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Home > Institutional Investor > Lpwm Llc > Profile

Instuitional Investor - Lpwm Llc

Fund Profile
Filing Period:
Fund Name: Lpwm Llc
Portfolio Value $396,337,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 660,553 $72,456,099 18.28%
2.
Ishares Trust
 IEF 331,900 $70,080,747 17.68%
3.
Ishares Trust
 IEF 226,691 $33,037,978 8.34%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 509,362 $25,778,811 6.5%
5.
Ishares Trust
 VLUE 213,995 $19,372,948 4.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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