0001801101-20-000001.txt : 20200130 0001801101-20-000001.hdr.sgml : 20200130 20200130123907 ACCESSION NUMBER: 0001801101-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 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: 20560443 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 12-31-2019 12-31-2019 LPWM LLC

121 S 8TH STREET SUITE 1110 MINNEAPOLIS MN 55402

13F HOLDINGS REPORT 028-19714 N DAVID BENNING 6123385306 DAVID BENNING MINNEAPOLIS MN 01-30-2020 0 43 108164 false INFORMATION TABLE 2 13FLoganParkQ42019.xml ISHARES TR S&P 500 VAL ETF 464287408 22281 171274 SH SOLE 0 0 171274 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 4042 61512 SH SOLE 0 0 61512 3M CO COM 88579Y101 490 2778 SH SOLE 0 0 2778 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 240 1253 SH SOLE 0 0 1253 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 644 7028 SH SOLE 0 0 7028 ISHARES TR NASDAQ BIOTECH 464287556 741 6151 SH SOLE 0 0 6151 ISHARES TR RUS MDCP VAL ETF 464287473 11610 122506 SH SOLE 0 0 122506 MEDTRONIC PLC SHS G5960L103 370 3265 SH SOLE 0 0 3265 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1463 8941 SH SOLE 0 0 8941 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6419 144354 SH SOLE 0 0 144354 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1811 7996 SH SOLE 0 0 7996 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 629 7764 SH SOLE 0 0 7764 VANGUARD INDEX FDS LARGE CAP ETF 922908637 397 2683 SH SOLE 0 0 2683 ISHARES TR CORE US AGGBD ET 464287226 1529 13603 SH SOLE 0 0 13603 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 341 2703 SH SOLE 0 0 2703 AMAZON COM INC COM 023135106 262 142 SH SOLE 0 0 142 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 884 7378 SH SOLE 0 0 7378 ECOLAB INC COM 278865100 382 1981 SH SOLE 0 0 1981 ISHARES TR RUS MID CAP ETF 464287499 1154 19360 SH SOLE 0 0 19360 VANGUARD WORLD FDS INF TECH ETF 92204A702 700 2858 SH SOLE 0 0 2858 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 292 3609 SH SOLE 0 0 3609 VANGUARD INDEX FDS GROWTH ETF 922908736 422 2317 SH SOLE 0 0 2317 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1020 6918 SH SOLE 0 0 6918 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3204 34533 SH SOLE 0 0 34533 AMERISOURCEBERGEN CORP COM 03073E105 210 2467 SH SOLE 0 0 2467 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1904 32215 SH SOLE 0 0 32215 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 638 10395 SH SOLE 0 0 10395 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 461 5718 SH SOLE 0 0 5718 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 277 3308 SH SOLE 0 0 3308 ISHARES TR SHRT NAT MUN ETF 464288158 287 2691 SH SOLE 0 0 2691 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 235 4363 SH SOLE 0 0 4363 ISHARES TR RUSSELL 2000 ETF 464287655 1529 9231 SH SOLE 0 0 9231 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 286 3718 SH SOLE 0 0 3718 SELECT SECTOR SPDR TR ENERGY 81369Y506 471 7841 SH SOLE 0 0 7841 ALPHABET INC CAP STK CL A 02079K305 324 242 SH SOLE 0 0 242 ISHARES TR RUS 1000 ETF 464287622 581 3256 SH SOLE 0 0 3256 SPDR S&P 500 ETF TR TR UNIT 78462F103 301 935 SH SOLE 0 0 935 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2102 18917 SH SOLE 0 0 18917 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 19167 105937 SH SOLE 0 0 105937 APPLE INC COM 037833100 254 864 SH SOLE 0 0 864 XCEL ENERGY INC COM 98389B100 226 3553 SH SOLE 0 0 3553 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3792 76953 SH SOLE 0 0 76953 ISHARES TR CORE MSCI EAFE 46432F842 13792 211407 SH SOLE 0 0 211407