Warwick Investment Management, Inc.
Q2 2025 13F Holdings
- Locationbryan, TX
- Num holdings
122
- Value ($000)
$515,494
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $121.90M | 24 % | 4,087,699 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $89.49M | 17 % | 2,496,805 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $44.83M | 9 % | 253,652 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $20.45M | 4 % | 37,077 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $19.82M | 4 % | 295,718 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.39M | 4 % | 468,173 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $16.74M | 3 % | 165,410 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.04M | 3 % | 49,494 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.71M | 2 % | 15,711 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.26M | 1 % | 16,571 |
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