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David Benning

@Lpwm Llc

Latest period2024 - Q4ReportedManaged Assets$311.325MTotal holdings78
Assets growth rate1.93%Assets growth rate (2-Q avg)3.7%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lpwm Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Lpwm Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.325M in assets, with a quarterly growth rate of 1.93% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by David Benning, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -7.67%
20.58%
$64.059M
620,125 shares@ $103.3 avg price
IWSIshares Tr
Recent Activity
Decreased -0.78%
8.43%
$26.217M
202,699 shares@ $129.34 avg price
AGGIshares Tr
Recent Activity
Decreased -41.14%
3.22%
$10.011M
103,310 shares@ $96.9 avg price
MUBIshares Tr
Recent Activity
Decreased -7.67%
1.87%
$5.795M
54,384 shares@ $106.55 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Decreased -3.65%
1.77%
$5.48M
20,545 shares@ $266.72 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.54%
1.66%
$5.143M
30,375 shares@ $169.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.59%
1.32%
$4.107M
9,060 shares@ $453.29 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.5%
1.25%
$3.877M
28,869 shares@ $134.3 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.89%
0.82%
$2.537M
53,057 shares@ $47.82 avg price
IVWIshares Tr
Recent Activity
Decreased -0.99%
0.65%
$2.002M
19,717 shares@ $101.53 avg price