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Portfolio (Quarterly) Guide ↗

RCW Management, LLC

· CIK 0002104402
13F Portfolio $112M AUM 68 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 68 New
Page 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 267,804.0 $9.1M 8.12% NEW $33.84 +4.4%
2 VGT VANGUARD WORLD FD 71,034.0 $8.5M 7.61% NEW $119.52 -1.7%
3 SCHB SCHWAB STRATEGIC TR 279,621.0 $8.1M 7.26% NEW $28.96 +2.2%
4 XLK SELECT SECTOR SPDR TR 36,107.0 $6.9M 6.17% NEW $190.52 -4.6%
5 VV VANGUARD INDEX FDS 13,354.0 $4.6M 4.12% NEW $343.92 +2.6%
6 SCHX SCHWAB STRATEGIC TR 132,839.0 $3.9M 3.50% NEW $29.43 +2.7%
7 VFH VANGUARD WORLD FD 28,309.0 $3.7M 3.34% NEW $131.60 +8.2%
8 VHT VANGUARD WORLD FD 11,037.0 $3.3M 2.96% NEW $299.03 +10.0%
9 VEA VANGUARD TAX-MANAGED FDS 45,624.0 $3.3M 2.91% NEW $71.25 +3.5%
10 QQQ INVESCO QQQ TR Financial Services 4,389.0 $3.2M 2.90% NEW $736.52 -3.5%
11 DYNF BLACKROCK ETF TRUST 41,686.0 $2.8M 2.54% NEW $68.01 +1.6%
12 VIS VANGUARD WORLD FD 7,294.0 $2.6M 2.36% NEW $360.38 -5.1%
13 VTV VANGUARD INDEX FDS 11,101.0 $2.4M 2.17% NEW $217.93 +4.1%
14 VDC VANGUARD WORLD FD 9,768.0 $2.2M 1.98% NEW $225.49 +3.6%
15 TIP ISHARES TR 19,340.0 $2.1M 1.90% NEW $109.43 -1.6%
16 IJR ISHARES TR 13,412.0 $2.0M 1.78% NEW $148.32 -1.1%
17 SCHA SCHWAB STRATEGIC TR 53,485.0 $1.9M 1.73% NEW $36.13 -4.2%
18 XLF SELECT SECTOR SPDR TR 34,592.0 $1.9M 1.66% NEW $53.61 +8.8%
19 SCHM SCHWAB STRATEGIC TR 49,725.0 $1.8M 1.64% NEW $36.87 -2.8%
20 GLDM WORLD GOLD TR Financial Services 23,081.0 $1.8M 1.64% NEW $79.42 +16.3%
Page 1 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.0%
Industrials 17.6%
Real Estate 5.5%
Technology 5.1%
Healthcare 2.9%