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Martin Worley Group13F | |
| Martin Worley Group | |
| Last update 2025-04-22 | 83 Stocks (2 new) |
| Value $175.00 Mil | Turnover 10 % |
Martin Worley Group Top Holdings of 2025-03-31
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| 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 | +16.45% | +8.47% | 478,263.0 | ||
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 | +16.43% | +8.08% | 8,816.8 | ||
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 | +5.71% | +7.40% | 280.2 | ||
DFLV | Dimensional US Large Cap Value ETF | 266,363 | 8,142.7 | +17.87% | 4.650 | +0.71% | 0.250 | +10.38% | +7.07% | 3,824.4 | ||
VXUS | Vanguard Total International Stock | 129,801 | 8,060.6 | +6.55% | 4.600 | +0.28% | 0.010 | +12.30% | +21.01% | 93,859.7 | ||
JMUB | JPMorgan Municipal ETF | 151,044 | 7,552.2 | +5.75% | 4.310 | +0.23% | 0.280 | +0.64% | -0.19% | 3,086.8 | ||
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 | +2.13% | +3.99% | 1,316.0 | ||
SCHD | Schwab US Dividend Equity ETF | 173,689 | 4,856.3 | +1.32% | 2.770 | +0.04% | 0.010 | +7.15% | +1.74% | 71,237.6 | ||
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 | +0.94% | +0.11% | 2,017.1 | ||
SCHY |
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
| 170,475 | 4,326.6 | +0.93% | 2.470 | +0.02% | 0.470 | +7.22% | +21.85% | 1,206.0 |
Martin Worley Group's Historical Top Holdings Breakdowns
Martin Worley Group's Top Stock Picks
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| 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 | $31.87 | 3.17% | 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 | $50.95 | -1.77% | 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 | $47.09 | 0.47% | 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 | $128.28 | 2.68% | 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 | $40.42 | 6.45% | 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 | $312.30 | 7.49% | 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 | $43.54 | 7.32% | Add 11.5% | 222,018 | 22,906 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.50% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | 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 | $40.04 | 15.46% | 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 | $29.80 | 14.79% | Add 20.81% | 146,256 | 25,198 |
Martin Worley Group Total Holding History ($B)
Martin Worley Group's Asset Allocation
Martin Worley Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Martin Worley Group's Hypothetical Growth since 2025-03-31
Martin Worley Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Martin Worley Group's Holdings Heat Map
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Martin Worley Group's Holdings Bubble Chart
Martin Worley Group News
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