Warwick Investment Management, Inc.
Q4 2024 13F Holdings
- Locationbryan, TX
- Num holdings
96
- Value ($000)
$485,327
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001931041
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $124.22M | 26 % | 4,387,948 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $88.69M | 18 % | 2,564,113 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $38.76M | 8 % | 228,955 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.52M | 4 % | 38,173 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.06M | 4 % | 468,728 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $18.82M | 4 % | 295,166 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $18.64M | 4 % | 175,803 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.07M | 4 % | 58,907 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.36M | 2 % | 17,670 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.04M | 2 % | 33,478 |
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