Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RW INVESTMENT MANAGEMENT LLC | 06-06-2024 | 12-31-2022 | 82 | 254,176,868 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1 | $79,444,293 | 1,036,185 | 0.01 | 1,036,185 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $121,743,583 | 4,551,162 | 0.02 | 4,551,162 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3 | $73,971,460 | 956,816 | 0.01 | 956,816 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 4 | $98,938,807 | 1,817,725 | 0.01 | 1,817,725 | +Inf | 03-31-2024 |
