RW Investment Management LLC
CIK: 0001631627SEC EDGAR →
Portfolio Value
$970.3B
Holdings
110
As of
Q3 2025
New Positions
110
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 461,768 | $151.5B | 15.62% |
| 2 | DIMENSIONAL ETF TRUST | 4,344,885 | $142.5B | 14.68% |
| 3 | VANGUARD BD INDEX FDS | 1,252,378 | $98.8B | 10.19% |
| 4 | VANGUARD SCOTTSDALE FDS | 1,177,999 | $94.2B | 9.70% |
| 5 | DIMENSIONAL ETF TRUST | 2,441,054 | $92.2B | 9.50% |
| 6 | AMERICAN CENTY ETF TR | 860,585 | $85.7B | 8.83% |
| 7 | DIMENSIONAL ETF TRUST | 1,964,109 | $63.0B | 6.49% |
| 8 | DIMENSIONAL ETF TRUST | 1,161,912 | $49.7B | 5.12% |
| 9 | DIMENSIONAL ETF TRUST | 798,679 | $46.5B | 4.79% |
| 10 | DIMENSIONAL ETF TRUST | 615,583 | $27.5B | 2.84% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (110)
$151.5B · 462K shares
$142.5B · 4.3M shares
$98.8B · 1.3M shares
$94.2B · 1.2M shares
$92.2B · 2.4M shares
$85.7B · 861K shares
$63.0B · 2.0M shares
$49.7B · 1.2M shares
$46.5B · 799K shares
$27.5B · 616K shares
$8.9B · 14K shares
$8.3B · 32K shares
$7.3B · 29K shares
$6.3B · 12K shares
$4.7B · 16K shares
$4.4B · 5K shares
$3.6B · 75K shares
$3.4B · 82K shares
$3.4B · 11K shares
$3.3B · 69K shares
$3.2B · 102K shares
$2.8B · 38K shares
$2.6B · 15K shares
$2.4B · 50K shares
$2.1B · 7K shares
$1.8B · 13K shares
$1.7B · 5K shares
$1.7B · 21K shares
$1.7B · 39K shares
$1.6B · 3K shares
$1.6B · 3K shares
$1.5B · 7K shares
$1.5B · 2K shares
$1.4B · 8K shares
$1.3B · 10K shares
$1.3B · 31K shares
$1.3B · 12K shares
$1.0B · 1K shares
$981.6M · 9K shares
$911.5M · 5K shares
$909.9M · 29K shares
$895.0M · 4K shares
$880.0M · 1K shares
$857.4M · 2K shares
$856.0M · 4K shares
$849.6M · 2K shares
$827.0M · 16K shares
$817.6M · 21K shares
$801.9M · 3K shares
$794.3M · 2K shares
$780.2M · 15K shares
$762.1M · 3K shares
$740.6M · 4K shares
$662.9M · 5K shares
$655.4M · 7K shares
$643.7M · 3K shares
$642.9M · 3K shares
$622.0M · 1K shares
$609.9M · 4K shares
$578.9M · 865 shares
$551.7M · 919 shares
$543.8M · 2K shares
$538.8M · 1K shares
$504.0M · 3K shares
$475.2M · 3K shares
$466.1M · 977 shares
$452.9M · 5K shares
$428.8M · 3K shares
$427.4M · 12K shares
$399.8M · 6K shares
$397.9M · 3K shares
$396.0M · 5K shares
$395.1M · 13K shares
$392.6M · 6K shares
$378.2M · 9K shares
$370.6M · 3K shares
$358.0M · 463 shares
$336.3M · 3K shares
$328.5M · 5K shares
$325.3M · 8K shares
$323.9M · 4K shares
$306.5M · 869 shares
$306.1M · 4K shares
$304.5M · 4K shares
$303.0M · 997 shares
$290.7M · 1K shares
$290.0M · 476 shares
$281.5M · 10K shares
$276.2M · 1K shares
$273.3M · 4K shares
$270.9M · 960 shares
$268.9M · 2K shares
$264.6M · 3K shares
$255.9M · 1K shares
$252.6M · 3K shares
$251.3M · 737 shares
$245.6M · 6K shares
$243.3M · 2K shares
$243.2M · 1K shares
$229.7M · 2K shares
$226.9M · 657 shares
$219.9M · 4K shares
$217.7M · 921 shares
$209.9M · 615 shares
$207.8M · 1K shares
$207.6M · 995 shares
$204.2M · 731 shares
$203.9M · 2K shares
$145.2M · 12K shares
$13.0M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $910.7B | 93.9% |
| Technology | 12 | $22.2B | 2.3% |
| Industrials | 13 | $7.9B | 0.8% |
| Consumer Defensive | 6 | $6.9B | 0.7% |
| Consumer Cyclical | 8 | $5.3B | 0.5% |
| Unknown | 7 | $3.9B | 0.4% |
| Healthcare | 7 | $3.7B | 0.4% |
| Communication Services | 4 | $3.3B | 0.3% |
| Energy | 5 | $2.8B | 0.3% |
| Utilities | 2 | $2.0B | 0.2% |
| Basic Materials | 2 | $1.1B | 0.1% |
| Real Estate | 3 | $362.0M | 0.0% |