Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPWM LLC | 04-15-2024 | 03-31-2024 | 72 | 272,339,668 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $56,460,502 | 659,508 | 0.02 | 0.02 | 4,663 | 0.71 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 2 | $48,670,391 | 267,847 | 0.02 | 0.02 | 4,659 | 1.77 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 3 | $24,006,732 | 196,938 | 0.01 | 0.01 | 4,013 | 2.08 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $15,796,282 | 164,957 | 0.01 | 0.01 | -5,130 | -3.02 | 03-31-2024 |
