Darrow Company, Inc. Long-Term Concentrated

CIK: 0001908169 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 27, 2026

Total Value ($000): $222,502 (100.0% shares, 0.0% debt)

Holdings (59)

New Positions (6)

GSLC GOLDMAN SACHS ETF TR 0.1%

Value ($000) $271 Shares 2,045 Est. Cost $132.37 Unrealized —

SCHX SCHWAB STRATEGIC TR 0.1%

Value ($000) $251 Shares 9,320 Est. Cost $26.91 Unrealized —

SHY ISHARES TR 0.1%

Value ($000) $231 Shares 2,787 Est. Cost $82.82 Unrealized —

V VISA INC 0.1%

Value ($000) $226 Shares 644 Est. Cost $340.38 Unrealized 0.0%

HD HOME DEPOT INC 0.1%

Value ($000) $209 Shares 608 Est. Cost $364.59 Unrealized 0.0%

NVDA NVIDIA CORPORATION 0.1%

Value ($000) $207 Shares 1,108 Est. Cost $186.13 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GSLC	GOLDMAN SACHS ETF TR	2,045	$271	0.1%	$132.37	—	ACTIVEBETA US LG	381430503
SCHX	SCHWAB STRATEGIC TR	9,320	$251	0.1%	$26.91	—	US LRG CAP ETF	808524201
SHY	ISHARES TR	2,787	$231	0.1%	$82.82	—	1 3 YR TREAS BD	464287457
V	VISA INC	644	$226	0.1%	$340.38	0.0%	COM CL A	92826C839
HD	HOME DEPOT INC	608	$209	0.1%	$364.59	0.0%	COM	437076102
NVDA	NVIDIA CORPORATION	1,108	$207	0.1%	$186.13	0.0%	COM	67066G104

Increased Positions (18)

BIV VANGUARD BD INDEX FDS 8.2%

Value ($000) $18,235 (+4.7%) Shares 234,143 (+6.0%) Est. Cost $81.75 Unrealized —

SPY SPDR S&P 500 ETF TR 3.2%

Value ($000) $7,073 (+10.5%) Shares 10,371 (+8.2%) Est. Cost $555.37 Unrealized —

USTB VICTORY PORTFOLIOS II 2.3%

Value ($000) $5,107 (+12.3%) Shares 100,443 (+12.7%) Est. Cost $50.04 Unrealized —

SCHR SCHWAB STRATEGIC TR 4.2%

Value ($000) $9,383 (+5.4%) Shares 374,105 (+6.4%) Est. Cost $34.79 Unrealized —

IGIB ISHARES TR 3.2%

Value ($000) $7,074 (+5.9%) Shares 131,300 (+7.0%) Est. Cost $52.13 Unrealized —

ANGL VANECK ETF TRUST 1.5%

Value ($000) $3,277 (+12.7%) Shares 111,579 (+13.2%) Est. Cost $29.09 Unrealized —

GOOGL ALPHABET INC 0.3%

Value ($000) $714 (+43.9%) Shares 2,280 (+15.7%) Est. Cost $167.55 Unrealized +70.5%

SPMO INVESCO EXCH TRADED FD TR II 2.6%

Value ($000) $5,871 (+3.6%) Shares 49,206 (+3.7%) Est. Cost $95.94 Unrealized —

SPGP INVESCO EXCHANGE TRADED FD T 5.5%

Value ($000) $12,286 (+1.5%) Shares 107,900 (+1.3%) Est. Cost $100.88 Unrealized —

AAPL APPLE INC 0.5%

Value ($000) $1,194 (+17.2%) Shares 4,391 (+11.4%) Est. Cost $200.13 Unrealized +34.1%

USMV ISHARES TR 7.4%

Value ($000) $16,460 (+0.8%) Shares 174,806 (+1.4%) Est. Cost $82.23 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.2%

Value ($000) $548 (+31.2%) Shares 22,815 (+29.1%) Est. Cost $26.58 Unrealized —

IEMG ISHARES INC 1.2%

Value ($000) $2,583 (+5.2%) Shares 38,420 (+5.0%) Est. Cost $58.96 Unrealized —

BSV VANGUARD BD INDEX FDS 2.6%

Value ($000) $5,785 (+2.1%) Shares 73,410 (+2.6%) Est. Cost $79.75 Unrealized —

AMZN AMAZON COM INC 0.2%

Value ($000) $546 (+25.9%) Shares 2,365 (+18.8%) Est. Cost $160.97 Unrealized +42.1%

