1900 WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
1W 1900 WEALTH MANAGEMENT LLC | Institutional Filer | ▼ 0.10% | $1.56B | 253 |
Current Portfolio Holdings
Showing all 253 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 6.0M | $461.2M | 29.61% |
| 2 | JAAA | JANUS DETROIT STR TR | — | 2.5M | $124.0M | 7.96% |
| 3 | UBND | VICTORY PORTFOLIOS II | — | 4.4M | $95.4M | 6.12% |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 1.4M | $70.3M | 4.51% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | — | 788K | $55.9M | 3.59% |
| 6 | IVV | ISHARES TR | — | 69K | $45.2M | 2.90% |
| 7 | SPMD | SPDR SERIES TRUST | — | 757K | $44.8M | 2.88% |
| 8 | QUAL | ISHARES TR | — | 192K | $36.8M | 2.36% |
| 9 | MTUM | ISHARES TR | — | 133K | $31.9M | 2.05% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 463K | $29.6M | 1.90% |
| 11 | GSLC | GOLDMAN SACHS ETF TR | — | 204K | $25.5M | 1.64% |
| 12 | DFUV | DIMENSIONAL ETF TRUST | — | 508K | $24.6M | 1.58% |
| 13 | VONE | VANGUARD SCOTTSDALE FDS | — | 72K | $21.4M | 1.37% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 30K | $14.6M | 0.94% |
| 15 | IDCC | InterDigital, Inc. | Technology | 45K | $13.6M | 0.87% |
Showing 1 to 15 of 253 holdings