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Home > Institutional Investor > Lpwm Llc > Profile

Instuitional Investor - Lpwm Llc

Fund Profile
Filing Period:
Fund Name: Lpwm Llc
Portfolio Value $252,959,138
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 654,845 $49,683,093 19.64%
2.
Ishares Trust
 IEF 263,188 $45,736,815 18.08%
3.
Ishares Trust
 IEF 192,925 $22,064,809 8.72%
4.
Ishares Trust
 IEF 170,087 $16,702,543 6.6%
5.
Ishares Tr
 149,954 $10,376,796 4.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)