NFLX NETFLIX INC 0.3%

Value ($000) $617 (-8.0%) Shares 6,580 (+994.8%) Est. Cost $103.18 Unrealized +4.5%

NEAR ISHARES U S ETF TR 0.3%

Value ($000) $713 (+6.2%) Shares 13,959 (+6.6%) Est. Cost $50.09 Unrealized —

WMT WALMART INC 0.2%

Value ($000) $346 (+13.1%) Shares 3,104 (+8.8%) Est. Cost $76.14 Unrealized +40.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BIV	VANGUARD BD INDEX FDS	234,143 (+6.0%)	$18,235 (+4.7%)	8.2%	$81.75	—	INTERMED TERM	921937819
SPY	SPDR S&P 500 ETF TR	10,371 (+8.2%)	$7,073 (+10.5%)	3.2%	$555.37	—	TR UNIT	78462F103
USTB	VICTORY PORTFOLIOS II	100,443 (+12.7%)	$5,107 (+12.3%)	2.3%	$50.04	—	SHORT TRM BD ETF	92647N535
SCHR	SCHWAB STRATEGIC TR	374,105 (+6.4%)	$9,383 (+5.4%)	4.2%	$34.79	—	INT-TRM U.S TRES	808524854
IGIB	ISHARES TR	131,300 (+7.0%)	$7,074 (+5.9%)	3.2%	$52.13	—	ISHS 5-10YR INVT	464288638
ANGL	VANECK ETF TRUST	111,579 (+13.2%)	$3,277 (+12.7%)	1.5%	$29.09	—	FALLEN ANGEL HG	92189F437
GOOGL	ALPHABET INC	2,280 (+15.7%)	$714 (+43.9%)	0.3%	$167.55	+70.5%	CAP STK CL A	02079K305
SPMO	INVESCO EXCH TRADED FD TR II	49,206 (+3.7%)	$5,871 (+3.6%)	2.6%	$95.94	—	S&P 500 MOMNTM	46138E339
SPGP	INVESCO EXCHANGE TRADED FD T	107,900 (+1.3%)	$12,286 (+1.5%)	5.5%	$100.88	—	S&P 500 GARP ETF	46137V431
AAPL	APPLE INC	4,391 (+11.4%)	$1,194 (+17.2%)	0.5%	$200.13	+34.1%	COM	037833100
USMV	ISHARES TR	174,806 (+1.4%)	$16,460 (+0.8%)	7.4%	$82.23	—	MSCI USA MIN VOL	46429B697
SCHF	SCHWAB STRATEGIC TR	22,815 (+29.1%)	$548 (+31.2%)	0.2%	$26.58	—	INTL EQTY ETF	808524805
IEMG	ISHARES INC	38,420 (+5.0%)	$2,583 (+5.2%)	1.2%	$58.96	—	CORE MSCI EMKT	46434G103
BSV	VANGUARD BD INDEX FDS	73,410 (+2.6%)	$5,785 (+2.1%)	2.6%	$79.75	—	SHORT TRM BOND	921937827
AMZN	AMAZON COM INC	2,365 (+18.8%)	$546 (+25.9%)	0.2%	$160.97	+42.1%	COM	023135106
NFLX	NETFLIX INC	6,580 (+994.8%)	$617 (-8.0%)	0.3%	$103.18	+4.5%	COM	64110L106
NEAR	ISHARES U S ETF TR	13,959 (+6.6%)	$713 (+6.2%)	0.3%	$50.09	—	SHORT DURATION B	46431W507
WMT	WALMART INC	3,104 (+8.8%)	$346 (+13.1%)	0.2%	$76.14	+40.8%	COM	931142103

Decreased Positions (7)

