0001801101-21-000004.txt : 20211013 0001801101-21-000004.hdr.sgml : 20211013 20211013085740 ACCESSION NUMBER: 0001801101-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211013 DATE AS OF CHANGE: 20211013 EFFECTIVENESS DATE: 20211013 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: 211320240 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 09-30-2021 09-30-2021 LPWM LLC

121 S 8TH STREET SUITE 1110 MINNEAPOLIS MN 55402

13F HOLDINGS REPORT 028-19714 N David M. Benning 6123385306 David M. Benning Minneapolis MN 10-13-2021 0 61 168385 false INFORMATION TABLE 2 13FLoganParkQ32021.xml VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 202 3300 SH SOLE 0 0 3300 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 220 2701 SH SOLE 0 0 2701 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 235 2620 SH SOLE 0 0 2620 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 243 748 SH SOLE 0 0 748 BROADCOM INC COM 11135F101 244 500 SH SOLE 0 0 500 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 245 2341 SH SOLE 0 0 2341 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 246 1718 SH SOLE 0 0 1718 XCEL ENERGY INC COM 98389B100 248 3963 SH SOLE 0 0 3963 SELECT SECTOR SPDR TR ENERGY 81369Y506 249 4625 SH SOLE 0 0 4625 CISCO SYS INC COM 17275R102 252 4575 SH SOLE 0 0 4575 MICROSOFT CORP COM 594918104 254 878 SH SOLE 0 0 878 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 270 2117 SH SOLE 0 0 2117 VANGUARD INDEX FDS SM CP VAL ETF 922908611 273 1583 SH SOLE 0 0 1583 UNITEDHEALTH GROUP INC COM 91324P102 276 703 SH SOLE 0 0 703 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 302 3760 SH SOLE 0 0 3760 ISHARES TR EAFE SML CP ETF 464288273 321 4299 SH SOLE 0 0 4299 ECOLAB INC COM 278865100 323 1510 SH SOLE 0 0 1510 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 325 1039 SH SOLE 0 0 1039 SPDR S&P 500 ETF TR TR UNIT 78462F103 361 832 SH SOLE 0 0 832 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 377 4603 SH SOLE 0 0 4603 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 384 3736 SH SOLE 0 0 3736 VANGUARD INDEX FDS SMALL CP ETF 922908751 409 1842 SH SOLE 0 0 1842 ISHARES TR RUS 1000 ETF 464287622 418 1710 SH SOLE 0 0 1710 3M CO COM 88579Y101 456 2579 SH SOLE 0 0 2579 MEDTRONIC PLC SHS G5960L103 486 3820 SH SOLE 0 0 3820 AMAZON COM INC COM 023135106 512 156 SH SOLE 0 0 156 VANGUARD INDEX FDS LARGE CAP ETF 922908637 524 2578 SH SOLE 0 0 2578 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 553 2993 SH SOLE 0 0 2993 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 584 2358 SH SOLE 0 0 2358 ALPHABET INC CAP STK CL A 02079K305 606 222 SH SOLE 0 0 222 NVIDIA CORPORATION COM 67066G104 647 3121 SH SOLE 0 0 3121 APPLE INC COM 037833100 698 4890 SH SOLE 0 0 4890 ISHARES TR CORE US AGGBD ET 464287226 727 6324 SH SOLE 0 0 6324 SPDR SER TR S&P 600 SMCP VAL 78464A300 744 8890 SH SOLE 0 0 8890 ISHARES TR TIPS BD ETF 464287176 777 6076 SH SOLE 0 0 6076 US BANCORP DEL COM NEW 902973304 783 12892 SH SOLE 0 0 12892 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 823 15046 SH SOLE 0 0 15046 ISHARES TR ISHARES BIOTECH 464287556 882 5549 SH SOLE 0 0 5549 VANGUARD INDEX FDS GROWTH ETF 922908736 916 3123 SH SOLE 0 0 3123 ISHARES TR S&P 500 GRWT ETF 464287309 932 12473 SH SOLE 0 0 12473 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1214 8011 SH SOLE 0 0 8011 ISHARES INC CORE MSCI EMKT 46434G103 1251 20247 SH SOLE 0 0 20247 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1373 19731 SH SOLE 0 0 19731 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1513 6723 SH SOLE 0 0 6723 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1553 10969 SH SOLE 0 0 10969 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1578 7792 SH SOLE 0 0 7792 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1591 31800 SH SOLE 0 0 31800 VANGUARD WORLD FDS INF TECH ETF 92204A702 1683 4137 SH SOLE 0 0 4137 ISHARES TR RUS MID CAP ETF 464287499 1905 24060 SH SOLE 0 0 24060 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2069 40850 SH SOLE 0 0 40850 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2250 40009 SH SOLE 0 0 40009 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2562 9294 SH SOLE 0 0 9294 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2746 20481 SH SOLE 0 0 20481 VANGUARD INDEX FDS VALUE ETF 922908744 2784 20325 SH SOLE 0 0 20325 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3850 37300 SH SOLE 0 0 37300 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6731 129944 SH SOLE 0 0 129944 ISHARES TR RUSSELL 2000 ETF 464287655 7718 34721 SH SOLE 0 0 34721 ISHARES TR CORE MSCI EAFE 46432F842 13989 188094 SH SOLE 0 0 188094 ISHARES TR RUS MDCP VAL ETF 464287473 17387 151234 SH SOLE 0 0 151234 ISHARES TR S&P 500 VAL ETF 464287408 33473 227077 SH SOLE 0 0 227077 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 40838 573161 SH SOLE 0 0 573161