DC

Darrow Company Portfolio holdings

AUM $215M
1-Year Est. Return 9.4%
This Quarter Est. Return
1 Year Est. Return
+9.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$792K
3
+$767K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$740K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$615K

Top Sells

1
+$379K
2
+$183K
3
+$94.1K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$80.5K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$59.1K

Sector Composition

1 Technology 1.02%
2 Communication Services 0.85%
3 Healthcare 0.21%
4 Consumer Discretionary 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$98B
$1.55M 0.72%
7,185
-70
MSFT icon
27
Microsoft
MSFT
$3.84T
$1.17M 0.54%
2,254
+148
AAPL icon
28
Apple
AAPL
$3.98T
$1.02M 0.47%
3,941
+290
MDY icon
29
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$996K 0.46%
1,683
-46
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$69.2B
$883K 0.41%
32,653
+334
SPTM icon
31
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$803K 0.37%
9,934
DFAI icon
32
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$783K 0.36%
21,406
VCR icon
33
Vanguard Consumer Discretionary ETF
VCR
$6.56B
$688K 0.32%
1,742
NEAR icon
34
iShares Short Maturity Bond ETF
NEAR
$3.57B
$672K 0.31%
13,089
NFLX icon
35
Netflix
NFLX
$466B
$671K 0.31%
601
+7
SPYV icon
36
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$532K 0.25%
9,500
+30
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.42T
$496K 0.23%
1,970
+205
XLG icon
38
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$487K 0.23%
8,436
VCIT icon
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$487K 0.23%
5,746
+212
BSX icon
40
Boston Scientific
BSX
$146B
$455K 0.21%
+4,382
VCSH icon
41
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$442K 0.21%
5,521
+135
AMZN icon
42
Amazon
AMZN
$2.72T
$434K 0.2%
1,990
+185
VTI icon
43
Vanguard Total Stock Market ETF
VTI
$557B
$432K 0.2%
1,314
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.43T
$431K 0.2%
1,705
+85
SCHF icon
45
Schwab International Equity ETF
SCHF
$52.8B
$418K 0.19%
17,675
XOM icon
46
Exxon Mobil
XOM
$480B
$388K 0.18%
3,383
+75
WMT icon
47
Walmart
WMT
$810B
$306K 0.14%
2,854
+100
MGV icon
48
Vanguard Mega Cap Value ETF
MGV
$10.1B
$273K 0.13%
1,970
+10
RTX icon
49
RTX Corp
RTX
$237B
$259K 0.12%
1,454
+30
IYF icon
50
iShares US Financials ETF
IYF
$3.96B
$250K 0.12%
2,054
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