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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
VOXVanguard World Fd
Recent Activity
Increased 2.44%
0.26%
$807,032
5,208 shares@ $154.97 avg price
VHTVanguard World Fd
Recent Activity
Increased 4.56%
0.24%
$746,102
2,941 shares@ $253.69 avg price
VVVanguard Index Fds
Recent Activity
0.23%
$695,287
2,578 shares@ $269.71 avg price
ICVTIshares Tr
Recent Activity
Decreased -77.61%
0.22%
$684,178
8,052 shares@ $84.97 avg price
VXFVanguard Index Fds
Recent Activity
0.22%
$663,600
3,493 shares@ $189.98 avg price
XLVSelect Sector Spdr Tr
Recent Activity
0.21%
$643,840
4,680 shares@ $137.58 avg price
TIPIshares Tr
Recent Activity
Decreased -6.81%
0.21%
$638,365
5,991 shares@ $106.56 avg price
GOOGAlphabet Inc
Recent Activity
0.19%
$587,317
3,084 shares@ $190.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.63%
0.19%
$583,825
1,142 shares@ $511.24 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -33.05%
0.18%
$551,037
6,433 shares@ $85.66 avg price