Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lpwm Llc > Profile

Instuitional Investor - Lpwm Llc

Fund Profile
Filing Period:
Fund Name: Lpwm Llc
Portfolio Value $450,719,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 682,435 $87,221,988 19.35%
2.
Vanguard Index Fds - VALUE ETF
 314,012 $68,432,577 15.18%
3.
Ishares Trust
 IEF 216,410 $35,621,013 7.9%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 546,360 $27,629,447 6.13%
5.
Ishares Trust
 HYG 226,644 $21,889,312 4.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.