RF
| |
RESOLUTE FINANCIAL, LLC13F | |
RESOLUTE FINANCIAL, LLC | |
Last update 2023-02-14 | 111 Stocks (16 new) |
Value $118.00 Mil | Turnover 10 % |
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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 29,033 | 11,154.9 | -0.99% | 9.490 | -0.10% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 212,130 | 10,262.4 | +2.71% | 8.730 | +0.23% | 0.020 | +16.06% | +2.45% | 97,230.9 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 161,030 | 8,022.5 | -1.16% | 6.820 | -0.09% | 0.030 | +1.99% | +3.94% | 21,483.9 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 80,652 | 5,815.0 | -1.08% | 4.950 | -0.05% | 0.020 | +3.59% | +5.42% | 23,553.1 | ||
BRK.B | Berkshire Hathaway Inc | 12,505 | 3,862.8 | +2.76% | 3.290 | +0.09% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 69,113 | 3,474.3 | +4.91% | 2.950 | +0.14% | 0.030 | +1.13% | +2.37% | 18,637.0 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 27,829 | 2,698.3 | -9.47% | 2.290 | -0.27% | 0.020 | +1.30% | +4.46% | 12,779.7 | ||
ICSH | BlackRock Ultra Short-Term Bond ETF | 49,198 | 2,461.8 | +51.44% | 2.090 | +0.71% | 0.040 | +1.22% | +2.71% | 5,970.3 | ||
AAPL | Apple Inc | 18,749 | 2,436.0 | +2.43% | 2.070 | +0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
TIP | iShares TIPS Bond ETF | 21,590 | 2,298.1 | -1.12% | 1.950 | -0.02% | 0.010 | +1.71% | +4.74% | 13,755.9 |
RESOLUTE FINANCIAL, LLC's Historical Top Holdings Breakdowns
RESOLUTE FINANCIAL, LLC Total Holding History ($B)
RESOLUTE FINANCIAL, LLC's Asset Allocation
RESOLUTE FINANCIAL, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
RESOLUTE FINANCIAL, LLC's Holdings Bubble Chart
RESOLUTE FINANCIAL, LLC News
- 1