Long-term investor
Lpwm LLC @lpwmllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801101).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +15.9% · all +15.9%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VONG · 19.4% · long · since 2025-06-30
- VTV · 15.2% · long · since 2025-06-30
- IWS · 7.9% · long · since 2025-06-30
- JPST · 6.1% · long · since 2025-06-30
- IEFA · 4.9% · long · since 2025-06-30
- SPEM · 4.4% · long · since 2026-03-31
- VTIP · 4.0% · long · since 2025-06-30
- IVE · 2.7% · long · since 2025-06-30
- IWM · 2.5% · long · since 2025-06-30
- SLYV · 2.5% · long · since 2025-06-30
- VNQ · 1.4% · long · since 2025-06-30
- IVW · 1.3% · long · since 2025-06-30