Robinswood Financial LLC

Est. AUM

$348.9M

13F long equity, this entity only

Positions

435

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$21.9M	59919	6.28%	SOLE
2	VANGUARD VALUE INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$21.4M	98042	6.12%	SOLE
3	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$20.1M	82608	5.75%	SOLE
4	ISHARES MSCI EAFE GROWTHETF	UIT EXCHANGE TRADED	$19.1M	153573	5.48%	SOLE
5	VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$18.9M	317066	5.42%	SOLE
6	VANGUARD GROWTH INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$16.8M	195103	4.82%	SOLE
7	SCHWAB SHORT-TERM U.S. TREASURY ETF	UIT EXCHANGE TRADED	$16.5M	682357	4.72%	SOLE
8	VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$16.4M	350470	4.70%	SOLE
9	ISHARES CORE U.S. AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$16.2M	163669	4.64%	SOLE
10	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	UIT EXCHANGE TRADED	$14.8M	143954	4.25%	SOLE
11	DIMENSIONAL INTERNATIONAL VALUE ETF	UIT EXCHANGE TRADED	$13.8M	254698	3.94%	SOLE
12	ISHARES CORE S&P MID-CAPETF	UIT EXCHANGE TRADED	$13.3M	172241	3.81%	SOLE
13	SCHWAB U.S. TIPS ETF	UIT EXCHANGE TRADED	$12.4M	468805	3.56%	SOLE
14	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	UIT EXCHANGE TRADED	$9.9M	283738	2.85%	SOLE
15	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET	UIT EXCHANGE TRADED	$8.9M	176420	2.54%	SOLE
16	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$7.9M	117576	2.27%	SOLE
17	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	UIT EXCHANGE TRADED	$7.4M	146112	2.12%	SOLE
18	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	UIT EXCHANGE TRADED	$6.2M	52374	1.79%	SOLE
19	ISHARES MSCI EAFE VALUE ETF	UIT EXCHANGE TRADED	$6.0M	78491	1.72%	SOLE
20	VANGUARD MID-CAP INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$5.8M	71785	1.66%	SOLE
21	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	UIT EXCHANGE TRADED	$5.8M	85604	1.66%	SOLE
22	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	UIT EXCHANGE TRADED	$5.6M	116721	1.61%	SOLE
23	VANGUARD 0-3 MONTH TREASURY BILL ETF	UIT EXCHANGE TRADED	$5.0M	66157	1.44%	SOLE
24	MICROSOFT CORP	COMMON STOCK	$4.3M	11432	1.22%	SOLE
25	INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF	UIT EXCHANGE TRADED	$3.7M	83163	1.07%	SOLE
26	VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES	UIT EXCHANGE TRADED	$3.2M	65232	0.91%	SOLE
27	VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.9M	37336	0.83%	SOLE
28	APPLE INC	COMMON STOCK	$2.4M	8251	0.68%	SOLE
29	STATE STREET GLOBAL ALLOCATION ETF	UIT EXCHANGE TRADED	$2.4M	44991	0.68%	SOLE
30	AMAZON.COM INC	COMMON STOCK	$2.4M	9914	0.68%	SOLE
31	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$1.6M	4308	0.46%	SOLE
32	COSTCO WHSL CORP NEW	COMMON STOCK	$1.6M	1665	0.45%	SOLE
33	BERKSHIRE HATHAWAY CLASS A	COMMON STOCK	$1.5M	2	0.43%	SOLE
34	STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	UIT EXCHANGE TRADED	$1.4M	15188	0.40%	SOLE
35	INVESCO NASDAQ 100 ETF	UIT EXCHANGE TRADED	$1.1M	3474	0.30%	SOLE
36	PACCAR INC	COMMON STOCK	$929K	7732	0.27%	SOLE
37	INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF	UIT EXCHANGE TRADED	$896K	41376	0.26%	SOLE
38	SPDR GOLD SHARES	UIT EXCHANGE TRADED	$869K	2359	0.25%	SOLE
39	WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND	UIT EXCHANGE TRADED	$857K	10232	0.25%	SOLE
40	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$754K	10272	0.22%	SOLE
41	TRAVELERS COS INC	COMMON STOCK	$750K	2271	0.21%	SOLE
42	DIMENSIONAL US MARKETWIDE VALUE ETF	UIT EXCHANGE TRADED	$722K	13122	0.21%	SOLE
43	ISHARES 0-5 YEAR TIPS BOND ETF	UIT EXCHANGE TRADED	$674K	6593	0.19%	SOLE
44	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$654K	7814	0.19%	SOLE
45	SCHWAB EMERGING MARKETS EQUITY ETF	UIT EXCHANGE TRADED	$582K	16054	0.17%	SOLE
46	VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$569K	827	0.16%	SOLE
47	SCHWAB INTERNATIONAL EQUITY ETF	UIT EXCHANGE TRADED	$553K	19956	0.16%	SOLE
48	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	UIT EXCHANGE TRADED	$546K	5420	0.16%	SOLE
49	DIMENSIONAL U.S. CORE EQUITY 2 ETF	UIT EXCHANGE TRADED	$533K	12010	0.15%	SOLE
50	JOHNSON & JOHNSON	COMMON STOCK	$517K	2035	0.15%	SOLE

1–50 of 435

1 / 9

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