David Benning

@Lpwm Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$311.325M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTEBVanguard Mun Bd Fds Recent Activity Increased 1.49%	0.28%	$841,783 16,792 shares@ $50.14 avg price	Increased 1.49%
VOXVanguard World Fd Recent Activity Increased 2.44%	0.26%	$807,032 5,208 shares@ $154.97 avg price	Increased 2.44%
VHTVanguard World Fd Recent Activity Increased 4.56%	0.24%	$746,102 2,941 shares@ $253.69 avg price	Increased 4.56%
QQQInvesco Qqq Tr Recent Activity Increased 3.63%	0.19%	$583,825 1,142 shares@ $511.24 avg price	Increased 3.63%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 12.01%	0.18%	$535,677 914 shares@ $586.08 avg price	Increased 12.01%
IYFIshares Tr Recent Activity Increased 10.82%	0.16%	$482,792 4,366 shares@ $110.58 avg price	Increased 10.82%
UNHUnitedhealth Group Inc Recent Activity Increased 80.8%	0.15%	$438,075 866 shares@ $505.87 avg price	Increased 80.8%
VCRVanguard World Fd Recent Activity Increased 5.17%	0.13%	$397,527 1,059 shares@ $375.38 avg price	Increased 5.17%