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
Chief Compliance officer
(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