DC

Darrow Company Portfolio holdings

AUM $222M
1-Year Est. Return 10.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$357K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$684K
3
+$656K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$643K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$484K

Top Sells

1
+$443K
2
+$289K
3
+$271K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$251K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$222K

Sector Composition

1 Technology 1.03%
2 Communication Services 0.82%
3 Consumer Discretionary 0.33%
4 Energy 0.26%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.55M 0.7%
7,185
AAPL icon
27
Apple
AAPL
$4.31T
$1.17M 0.52%
4,591
+200
MDY icon
28
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$1.04M 0.47%
1,683
SCHD icon
29
Schwab US Dividend Equity ETF
SCHD
$89.9B
$935K 0.42%
30,582
-2,247
MSFT icon
30
Microsoft
MSFT
$3.08T
$881K 0.4%
2,380
+111
SPTM icon
31
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$806K 0.36%
10,191
+254
DFAI icon
32
Dimensional International Core Equity Market ETF
DFAI
$16.1B
$766K 0.34%
19,654
NEAR icon
33
iShares Short Maturity Bond ETF
NEAR
$4.32B
$710K 0.32%
13,965
+6
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.86T
$693K 0.31%
2,410
+130
NFLX icon
35
Netflix
NFLX
$368B
$640K 0.29%
6,655
+75
VCR icon
36
Vanguard Consumer Discretionary ETF
VCR
$6.21B
$606K 0.27%
1,742
XOM icon
37
Exxon Mobil
XOM
$599B
$586K 0.26%
3,453
+60
SCHF icon
38
Schwab International Equity ETF
SCHF
$65.2B
$565K 0.25%
22,815
VCIT icon
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.4B
$533K 0.24%
6,441
+677
AMZN icon
40
Amazon
AMZN
$2.93T
$520K 0.23%
2,499
+134
VCSH icon
41
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.5B
$499K 0.22%
6,297
+776
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.81T
$489K 0.22%
1,705
XLG icon
43
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$460K 0.21%
8,436
SPYV icon
44
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.8B
$436K 0.2%
7,841
-1,252
VTI icon
45
Vanguard Total Stock Market ETF
VTI
$634B
$422K 0.19%
1,314
WMT icon
46
Walmart Inc
WMT
$1.04T
$393K 0.18%
3,159
+55
RTX icon
47
RTX Corp
RTX
$237B
$284K 0.13%
1,474
+20
BSX icon
48
Boston Scientific
BSX
$80.2B
$277K 0.12%
4,412
+20
MGV icon
49
Vanguard Mega Cap Value ETF
MGV
$12B
$263K 0.12%
1,845
SHY icon
50
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$260K 0.12%
3,152
+365
1
2
3