 13F-HR | 13 Oct 2021, 08:57 |
| Q2 2021 | 63 | $166,556,000 | +$42,799,866 | -$5,273,439 | +$37,526,427 | VONG, IVE, IWS, IEFA, IWM | 13F-HR | 13 Aug 2021, 11:41 |
| Q1 2021 | 57 | $148,721,000 | +$5,787,750 | -$1,076,332 | +$4,711,418 | VONG, IVE, IWS, IEFA, VTIP | 13F-HR | 17 May 2021, 17:25 |
| Q4 2020 | 53 | $133,973,000 | +$7,582,054 | -$12,069,119 | -$4,487,065 | VONG, IVE, IWS, IEFA, VTIP | 13F-HR | 16 Feb 2021, 08:09 |
| Q3 2020 | 49 | $123,212,000 | +$5,417,763 | -$298,842 | +$5,118,921 | VONG, IVE, IWS, IEFA, VWO | 13F-HR | 16 Nov 2020, 11:09 |
| Q2 2020 | 45 | $109,607,000 | +$4,927,316 | -$3,400,392 | +$1,526,924 | VONG, IVE, IWS, IEFA, VWO | 13F-HR | 13 Aug 2020, 14:21 |
| Q1 2020 | 44 | $91,805,000 | +$12,160,909 | -$4,624,051 | +$7,536,858 | IVE, VONG, IWS, IEFA, VWO | 13F-HR | 07 May 2020, 13:32 |
| Q4 2019 | 43 | $108,164,000 | $0 | $0 | $0 | IVE, VONG, IEFA, IWS, VWO | 13F-HR | 30 Jan 2020, 12:39 |