RSP INVESCO EXCHANGE TRADED FD T 2.4%

Value ($000) $5,271 (-1.3%) Shares 27,516 (-2.2%) Est. Cost $159.65 Unrealized —

DFAI DIMENSIONAL ETF TRUST 0.3%

Value ($000) $749 (-4.4%) Shares 19,654 (-8.2%) Est. Cost $25.04 Unrealized —

META META PLATFORMS INC 0.1%

Value ($000) $217 (-11.1%) Shares 328 (-1.2%) Est. Cost $633.01 Unrealized +5.4%

SPYV SPDR SERIES TRUST 0.2%

Value ($000) $517 (-2.9%) Shares 9,093 (-4.3%) Est. Cost $50.10 Unrealized —

MOAT VANECK ETF TRUST 3.5%

Value ($000) $7,707 (-0.2%) Shares 74,419 (-2.1%) Est. Cost $77.11 Unrealized —

MGV VANGUARD WORLD FD 0.1%

Value ($000) $261 (-4.6%) Shares 1,845 (-6.3%) Est. Cost $119.55 Unrealized —

IOO ISHARES TR 0.1%

Value ($000) $243 (+3.5%) Shares 1,915 (-1.2%) Est. Cost $97.76 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RSP	INVESCO EXCHANGE TRADED FD T	27,516 (-2.2%)	$5,271 (-1.3%)	2.4%	$159.65	—	S&P500 EQL WGT	46137V357
DFAI	DIMENSIONAL ETF TRUST	19,654 (-8.2%)	$749 (-4.4%)	0.3%	$25.04	—	INTL CORE EQT MK	25434V203
META	META PLATFORMS INC	328 (-1.2%)	$217 (-11.1%)	0.1%	$633.01	+5.4%	CL A	30303M102
SPYV	SPDR SERIES TRUST	9,093 (-4.3%)	$517 (-2.9%)	0.2%	$50.10	—	STATE STREET SPD	78464A508
MOAT	VANECK ETF TRUST	74,419 (-2.1%)	$7,707 (-0.2%)	3.5%	$77.11	—	MRNGSTR WDE MOAT	92189F643
MGV	VANGUARD WORLD FD	1,845 (-6.3%)	$261 (-4.6%)	0.1%	$119.55	—	MEGA CAP VAL ETF	921910840
IOO	ISHARES TR	1,915 (-1.2%)	$243 (+3.5%)	0.1%	$97.76	—	GLOBAL 100 ETF	464287572

Unchanged Positions (28)

QQQ INVESCO QQQ TR 12.8%

Value ($000) $28,418 Shares 46,260 Est. Cost $413.79 Unrealized —

FNDX SCHWAB STRATEGIC TR 3.5%

Value ($000) $7,739 Shares 284,406 Est. Cost $34.85 Unrealized —

VYM VANGUARD WHITEHALL FDS 3.1%

Value ($000) $6,872 Shares 47,884 Est. Cost $111.80 Unrealized —

BND VANGUARD BD INDEX FDS 4.7%

Value ($000) $10,509 Shares 141,876 Est. Cost $80.08 Unrealized —

GOOG ALPHABET INC 0.2%

Value ($000) $535 Shares 1,705 Est. Cost $146.59 Unrealized +95.3%

HEFA ISHARES TR 4.1%

Value ($000) $9,195 Shares 222,307 Est. Cost $35.91 Unrealized —

DGRW WISDOMTREE TR 4.6%

Value ($000) $10,299 Shares 115,166 Est. Cost $78.58 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value ($000) $1,097 Shares 2,269 Est. Cost $360.76 Unrealized +38.8%

VONG VANGUARD SCOTTSDALE FDS 4.3%

Value ($000) $9,579 Shares 78,676 Est. Cost $94.21 Unrealized —

HYG ISHARES TR 2.7%

Value ($000) $6,079 Shares 75,397 Est. Cost $84.16 Unrealized —

IVV ISHARES TR 1.4%

Value ($000) $3,195 Shares 4,663 Est. Cost $456.65 Unrealized —

IJK ISHARES TR 0.9%

Value ($000) $1,945 Shares 20,080 Est. Cost $85.26 Unrealized —

BSX BOSTON SCIENTIFIC CORP 0.2%

Value ($000) $419 Shares 4,392 Est. Cost $103.56 Unrealized -5.3%

VOO VANGUARD INDEX FDS 0.8%

Value ($000) $1,883 Shares 3,003 Est. Cost $480.70 Unrealized —

VGT VANGUARD WORLD FD 1.1%

Value ($000) $2,535 Shares 3,363 Est. Cost $524.34 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.7%

Value ($000) $1,579 Shares 7,185 Est. Cost $171.68 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value ($000) $408 Shares 3,393 Est. Cost $56.74 Unrealized +103.5%

MDY SPDR S&P MIDCAP 400 ETF TR 0.5%

Value ($000) $1,016 Shares 1,683 Est. Cost $517.79 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value ($000) $900 Shares 32,829 Est. Cost $43.80 Unrealized —

