RW Investment Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI RW Investment Management LLC | Institutional Filer | ▲ 6.77% | $1.03B | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | — | 4.2M | $150.5M | 14.56% |
| 2 | VTI | VANGUARD INDEX FDS | — | 466K | $149.5M | 14.47% |
| 3 | BSV | VANGUARD BD INDEX FDS | — | 1.3M | $104.9M | 10.15% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | — | 1.3M | $101.1M | 9.78% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 915K | $101.0M | 9.78% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | — | 2.6M | $95.1M | 9.21% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | — | 2.0M | $68.2M | 6.60% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | — | 1.2M | $52.4M | 5.07% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | — | 763K | $47.6M | 4.61% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | — | 587K | $28.5M | 2.76% |
| 11 | DFNM | DIMENSIONAL ETF TRUST | — | 166K | $7.9M | 0.77% |
| 12 | VOO | VANGUARD INDEX FDS | — | 13K | $7.5M | 0.72% |
| 13 | VB | VANGUARD INDEX FDS | — | 28K | $7.4M | 0.71% |
| 14 | AAPL | Apple Inc. | Technology | 26K | $6.5M | 0.63% |
| 15 | VTES | VANGUARD WELLINGTON FD | — | 48K | $4.9M | 0.47% |
Showing 1 to 15 of 113 holdings