Rw Investment Management LLC Incresed Positions in Q1 2025

Rw Investment Management LLC

  • $814 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
184K
+ 30.89%
$32.57 - $35.82 $6.01M - $6.61M
782K $25.9B
AVUV
American Centy ETF Tr Avantis

ETFs
53.1K
+ 28.45%
$84.95 - $100.62 $4.51M - $5.34M
240K $20.9B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34.3K
+ 3.28%
$40.79 - $42.32 $1.4M - $1.45M
1.08M $45.4B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.1K
+ 1.04%
$76.94 - $78.28 $929K - $945K
1.17M $91.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.14K
+ 43.48%
$507.05 - $563.67 $2.1M - $2.33M
13.7K $7.02B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11K
+ 1.02%
$77.7 - $78.94 $851K - $864K
1.09M $85.9B
VB
Vanguard Small Cap ETF

ETFs
4.91K
+ 16.43%
$217.89 - $252.64 $1.07M - $1.24M
34.8K $7.72B
COST
Costco Wholesale Corp

Consumer Defensive
170
+ 3.02%
$890.62 - $1076.86 $151K - $183K
5.79K $5.48B
XOM
Exxon Mobil Corp

Energy
398
+ 5.19%
$105.44 - $118.93 $42K - $47.3K
8.07K $959M
VO
Vanguard Mid Cap ETF

ETFs
846
+ 5.31%
$251.87 - $277.95 $213K - $235K
16.8K $4.34B
BND
Vanguard Bd Index Fd Inc Total

ETFs
462
+ 1.19%
$71.17 - $73.66 $32.9K - $34K
39.3K $2.89B
MCK
Mckesson Corp

Healthcare
8
+ 1.73%
$566.21 - $672.99 $4.53K - $5.38K
470 $317M
PEP
Pepsico Inc

Consumer Defensive
297
+ 10.48%
$142.64 - $156.42 $42.4K - $46.5K
3.13K $469M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
394
+ 0.53%
$47.33 - $47.92 $18.6K - $18.9K
74.5K $3.55B
META
Meta Platforms, Inc.

Communication Services
52
+ 2.61%
$576.36 - $736.67 $30K - $38.3K
2.05K $1.18B
CAT
Caterpillar Inc

Industrials
41
+ 7.02%
$326.75 - $407.63 $13.4K - $16.7K
625 $206M
WMT
Walmart Inc.

Consumer Defensive
167
+ 1.35%
$84.5 - $105.05 $14.1K - $17.5K
12.5K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.18%
$347.25 - $424.87 $695 - $850
1.11K $408M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.22%
$551.42 - $612.93 $1.65K - $1.84K
1.34K $751M
AMAT
Applied Materials Inc

Technology
3
+ 0.13%
$145.06 - $195.51 $435 - $587
2.28K $330M
ADBE
Adobe Inc.

Technology
8
+ 0.92%
$377.84 - $464.11 $3.02K - $3.71K
877 $336M
USB
Us Bancorp \De\

Financial Services
77
+ 0.15%
$40.92 - $50.9 $3.15K - $3.92K
50K $2.11B
MSFT
Microsoft Corp

Technology
133
+ 1.24%
$375.39 - $447.2 $49.9K - $59.5K
10.9K $4.08B
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 1 Puts 0
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