0001801101-20-000002.txt : 20200507 0001801101-20-000002.hdr.sgml : 20200507 20200507133205 ACCESSION NUMBER: 0001801101-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200507 DATE AS OF CHANGE: 20200507 EFFECTIVENESS DATE: 20200507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LPWM LLC CENTRAL INDEX KEY: 0001801101 IRS NUMBER: 833782204 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19714 FILM NUMBER: 20855588 BUSINESS ADDRESS: STREET 1: 121 S 8TH STREET STREET 2: SUITE 1110 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123385306 MAIL ADDRESS: STREET 1: 121 S 8TH STREET STREET 2: SUITE 1110 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801101 XXXXXXXX 03-31-2020 03-31-2020 LPWM LLC

121 S 8TH STREET SUITE 1110 MINNEAPOLIS MN 55402

13F HOLDINGS REPORT 028-19714 N DAVID BENNING (612) 315-2105 DAVID BENNING MINNEAPOLIS MN 05-07-2020 0 44 91805 false INFORMATION TABLE 2 13FLoganParkQ12020.xml ISHARES TR S&P 500 VAL ETF 464287408 18660 193875 SH SOLE 0 0 193875 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 18544 119886 SH SOLE 0 0 119886 ISHARES TR RUS MDCP VAL ETF 464287473 9541 148863 SH SOLE 0 0 148863 ISHARES TR CORE MSCI EAFE 46432F842 9087 182145 SH SOLE 0 0 182145 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5229 155853 SH SOLE 0 0 155853 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3574 73367 SH SOLE 0 0 73367 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 3083 75447 SH SOLE 0 0 75447 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2858 40913 SH SOLE 0 0 40913 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1679 9185 SH SOLE 0 0 9185 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1628 37945 SH SOLE 0 0 37945 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1530 19557 SH SOLE 0 0 19557 ISHARES TR CORE US AGGBD ET 464287226 1439 12470 SH SOLE 0 0 12470 ISHARES TR RUSSELL 2000 ETF 464287655 1371 11980 SH SOLE 0 0 11980 VANGUARD INDEX FDS TOTAL STK MKT 922908769 952 7385 SH SOLE 0 0 7385 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 941 10815 SH SOLE 0 0 10815 VANGUARD WORLD FDS INF TECH ETF 92204A702 883 4165 SH SOLE 0 0 4165 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 843 7190 SH SOLE 0 0 7190 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 711 8843 SH SOLE 0 0 8843 ISHARES TR RUS MID CAP ETF 464287499 711 16468 SH SOLE 0 0 16468 ISHARES TR NASDAQ BIOTECH 464287556 697 6471 SH SOLE 0 0 6471 VANGUARD INDEX FDS VALUE ETF 922908744 618 6937 SH SOLE 0 0 6937 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 582 11008 SH SOLE 0 0 11008 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 575 17237 SH SOLE 0 0 17237 VANGUARD INDEX FDS GROWTH ETF 922908736 424 2707 SH SOLE 0 0 2707 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 406 4991 SH SOLE 0 0 4991 ECOLAB INC COM 278865100 363 2331 SH SOLE 0 0 2331 3M CO COM 88579Y101 344 2523 SH SOLE 0 0 2523 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 338 4111 SH SOLE 0 0 4111 ISHARES TR RUS 1000 ETF 464287622 331 2336 SH SOLE 0 0 2336 ISHARES INC CORE MSCI EMKT 46434G103 330 8148 SH SOLE 0 0 8148 VANGUARD INDEX FDS LARGE CAP ETF 922908637 318 2683 SH SOLE 0 0 2683 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 308 6848 SH SOLE 0 0 6848 AMAZON COM INC COM 023135106 294 151 SH SOLE 0 0 151 ALPHABET INC CAP STK CL A 02079K305 281 242 SH SOLE 0 0 242 MEDTRONIC PLC SHS G5960L103 272 3019 SH SOLE 0 0 3019 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 272 4333 SH SOLE 0 0 4333 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 271 2990 SH SOLE 0 0 2990 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 267 1608 SH SOLE 0 0 1608 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 256 6244 SH SOLE 0 0 6244 SPDR S&P 500 ETF TR TR UNIT 78462F103 241 935 SH SOLE 0 0 935 APPLE INC COM 037833100 220 865 SH SOLE 0 0 865 AMERISOURCEBERGEN CORP COM 03073E105 219 2479 SH SOLE 0 0 2479 NVIDIA CORP COM 67066G104 210 795 SH SOLE 0 0 795 FORD MTR CO DEL COM 345370860 104 21598 SH SOLE 0 0 21598