account_balance
Investment manager · 13F filer · SEC CIK 2104402
RCW Management, LLC
Reported value$111Mas of Sep 30, 2026
Positions67 0 new, 1 sold out
Top 10 weight50.1%SCHG alone is 9%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
8.6%
VGTVanguard World Fd
7.9%
SCHBSchwab Strategic Tr
7.2%Trimmed −2%
XLKSelect Sector SPDR Tr
6.4%
VVVanguard Index FDS
4.2%
SCHXSchwab Strategic Tr
3.5%Trimmed −3%
VFHVanguard World Fd
3.3%
VHTVanguard World Fd
3.1%Trimmed −3%
VEAVanguard Tax-Managed FDS
2.9%
QQQInvesco QQQ Tr
2.9%
DYNFBlackRock ETF Trust
2.7%Added +3%
VTVVanguard Index FDS
2.1%
SCHGSchwab Strategic Tr
8.6%
VGTVanguard World Fd
7.9%
SCHBSchwab Strategic Tr
7.2%−2%
XLKSelect Sector SPDR Tr
6.4%
VVVanguard Index FDS
4.2%
SCHXSchwab Strategic Tr
3.5%
VFH3.3%
VHT3.1%
VEA2.9%
QQQ2.9%
DYNF2.7%
VTV2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 8.6% Held
VGT Vanguard World Fd 7.9% Held
SCHB Schwab Strategic Tr 7.2% Trimmed −2%
XLK Select Sector SPDR Tr 6.4% Held
VV Vanguard Index FDS 4.2% Held
SCHX Schwab Strategic Tr 3.5% Trimmed −3%
VFH Vanguard World Fd 3.3% Held
VHT Vanguard World Fd 3.1% Trimmed −3%
VEA Vanguard Tax-Managed FDS 2.9% Held
QQQ Invesco QQQ Tr 2.9% Held
DYNF BlackRock ETF Trust 2.7% Added +3%
VTV Vanguard Index FDS 2.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- FBND +20%
- SPSM +6%
- DYNF +3%
- SCHR +2%
arrow_downwardTrimmed
- JPST −15%
- IJR −6%
- VCR −4%
- ILCV −4%
remove_circleSold out
- VPU $222K
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