Rw Investment Management LLC Portfolio Holdings

Rw Investment Management LLC

  • $821 Billion
  • Q4 2024

Rw Investment Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $821 Billion distributed in 111 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 $143B, Dimensional ETF Tr Dimensional with a value of $127B, Dimensional ETF Tr U S Target with a value of $96.1B, Vanguard Bd Index Fd Inc Short with a value of $89.4B, and Vanguard Sht Term Corp Bd ETF with a value of $84B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $804B to 821B.

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 $821 Billion
ETFs: $750 Billion
Technology: $16.9 Billion
Financial Services: $9.33 Billion
Consumer Defensive: $8.17 Billion
Industrials: $7.42 Billion
Consumer Cyclical: $5.46 Billion
Energy: $3.61 Billion
Healthcare: $3.07 Billion
Other: $4.77 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.59B
$1.52 Billion 0.18% of portfolio
13,888
Q4 2024 Added 7.24%
$4.01B
$600 Million 0.07% of portfolio
4,720
Q4 2022 Added 33.37%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $821 Billion
  • Prior Value $804 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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