The Analysis of Midwestern Financial, LLC /IA's Holdings
Currently, Midwestern Financial, LLC /IA holds 54 types of securities in its portfolio with a total value $116.5M. In the most recent quarter, they have increased their positions in SPY (+2.4K shares, valued at $1.6M), ACWX (+17.0K shares, valued at $1.1M), SCHA (+28.1K shares, valued at $783.1K); decreased their positions in SCHB (-41.5K shares, valued at $1.1M), QUAL (-2.7K shares, valued at $526.1K), VTV (-2.1K shares, valued at $393.1K); initiated new positions in CLS (+900 shares, valued at $221.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR15.3K shares18.99%2025-09-302025-11-14
FLV AMERICAN CENTY ETF TR110.5K shares8.77%2025-09-302025-11-14 AGG ISHARES TR80.2K shares5.95%2025-09-302025-11-14 ACWX ISHARES TR93.0K shares22.42%2025-09-302025-11-14 VTV VANGUARD INDEX FDS31.9K shares-6.20%2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR72.3K shares8.00%2025-09-302025-11-14 AVEM AMERICAN CENTY ETF TR75.0K shares5.92%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR208.5K shares-16.61%2025-09-302025-11-14 VTI VANGUARD INDEX FDS15.8K shares2.66%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F73.4K shares12.01%2025-09-302025-11-14 VBR VANGUARD INDEX FDS15.3K shares-3.23%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS52.7K shares-10.63%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F20.4K shares-3.54%2025-09-302025-11-14 QQQ INVESCO QQQ TR4.6K shares4.06%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS43.7K shares-0.32%2025-09-302025-11-14 IAGG ISHARES TR49.0K shares4.75%2025-09-302025-11-14 META META PLATFORMS INC3.3K shares-0.58%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR72.6K shares63.05%2025-09-302025-11-14 SUB ISHARES TR18.7K shares0.24%2025-09-302025-11-14 VO VANGUARD INDEX FDS6.6K shares62.02%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS38.4K shares4.12%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS7.9K shares0.43%2025-09-302025-11-14 QUAL ISHARES TR8.5K shares-24.18%2025-09-302025-11-14 NVDA NVIDIA CORPORATION8.7K shares0.00%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F26.9K shares-14.78%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares-2.86%2025-09-302025-11-14 TAXF AMERICAN CENTY ETF TR25.1K shares-0.32%2025-09-302025-11-14 SHYD VANECK ETF TRUST54.6K shares7.20%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC2.3K shares0.17%2025-09-302025-11-14 MUB ISHARES TR10.0K shares0.80%2025-09-302025-11-14 AAPL APPLE INC4.0K shares-14.69%2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR6.4K shares0.41%2025-09-302025-11-14 SBUX STARBUCKS CORP11.7K shares0.70%2025-09-302025-11-14 VGT VANGUARD WORLD FD1.2K shares0.16%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS13.8K shares72.59%2025-09-302025-11-14 BBCB J P MORGAN EXCHANGE TRADED F13.6K shares1.00%2025-09-302025-11-14 MSFT MICROSOFT CORP1.2K shares0.17%2025-09-302025-11-14 AMZN AMAZON COM INC2.8K shares-2.12%2025-09-302025-11-14 LQD ISHARES TR5.4K shares-17.12%2025-09-302025-11-14 ACWI ISHARES TR3.9K shares-12.68%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F9.9K shares0.70%2025-09-302025-11-14 BBHY J P MORGAN EXCHANGE TRADED F10.6K shares1.35%2025-09-302025-11-14 TEL TE CONNECTIVITY PLC2.1K shares-8.37%2025-09-302025-11-14 VB VANGUARD INDEX FDS1.8K shares0.33%2025-09-302025-11-14 WMT WALMART INC4.3K shares-3.15%2025-09-302025-11-14 XLB SELECT SECTOR SPDR TR4.2K shares7.85%2025-09-302025-11-14 HDV ISHARES TR3.0K shares0.78%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS4.6K shares8.05%2025-09-302025-11-14 VTES VANGUARD WELLINGTON FD2.9K shares0.72%2025-09-302025-11-14 GOOGL ALPHABET INC1.2K shares0.08%2025-09-302025-11-14 TSLA TESLA INC630 shares0.00%2025-09-302025-11-14 SPMD SPDR SERIES TRUST4.6K shares0.35%2025-09-302025-11-14 CLS CELESTICA INC900 sharesnew addition2025-09-302025-11-14 COST COSTCO WHSL CORP NEW224 shares0.45%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available