RW Investment Management LLC

Est. AUM

$1.03B

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$150.4M	4234459	14.56%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$149.5M	466016	14.47%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$104.9M	1337847	10.15%	SOLE
4	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$101.1M	1274824	9.78%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$95.1M	2588182	9.21%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$68.2M	1972853	6.60%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$52.4M	1241844	5.07%	SOLE
8	DIMENSIONAL ETF TRUST	US TARGETED VLU	$47.6M	762689	4.61%	SOLE
9	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$28.5M	587440	2.76%	SOLE
10	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$8.0M	165862	0.77%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.5M	12516	0.72%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$7.4M	28076	0.71%	SOLE
13	APPLE INC	COM	$6.5M	25750	0.63%	SOLE
14	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$4.9M	48277	0.47%	SOLE
15	COSTCO WHOLESALE CORPORATION	COM	$4.8M	4816	0.46%	SOLE
16	ISHARES TR	CORE S&P TTL STK	$4.6M	32538	0.45%	SOLE
17	MICRON TECHNOLOGY INC	COM	$4.6M	13506	0.44%	SOLE
18	MICROSOFT CORP	COM	$4.4M	11795	0.42%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$4.1M	14181	0.39%	SOLE
20	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$3.8M	49972	0.37%	SOLE
21	DIMENSIONAL ETF TRUST	INTERNATIONAL	$3.6M	85036	0.35%	SOLE
22	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.5M	103208	0.34%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	65258	0.30%	SOLE
24	JPMORGAN CHASE & CO	COM	$3.0M	10318	0.29%	SOLE
25	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.8M	38301	0.27%	SOLE
26	US BANCORP	COM NEW	$2.6M	49468	0.25%	SOLE
27	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.1M	50391	0.20%	SOLE
28	IDACORP INC	COM	$1.9M	13382	0.19%	SOLE
29	DEERE & CO	COM	$1.9M	3335	0.18%	SOLE
30	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$1.6M	20540	0.16%	SOLE
31	WALMART INC	COM	$1.5M	12110	0.15%	SOLE
32	PACKAGING CORP AMER	COM	$1.5M	7074	0.15%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3114	0.14%	SOLE
34	BROADCOM INC	COM	$1.4M	4517	0.14%	SOLE
35	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.4M	32961	0.14%	SOLE
36	EXXON MOBIL CORP	COM	$1.3M	7639	0.13%	SOLE
37	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.2M	14308	0.12%	SOLE
38	FREEPORT MCMORAN INC	CL B	$1.2M	20040	0.11%	SOLE
39	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$1.1M	22208	0.11%	SOLE
40	QUANTA SVCS INC	COM	$1.1M	2050	0.11%	SOLE
41	JOHNSON & JOHNSON	COM	$1.1M	4546	0.11%	SOLE
42	META PLATFORMS INC	CL A	$1.1M	1869	0.10%	SOLE
43	ORACLE CORP	COM	$1.1M	7161	0.10%	SOLE
44	ELI LILLY & CO	COM	$952K	1035	0.09%	SOLE
45	BLACKSTONE INC	COM	$949K	8250	0.09%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$948K	1457	0.09%	SOLE
47	ALPHABET INC	CAP STK CL A	$921K	3203	0.09%	SOLE
48	KKR & CO INC	COM	$903K	9762	0.09%	SOLE
49	ISHARES TR	PFD AND INCM SEC	$873K	28777	0.08%	SOLE
50	EATON CORP PLC	SHS	$819K	2291	0.08%	SOLE

1–50 of 113

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.