Rw Investment Management LLC Incresed Positions in Q4 2024

Rw Investment Management LLC

  • $821 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
527K
+ 751.59%
$33.62 - $35.69 $17.7M - $18.8M
597K $20.2B
AVUV
American Centy ETF Tr Avantis

ETFs
159K
+ 575.22%
$94.37 - $106.41 $15M - $16.9M
187K $18B
VTI
Vanguard Total Stock Market Et

ETFs
7.26K
+ 1.5%
$280.04 - $302.45 $2.03M - $2.2M
492K $143B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
50K
+ 4.51%
$77.02 - $78.58 $3.85M - $3.93M
1.16M $89.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38.4K
+ 3.69%
$77.86 - $79.27 $2.99M - $3.04M
1.08M $84B
COST
Costco Wholesale Corp

Consumer Defensive
989
+ 21.34%
$873.59 - $994.69 $864K - $984K
5.62K $5.15B
OKE
Oneok Inc

Energy
8.6K
+ 179.95%
$92.28 - $117.05 $794K - $1.01M
13.4K $1.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.07K
+ 12.68%
$521.84 - $558.82 $559K - $599K
9.53K $5.13B
VB
Vanguard Small Cap ETF

ETFs
860
+ 2.96%
$233.76 - $261.58 $201K - $225K
29.9K $7.18B
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 0.38%
$205.18 - $250.29 $7.39K - $9.01K
9.43K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
218
+ 7.84%
$180.88 - $232.93 $39.4K - $50.8K
3K $658M
USB
Us Bancorp \De\

Financial Services
582
+ 1.18%
$43.98 - $53.66 $25.6K - $31.2K
49.9K $2.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
187
+ 17.49%
$481.22 - $538.17 $90K - $101K
1.26K $642M
DFAX
Dimensional ETF Tr
11.7K
+ 12.8%
$24.76 - $27.04 $290K - $317K
103K $2.57B
GOOGL
Alphabet Inc.

Communication Services
124
+ 4.74%
$161.86 - $196.66 $20.1K - $24.4K
2.74K $519M
MCK
Mckesson Corp

Healthcare
1
+ 0.22%
$482.27 - $628.5 $482 - $629
462 $263M
PEP
Pepsico Inc

Consumer Defensive
458
+ 19.28%
$151.29 - $176.1 $69.3K - $80.7K
2.83K $431M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 3.64%
$385.02 - $431.37 $15K - $16.8K
1.11K $432M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.05%
$161.05 - $179.7 $161 - $180
2.05K $343M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.32K
+ 3.52%
$71.75 - $75.11 $94.8K - $99.2K
38.8K $2.79B
DFSE
Dimensional ETF Tr Dimen Emrgn
1.04K
+ 3.52%
N/A
30.7K $1.02B
DFSB
Dimensional ETF Tr Dimensional
111
+ 0.6%
N/A
18.7K $955M
MPC
Marathon Petroleum Corp

Energy
223
+ 5.83%
$131.65 - $174.84 $29.4K - $39K
4.05K $564M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.07%
$143.34 - $165.86 $573 - $663
5.56K $804M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.14K
+ 0.88%
$41.17 - $43.34 $376K - $396K
1.05M $43.1B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
65.1K
+ 3.75%
$26.16 - $28.82 $1.7M - $1.88M
1.8M $47.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53.6K
+ 1.1%
$25.61 - $28.0 $1.37M - $1.5M
4.92M $127B
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 Puts 0
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