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CIK: 0002049542
Total reported value
$204.4M
$204.4M
83 檔
25.7%
As reported in its official Q1 2025 Form 13F filing, Martin Worley Group's tracked investment portfolio stood at $204.4M with 83 total positions.
During Q1 2025, Martin Worley Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DFAU, VFMV) accounted for 25.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.14% | — | +4.89% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.87% | — | +11.50% | |
| 3 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 4.75% | — | +13.16% | |
| 4 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.65% | — | +17.87% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.60% | — | +6.55% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.31% | — | +5.75% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 3.20% | — | +7.92% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.77% | — | +1.32% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.61% | — | +31.69% | |
| 10 | SCHY | Schwab International Dvd ETF | ETF-Other | 2.47% | — | +0.93% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.38% | — | +17.93% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.17% | — | +0.78% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.16% | — | +20.81% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.08% | — | +19.60% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 2.05% | — | +12.42% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | — | +32.30% | |
| 17 | DIHP | Dimensional International Hi | ETF-Other | 2.02% | — | +16.87% | |
| 18 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.80% | — | +18.89% | |
| 19 | DFIS | Dimensional International Sm | ETF-Other | 1.74% | — | +15.70% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.70% | — | -0.16% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.66% | — | +24.25% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 1.64% | — | +11.80% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.60% | — | +51.33% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.58% | — | +0.03% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.55% | — | +22.35% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | — | +8.86% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.36% | — | +45.28% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.34% | — | +16.10% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.18% | — | +2.60% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.15% | — | +36.29% | |
| 31 | FMHI | First Trust Municipal High I | ETF-Other | 1.13% | — | +10.02% | |
| 32 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.91% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | — | -1.26% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | — | +17.28% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.80% | — | +27.71% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | — | +33.11% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | — | -8.06% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | -22.17% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | — | — | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.60% | — | -3.58% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | — | -13.85% | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.57% | — | — | |
| 43 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.51% | — | -21.71% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.51% | — | -3.90% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | — | -7.83% | |
| 46 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.48% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | — | -4.05% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | — | -1.92% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | — | +29.31% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.43% | — | +23.38% |
According to official SEC Form 13F filings, Martin Worley Group reported a total U.S. public equity portfolio value of $204.4M across 83 disclosed positions in Q1 2025.
During Q1 2025, Martin Worley Group's top holdings by market value included VTI (11.1%)、DFAU (4.9%)、VFMV (4.8%). The largest single position, VTI, represented 11.1% of total portfolio value.
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In Q1 2025, Martin Worley Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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