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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
IVEIshares Tr
Recent Activity
Increased 0.96%
17.17%
$53.43M
279,915 shares@ $190.89 avg price
IWSIshares Tr
Recent Activity
Decreased -0.78%
8.43%
$26.217M
202,699 shares@ $129.34 avg price
IEFAIshares Tr
Recent Activity
Increased 19.28%
4.28%
$13.297M
189,203 shares@ $70.29 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 15.29%
3.88%
$12.066M
249,187 shares@ $48.43 avg price
LQDIshares Tr
Recent Activity
Increased 714.38%
3.35%
$10.415M
97,481 shares@ $106.84 avg price
AGGIshares Tr
Recent Activity
Decreased -41.14%
3.22%
$10.011M
103,310 shares@ $96.9 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 11.6%
2.98%
$9.271M
184,067 shares@ $50.38 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 6.46%
2.28%
$7.068M
81,008 shares@ $87.25 avg price
IWMIshares Tr
Recent Activity
Increased 1.08%
2.18%
$6.779M
30,679 shares@ $220.96 avg price