0001801101-22-000005.txt : 20221108 0001801101-22-000005.hdr.sgml : 20221108 20221108105243 ACCESSION NUMBER: 0001801101-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221108 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: 221367710 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 09-30-2022 09-30-2022 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 11-08-2022 0 58 167791 false INFORMATION TABLE 2 13FLoganParkQ32022.xml 3M CO COM 88579Y101 324 2929 SH SOLE 0 0 2929 ALPHABET INC CAP STK CL A 02079K305 402 4200 SH SOLE 0 0 4200 AMAZON COM INC COM 023135106 296 2620 SH SOLE 0 0 2620 APPLE INC COM 037833100 668 4835 SH SOLE 0 0 4835 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2376 8897 SH SOLE 0 0 8897 BROADCOM INC COM 11135F101 222 500 SH SOLE 0 0 500 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 2565 122194 SH SOLE 0 0 122194 ISHARES INC CORE MSCI EMKT 46434G103 892 20756 SH SOLE 0 0 20756 ISHARES INC MSCI EMRG CHN 46434G764 2670 60300 SH SOLE 0 0 60300 ISHARES TR CORE US AGGBD ET 464287226 9045 93886 SH SOLE 0 0 93886 ISHARES TR S&P 500 GRWT ETF 464287309 622 10758 SH SOLE 0 0 10758 ISHARES TR CORE MSCI EAFE 46432F842 8802 167124 SH SOLE 0 0 167124 ISHARES TR RUS 1000 ETF 464287622 325 1650 SH SOLE 0 0 1650 ISHARES TR RUSSELL 2000 ETF 464287655 4191 25410 SH SOLE 0 0 25410 ISHARES TR S&P 500 VAL ETF 464287408 31398 244307 SH SOLE 0 0 244307 ISHARES TR RUS MID CAP ETF 464287499 1375 22120 SH SOLE 0 0 22120 ISHARES TR 0-5 YR TIPS ETF 46429B747 266 2768 SH SOLE 0 0 2768 ISHARES TR CONV BD ETF 46435G102 2868 41623 SH SOLE 0 0 41623 ISHARES TR RUS MDCP VAL ETF 464287473 16270 169390 SH SOLE 0 0 169390 ISHARES TR EAFE SML CP ETF 464288273 203 4155 SH SOLE 0 0 4155 ISHARES TR TIPS BD ETF 464287176 603 5747 SH SOLE 0 0 5747 ISHARES TR NATIONAL MUN ETF 464288414 725 7069 SH SOLE 0 0 7069 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1964 39150 SH SOLE 0 0 39150 MEDTRONIC PLC SHS G5960L103 272 3367 SH SOLE 0 0 3367 NVIDIA CORPORATION COM 67066G104 386 3181 SH SOLE 0 0 3181 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 354 2919 SH SOLE 0 0 2919 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 243 3580 SH SOLE 0 0 3580 SELECT SECTOR SPDR TR ENERGY 81369Y506 363 5035 SH SOLE 0 0 5035 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 933 7857 SH SOLE 0 0 7857 SPDR S&P 500 ETF TR TR UNIT 78462F103 297 832 SH SOLE 0 0 832 SPDR SER TR PORTFLI TIPS ETF 78464A656 240 9479 SH SOLE 0 0 9479 SPDR SER TR S&P 600 SMCP VAL 78464A300 5108 76076 SH SOLE 0 0 76076 UNITEDHEALTH GROUP INC COM 91324P102 350 693 SH SOLE 0 0 693 US BANCORP DEL COM NEW 902973304 422 10458 SH SOLE 0 0 10458 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 583 8178 SH SOLE 0 0 8178 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 282 3766 SH SOLE 0 0 3766 VANGUARD INDEX FDS GROWTH ETF 922908736 725 3387 SH SOLE 0 0 3387 VANGUARD INDEX FDS LARGE CAP ETF 922908637 422 2578 SH SOLE 0 0 2578 VANGUARD INDEX FDS SMALL CP ETF 922908751 310 1812 SH SOLE 0 0 1812 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1382 7698 SH SOLE 0 0 7698 VANGUARD INDEX FDS VALUE ETF 922908744 2722 22043 SH SOLE 0 0 22043 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3010 37539 SH SOLE 0 0 37539 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 430 3381 SH SOLE 0 0 3381 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1787 14678 SH SOLE 0 0 14678 VANGUARD INDEX FDS SM CP VAL ETF 922908611 339 2366 SH SOLE 0 0 2366 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3974 108905 SH SOLE 0 0 108905 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2021 21777 SH SOLE 0 0 21777 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2050 53714 SH SOLE 0 0 53714 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 202 2561 SH SOLE 0 0 2561 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7894 164090 SH SOLE 0 0 164090 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 724 15048 SH SOLE 0 0 15048 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1251 20962 SH SOLE 0 0 20962 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 34286 632470 SH SOLE 0 0 632470 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1715 10499 SH SOLE 0 0 10499 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 234 3516 SH SOLE 0 0 3516 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1601 44021 SH SOLE 0 0 44021 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 754 3369 SH SOLE 0 0 3369 VANGUARD WORLD FDS INF TECH ETF 92204A702 1053 3426 SH SOLE 0 0 3426