Warwick Investment Management, Inc.
Q1 2025 13F Holdings
- Locationbryan, TX
- Num holdings
111
- Value ($000)
$481,352
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $109.90M | 23 % | 4,082,418 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $82.97M | 17 % | 2,515,059 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $43.24M | 9 % | 250,325 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.67M | 4 % | 470,065 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.08M | 4 % | 38,552 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $17.87M | 4 % | 295,453 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $16.13M | 3 % | 167,111 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.54M | 3 % | 56,552 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.93M | 2 % | 17,760 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $7.40M | 2 % | 33,363 |
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