Universe · entity
MRWM Advisors, LLC
Institutional manager (13F) · CIK 1732949
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $176M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $27M | 83,720 |
| 2 | ABERDEEN PHYSICAL GOLD SHARES ETF | $15M | 328,297 |
| 3 | ISHARES TR CORE S&P500 ETF | $13M | 20,587 |
| 4 | VANGUARD VALUE ETF | $9M | 48,039 |
| 5 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8M | 110,205 |
| 6 | ISHARES TR 0-3 MNTH TREASRY | $8M | 84,246 |
| 7 | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $8M | 188,998 |
| 8 | STATE STREET SPDR S&P 500 ETF TRUST | $7M | 10,860 |
| 9 | SCHWAB US DIVIDEND EQUITY ETF | $7M | 220,794 |
| 10 | VANGUARD 0-3 MONTH TREASURY BILL ETF | $6M | 82,505 |
| 11 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6M | 57,501 |
| 12 | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6M | 64,423 |
| 13 | APPLE INCORPORATED | $6M | 21,741 |
| 14 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5M | 178,174 |
| 15 | ISHARES TR TIPS BD ETF | $4M | 40,346 |
| 16 | VANGUARD DIVIDEND APPRECIATION ETF | $4M | 16,561 |
| 17 | VANGUARD SHORT-TERM TREASURY ETF | $3M | 57,273 |
| 18 | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $2M | 38,474 |
| 19 | ISHARES TR HDG MSCI EAFE | $2M | 35,783 |
| 20 | LAM RESEARCH CORPORATION COM NEW | $1M | 6,254 |
| 21 | BROADCOM INCORPORATED | $1M | 4,258 |
| 22 | ABBVIE INCORPORATED | $1M | 5,872 |
| 23 | KROGER COMPANY | $1M | 17,508 |
| 24 | ALPHABET INCORPORATED CAP STK CLASS A | $1M | 4,379 |
| 25 | INTERNATIONAL BUSINESS MACHINES | $1M | 4,962 |
| 26 | CISCO SYSTEMS INCORPORATED | $1M | 14,991 |
| 27 | AMGEN INCORPORATED | $1M | 3,141 |
| 28 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1M | 8,292 |
| 29 | EATON CORPORATION PLC SHS (IRELAND) | $1M | 3,055 |
| 30 | LOCKHEED MARTIN CORPORATION | $1M | 1,807 |
| 31 | MERCK & COMPANY INCORPORATED | $1M | 8,968 |
| 32 | MCDONALDS CORPORATION | $1M | 3,280 |
| 33 | VISA INCORPORATED COM CLASS A | $1M | 3,352 |
| 34 | ISHARES INCORPORATED MSCI EMRG CHN | $1M | 12,830 |
| 35 | EXXON MOBIL CORPORATION | $945k | 5,571 |
| 36 | LOWES COMPANIES INCORPORATED | $945k | 3,998 |
| 37 | HOME DEPOT INCORPORATED | $937k | 2,849 |
| 38 | BRISTOL-MYERS SQUIBB COMPANY | $930k | 15,326 |
| 39 | MEDTRONIC PLC SHS (IRELAND) | $885k | 10,215 |
| 40 | PROCTER & GAMBLE COMPANY | $876k | 6,062 |
| 41 | ISHARES TR RUS 1000 VAL ETF | $863k | 4,037 |
| 42 | SCHWAB CHARLES CORPORATION | $847k | 9,009 |
| 43 | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $838k | 16,978 |
| 44 | STARBUCKS CORPORATION | $781k | 8,719 |
| 45 | QUALCOMM INCORPORATED | $714k | 5,543 |
| 46 | NETAPP INCORPORATED | $696k | 6,794 |
| 47 | MICROSOFT CORPORATION | $691k | 1,868 |
| 48 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $659k | 1,068 |
| 49 | ISHARES TR CORE 80/20 AGGRE | $608k | 6,875 |
| 50 | COLGATE PALMOLIVE COMPANY | $596k | 6,998 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.