Martin Worley Group Top Holdings and 13F Report (2025) About Martin Worley GroupInvestment ActivityMartin Worley Group has $160.03 million in total holdings as of December 31, 2024.Martin Worley Group owns shares of 86 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $19,627,896Dimensional US Core Equity Market ETF $8,062,052Vanguard Total International Stock ETF $7,178,898JPMorgan Municipal ETF $7,162,874Vanguard U.S. Minimum Volatility ETF $6,988,696 Sector AllocationMap of 500 Largest Holdings ofMartin Worley Group Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$19,627,89667,72712.3%ETFDFAUDimensional US Core Equity Market ETF$8,062,052199,1125.0%ETFVXUSVanguard Total International Stock ETF$7,178,898121,8214.5%ETFJMUBJPMorgan Municipal ETF$7,162,874142,8294.5%ETFVFMVVanguard U.S. Minimum Volatility ETF$6,988,69657,9934.4%ETFDFLVDimensional US Large Cap Value ETF$6,785,939225,9724.2%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$5,100,69053,6353.2%ETFSCHDSchwab US Dividend Equity ETF$4,683,453171,4292.9%ETFSCHYSchwab International Dividend Equity ETF$3,905,134168,9072.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,669,25483,3162.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,489,13767,4492.2%ETFJ P MORGAN EXCHANGE TRADED F$3,453,98666,1052.2%ACTIVE BOND ETFDFAEDimensional Emerging Core Equity Market ETF$3,071,241121,0581.9%ETFJPIEJPMorgan Income ETF$3,016,62366,1251.9%ETFDFAIDimensional International Core Equity Market ETF$2,989,571102,3831.9%ETFVUGVanguard Growth ETF$2,986,3617,2761.9%ETFDFUVDimensional US Marketwide Value ETF$2,963,14072,4131.9%ETFDIHPDimensional International High Profitability ETF$2,832,269112,2581.8%ETFVYMVanguard High Dividend Yield ETF$2,741,16821,4841.7%ETFFALNiShares Fallen Angels USD Bond ETF$2,649,18199,1831.7%ManufacturingDFISDimensional International Small Cap ETF$2,507,778102,1291.6%ETFVTVVanguard Value ETF$2,423,19114,3131.5%ETFESGVVanguard ESG US Stock ETF$2,382,05222,7101.5%ETFDFIVDimensional International Value ETF$2,320,32165,3981.4%ETFVSGXVanguard ESG International Stock ETF$2,246,00039,6121.4%ETFDFSVDimensional US Small Cap Value ETF$2,215,11371,9661.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,956,39851,6201.2%ETFVYMIVanguard International High Dividend Yield ETF$1,853,32827,3031.2%ETFFMHIFirst Trust Municipal High Income ETF$1,820,24337,6941.1%ManufacturingSYBTStock Yards Bancorp$1,659,84823,1791.0%FinanceAAPLApple$1,625,7376,4921.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,581,2718,0751.0%ETFDFSIDimensional International Sustainability Core 1 ETF$1,540,59946,8981.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,346,81319,0470.8%ETFVOOVanguard S&P 500 ETF$1,337,3952,4820.8%ETFMSFTMicrosoft$1,329,8823,1550.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,239,47317,2360.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,197,92028,4880.7%ETFJ P MORGAN EXCHANGE TRADED F$1,190,23719,1850.7%HEDGED EQUITY LAVBRVanguard Small-Cap Value ETF$1,139,4035,7490.7%ETFAORiShares Core Growth Allocation ETF$1,078,41818,8140.7%ETFSCHBSchwab US Broad Market ETF$1,004,77044,2630.6%ETFJPSTJPMorgan Ultra-Short Income ETF$953,95718,9390.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$921,37518,1700.6%ETFSUSLiShares ESG MSCI USA Leaders ETF$900,9828,7440.6%ManufacturingDFATDimensional U.S. Targeted Value ETF$778,62813,9890.5%ETFFTCSFirst Trust Capital Strength ETF$760,1708,6560.5%ETFBRK.BBerkshire Hathaway$726,6081,6030.5%FinanceCOSTCostco Wholesale$725,6817920.5%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$693,3235,4700.4%ETFMETAMeta Platforms$677,6821,1570.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$675,5732,4120.4%ETFACWViShares MSCI Global Min Vol Factor ETF$659,1316,0360.4%ETFEFViShares MSCI EAFE Value ETF$625,28511,9170.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$600,0289,8770.4%ETFDFACDimensional U.S. Core Equity 2 ETF$592,63017,1330.4%ETFVTEBVanguard Tax-Exempt Bond ETF$590,58211,7810.4%ETFDUHPDimensional US High Profitability ETF$583,92517,2810.4%ETFXOMExxon Mobil$496,8664,6190.3%Oils/EnergyCVXChevron$492,3113,3990.3%Oils/EnergyDFCADimensional California Municipal Bond ETF$453,6539,0640.3%ETFDFNMDimensional National Municipal Bond ETF$452,9079,4810.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$410,14418,0680.3%ETFEFGiShares MSCI EAFE Growth ETF$404,0724,1730.3%ETFNVDANVIDIA$375,6092,7970.2%Computer and TechnologyJAZZJazz Pharmaceuticals$369,4503,0000.2%MedicalTAT&T$366,96116,1160.2%Computer and TechnologyVOVanguard Mid-Cap ETF$326,2011,2350.2%ETFLUVSouthwest Airlines$296,4618,8180.2%TransportationVBVanguard Small-Cap ETF$295,0641,2280.2%ETFVGTVanguard Information Technology ETF$293,8764730.2%ETFVVVanguard Large-Cap ETF$288,8491,0710.2%ETFDFUSDimensional U.S. Equity ETF$285,0904,4720.2%ETFAVGOBroadcom$271,4851,1710.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$266,9394,6400.2%ETFBIVVanguard Intermediate-Term Bond ETF$263,4233,5250.2%ETFCGGOCapital Group Global Growth Equity ETF$242,5268,3000.2%ETFCSXCSX$240,5417,4540.2%TransportationNYFiShares New York Muni Bond ETF$224,1094,2110.1%ETFAOAiShares Core Aggressive Allocation ETF$219,1562,8610.1%ETFSCHFSchwab International Equity ETF$214,48911,5940.1%ETFVIGIVanguard International Dividend Appreciation ETF$205,5742,5700.1%ETFVZVerizon Communications$200,8705,0230.1%Computer and TechnologyAGNCAGNC Investment$94,77110,2900.1%FinanceKALVKalVista Pharmaceuticals$86,12310,1680.1%MedicalHCATHealth Catalyst$77,77011,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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