RCW Management, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
66
Quarter
2025 Q4
Top Holding
SCHG (8.7%)
Top 10 Concentration
48.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 66
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHG
SCHWAB STRATEGI...
ETF 8.65% #1
Prev: #—
5.5 262,645 no change
NEW
262,645 $8,567,520 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 7.54% #2
Prev: #—
5.0 284,548 no change
NEW
284,548 $7,463,768 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 6.96% #3
Prev: #—
4.8 9,140 no change
NEW
9,140 $6,890,686 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 5.25% #4
Prev: #—
4.1 36,107 no change
NEW
36,107 $5,198,335 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 3.98% #5
Prev: #—
3.6 12,512 no change
NEW
12,512 $3,939,077 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFH
VANGUARD WORLD ...
ETF 3.74% #6
Prev: #—
3.5 27,735 no change
NEW
27,735 $3,702,421 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 3.73% #7
Prev: #—
3.5 137,219 no change
NEW
137,219 $3,692,564 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VHT
VANGUARD WORLD ...
ETF 3.34% #8
Prev: #—
3.3 11,488 no change
NEW
11,488 $3,307,315 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 2.88% #9
Prev: #—
3.2 4,640 no change
NEW
4,640 $2,850,590 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLDM
WORLD GOLD TR
ETF 2.38% #10
Prev: #—
3.0 27,597 no change
NEW
27,597 $2,355,956 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIS
VANGUARD WORLD ...
ETF 2.25% #11
Prev: #—
2.9 7,457 no change
NEW
7,457 $2,225,239 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 2.23% #12
Prev: #—
2.9 35,338 no change
NEW
35,338 $2,207,614 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VDC
VANGUARD WORLD ...
ETF 2.16% #13
Prev: #—
2.9 10,102 no change
NEW
10,102 $2,133,946 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 2.13% #14
Prev: #—
2.9 34,737 no change
NEW
34,737 $2,112,357 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 2.06% #15
Prev: #—
2.8 18,568 no change
NEW
18,568 $2,040,857 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 2.01% #16
Prev: #—
2.8 10,404 no change
NEW
10,404 $1,987,103 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 2.00% #17
Prev: #—
2.8 16,507 no change
NEW
16,507 $1,983,966 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 1.91% #18
Prev: #—
2.8 34,591 no change
NEW
34,591 $1,894,549 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOX
VANGUARD WORLD ...
ETF 1.88% #19
Prev: #—
2.8 9,593 no change
NEW
9,593 $1,857,493 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOAT
VANECK ETF TRUS...
ETF 1.70% #20
Prev: #—
2.7 16,218 no change
NEW
16,218 $1,679,624 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHM
SCHWAB STRATEGI...
ETF 1.56% #21
Prev: #—
2.6 51,314 no change
NEW
51,314 $1,543,015 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB STRATEGI...
ETF 1.56% #22
Prev: #—
2.6 54,132 no change
NEW
54,132 $1,541,679 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 1.48% #23
Prev: #—
2.6 9,472 no change
NEW
9,472 $1,469,297 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLE
SELECT SECTOR S...
Unknown 1.44% #24
Prev: #—
2.6 31,979 no change
NEW
31,979 $1,429,851 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCR
VANGUARD WORLD ...
ETF 1.37% #25
Prev: #—
2.5 3,432 no change
NEW
3,432 $1,351,933 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 66 holdings

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