SPTM SPDR SERIES TRUST 0.4%

Value ($000) $820 Shares 9,937 Est. Cost $58.51 Unrealized —

IYF ISHARES TR 0.1%

Value ($000) $265 Shares 2,054 Est. Cost $103.90 Unrealized —

XLG INVESCO EXCHANGE TRADED FD T 0.2%

Value ($000) $500 Shares 8,436 Est. Cost $68.46 Unrealized —

VTI VANGUARD INDEX FDS 0.2%

Value ($000) $441 Shares 1,314 Est. Cost $237.31 Unrealized —

RTX RTX CORPORATION 0.1%

Value ($000) $267 Shares 1,454 Est. Cost $132.22 Unrealized +31.1%

IJH ISHARES TR 0.1%

Value ($000) $230 Shares 3,478 Est. Cost $104.02 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $483 Shares 5,764 Est. Cost $81.47 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $440 Shares 5,521 Est. Cost $78.46 Unrealized —

VCR VANGUARD WORLD FD 0.3%

Value ($000) $686 Shares 1,742 Est. Cost $317.73 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	46,260	$28,418	12.8%	$413.79	—	UNIT SER 1	46090E103
FNDX	SCHWAB STRATEGIC TR	284,406	$7,739	3.5%	$34.85	—	FUNDAMENTAL US L	808524771
VYM	VANGUARD WHITEHALL FDS	47,884	$6,872	3.1%	$111.80	—	HIGH DIV YLD	921946406
BND	VANGUARD BD INDEX FDS	141,876	$10,509	4.7%	$80.08	—	TOTAL BND MRKT	921937835
GOOG	ALPHABET INC	1,705	$535	0.2%	$146.59	+95.3%	CAP STK CL C	02079K107
HEFA	ISHARES TR	222,307	$9,195	4.1%	$35.91	—	HDG MSCI EAFE	46434V803
DGRW	WISDOMTREE TR	115,166	$10,299	4.6%	$78.58	—	US QTLY DIV GRT	97717X669
MSFT	MICROSOFT CORP	2,269	$1,097	0.5%	$360.76	+38.8%	COM	594918104
VONG	VANGUARD SCOTTSDALE FDS	78,676	$9,579	4.3%	$94.21	—	VNG RUS1000GRW	92206C680
HYG	ISHARES TR	75,397	$6,079	2.7%	$84.16	—	IBOXX HI YD ETF	464288513
IVV	ISHARES TR	4,663	$3,195	1.4%	$456.65	—	CORE S&P500 ETF	464287200
IJK	ISHARES TR	20,080	$1,945	0.9%	$85.26	—	S&P MC 400GR ETF	464287606
BSX	BOSTON SCIENTIFIC CORP	4,392	$419	0.2%	$103.56	-5.3%	COM	101137107
VOO	VANGUARD INDEX FDS	3,003	$1,883	0.8%	$480.70	—	S&P 500 ETF SHS	922908363
VGT	VANGUARD WORLD FD	3,363	$2,535	1.1%	$524.34	—	INF TECH ETF	92204A702
VIG	VANGUARD SPECIALIZED FUNDS	7,185	$1,579	0.7%	$171.68	—	DIV APP ETF	921908844
XOM	EXXON MOBIL CORP	3,393	$408	0.2%	$56.74	+103.5%	COM	30231G102
MDY	SPDR S&P MIDCAP 400 ETF TR	1,683	$1,016	0.5%	$517.79	—	UTSER1 S&PDCRP	78467Y107
SCHD	SCHWAB STRATEGIC TR	32,829	$900	0.4%	$43.80	—	US DIVIDEND EQ	808524797
SPTM	SPDR SERIES TRUST	9,937	$820	0.4%	$58.51	—	STATE STREET SPD	78464A805
IYF	ISHARES TR	2,054	$265	0.1%	$103.90	—	U.S. FINLS ETF	464287788
XLG	INVESCO EXCHANGE TRADED FD T	8,436	$500	0.2%	$68.46	—	S&P 500 TOP 50	46137V233
VTI	VANGUARD INDEX FDS	1,314	$441	0.2%	$237.31	—	TOTAL STK MKT	922908769
RTX	RTX CORPORATION	1,454	$267	0.1%	$132.22	+31.1%	COM	75513E101
IJH	ISHARES TR	3,478	$230	0.1%	$104.02	—	CORE S&P MCP ETF	464287507
VCIT	VANGUARD SCOTTSDALE FDS	5,764	$483	0.2%	$81.47	—	INT-TERM CORP	92206C870
VCSH	VANGUARD SCOTTSDALE FDS	5,521	$440	0.2%	$78.46	—	SHRT TRM CORP BD	92206C409
VCR	VANGUARD WORLD FD	1,742	$686	0.3%	$317.73	—	CONSUM DIS ETF	92204A108