0001801101-23-000001.txt : 20230125 0001801101-23-000001.hdr.sgml : 20230125 20230125131655 ACCESSION NUMBER: 0001801101-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 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: 23551658 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 X0202 13F-HR LIVE false false false 0001801101 XXXXXXXX 12-31-2022 12-31-2022 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 01-25-2023 0 59 185877102 false INFORMATION TABLE 2 13FLoganParkQ42022.xml ISHARES TR S&P 500 VAL ETF 464287408 36547490 242937 SH SOLE 0 0 242937 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 36380545 650001 SH SOLE 0 0 650001 ISHARES TR RUS MDCP VAL ETF 464287473 18885212 172831 SH SOLE 0 0 172831 ISHARES TR CORE US AGGBD ET 464287226 10675022 107872 SH SOLE 0 0 107872 ISHARES TR CORE MSCI EAFE 46432F842 9697155 150741 SH SOLE 0 0 150741 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8135375 173870 SH SOLE 0 0 173870 SPDR SER TR S&P 600 SMCP VAL 78464A300 6162175 79175 SH SOLE 0 0 79175 ISHARES TR RUSSELL 2000 ETF 464287655 4552235 25219 SH SOLE 0 0 25219 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4333241 104415 SH SOLE 0 0 104415 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3551504 41985 SH SOLE 0 0 41985 VANGUARD INDEX FDS VALUE ETF 922908744 3177205 22210 SH SOLE 0 0 22210 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2814566 8897 SH SOLE 0 0 8897 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 2794364 117115 SH SOLE 0 0 117115 ISHARES INC MSCI EMRG CHN 46434G764 2787214 55856 SH SOLE 0 0 55856 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2610841 14692 SH SOLE 0 0 14692 ISHARES TR CONV BD ETF 46435G102 2412408 34045 SH SOLE 0 0 34045 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2331339 54739 SH SOLE 0 0 54739 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2206229 20602 SH SOLE 0 0 20602 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1981602 39482 SH SOLE 0 0 39482 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1977808 14099 SH SOLE 0 0 14099 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1798198 41036 SH SOLE 0 0 41036 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1393376 20392 SH SOLE 0 0 20392 ISHARES TR NATIONAL MUN ETF 464288414 1370864 12819 SH SOLE 0 0 12819 ISHARES TR RUS MID CAP ETF 464287499 1307612 18761 SH SOLE 0 0 18761 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1143102 5843 SH SOLE 0 0 5843 ISHARES INC CORE MSCI EMKT 46434G103 984972 19731 SH SOLE 0 0 19731 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 830459 3369 SH SOLE 0 0 3369 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 801483 6313 SH SOLE 0 0 6313 VANGUARD WORLD FDS INF TECH ETF 92204A702 779172 2389 SH SOLE 0 0 2389 ISHARES TR S&P 500 GRWT ETF 464287309 686775 11662 SH SOLE 0 0 11662 ISHARES TR TIPS BD ETF 464287176 674615 6263 SH SOLE 0 0 6263 SELECT SECTOR SPDR TR ENERGY 81369Y506 604985 6885 SH SOLE 0 0 6885 APPLE INC COM 037833100 604750 4626 SH SOLE 0 0 4626 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 531333 10578 SH SOLE 0 0 10578 NVIDIA CORPORATION COM 67066G104 520417 3271 SH SOLE 0 0 3271 US BANCORP DEL COM NEW 902973304 487970 10458 SH SOLE 0 0 10458 VANGUARD INDEX FDS GROWTH ETF 922908736 478394 2195 SH SOLE 0 0 2195 VANGUARD INDEX FDS LARGE CAP ETF 922908637 458368 2578 SH SOLE 0 0 2578 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 443527 3228 SH SOLE 0 0 3228 AMAZON COM INC COM 023135106 399922 4450 SH SOLE 0 0 4450 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 392664 2919 SH SOLE 0 0 2919 ALPHABET INC CAP STK CL A 02079K305 371364 4200 SH SOLE 0 0 4200 AMERISOURCEBERGEN CORP COM 03073E105 365523 2185 SH SOLE 0 0 2185 3M CO COM 88579Y101 362769 2831 SH SOLE 0 0 2831 ISHARES TR RUS 1000 ETF 464287622 354729 1650 SH SOLE 0 0 1650 SPDR S&P 500 ETF TR TR UNIT 78462F103 332774 852 SH SOLE 0 0 852 VANGUARD INDEX FDS SMALL CP ETF 922908751 331656 1744 SH SOLE 0 0 1744 VANGUARD INDEX FDS SM CP VAL ETF 922908611 327096 1990 SH SOLE 0 0 1990 UNITEDHEALTH GROUP INC COM 91324P102 303264 624 SH SOLE 0 0 624 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 292450 3580 SH SOLE 0 0 3580 BROADCOM INC COM 11135F101 287465 500 SH SOLE 0 0 500 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 273782 3610 SH SOLE 0 0 3610 MEDTRONIC PLC SHS G5960L103 270435 3428 SH SOLE 0 0 3428 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 246663 3386 SH SOLE 0 0 3386 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 216645 788 SH SOLE 0 0 788 ISHARES TR EAFE SML CP ETF 464288273 214507 3680 SH SOLE 0 0 3680 JOHNSON & JOHNSON COM 478160104 209316 1195 SH SOLE 0 0 1195 CISCO SYS INC COM 17275R102 208663 4275 SH SOLE 0 0 4275 ECOLAB INC COM 278865100 201513 1324 SH SOLE 0 0 1324