0001801101-22-000001.txt : 20220214 0001801101-22-000001.hdr.sgml : 20220214 20220214131128 ACCESSION NUMBER: 0001801101-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22628657 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 12-31-2021 12-31-2021 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 02-14-2022 0 67 188491 false INFORMATION TABLE 2 13FLoganParkQ42021.xml VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 46038 586173 SH SOLE 0 0 586173 ISHARES TR S&P 500 VAL ETF 464287408 37084 236761 SH SOLE 0 0 236761 ISHARES TR RUS MDCP VAL ETF 464287473 19458 158996 SH SOLE 0 0 158996 ISHARES TR CORE MSCI EAFE 46432F842 14639 196135 SH SOLE 0 0 196135 ISHARES TR RUSSELL 2000 ETF 464287655 7981 35878 SH SOLE 0 0 35878 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7261 141265 SH SOLE 0 0 141265 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4432 38207 SH SOLE 0 0 38207 VANGUARD INDEX FDS VALUE ETF 922908744 3119 21202 SH SOLE 0 0 21202 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2927 21849 SH SOLE 0 0 21849 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2779 9294 SH SOLE 0 0 9294 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2508 49110 SH SOLE 0 0 49110 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2260 41899 SH SOLE 0 0 41899 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2186 9990 SH SOLE 0 0 9990 ISHARES TR RUS MID CAP ETF 464287499 2062 24843 SH SOLE 0 0 24843 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1895 38317 SH SOLE 0 0 38317 VANGUARD WORLD FDS INF TECH ETF 92204A702 1761 3844 SH SOLE 0 0 3844 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1716 7106 SH SOLE 0 0 7106 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1680 11173 SH SOLE 0 0 11173 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1606 21782 SH SOLE 0 0 21782 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1375 7911 SH SOLE 0 0 7911 ISHARES INC CORE MSCI EMKT 46434G103 1287 21505 SH SOLE 0 0 21505 ISHARES TR CORE US AGGBD ET 464287226 1281 11230 SH SOLE 0 0 11230 ISHARES TR S&P 500 GRWT ETF 464287309 1121 13394 SH SOLE 0 0 13394 SPDR SER TR S&P 600 SMCP VAL 78464A300 1093 12896 SH SOLE 0 0 12896 ISHARES TR TIPS BD ETF 464287176 992 7677 SH SOLE 0 0 7677 VANGUARD INDEX FDS GROWTH ETF 922908736 957 2981 SH SOLE 0 0 2981 NVIDIA CORPORATION COM 67066G104 918 3121 SH SOLE 0 0 3121 APPLE INC COM 037833100 868 4891 SH SOLE 0 0 4891 ISHARES TR ISHARES BIOTECH 464287556 832 5449 SH SOLE 0 0 5449 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 826 15046 SH SOLE 0 0 15046 US BANCORP DEL COM NEW 902973304 700 12458 SH SOLE 0 0 12458 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 663 2488 SH SOLE 0 0 2488 ALPHABET INC CAP STK CL A 02079K305 643 222 SH SOLE 0 0 222 VANGUARD INDEX FDS LARGE CAP ETF 922908637 570 2578 SH SOLE 0 0 2578 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 547 2993 SH SOLE 0 0 2993 AMAZON COM INC COM 023135106 520 156 SH SOLE 0 0 156 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 464 5743 SH SOLE 0 0 5743 3M CO COM 88579Y101 454 2557 SH SOLE 0 0 2557 ISHARES TR RUS 1000 ETF 464287622 452 1710 SH SOLE 0 0 1710 VANGUARD INDEX FDS SMALL CP ETF 922908751 416 1842 SH SOLE 0 0 1842 MEDTRONIC PLC SHS G5960L103 400 3867 SH SOLE 0 0 3867 SPDR S&P 500 ETF TR TR UNIT 78462F103 395 832 SH SOLE 0 0 832 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 375 3492 SH SOLE 0 0 3492 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 372 1091 SH SOLE 0 0 1091 ISHARES TR NATIONAL MUN ETF 464288414 364 3131 SH SOLE 0 0 3131 ECOLAB INC COM 278865100 354 1510 SH SOLE 0 0 1510 UNITEDHEALTH GROUP INC COM 91324P102 353 703 SH SOLE 0 0 703 VANGUARD INDEX FDS SM CP VAL ETF 922908611 348 1947 SH SOLE 0 0 1947 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 341 3760 SH SOLE 0 0 3760 BROADCOM INC COM 11135F101 333 500 SH SOLE 0 0 500 ISHARES TR EAFE SML CP ETF 464288273 329 4504 SH SOLE 0 0 4504 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 310 748 SH SOLE 0 0 748 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 300 2128 SH SOLE 0 0 2128 MICROSOFT CORP COM 594918104 295 878 SH SOLE 0 0 878 CISCO SYS INC COM 17275R102 290 4575 SH SOLE 0 0 4575 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 262 2341 SH SOLE 0 0 2341 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 260 3202 SH SOLE 0 0 3202 SELECT SECTOR SPDR TR ENERGY 81369Y506 257 4625 SH SOLE 0 0 4625 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 250 2785 SH SOLE 0 0 2785 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 246 1818 SH SOLE 0 0 1818 ALPHABET INC CAP STK CL C 02079K107 220 76 SH SOLE 0 0 76 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 219 3580 SH SOLE 0 0 3580 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 218 2800 SH SOLE 0 0 2800 CVS HEALTH CORP COM 126650100 214 2075 SH SOLE 0 0 2075 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 207 3989 SH SOLE 0 0 3989 AMERISOURCEBERGEN CORP COM 03073E105 360 2706 SH SOLE 0 0 2706 XCEL ENERGY INC COM 98389B100 248 3663 SH SOLE 0 0 3663