0001801101-20-000004.txt : 20201116 0001801101-20-000004.hdr.sgml : 20201116 20201116110958 ACCESSION NUMBER: 0001801101-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201314595 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 true false 0001801101 XXXXXXXX 09-30-2020 09-30-2020 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 11-16-2020 0 51 123210 false INFORMATION TABLE 2 13FLoganParkQ22020V2.xml LPWM VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 291 3580 SH SOLE 0 0 3580 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1765 35925 SH SOLE 0 0 35925 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1371 33321 SH SOLE 0 0 33321 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 248 3950 SH SOLE 0 0 3950 SPDR S&P 500 ETF TR TR UNIT 78462F103 4 100 SH Put SOLE 0 0 100 SPDR S&P 500 ETF TR TR UNIT 78462F103 303 898 SH SOLE 0 0 898 VANGUARD INDEX FDS LARGE CAP ETF 922908637 423 2683 SH SOLE 0 0 2683 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 28336 125423 SH SOLE 0 0 125423 ISHARES TR TIPS BD ETF 464287176 207 1643 SH SOLE 0 0 1643 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1253 8030 SH SOLE 0 0 8030 AMAZON COM INC COM 023135106 490 152 SH SOLE 0 0 152 APPLE INC COM 037833100 469 4017 SH SOLE 0 0 4017 ISHARES TR EAFE SML CP ETF 464288273 211 3549 SH SOLE 0 0 3549 VANGUARD INDEX FDS GROWTH ETF 922908736 728 3157 SH SOLE 0 0 3157 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 387 4671 SH SOLE 0 0 4671 SPDR SER TR S&P 600 SMCP VAL 78464A300 3365 66188 SH SOLE 0 0 66188 VANGUARD INDEX FDS VALUE ETF 922908744 1588 15188 SH SOLE 0 0 15188 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 237 988 SH SOLE 0 0 988 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1978 9330 SH SOLE 0 0 9330 ISHARES INC CORE MSCI EMKT 46434G103 939 17614 SH SOLE 0 0 17614 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3141 38994 SH SOLE 0 0 38994 ISHARES TR NASDAQ BIOTECH 464287556 895 6550 SH SOLE 0 0 6550 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 412 2024 SH SOLE 0 0 2024 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 510 5784 SH SOLE 0 0 5784 ISHARES TR RUS MDCP VAL ETF 464287473 11890 145992 SH SOLE 0 0 145992 VANGUARD INDEX FDS SMALL CP ETF 922908751 276 1769 SH SOLE 0 0 1769 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1034 9932 SH SOLE 0 0 9932 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1134 9613 SH SOLE 0 0 9613 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1312 7642 SH SOLE 0 0 7642 ISHARES TR CORE US AGGBD ET 464287226 2111 17884 SH SOLE 0 0 17884 NVIDIA CORPORATION COM 67066G104 452 830 SH SOLE 0 0 830 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1846 17330 SH SOLE 0 0 17330 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 395 2990 SH SOLE 0 0 2990 3M CO COM 88579Y101 371 2336 SH SOLE 0 0 2336 ECOLAB INC COM 278865100 437 2218 SH SOLE 0 0 2218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1083 10649 SH SOLE 0 0 10649 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4506 88804 SH SOLE 0 0 88804 ISHARES TR S&P 500 GRWT ETF 464287309 441 1890 SH SOLE 0 0 1890 ISHARES TR CORE MSCI EAFE 46432F842 11091 182836 SH SOLE 0 0 182836 ISHARES TR RUS 1000 ETF 464287622 423 2246 SH SOLE 0 0 2246 ISHARES TR RUSSELL 2000 ETF 464287655 1695 11137 SH SOLE 0 0 11137 MICROSOFT CORP COM 594918104 218 1028 SH SOLE 0 0 1028 ISHARES TR S&P 500 VAL ETF 464287408 22061 195973 SH SOLE 0 0 195973 ISHARES TR RUS MID CAP ETF 464287499 924 15950 SH SOLE 0 0 15950 VANGUARD WORLD FDS INF TECH ETF 92204A702 1472 4669 SH SOLE 0 0 4669 ALPHABET INC CAP STK CL A 02079K305 365 245 SH SOLE 0 0 245 AMERISOURCEBERGEN CORP COM 03073E105 238 2501 SH SOLE 0 0 2501 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6682 153196 SH SOLE 0 0 153196 SPDR S&P 500 ETF TR TR UNIT 78462F103 3 100 SH Put SOLE 0 0 100 MEDTRONIC PLC SHS G5960L103 408 3984 SH SOLE 0 0 3984 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 800 14717 SH SOLE 0 0 14717