| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 16.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 17.3% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 15.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.8% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 12.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 7.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.1% |
| US BANCORP DEL | 7 | Q2 2024 | 3.3% |
| APPLE INC | 7 | Q2 2024 | 1.4% |
View RW Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-06-06 |
| 13F-HR | 2024-06-06 |
| 13F-HR | 2024-06-06 |
| 13F-HR | 2024-06-06 |
| 13F-HR | 2024-06-06 |
| 13F-HR | 2024-05-15 |
View RW Investment Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.