Instuitional Investor - Lpwm Llc
Fund Profile
Filing Period:
Fund Name: | Lpwm Llc |
Portfolio Value | $342,831,626 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 629,957 | $68,791,265 | 20.07% | |
2. | IEF | 307,687 | $60,128,286 | 17.54% | |
3. | IEF | 221,668 | $29,291,239 | 8.54% | |
4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 354,315 | $17,956,684 | 5.24% | |
5. | Ishares Tr - CORE MSCI EAFE | 184,640 | $15,413,780 | 4.5% |