Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO QQQ TR | 36,345 | +11 | $14,884 |
QQQ | 36,345 | +11 | $14,884 |
VANECK ETF TRUST (MOAT) | 163,671 | +4,771 | $13,891 |
MOAT | 163,671 | +4,771 | $13,891 |
ISHARES TR (USMV) | 156,196 | +2,710 | $12,188 |
USMV | 156,196 | +2,710 | $12,188 |
VANGUARD BD INDEX FDS (BIV) | 157,041 | -125 | $11,995 |
BIV | 157,041 | -125 | $11,995 |
VANGUARD BD INDEX FDS (BND) | 119,182 | +8,012 | $8,766 |
BND | 119,182 | +8,012 | $8,766 |
VANGUARD WHITEHALL FDS (VYM) | 76,722 | -7,920 | $8,564 |
VYM | 76,722 | -7,920 | $8,564 |
VANGUARD BD INDEX FDS (BSV) | 103,283 | -35,557 | $7,955 |
BSV | 103,283 | -35,557 | $7,955 |
ISHARES TR (HYG) | 100,513 | +1,547 | $7,779 |
HYG | 100,513 | +1,547 | $7,779 |
INVESCO EXCHANGE TRADED FD T (SPGP) | 74,912 | +74,912 | $7,344 |
SPGP | 74,912 | +74,912 | $7,344 |
INVESCO EXCHANGE TRADED FD T (RSP) | 38,532 | -715 | $6,080 |
RSP | 38,532 | -715 | $6,080 |
ISHARES INC (IEMG) | 96,450 | -29,909 | $4,878 |
IEMG | 96,450 | -29,909 | $4,878 |
SCHWAB STRATEGIC TR | 87,806 | +87,806 | $4,366 |
SCHR | 87,806 | +87,806 | $4,366 |
SCHWAB STRATEGIC TR | 44,730 | +2,268 | $2,771 |
FNDX | 44,730 | +2,268 | $2,771 |
ISHARES TR (IVV) | 4,788 | -472 | $2,287 |
IVV | 4,788 | -472 | $2,287 |
ISHARES TR (IJK) | 26,791 | -3,151 | $2,122 |
IJK | 26,791 | -3,151 | $2,122 |
VICTORY PORTFOLIOS II | 32,777 | +6,670 | $1,625 |
USTB | 32,777 | +6,670 | $1,625 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 3,128 | -389 | $1,587 |
MDY | 3,128 | -389 | $1,587 |
VANGUARD SPECIALIZED FUNDS (VIG) | 7,422 | -822 | $1,265 |
VIG | 7,422 | -822 | $1,265 |
J P MORGAN EXCHANGE TRADED F (JPST) | 24,722 | -63,777 | $1,242 |
JPST | 24,722 | -63,777 | $1,242 |
SPDR S&P 500 ETF TR (SPY) | 2,253 | +568 | $1,071 |
SPY | 2,253 | +568 | $1,071 |
MICROSOFT CORP | 2,548 | +2,548 | $958 |
MSFT | 2,548 | +2,548 | $958 |
DIMENSIONAL ETF TRUST (DFAI) | 21,406 | UNCH | $613 |
DFAI | 21,406 | UNCH | $613 |
ISHARES U S ETF TR (NEAR) | 12,039 | UNCH | $608 |
NEAR | 12,039 | UNCH | $608 |
SPDR SER TR (SPTM) | 10,107 | +5,107 | $591 |
SPTM | 10,107 | +5,107 | $591 |
VANGUARD SCOTTSDALE FDS (VCSH) | 7,295 | -2,068 | $564 |
VCSH | 7,295 | -2,068 | $564 |
WISDOMTREE TR | 7,927 | +7,927 | $557 |
DGRW | 7,927 | +7,927 | $557 |
VANGUARD INTL EQUITY INDEX F (VPL) | 7,289 | UNCH | $525 |
VPL | 7,289 | UNCH | $525 |
APPLE INC | 2,219 | +2,219 | $427 |
AAPL | 2,219 | +2,219 | $427 |
SCHWAB STRATEGIC TR | 9,693 | -1,082 | $358 |
SCHF | 9,693 | -1,082 | $358 |
EXXON MOBIL CORP | 3,290 | +123 | $329 |
XOM | 3,290 | +123 | $329 |
INVESCO EXCHANGE TRADED FD T (XLG) | 8,459 | -4,955 | $319 |
XLG | 8,459 | -4,955 | $319 |
VANGUARD INDEX FDS (VTI) | 1,310 | +1,310 | $311 |
VTI | 1,310 | +1,310 | $311 |
AMAZON COM INC | 1,805 | +1,805 | $274 |
AMZN | 1,805 | +1,805 | $274 |
SCHWAB STRATEGIC TR | 3,415 | UNCH | $260 |
SCHD | 3,415 | UNCH | $260 |
ISHARES TR (IGIB) | 4,315 | +4,315 | $224 |
IGIB | 4,315 | +4,315 | $224 |
HUMANA INC | 453 | +453 | $207 |
HUM | 453 | +453 | $207 |
VANGUARD SCOTTSDALE FDS (VCIT) | 2,504 | +2,504 | $204 |
VCIT | 2,504 | +2,504 | $204 |
ISHARES TR (IJH) | 722 | +722 | $200 |
IJH | 722 | +722 | $200 |
ISHARES TR | $0 (exited) | ||
KXI | 0 | -4,069 | $0 |
UNITED PARCEL SERVICE INC | 0 | -2,025 | $0 (exited) |
UPS | 0 | -2,025 | $0 |
See Summary: Darrow Company Inc. Top Holdings
See Details: Top 10 Stocks Held By Darrow Company Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPGP | +74,912 | +$7,344 |
SCHR | +87,806 | +$4,366 |
MSFT | +2,548 | +$958 |
DGRW | +7,927 | +$557 |
AAPL | +2,219 | +$427 |
VTI | +1,310 | +$311 |
AMZN | +1,805 | +$274 |
IGIB | +4,315 | +$224 |
HUM | +453 | +$207 |
VCIT | +2,504 | +$204 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
UPS | -2,025 | -$316 |
KXI | -4,069 | -$232 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BND | +8,012 | +$1,009 |
USTB | +6,670 | +$348 |
SPTM | +5,107 | +$329 |
MOAT | +4,771 | +$1,840 |
USMV | +2,710 | +$1,079 |
FNDX | +2,268 | +$394 |
HYG | +1,547 | +$483 |
SPY | +568 | +$351 |
XOM | +123 | -$43 |
QQQ | +11 | +$1,866 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
JPST | -63,777 | -$3,199 |
BSV | -35,557 | -$2,482 |
IEMG | -29,909 | -$1,135 |
VYM | -7,920 | -$181 |
XLG | -4,955 | -$137 |
IJK | -3,151 | -$41 |
VCSH | -2,068 | -$140 |
SCHF | -1,082 | -$8 |
VIG | -822 | -$16 |
Size ($ in 1000's)
At 12/31/2023: $130,189 At 09/30/2023: $114,073 Darrow Company Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Darrow Company Inc. 13F filings. Link to 13F filings: SEC filings |