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RLWM

RF&L Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 20.46%
This Fund
S&P 500
This Quarter Est. Return
+8.92%
1 Year Est. Return
+20.46%
3 Year Est. Return
+62.32%
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
Cap. Flow
+$97.1M
Cap. Flow %
99.99%
Top 10 Hldgs %
62.35%
Holding
47
New
47
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 8.19%
2 Healthcare 6.88%
3 Consumer Staples 3.5%
4 Consumer Discretionary 2.16%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFAT icon
1
Dimensional US Targeted Value ETF
DFAT
$14.5B
$12.9M 13.25%
+292,672
New +$12.9M
DFUV icon
2
Dimensional US Marketwide Value ETF
DFUV
$15.2B
$8.47M 8.72%
+252,948
New +$8.41M
DFAC icon
3
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$6.87M 7.08%
+283,026
New +$6.88M
DFUS
4
Dimensional US Equity ETF
DFUS
$20.8B
$6.39M 6.58%
+153,468
New +$6.42M
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.7B
$6.03M 6.21%
+80,079
New +$6.01M
DFAS icon
6
Dimensional US Small Cap ETF
DFAS
$15B
$5.06M 5.21%
+98,900
New +$5.09M
AAPL icon
7
Apple
AAPL
$4.9T
$4.59M 4.73%
+35,364
New +$5.05M
VBR icon
8
Vanguard Small-Cap Value ETF
VBR
$37.1B
$3.59M 3.7%
+22,607
New +$3.6M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$658B
$3.47M 3.57%
+18,128
New +$3.49M
ABBV icon
10
AbbVie
ABBV
$450B
$3.2M 3.29%
+19,780
New +$3.03M
DFIV icon
11
Dimensional International Value ETF
DFIV
$20.6B
$2.98M 3.07%
+97,973
New +$2.84M
FNDC icon
12
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$2.79M 2.88%
+89,347
New +$2.66M
MSFT icon
13
Microsoft
MSFT
$2.93T
$2.49M 2.56%
+10,381
New +$2.49M
AMZN icon
14
Amazon
AMZN
$2.66T
$2.1M 2.16%
+24,947
New +$2.46M
LLY icon
15
Eli Lilly
LLY
$1.05T
$1.9M 1.96%
+5,194
New +$1.84M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$974B
$1.75M 1.81%
+4,989
New +$1.76M
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.57M 1.61%
+33,542
New +$1.53M
FNDF icon
18
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$1.45M 1.49%
+49,810
New +$1.4M
WMT icon
19
Walmart Inc
WMT
$909B
$1.22M 1.26%
+25,800
New +$1.23M
ABT icon
20
Abbott
ABT
$175B
$1.21M 1.25%
+11,035
New +$1.14M
ITOT icon
21
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$1.17M 1.21%
+13,835
New +$1.18M
KO icon
22
Coca-Cola
KO
$351B
$1.12M 1.15%
+17,580
New +$1.06M
DFAX icon
23
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$1.03M 1.06%
+47,745
New +$993K
JPM icon
24
JPMorgan Chase
JPM
$907B
$1M 1.04%
+7,493
New +$949K
IWD icon
25
iShares Russell 1000 Value ETF
IWD
$81.9B
$975K 1%
+6,427
New +$962K

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RF&L Wealth Management's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for RF&L Wealth Management, which disclosed 47 positions worth $97.1M. Its ten largest holdings account for 62% of the portfolio.

Its largest position is Dimensional US Targeted Value ETF: 292,672 shares worth $12.9M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, followed by Healthcare and Consumer Staples.

  • RF&L Wealth Management's largest Q4 2022 buy was Dimensional US Targeted Value ETF: 292,672 shares worth $12.9M.
  • RF&L Wealth Management's ten largest holdings make up 62% of its $97.1M portfolio in Q4 2022.
  • RF&L Wealth Management disclosed 47 positions in Q4 2022, its first 13F filing on record.

Based on RF&L Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.