0001801101-22-000004.txt : 20220815 0001801101-22-000004.hdr.sgml : 20220815 20220812175738 ACCESSION NUMBER: 0001801101-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220815 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: 221161499 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 06-30-2022 06-30-2022 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 08-12-2022 0 61 179352 false INFORMATION TABLE 2 13FLoganParkQ22022.xml VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 36868 625514 SH SOLE 0 0 625514 ISHARES TR S&P 500 VAL ETF 464287408 33414 240267 SH SOLE 0 0 240267 ISHARES TR RUS MDCP VAL ETF 464287473 17561 169659 SH SOLE 0 0 169659 ISHARES TR CORE US AGGBD ET 464287226 10165 100415 SH SOLE 0 0 100415 ISHARES TR CORE MSCI EAFE 46432F842 9880 168119 SH SOLE 0 0 168119 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8245 166736 SH SOLE 0 0 166736 SPDR SER TR S&P 600 SMCP VAL 78464A300 5095 70086 SH SOLE 0 0 70086 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4589 110482 SH SOLE 0 0 110482 ISHARES TR RUSSELL 2000 ETF 464287655 4462 25409 SH SOLE 0 0 25409 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3409 37019 SH SOLE 0 0 37019 VANGUARD INDEX FDS VALUE ETF 922908744 3003 22562 SH SOLE 0 0 22562 ISHARES TR CONV BD ETF 46435G102 2860 40348 SH SOLE 0 0 40348 ISHARES INC MSCI EMRG CHN 46434G764 2820 59198 SH SOLE 0 0 59198 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 2719 119624 SH SOLE 0 0 119624 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2499 8897 SH SOLE 0 0 8897 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2322 52570 SH SOLE 0 0 52570 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2207 21393 SH SOLE 0 0 21393 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1889 10660 SH SOLE 0 0 10660 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1815 44531 SH SOLE 0 0 44531 ISHARES TR RUS MID CAP ETF 464287499 1498 22518 SH SOLE 0 0 22518 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1496 11404 SH SOLE 0 0 11404 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1413 21891 SH SOLE 0 0 21891 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1386 7121 SH SOLE 0 0 7121 VANGUARD WORLD FDS INF TECH ETF 92204A702 1233 3600 SH SOLE 0 0 3600 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1156 23047 SH SOLE 0 0 23047 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1047 7881 SH SOLE 0 0 7881 ISHARES INC CORE MSCI EMKT 46434G103 1006 20555 SH SOLE 0 0 20555 ISHARES TR TIPS BD ETF 464287176 900 7926 SH SOLE 0 0 7926 ISHARES TR S&P 500 GRWT ETF 464287309 881 13894 SH SOLE 0 0 13894 APPLE INC COM 037833100 696 4734 SH SOLE 0 0 4734 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 686 2835 SH SOLE 0 0 2835 VANGUARD INDEX FDS GROWTH ETF 922908736 552 2352 SH SOLE 0 0 2352 ISHARES TR NATIONAL MUN ETF 464288414 542 5079 SH SOLE 0 0 5079 NVIDIA CORPORATION COM 67066G104 504 3181 SH SOLE 0 0 3181 ALPHABET INC CAP STK CL A 02079K305 501 210 SH SOLE 0 0 210 US BANCORP DEL COM NEW 902973304 487 10458 SH SOLE 0 0 10458 VANGUARD INDEX FDS LARGE CAP ETF 922908637 459 2578 SH SOLE 0 0 2578 3M CO COM 88579Y101 444 3448 SH SOLE 0 0 3448 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 430 3147 SH SOLE 0 0 3147 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 382 2919 SH SOLE 0 0 2919 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 373 4869 SH SOLE 0 0 4869 UNITEDHEALTH GROUP INC COM 91324P102 359 693 SH SOLE 0 0 693 ISHARES TR RUS 1000 ETF 464287622 354 1650 SH SOLE 0 0 1650 VANGUARD INDEX FDS SM CP VAL ETF 922908611 348 2283 SH SOLE 0 0 2283 VANGUARD INDEX FDS SMALL CP ETF 922908751 329 1812 SH SOLE 0 0 1812 SELECT SECTOR SPDR TR ENERGY 81369Y506 328 4625 SH SOLE 0 0 4625 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 832 SH SOLE 0 0 832 AMAZON COM INC COM 023135106 303 2620 SH SOLE 0 0 2620 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 288 3320 SH SOLE 0 0 3320 MEDTRONIC PLC SHS G5960L103 281 3142 SH SOLE 0 0 3142 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 261 3580 SH SOLE 0 0 3580 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 256 3611 SH SOLE 0 0 3611 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 252 3365 SH SOLE 0 0 3365 BROADCOM INC COM 11135F101 249 500 SH SOLE 0 0 500 ISHARES TR EAFE SML CP ETF 464288273 243 4444 SH SOLE 0 0 4444 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 220 4400 SH SOLE 0 0 4400 MICROSOFT CORP COM 594918104 218 816 SH SOLE 0 0 816 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 218 3852 SH SOLE 0 0 3852 JOHNSON & JOHNSON COM 478160104 213 1195 SH SOLE 0 0 1195 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 209 748 SH SOLE 0 0 748 ECOLAB INC COM 278865100 206 1324 SH SOLE 0 0 1324