RSM US WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RU RSM US WEALTH MANAGEMENT LLC | Institutional Filer | ▲ 3.78% | $8.15B | 1613 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1613)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 1.0M | $454.3M | 5.58% |
| 2 | VTV | VANGUARD INDEX FDS | — | 2.2M | $427.1M | 5.24% |
| 3 | IWF | ISHARES TR | — | 652K | $278.0M | 3.41% |
| 4 | AAPL | Apple Inc. | Technology | 921K | $233.7M | 2.87% |
| 5 | IEFA | ISHARES TR | — | 2.2M | $199.2M | 2.45% |
| 6 | BND | VANGUARD BD INDEX FDS | — | 2.4M | $179.6M | 2.21% |
| 7 | VBR | VANGUARD INDEX FDS | — | 822K | $178.6M | 2.19% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3.2M | $175.3M | 2.15% |
| 9 | VOO | VANGUARD INDEX FDS | — | 280K | $167.3M | 2.05% |
| 10 | VBK | VANGUARD INDEX FDS | — | 532K | $160.7M | 1.97% |
| 11 | NVDA | NVIDIA Corporation | Technology | 914K | $159.3M | 1.96% |
| 12 | MSFT | Microsoft Corporation | Technology | 310K | $114.8M | 1.41% |
| 13 | BAC | Bank of America Corporation | Financial Services | 2.0M | $95.8M | 1.18% |
| 14 | IVV | ISHARES TR | — | 140K | $91.3M | 1.12% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 371K | $91.0M | 1.12% |
Showing 1 to 15 of 1000 holdings