Fund Universe

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☆LPWM LLC

CIK 0001801101 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.514
AUM ($M)
451
Positions
98
Turnover
0.17
Top-10 wt
69%
Herfindahl
0.081
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 101 positions · portfolio value $451M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 19.4% +1.1% 87.2 682,435 +21,882 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 15.2% +13.2% 68.4 314,012 +273,039 5 —
☆IWS funds › ISHARES TR TRIM — 7.9% -0.4% 35.6 216,410 -10,281 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 6.1% -0.4% 27.6 546,360 +36,998 5 —
☆IEFA funds › ISHARES TR ADD — 4.9% -0.0% 21.9 226,644 +12,649 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 4.4% -0.1% 19.9 384,456 +4,352 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 4.0% +0.2% 18.0 359,230 +53,514 5 —
☆IVE funds › ISHARES TR TRIM — 2.7% -14.9% 12.3 54,315 -277,585 5 —
☆IWM funds › ISHARES TR TRIM — 2.5% +0.1% 11.1 36,932 -645 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 2.5% +0.0% 11.1 101,312 +489 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 1.4% -0.1% 6.3 65,210 -435 5 —
☆IVW funds › ISHARES TR ADD — 1.3% +0.6% 6.1 44,192 +18,598 5 —
☆AGG funds › ISHARES TR ADD — 1.3% -0.2% 6.0 60,164 +551 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 1.3% +0.1% 5.7 112,326 +22,873 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS ADD — 1.3% +0.1% 5.7 16,780 +606 5 —
☆IWR funds › ISHARES TR ADD — 1.2% -0.0% 5.5 49,499 +17 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 1.1% -0.1% 4.8 24,226 -208 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.0% -0.0% 4.7 66,057 +279 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.0% -0.0% 4.6 22,753 -243 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.9% -0.0% 4.1 26,742 +999 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.9% -0.1% 4.0 8,005 -505 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.9% +0.1% 3.9 32,672 +28,580 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.8% +0.0% 3.8 75,350 +9,867 5 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.8% -0.1% 3.7 83,058 +2,544 5 —
☆IJH funds › ISHARES TR ADD — 0.8% +0.0% 3.6 47,307 +2,338 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.6% -0.1% 2.8 30,932 -795 5 —
☆IEMG funds › ISHARES INC ADD — 0.6% +0.1% 2.7 33,003 +2,294 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 2.7 7,385 +101 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.5% +0.1% 2.2 20,916 +2,206 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.5% +0.1% 2.1 10,988 +24 5 —
☆MUB funds › ISHARES TR TRIM — 0.4% -0.1% 2.0 18,758 -169 5 —
☆IUSB funds › ISHARES TR ADD — 0.4% -0.0% 1.9 41,822 +2,717 5 —
☆LQD funds › ISHARES TR ADD — 0.4% +0.0% 1.9 17,522 +2,237 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.4% -0.0% 1.9 7,809 -104 5 —
☆AVGO funds › BROADCOM INC HOLD — 0.4% +0.0% 1.8 4,750 +0 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.8 2,589 +47 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 1.7 28,913 +3,136 5 —
☆SGOV funds › ISHARES TR ADD — 0.4% +0.2% 1.7 16,528 +11,232 3 —
☆QUAL funds › ISHARES TR TRIM — 0.3% -0.0% 1.5 6,961 -164 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 1.4 15,823 +13,237 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% +0.0% 1.3 10,326 +1,213 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% -0.0% 1.2 3,422 -462 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.3% +0.0% 1.2 13,545 +1,180 3 —
☆XLE funds › SELECT SECTOR SPDR TR HOLD — 0.2% -0.1% 1.1 20,590 +0 5 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.2% -0.0% 1.1 5,912 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.0% 1.1 2,559 +339 5 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.2% +0.1% 1.1 2,576 +0 5 —
☆AAPL funds › APPLE INC TRIM — 0.2% -0.0% 1.0 3,557 -129 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 1.0 6,421 -118 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% +0.0% 1.0 2,877 -28 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 1.0 4,027 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.2% +0.1% 1.0 2,266 +0 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.9 2,982 +459 5 —
☆IYF funds › ISHARES TR HOLD — 0.2% -0.0% 0.9 6,786 +0 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.9 2,476 -50 5 —
☆IJR funds › ISHARES TR HOLD — 0.2% +0.0% 0.8 5,692 +0 3 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.2% -0.0% 0.8 2,795 -100 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.2% +0.0% 0.8 2,239 +433 5 —
☆EMXC funds › ISHARES INC ADD — 0.2% +0.0% 0.8 8,070 +883 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.2% +0.0% 0.8 1,120 -45 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 0.8 3,315 -20 5 —
☆ICVT funds › ISHARES TR TRIM — 0.2% -0.0% 0.8 6,189 -529 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.2% +0.0% 0.7 912 +2 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.1% +0.1% 0.7 879 +0 5 —
☆IWB funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 1,633 -165 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.7 5,291 +4,040 5 —
☆LTH funds › LIFE TIME GROUP HOLDINGS INC NEW — 0.1% +0.1% 0.6 15,887 +15,887 1 —
☆PUSH funds › PGIM ETF TR NEW — 0.1% +0.1% 0.6 12,008 +12,008 1 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.1% -0.0% 0.6 1,469 +0 5 —
☆ITOT funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 3,509 -80 4 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.5 7,387 +0 5 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.1% +0.1% 0.5 702 +702 1 —
☆ITA funds › ISHARES TR ADD — 0.1% -0.0% 0.5 1,967 +1 5 —
☆MMM funds › 3M CO TRIM — 0.1% -0.0% 0.4 2,689 -360 5 —
☆META funds › META PLATFORMS INC HOLD — 0.1% -0.0% 0.4 693 +0 5 —
☆ICLN funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 18,309 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.0% 0.4 1,117 -11 5 —
☆ECL funds › ECOLAB INC HOLD — 0.1% -0.0% 0.3 1,188 +0 5 —
☆BLDX funds › IMPAX FUNDS SERIES TRUST I ADD — 0.1% -0.0% 0.3 12,689 +80 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.3 3,834 +32 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.3 920 +23 5 —
☆TIP funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,840 -21 5 —
☆SCZ funds › ISHARES TR ADD — 0.1% -0.0% 0.3 3,489 +173 5 —
☆IXUS funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,987 +675 2 —
☆EELV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.3 9,918 -1,609 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.1% -0.0% 0.3 1,500 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC NEW — 0.1% +0.1% 0.3 3,711 +3,711 1 —
☆SUB funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,501 +0 2 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 337 +0 2 —
☆KWEB funds › KRANESHARES TRUST HOLD — 0.1% -0.0% 0.2 9,684 +0 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.2 1,506 +48 4 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.2 2,092 +6 5 —
☆IEZ funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 7,903 +0 2 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.2 2,548 +0 2 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.2 1,320 +1,320 1 —
☆STIP funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,004 +2,004 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.2 306 +306 1 —
☆ENVX funds › ENOVIX CORPORATION HOLD — 0.0% +0.0% 0.1 15,910 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.1% 0.0 0 -1,434 0 —
☆SCHG funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -7,761 0 —
☆DFLV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -8,508 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 451 98 0.17 69% 0.081 0.513 — in
2026Q1 396 94 0.10 71% 0.085 0.657 — in
2025Q4 396 87 0.03 69% 0.089 0.735 — in
2025Q3 375 84 0.02 70% 0.092 0.755 — in
2025Q2 343 83 0.05 71% 0.090 0.723 — entered
2025Q1 310 84 0.00 69% 0.086 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status