MRWM Advisors, LLC
75 holdingsFiling period: 2026-03-31Current AUM: $201.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 83.7K | $26.9M | $30.8M | 15.34% | +1.5K | 2026-03-31 |
| 2 | SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | 328.3K | $14.6M | $12.7M | 6.30% | -12,048 | 2026-03-31 |
| 3 | IVV | ISHARES TR CORE S&P500 ETF | 20.6K | $13.4M | $15.4M | 7.69% | +20 | 2026-03-31 |
| 4 | VTV | VANGUARD VALUE ETF | 48.0K | $9.4M | $10.6M | 5.26% | +14.3K | 2026-03-31 |
| 5 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 110.2K | $8.5M | $9.3M | 4.64% | +2.7K | 2026-03-31 |
| 6 | SGOV | ISHARES TR 0-3 MNTH TREASRY | 84.2K | $8.5M | $8.5M | 4.22% | +76.1K | 2026-03-31 |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 189.0K | $7.6M | $8.5M | 4.22% | +9.1K | 2026-03-31 |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 10.9K | $7.1M | $8.1M | 4.04% | -3,976 | 2026-03-31 |
| 9 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 220.8K | $6.8M | $7.4M | 3.68% | -554 | 2026-03-31 |
| 10 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 82.5K | $6.2M | $6.2M | 3.11% | -8,618 | 2026-03-31 |
| 11 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 57.5K | $6.1M | $6.6M | 3.27% | -17,183 | 2026-03-31 |
| 12 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 64.4K | $5.9M | $5.9M | 2.94% | +4.3K | 2026-03-31 |
| 13 | AAPL | APPLE INCORPORATED | 21.7K | $5.5M | $6.7M | 3.34% | -362 | 2026-03-31 |
| 14 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 178.2K | $5.2M | $6.1M | 3.03% | -642 | 2026-03-31 |
| 15 | TIP | ISHARES TR TIPS BD ETF | 40.3K | $4.5M | $4.3M | 2.16% | -2,229 | 2026-03-31 |
| 16 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 16.6K | $3.6M | $4.0M | 1.97% | +2.1K | 2026-03-31 |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 57.3K | $3.4M | $3.3M | 1.66% | +9.9K | 2026-03-31 |
| 18 | CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | 38.5K | $1.6M | $1.9M | 0.95% | -1,649 | 2026-03-31 |
| 19 | HEFA | ISHARES TR HDG MSCI EAFE | 35.8K | $1.5M | $1.7M | 0.83% | -1,183 | 2026-03-31 |
| 20 | LRCX | LAM RESEARCH CORPORATION COM NEW | 6.3K | $1.3M | $1.8M | 0.91% | -219 | 2026-03-31 |
| 21 | AVGO | BROADCOM INCORPORATED | 4.3K | $1.3M | $1.7M | 0.82% | -85 | 2026-03-31 |
| 22 | ABBV | ABBVIE INCORPORATED | 5.9K | $1.3M | $1.5M | 0.73% | -96 | 2026-03-31 |
| 23 | KR | KROGER COMPANY | 17.5K | $1.3M | $1.0M | 0.50% | -101 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 4.4K | $1.3M | $1.6M | 0.78% | -213 | 2026-03-31 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHINES | 5.0K | $1.2M | $1.1M | 0.55% | -33 | 2026-03-31 |
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