Resonant Capital Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RC Resonant Capital Advisors, LLC | Institutional Filer | ▲ 4.62% | $1.90B | 495 |
Current Portfolio Holdings
Showing all 495 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 242K | $158.1M | 8.31% |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | — | 1.7M | $87.6M | 4.60% |
| 3 | MEAR | ISHARES U S ETF TR | — | 1.7M | $83.9M | 4.41% |
| 4 | SCHR | SCHWAB STRATEGIC TR | — | 3.0M | $74.8M | 3.93% |
| 5 | DSTL | ETF SER SOLUTIONS | — | 1.2M | $67.2M | 3.53% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | — | 770K | $61.0M | 3.20% |
| 7 | IJH | ISHARES TR | — | 776K | $52.4M | 2.75% |
| 8 | GARP | ISHARES TR | — | 785K | $50.2M | 2.64% |
| 9 | FNDX | SCHWAB STRATEGIC TR | — | 1.5M | $40.8M | 2.14% |
| 10 | IEFA | ISHARES TR | — | 406K | $36.8M | 1.93% |
| 11 | VTEB | VANGUARD MUN BD FDS | — | 702K | $35.0M | 1.84% |
| 12 | FNDF | SCHWAB STRATEGIC TR | — | 640K | $31.3M | 1.65% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | — | 134K | $28.8M | 1.51% |
| 14 | SGOV | ISHARES TR | — | 281K | $28.3M | 1.49% |
| 15 | IJR | ISHARES TR | — | 227K | $28.3M | 1.48% |
Showing 1 to 15 of 495 holdings