RF

RESOLUTE FINANCIAL, LLC

13F
RESOLUTE FINANCIAL, LLC
Last update 2023-02-14 111 Stocks (16 new)
Value $118.00 Mil Turnover 10 %
Countries:
Top Holdings: IVV(9.49%)IJH(8.73%)IGSB(6.82%)USMV(4.95%)BRK.B(3.29%)
Summary Stock Picks Current Portfolio
RESOLUTE FINANCIAL, LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
29,033
11,154.9
-0.99%
9.490
-0.10%
0.000
+23.19%
+8.40%
638,025.1
 
IJH
iShares Core S&P Mid-Cap ETF
212,130
10,262.4
+2.71%
8.730
+0.23%
0.020
+19.00%
+2.65%
97,422.5
 
IGSB
iShares 1-3 Year Credit Bond ETF
161,030
8,022.5
-1.16%
6.820
-0.09%
0.030
+2.27%
+4.07%
21,510.5
 
USMV
iShares MSCI USA Min Vol Factor ETF
80,652
5,815.0
-1.08%
4.950
-0.05%
0.020
+6.23%
+5.89%
23,658.3
 
BRK.B
Berkshire Hathaway Inc
12,505
3,862.8
+2.76%
3.290
+0.09%
0.000
-5.77%
+5.38%
1,030,603.6
Insurance
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
69,113
3,474.3
+4.91%
2.950
+0.14%
0.030
+1.12%
+2.38%
18,638.8
 
STIP
iShares 0-5 Year TIPS Bond ETF
27,829
2,698.3
-9.47%
2.290
-0.27%
0.020
+1.54%
+4.59%
12,795.8
 
ICSH
BlackRock Ultra Short-Term Bond ETF
49,198
2,461.8
+51.44%
2.090
+0.71%
0.040
+1.32%
+2.75%
5,972.7
 
AAPL
Apple Inc
18,749
2,436.0
+2.43%
2.070
+0.05%
0.000
+10.68%
-14.54%
3,188,873.5
Hardware
TIP
iShares TIPS Bond ETF
21,590
2,298.1
-1.12%
1.950
-0.02%
0.010
+2.63%
+5.15%
13,809.2
 

RESOLUTE FINANCIAL, LLC's Historical Top Holdings Breakdowns

RESOLUTE FINANCIAL, LLC Total Holding History ($B)

To

RESOLUTE FINANCIAL, LLC's Asset Allocation

To

RESOLUTE FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RESOLUTE FINANCIAL, LLC's Hypothetical Growth since 2022-12-31

RESOLUTE FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RESOLUTE FINANCIAL, LLC's Holdings Heat Map

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RESOLUTE FINANCIAL, LLC's Holdings Bubble Chart

RESOLUTE FINANCIAL, LLC News

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