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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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 12.92%
1.96%
$6.077M
137,986 shares@ $44.05 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
VNQVanguard Index Fds
Recent Activity
Increased 9.19%
1.65%
$5.12M
57,479 shares@ $89.09 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.59%
1.32%
$4.107M
9,060 shares@ $453.29 avg price
EMXCIshares Inc
Recent Activity
Increased 13.54%
1.29%
$4.007M
72,261 shares@ $55.45 avg price
EELVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 20.63%
1.26%
$3.906M
166,861 shares@ $23.41 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.5%
1.25%
$3.877M
28,869 shares@ $134.3 avg price
IWRIshares Tr
Recent Activity
Increased 2.45%
1.22%
$3.796M
42,945 shares@ $88.4 avg price