The Analysis of Midwestern Financial, LLC /IA's Holdings
Currently, Midwestern Financial, LLC /IA holds 52 types of securities in its portfolio with a total value $120.9M. In the most recent quarter, they have increased their positions in SPY (+1.5K shares, valued at $1.0M), ACWX (+8.8K shares, valued at $587.8K), SHYD (+21.6K shares, valued at $495.7K); decreased their positions in VTI (-2.6K shares, valued at $885.1K), SCHB (-22.5K shares, valued at $589.3K), ROP (-609 shares, valued at $271.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR16.8K shares10.04%2025-12-312026-02-06
FLV AMERICAN CENTY ETF TR111.8K shares1.13%2025-12-312026-02-06 AGG ISHARES TR83.5K shares4.15%2025-12-312026-02-06 ACWX ISHARES TR101.7K shares9.42%2025-12-312026-02-06 AVDE AMERICAN CENTY ETF TR73.7K shares1.81%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR78.2K shares4.28%2025-12-312026-02-06 VTV VANGUARD INDEX FDS31.5K shares-1.40%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR186.0K shares-10.78%2025-12-312026-02-06 VTI VANGUARD INDEX FDS13.1K shares-16.75%2025-12-312026-02-06 JPST J P MORGAN EXCHANGE TRADED F82.1K shares11.91%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS55.7K shares5.66%2025-12-312026-02-06 VBR VANGUARD INDEX FDS15.9K shares3.64%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F20.7K shares1.49%2025-12-312026-02-06 IAGG ISHARES TR54.2K shares10.53%2025-12-312026-02-06 VGSH VANGUARD SCOTTSDALE FDS42.3K shares-3.33%2025-12-312026-02-06 SCHA SCHWAB STRATEGIC TR83.7K shares15.33%2025-12-312026-02-06 VO VANGUARD INDEX FDS7.9K shares18.88%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS44.7K shares16.37%2025-12-312026-02-06 META META PLATFORMS INC3.3K shares0.74%2025-12-312026-02-06 SUB ISHARES TR18.2K shares-2.39%2025-12-312026-02-06 QUAL ISHARES TR9.7K shares14.82%2025-12-312026-02-06 SHYD VANECK ETF TRUST76.2K shares39.66%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS7.8K shares-1.04%2025-12-312026-02-06 NVDA NVIDIA CORPORATION8.7K shares0.01%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F28.2K shares4.81%2025-12-312026-02-06 TAXF AMERICAN CENTY ETF TR25.2K shares0.51%2025-12-312026-02-06 AAPL APPLE INC4.6K shares14.42%2025-12-312026-02-06 MUB ISHARES TR9.9K shares-1.05%2025-12-312026-02-06 XLI SELECT SECTOR SPDR TR6.4K shares0.34%2025-12-312026-02-06 VGT VANGUARD WORLD FD1.2K shares-0.32%2025-12-312026-02-06 SBUX STARBUCKS CORP10.7K shares-7.91%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS17.7K shares27.47%2025-12-312026-02-06 ROP ROPER TECHNOLOGIES INC1.7K shares-26.00%2025-12-312026-02-06 LQD ISHARES TR6.0K shares11.25%2025-12-312026-02-06 AMZN AMAZON COM INC2.8K shares2.17%2025-12-312026-02-06 BBCB J P MORGAN EXCHANGE TRADED F12.8K shares-6.09%2025-12-312026-02-06 MSFT MICROSOFT CORP1.2K shares0.17%2025-12-312026-02-06 BBHY J P MORGAN EXCHANGE TRADED F10.7K shares1.43%2025-12-312026-02-06 WMT WALMART INC4.5K shares3.51%2025-12-312026-02-06 JMST J P MORGAN EXCHANGE TRADED F9.4K shares-5.21%2025-12-312026-02-06 VB VANGUARD INDEX FDS1.8K shares0.66%2025-12-312026-02-06 ACWI ISHARES TR3.3K shares-16.43%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-02-06 XLB SELECT SECTOR SPDR TR7.9K shares87.25%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS4.3K shares-5.31%2025-12-312026-02-06 VTES VANGUARD WELLINGTON FD3.0K shares0.92%2025-12-312026-02-06 TSLA TESLA INC630 shares0.00%2025-12-312026-02-06 SPMD SPDR SERIES TRUST4.6K shares0.37%2025-12-312026-02-06 HDV ISHARES TR1.9K shares-37.32%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available