MRWM Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $27.56M | 14.8% |
| ISHARES TR | $14.09M | 7.6% |
| ETFS GOLD TR | $13.98M | 7.5% |
| SPDR S&P 500 ETF TR | $10.12M | 5.4% |
| VANGUARD STAR FDS | $8.11M | 4.4% |
| CAPITAL GROUP GROWTH ETF | $8.00M | 4.3% |
| PROSHARES TR | $7.77M | 4.2% |
| VANGUARD INSTL INDEX FD | $6.87M | 3.7% |
| WISDOMTREE TR | $6.63M | 3.6% |
| VANGUARD INDEX FDS | $6.44M | 3.5% |
| SCHWAB STRATEGIC TR | $6.07M | 3.3% |
| Apple Inc. | $6.01M | 3.2% |
| SCHWAB STRATEGIC TR | $5.83M | 3.1% |
| SPDR SERIES TRUST | $5.50M | 3.0% |
| ISHARES TR | $4.68M | 2.5% |
| VANGUARD SPECIALIZED FUNDS | $3.17M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $2.78M | 1.5% |
| ISHARES TR | $1.89M | 1.0% |
| CAPITAL GROUP DIVIDEND VALUE | $1.75M | 0.9% |
| ISHARES TR | $1.53M | 0.8% |
| Broadcom Inc. | $1.50M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.48M | 0.8% |
| Alphabet Inc. | $1.44M | 0.8% |
| AbbVie Inc. | $1.36M | 0.7% |
| SELECT SECTOR SPDR TR | $1.27M | 0.7% |
| Visa Inc | $1.18M | 0.6% |
| CISCO SYSTEMS, INC. | $1.17M | 0.6% |
| LAM RESEARCH CORP | $1.11M | 0.6% |
| KROGER CO | $1.10M | 0.6% |
| AMGEN INC | $1.04M | 0.6% |
| MCDONALD'S CORP | $1.02M | 0.5% |
| HOME DEPOT, INC. | $1.01M | 0.5% |
| Medtronic plc | $993.5K | 0.5% |
| QUALCOMM INC/DE | $987.5K | 0.5% |
| Eaton Corp plc | $984.8K | 0.5% |
| SELECT SECTOR SPDR TR | $951.4K | 0.5% |
| LOWES COMPANIES INC | $944.9K | 0.5% |
| MICROSOFT CORP | $923.2K | 0.5% |
| SCHWAB CHARLES CORP | $911.7K | 0.5% |
| LOCKHEED MARTIN CORP | $889.0K | 0.5% |
| Merck & Co., Inc. | $876.9K | 0.5% |
| ISHARES TR | $836.9K | 0.4% |
| PROCTER & GAMBLE Co | $822.2K | 0.4% |
| ISHARES TR | $818.7K | 0.4% |
| EXXON MOBIL CORP | $734.7K | 0.4% |
| NetApp Inc | $714.5K | 0.4% |
| ISHARES TR | $616.6K | 0.3% |
| NVIDIA Corp | $614.4K | 0.3% |
| ISHARES TR | $593.8K | 0.3% |
| SPDR S&P MIDCAP 400 ETF TR | $529.7K | 0.3% |