Martin Worley Group
Q2 2025 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
91
- Value ($000)
$204,400
- Date Filed 08/12/2025
- Form type13F-HR
- CIK 0002049542
- 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 |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $23.13M | 11 % | 76,113 | ||
D DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $9.59M | 5 % | 309,250 | ||
D DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.49M | 5 % | 223,965 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $9.48M | 5 % | 137,209 | ||
V VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | $9.28M | 5 % | 72,404 | ||
J J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.19M | 4 % | 144,916 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.95M | 3 % | 15,860 | ||
C PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $6.10M | 3 % | 62,696 | ||
D DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $5.03M | 3 % | 173,904 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.99M | 2 % | 188,118 |
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