MW

Martin Worley Group

13F
Martin Worley Group
Last update 2025-04-22 83 Stocks (2 new)
Value $175.00 Mil Turnover 10 %
Countries:
Martin Worley Group Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
71,037
19,523.7
+4.89%
11.140
+0.52%
0.000
+18.95%
+8.50%
478,431.4
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
222,018
8,534.4
+11.50%
4.870
+0.50%
0.120
+18.96%
+8.15%
8,822.9
 
VFMV
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
65,624
8,317.2
+13.16%
4.750
+0.55%
4.050
+6.52%
+7.62%
280.8
 
DFLV
Dimensional US Large Cap Value ETF
266,363
8,142.7
+17.87%
4.650
+0.71%
0.250
+12.47%
+7.37%
3,835.2
 
VXUS
Vanguard Total International Stock
129,801
8,060.6
+6.55%
4.600
+0.28%
0.010
+14.52%
+21.84%
94,497.9
 
JMUB
JPMorgan Municipal ETF
151,044
7,552.2
+5.75%
4.310
+0.23%
0.280
+1.07%
-0.24%
3,085.4
 
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
57,885
5,601.5
+7.92%
3.200
+0.23%
0.420
+3.06%
+4.11%
1,317.5
 
SCHD
Schwab US Dividend Equity ETF
173,689
4,856.3
+1.32%
2.770
+0.04%
0.010
+8.77%
+2.12%
71,498.8
 
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
88,826
4,579.0
+31.69%
2.610
+0.63%
0.250
+1.30%
+0.17%
2,018.3
 
SCHY
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
170,475
4,326.6
+0.93%
2.470
+0.02%
0.470
+9.11%
+22.86%
1,216.0
 

Martin Worley Group's Historical Top Holdings Breakdowns

Martin Worley Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.71%
29.56 ($30.89) 31.77
$31.96
3.46%
Add 17.87%
266,363
40,391
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.63%
51.26 ($51.87) 52.53
$50.98
-1.72%
Add 31.69%
88,826
21,377
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+0.57%
45.92 ($46.87) 47.58
$47.16
0.62%
New holding
20,959
20,959
VFMV
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
2025-03-31
Add
Add
+0.55%
119.38 ($124.93) 128.27
$128.54
2.89%
Add 13.16%
65,624
7,631
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
2025-03-31
Add
Add
+0.54%
35.3 ($37.97) 39.61
$40.54
6.77%
Add 51.33%
78,118
26,498
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.52%
271.18 ($290.53) 303.12
$312.41
7.53%
Add 4.89%
71,037
3,310
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.50%
37.84 ($40.57) 42.31
$43.57
7.39%
Add 11.5%
222,018
22,906
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.50%
369.1 ($404.54) 427.61
$450.40
11.34%
Add 32.3%
9,626
2,350
DFSI
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
2025-03-31
Add
Add
+0.42%
32.4 ($34.68) 36.27
$40.29
16.18%
Add 45.28%
68,135
21,237
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.37%
24.64 ($25.96) 26.86
$29.98
15.49%
Add 20.81%
146,256
25,198

Martin Worley Group Total Holding History ($B)

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Martin Worley Group's Asset Allocation

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Martin Worley Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Martin Worley Group's Hypothetical Growth since 2025-03-31

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