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| Name: |
LPWM LLC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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data |
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| Holdings
Found :
19 |
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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 |
|
VGT |
Vanguard I T VIPERS |
29 |
- |
$524.12 |
$1,687,000 |
3,281 |
0.62% |
170,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
31 |
- |
$187.07 |
$1,161,000 |
6,244 |
0.43% |
254,000 |
0 |
0 |
Internet Software & S... |
|
|
GOOGL |
Alphabet Inc |
40 |
- |
$170.34 |
$706,000 |
4,520 |
0.26% |
92,000 |
0 |
0 |
Search Engines & Info... |
|
|
VOX |
Vanguard Telecom Services ETF |
41 |
- |
$132.84 |
$687,000 |
5,212 |
0.25% |
81,000 |
0 |
0.019 |
Closed - End Fund - E... |
|
|
VV |
Vanguard Large Cap VIPERS |
43 |
- |
$239.97 |
$608,000 |
2,578 |
0.22% |
54,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
VXF |
Vanguard Extended Market VI... |
45 |
- |
$172.45 |
$592,000 |
3,493 |
0.22% |
38,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
46 |
- |
$416.56 |
$509,000 |
1,202 |
0.19% |
67,000 |
0 |
0 |
Application Software |
|
|
IWB |
ishares trust Russell 1000 |
49 |
- |
$287.60 |
$467,000 |
1,650 |
0.17% |
42,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IYF |
iShares Dow Jones US Financ... |
53 |
- |
$95.35 |
$365,000 |
3,940 |
0.13% |
27,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
VCR |
Vanguard Cnsmr Discre VIPERs |
57 |
- |
$310.89 |
$317,000 |
1,032 |
0.12% |
14,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
ECL |
Ecolab Inc |
60 |
- |
$231.90 |
$294,000 |
1,324 |
0.11% |
35,000 |
0 |
0 |
Cleaning Products |
|
|
PHO |
Invesco Water Resource Port |
61 |
- |
$68.20 |
$288,000 |
4,447 |
0.11% |
27,000 |
0 |
0.016 |
Closed - End Fund - Debt |
|
|
FCX |
Freeport McMoRan Copper & G... |
62 |
- |
$53.48 |
$264,000 |
5,185 |
0.1% |
49,000 |
0 |
0 |
Copper |
|
|
ITA |
iShares Dow Jones US Aerosp... |
64 |
- |
$0.00 |
$252,000 |
1,953 |
0.09% |
10,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MA |
MasterCard Inc A |
65 |
- |
$454.20 |
$250,000 |
532 |
0.09% |
27,000 |
0 |
0 |
Business Services |
|
|
UNH |
Unitedhealth Group Inc |
68 |
- |
$513.88 |
$220,000 |
489 |
0.08% |
-43,000 |
0 |
0 |
Health Care Plans |
|
|
ICLN |
iShares S&P Global Clean En... |
70 |
- |
$14.11 |
$190,000 |
13,770 |
0.07% |
-14,000 |
0 |
0.012 |
Closed - End Fund - Debt |
|
|
FAN |
First Trust Global Wind Energy |
71 |
- |
$16.83 |
$164,000 |
10,765 |
0.06% |
-9,000 |
0 |
0.073 |
Closed - End Fund - E... |
|
|
OSA |
Prosomnus, Inc. |
72 |
- |
$0.00 |
$38,000 |
67,265 |
0.01% |
-14,000 |
0 |
0.419 |
N/A |
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