Rex Capital Advisors, LLC 13F Holdings
CIK 0001389307 · PROVIDENCE, RI
As of Dec 31, 2022, Rex Capital Advisors, LLC reported 26 positions worth
CIK 0001389307 · PROVIDENCE, RI
As of Dec 31, 2022, Rex Capital Advisors, LLC reported 26 positions worth
52.3K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 169,270 | $64.7K | 42.51% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 258,810 | $26.1K | 17.13% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 127,938 | $22.3K | 14.65% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 233,199 | 0.9K | 7.15% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 129,923 | $5.5K | 3.58% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 51,354 | $4.4K | 2.86% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 78,551 | $3.7K | 2.45% |
| ISHARES MSCI EAFE ETF | EFA | — | 39,499 | $2.6K | 1.70% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 5 | $2.3K | 1.54% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 14,692 | $2.0K | 1.30% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 17,283 | .6K | 1.07% |
| APPLE INC | AAPL | Technology | 7,827 | .0K | 0.67% |
| UNION PACIFIC CORP | UNP | Industrials | 4,000 | $828.0 | 0.54% |
| CROWN CASTLE INC | CCI | Real Estate | 6,000 | $814.0 | 0.53% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 4,253 | $781.0 | 0.51% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,250 | $695.0 | 0.46% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 10,359 | $404.0 | 0.27% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,214 | $323.0 | 0.21% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 600 | $274.0 | 0.18% |
| ALPHABET INC | GOOGL | Equity | 3,000 | $265.0 | 0.17% |
| CSX CORP | CSX | Industrials | 7,200 | $223.0 | 0.15% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 1,345 | $204.0 | 0.13% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 1,392 | $202.0 | 0.13% |
| AMERICAN WELL CORP | AMWL | Healthcare | 40,442 | 14.0 | 0.07% |
| SHIFT TECHNOLOGIES INC | SFTGQ | Consumer Cyclical | 81,024 | 2.0 | 0.01% |