RW Investment Management LLC

Institutional manager (13F) · CIK 1631627

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$150M	4,234,459
2	VANGUARD INDEX FDS	$150M	466,024
3	VANGUARD BD INDEX FDS	$105M	1,337,847
4	VANGUARD SCOTTSDALE FDS	$101M	1,274,824
5	AMERICAN CENTY ETF TR	$101M	914,627
6	DIMENSIONAL ETF TRUST	$95M	2,588,182
7	DIMENSIONAL ETF TRUST	$68M	1,972,853
8	DIMENSIONAL ETF TRUST	$52M	1,241,844
9	DIMENSIONAL ETF TRUST	$48M	762,703
10	DIMENSIONAL ETF TRUST	$28M	587,440
11	DIMENSIONAL ETF TRUST	$8M	165,862
12	VANGUARD INDEX FDS	$7M	12,516
13	VANGUARD INDEX FDS	$7M	28,076
14	APPLE INC	$7M	25,750
15	VANGUARD WELLINGTON FD	$5M	48,277
16	COSTCO WHOLESALE CORPORATION	$5M	4,816
17	ISHARES TR	$5M	32,544
18	MICRON TECHNOLOGY INC	$5M	13,506
19	MICROSOFT CORP	$4M	11,795
20	VANGUARD INDEX FDS	$4M	14,181
21	VANGUARD MUN BD FDS	$4M	49,972
22	DIMENSIONAL ETF TRUST	$4M	85,036
23	DIMENSIONAL ETF TRUST	$4M	103,208
24	SPDR SERIES TRUST	$3M	65,258
25	JPMORGAN CHASE & CO	$3M	10,318
26	VANGUARD BD INDEX FDS	$3M	38,301
27	US BANCORP	$3M	49,468
28	DIMENSIONAL ETF TRUST	$2M	50,391
29	IDACORP INC	$2M	13,382
30	DEERE & CO	$2M	3,335
31	MORGAN STANLEY ETF TRUST	$2M	20,540
32	WALMART INC	$2M	12,110
33	PACKAGING CORP AMER	$2M	7,074
34	BERKSHIRE HATHAWAY INC DEL	$1M	3,114
35	BROADCOM INC	$1M	4,517
36	DIMENSIONAL ETF TRUST	$1M	32,961
37	EXXON MOBIL CORP	$1M	7,639
38	AMERICAN CENTY ETF TR	$1M	14,308
39	FREEPORT MCMORAN INC	$1M	20,040
40	DIMENSIONAL ETF TRUST	$1M	22,208
41	QUANTA SVCS INC	$1M	2,050
42	JOHNSON & JOHNSON	$1M	4,546
43	META PLATFORMS INC	$1M	1,869
44	ORACLE CORP	$1M	7,161
45	ELI LILLY & CO	$952k	1,035
46	BLACKSTONE INC	$949k	8,250
47	STATE STR SPDR S&P 500 ETF T	$948k	1,457
48	ALPHABET INC	$921k	3,203
49	KKR & CO INC	$903k	9,762
50	ISHARES TR	$873k	28,777

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.