Rw Investment Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $740 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $128B, Dimensional ETF Tr Dimensional with a value of $124B, Dimensional ETF Tr U S Target with a value of $98B, Vanguard Bd Index Fd Inc Short with a value of $82B, and Vanguard Sht Term Corp Bd ETF with a value of $76.7B.

Examining the 13F form we can see an increase of $21.4B in the current position value, from $718B to 740B.

Rw Investment Management LLC is based out at Eagle, ID

Below you can find more details about Rw Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Billion
ETFs: $674 Billion
Technology: $18.5 Billion
Industrials: $7.88 Billion
Financial Services: $7.35 Billion
Consumer Defensive: $6.85 Billion
Consumer Cyclical: $4.33 Billion
Energy: $3.09 Billion
Healthcare: $3.02 Billion
Other: $4.56 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $740 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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