test

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
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 24.25%
1.15%
$3.574M
90,355 shares@ $39.57 avg price
VOEVanguard Index Fds
Recent Activity
Increased 1.18%
1.12%
$3.464M
21,412 shares@ $161.78 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 14.86%
0.96%
$2.976M
25,994 shares@ $114.49 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 7.69%
0.84%
$2.605M
51,368 shares@ $50.71 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
VGTVanguard World Fd
Recent Activity
Decreased -1.06%
0.64%
$1.972M
3,172 shares@ $621.81 avg price
BILSpdr Ser Tr
Recent Activity
Increased 216.95%
0.63%
$1.939M
21,210 shares@ $91.43 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -9.38%
0.63%
$1.933M
6,670 shares@ $289.84 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -11.53%
0.52%
$1.59M
19,572 shares@ $81.25 avg price