RW Investment Management LLC - Portfolio overview

RW Investment Management LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-04-28.

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. DFIC - DIMENSIONAL ETF TRUST, 17.00%
2. BSV - VANGUARD BD INDEX FDS, 11.85%
3. VCSH - VANGUARD SCOTTSDALE FDS, 11.42%

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

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