RM
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Resource Management, LLC13F | |
Resource Management, LLC | |
Last update 2022-02-15 | 188 Stocks (18 new) |
Value $969.00 Mil | Turnover 3 % |
Resource Management, LLC Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 627,922 | 298,238.0 | +1.65% | 30.780 | +0.50% | 0.070 | +18.80% | +8.86% | 654,366.5 | ||
MDY | S&P MidCap 400 ETF | 270,646 | 140,108.0 | +0.61% | 14.460 | +0.09% | 0.660 | +15.52% | +3.24% | 23,457.2 | ||
SLYV | SPDR S&P 600 Small Cap Value ETF | 752,116 | 63,719.0 | +0.85% | 6.580 | +0.06% | 1.460 | +17.25% | -3.27% | 3,857.3 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 779,610 | 62,704.0 | +2.06% | 6.470 | +0.13% | 0.590 | +16.95% | +5.09% | 12,009.1 | ||
AAPL | Apple Inc | 296,598 | 52,667.0 | +0.39% | 5.440 | +0.02% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 507,580 | 41,028.0 | +13.93% | 4.230 | +0.52% | 0.110 | +7.71% | +0.22% | 71,498.8 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 253,960 | 28,471.0 | -2.61% | 2.940 | -0.08% | 0.060 | +12.15% | +7.11% | 59,769.5 | ||
EOG | EOG Resources Inc | 217,648 | 19,334.0 | -0.50% | 2.000 | -0.01% | 0.040 | +7.43% | -0.62% | 64,883.2 | Oil & Gas | |
PXD | Pioneer Natural Resources Co | 81,340 | 14,794.0 | +0.94% | 1.530 | +0.01% | 0.030 | +19.83% | +21.21% | 63,003.5 | Oil & Gas | |
XOM | Exxon Mobil Corp | 231,848 | 14,187.0 | -2.83% | 1.460 | -0.05% | 0.010 | +3.33% | +4.06% | 473,758.6 | Oil & Gas |
Resource Management, LLC's Historical Top Holdings Breakdowns
Resource Management, LLC Total Holding History ($B)
Resource Management, LLC's Asset Allocation
Resource Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Resource Management, LLC's Hypothetical Growth since 2021-12-31
Resource Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Resource Management, LLC's Holdings Heat Map
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Resource Management, LLC's Holdings Bubble Chart
Resource Management, LLC News
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