Warwick Investment Management, Inc. - Portfolio overview

Warwick Investment Management, Inc. has 172 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHK - SCHWAB STRATEGIC TR, 16.00%
2. DFAC - DIMENSIONAL ETF TRUST, 14.41%
3. VTV - VANGUARD INDEX FDS, 9.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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