Instuitional Investor - Lpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Lpwm Llc |
| Portfolio Value | $310,457,207 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 610,041 | $56,605,687 | 18.23% | |
| 2. | IEF | 294,469 | $56,119,992 | 18.08% | |
| 3. | IEF | 211,974 | $26,702,305 | 8.6% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 318,829 | $16,142,312 | 5.2% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 193,071 | $14,605,851 | 4.7% |
