13F-HR filed by MRWM Advisors, LLC
MRWM Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-08-27, with 61 holding rows worth $127,754,127.
- Accession
- 0001754960-25-000622
- Filer
- CIK 1732949
- Filed
- 2025-08-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 61 entries on the cover page, a total value of $127,754,127 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,754,127 with VALUE read as dollars as filed, 13F file number 028-24407. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 52,933 | $15,340,513 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 130,310 | $11,914,243 | dollars as filed | |
| SPY | 78462F103 | SHS | 16,022 | $9,390,174 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 13,792 | $8,119,075 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 309,888 | $7,762,694 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 139,839 | $7,036,698 | dollars as filed | |
| Apple Inc | 037833100 | COM | 23,571 | $5,902,529 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 110,050 | $5,554,224 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 49,111 | $5,232,777 | dollars as filed | |
| SCHD | 808524797 | COM | 159,388 | $4,354,487 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 71,527 | $4,161,441 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 98,704 | $3,668,828 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 80,106 | $2,824,538 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 68,569 | $2,382,773 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 21,786 | $2,168,796 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,437 | $1,936,284 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,927 | $1,241,089 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,341 | $1,238,257 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 3,591 | $1,191,745 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,938 | $1,142,853 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 18,311 | $1,119,718 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,935 | $1,084,861 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5,905 | $1,049,319 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,157 | $1,032,221 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 4,103 | $1,012,620 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 17,867 | $1,010,558 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 15,258 | $973,003 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,297 | $955,767 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,961 | $952,928 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,005 | $947,447 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,410 | $936,107 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 5,838 | $896,834 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 9,597 | $875,726 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 3,321 | $865,585 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 22,777 | $854,821 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 10,783 | $743,380 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,979 | $736,632 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,700 | $716,550 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 5,510 | $694,811 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 8,739 | $669,495 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 16,229 | $567,528 | dollars as filed | |
| IJH | 464287507 | COM | 8,966 | $558,671 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,905 | $527,631 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 870 | $468,765 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 3,434 | $468,295 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,137 | $459,166 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,936 | $450,159 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 7,424 | $358,802 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,458 | $338,147 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,226 | $299,554 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,304 | $286,085 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 9,518 | $265,269 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,292 | $264,084 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 5,577 | $259,163 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,681 | $234,247 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 847 | $214,875 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 4,434 | $214,694 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 811 | $214,209 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 916 | $205,505 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 847 | $205,084 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,537 | $201,793 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000622 | this filing | 2025-08-27 | acceptance time not in the bulk data set |