Martin Worley Group
Q1 2025 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
83
- Value ($000)
$175,233
- Date Filed04/21/2025
- Form type13F-HR
- CIK0002049542
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.52M | 11 % | 71,037 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.53M | 5 % | 222,018 | ||
VFMV VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | $8.32M | 5 % | 65,624 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $8.14M | 5 % | 266,363 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $8.06M | 5 % | 129,801 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.55M | 4 % | 151,044 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $5.60M | 3 % | 57,885 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.86M | 3 % | 173,689 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $4.58M | 3 % | 88,826 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $4.33M | 3 % | 170,475 |
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