| |
|
|
| Name: |
LPWM LLC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
4 |
- |
$96.55 |
$15,796,000 |
164,957 |
5.8% |
-907,000 |
-5,130 |
0.002 |
Closed - End Fund - E... |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
7 |
- |
$0.00 |
$8,640,000 |
171,873 |
3.17% |
-84,000 |
-1,744 |
0.019 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
22 |
- |
$913.56 |
$2,719,000 |
3,124 |
1% |
1,117,000 |
-138 |
0 |
Semiconductor - Speci... |
|
|
VONV |
Vanguard Russell 1000 Value... |
28 |
- |
$77.92 |
$1,716,000 |
22,369 |
0.63% |
89,000 |
-156 |
0.024 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
32 |
- |
$53.97 |
$1,083,000 |
20,896 |
0.4% |
6,000 |
-780 |
0 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
36 |
- |
$50.22 |
$796,000 |
15,982 |
0.29% |
-19,000 |
-53 |
0.001 |
N/A |
|
|
AAPL |
Apple Inc |
39 |
- |
$187.43 |
$719,000 |
4,288 |
0.26% |
-220,000 |
-896 |
0 |
Personal Computers |
|
|
TIP |
iShares Lehman TIPS Bond |
42 |
- |
$106.29 |
$686,000 |
6,481 |
0.25% |
-35,000 |
-273 |
0 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
44 |
- |
$144.06 |
$594,000 |
4,195 |
0.22% |
1,000 |
-65 |
0 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
59 |
- |
$71.65 |
$314,000 |
4,418 |
0.12% |
-43,000 |
-489 |
0 |
Closed - End Fund - E... |
|
|
SCZ |
ISHARES MSCI EAFE SM |
63 |
- |
$64.04 |
$252,000 |
4,032 |
0.09% |
-9,000 |
-275 |
0.005 |
Closed - End Fund - E... |
|
|
MMM |
3M Co |
67 |
- |
$100.08 |
$224,000 |
2,414 |
0.08% |
-77,000 |
-355 |
0 |
Conglomerates |
|
