HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
123,914 | +4,624 | $59,185 |
| IVV | 123,914 | +4,624 | $59,185 |
| ISHARES TR (SGOV) |
585,732 | +47,410 | $58,731 |
| SGOV | 585,732 | +47,410 | $58,731 |
| ETF SER SOLUTIONS (DSTL) |
801,847 | +22,063 | $39,587 |
| DSTL | 801,847 | +22,063 | $39,587 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
226,173 | +1,960 | $38,540 |
| VIG | 226,173 | +1,960 | $38,540 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
678,912 | +23,850 | $34,542 |
| JMST | 678,912 | +23,850 | $34,542 |
| ISHARES U S ETF TR (MEAR) |
642,178 | +68,564 | $32,102 |
| MEAR | 642,178 | +68,564 | $32,102 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
414,705 | +28,509 | $32,086 |
| VCSH | 414,705 | +28,509 | $32,086 |
| ISHARES TR (IJH) |
112,189 | +5,999 | $31,093 |
| IJH | 112,189 | +5,999 | $31,093 |
| SCHWAB STRATEGIC TR |
624,151 | +50,112 | $31,033 |
| SCHR | 624,151 | +50,112 | $31,033 |
| ISHARES TR (IJR) |
210,859 | +5,225 | $22,825 |
| IJR | 210,859 | +5,225 | $22,825 |
| SCHWAB STRATEGIC TR |
365,229 | +5,691 | $22,622 |
| FNDX | 365,229 | +5,691 | $22,622 |
| SPDR S&P 500 ETF TR (SPY) |
45,570 | -1,338 | $21,749 |
| SPY | 45,570 | -1,338 | $21,749 |
| SCHWAB STRATEGIC TR |
380,206 | -22,595 | $21,044 |
| FNDA | 380,206 | -22,595 | $21,044 |
| SCHWAB STRATEGIC TR |
493,096 | +4,049 | $16,632 |
| FNDF | 493,096 | +4,049 | $16,632 |
| ISHARES TR (IEFA) |
228,009 | +460 | $16,040 |
| IEFA | 228,009 | +460 | $16,040 |
| VANGUARD MUN BD FDS (VTEB) |
294,821 | -53,378 | $15,051 |
| VTEB | 294,821 | -53,378 | $15,051 |
| SELECT SECTOR SPDR TR (XLE) |
165,770 | -1,409 | $13,898 |
| XLE | 165,770 | -1,409 | $13,898 |
| APPLE INC |
71,845 | -1,503 | $13,832 |
| AAPL | 71,845 | -1,503 | $13,832 |
| INVESCO EXCH TRADED FD TR II (RWK) |
129,883 | +6,443 | $13,642 |
| RWK | 129,883 | +6,443 | $13,642 |
| JANUS DETROIT STR TR |
182,752 | +11,556 | $12,014 |
| JSMD | 182,752 | +11,556 | $12,014 |
| VANGUARD WHITEHALL FDS (VIGI) |
143,339 | -5,614 | $11,373 |
| VIGI | 143,339 | -5,614 | $11,373 |
| SCHWAB STRATEGIC TR |
405,799 | +6,022 | $11,013 |
| FNDE | 405,799 | +6,022 | $11,013 |
| MICROSOFT CORP |
28,999 | -541 | $10,905 |
| MSFT | 28,999 | -541 | $10,905 |
| ISHARES INC (IEMG) |
213,290 | +5,886 | $10,788 |
| IEMG | 213,290 | +5,886 | $10,788 |
| SPDR SER TR (SLYV) |
121,726 | +2,404 | $10,141 |
| SLYV | 121,726 | +2,404 | $10,141 |
| VANGUARD INDEX FDS (VOO) |
23,024 | +2,629 | $10,057 |
| VOO | 23,024 | +2,629 | $10,057 |
| ISHARES GOLD TR (IAU) |
230,631 | -120,787 | $9,002 |
| IAU | 230,631 | -120,787 | $9,002 |
| ISHARES TR (MUB) |
82,901 | -16,308 | $8,987 |
| MUB | 82,901 | -16,308 | $8,987 |
| SCHWAB STRATEGIC TR |
185,375 | +52,218 | $8,981 |
| SCHO | 185,375 | +52,218 | $8,981 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
175,051 | -7,650 | $8,834 |
| JPST | 175,051 | -7,650 | $8,834 |
| DIMENSIONAL ETF TRUST (DFNM) |
178,573 | +31,155 | $8,663 |
| DFNM | 178,573 | +31,155 | $8,663 |
| GRANITESHARES ETF TR (COMB) |
437,243 | +252,146 | $8,496 |
| COMB | 437,243 | +252,146 | $8,496 |
| ISHARES TR (ICSH) |
159,360 | -7,861 | $8,025 |
| ICSH | 159,360 | -7,861 | $8,025 |
| SCHWAB STRATEGIC TR |
145,626 | +6,026 | $7,602 |
| SCHP | 145,626 | +6,026 | $7,602 |
 BERKSHIRE HATHAWAY INC DEL |
$7,215 | ||
| BRK.B | 20,229 | -1,222 | $7,215 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
190,434 | -31 | $6,703 |
| PRF | 190,434 | -31 | $6,703 |
| INVESCO EXCH TRADED FD TR II (RWL) |
74,227 | -427 | $6,335 |
| RWL | 74,227 | -427 | $6,335 |
| INVESCO EXCHANGE TRADED FD T (PKW) |
63,892 | UNCH | $6,327 |
| PKW | 63,892 | UNCH | $6,327 |
| ALPHABET INC |
43,496 | -1,475 | $6,130 |
| GOOG | 43,496 | -1,475 | $6,130 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
104,931 | +104,931 | $5,813 |
| JEPI | 104,931 | +104,931 | $5,813 |
| VANGUARD WHITEHALL FDS (VYM) |
50,510 | UNCH | $5,638 |
| VYM | 50,510 | UNCH | $5,638 |
| ISHARES TR (IGSB) |
107,711 | +7,646 | $5,523 |
| IGSB | 107,711 | +7,646 | $5,523 |
| ISHARES TR (IDEV) |
84,667 | +10,421 | $5,390 |
| IDEV | 84,667 | +10,421 | $5,390 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
9,740 | -12 | $4,960 |
| MDY | 9,740 | -12 | $4,960 |
| AMAZON COM INC |
32,154 | +1,826 | $4,885 |
| AMZN | 32,154 | +1,826 | $4,885 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
81,592 | +10,193 | $4,840 |
| VGIT | 81,592 | +10,193 | $4,840 |
| CHEVRON CORP NEW |
31,957 | -1,677 | $4,767 |
| CVX | 31,957 | -1,677 | $4,767 |
| JPMORGAN CHASE & CO |
27,790 | -1,768 | $4,727 |
| JPM | 27,790 | -1,768 | $4,727 |
| EXXON MOBIL CORP |
43,320 | +553 | $4,331 |
| XOM | 43,320 | +553 | $4,331 |
| SPDR SER TR (SPMD) |
86,406 | -1,146 | $4,210 |
| SPMD | 86,406 | -1,146 | $4,210 |
See Full List: All Stocks Held By Resonant Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Resonant Capital Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,034,745 At 09/30/2023: $937,862 Resonant Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Resonant Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |
