RF

RESOLUTE FINANCIAL, LLC

13F
RESOLUTE FINANCIAL, LLC
Last update 2023-02-14 111 Stocks (16 new)
Value $118.00 Mil Turnover 10 %
Countries:
Top Holdings: IVV(9.49%)IJH(8.73%)IGSB(6.82%)USMV(4.95%)BRK.B(3.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
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
11154.940
-0.99%
9.490
-0.10%
0.000
+12.66%
+25.86%
566290.956
 
IJH 		iShares Core S&P Mid-Cap ETF
212,130
10262.420
+2.71%
8.730
+0.23%
0.020
+12.30%
+18.94%
97378.012
 
IGSB 		iShares 1-3 Year Credit Bond ETF
161,030
8022.530
-1.16%
6.820
-0.09%
0.030
+0.19%
+1.33%
20806.095
 
USMV 		iShares MSCI USA Min Vol Factor ETF
80,652
5814.980
-1.08%
4.950
-0.05%
0.020
+7.93%
+19.79%
24760.084
 
BRK.B 		Berkshire Hathaway Inc
12,505
3862.800
+2.76%
3.290
+0.09%
0.000
+7.39%
+29.93%
999724.216
Insurance
USFR 		WisdomTree Floating Rate Treasury Fund
69,113
3474.300
+4.91%
2.950
+0.14%
0.030
+0.02%
+0.20%
16756.550
 
STIP 		iShares 0-5 Year TIPS Bond ETF
27,829
2698.270
-9.47%
2.290
-0.27%
0.020
+1.02%
+2.28%
8137.890
 
ICSH 		BlackRock Ultra Short-Term Bond ETF
49,198
2461.850
+51.44%
2.090
+0.71%
0.040
+0.01%
+0.33%
5504.318
 
AAPL 		Apple Inc
18,749
2436.000
+2.43%
2.070
+0.05%
0.000
+6.64%
+18.46%
3430687.188
Hardware
TIP 		iShares TIPS Bond ETF
21,590
2298.060
-1.12%
1.950
-0.02%
0.010
+0.60%
+1.00%
18088.144
 

RESOLUTE FINANCIAL, LLC's Historical Top Holdings Breakdowns

RESOLUTE FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCM 		Invesco BulletShares 2022 Corporate Bond ETF2022-12-31Sold Out
-1.01%
●
21.16 ($21.21) 21.25
$21.16
-0.24%
Sold Out
0
-50,469
VTV 		Vanguard Value ETF2022-12-31Add
+0.95%
●
123.77 ($136.83) 145.16
$178.73
30.62%
Add 151.39%
13,261
7,986
VUG 		Vanguard Growth ETF2022-12-31Add
+0.87%
●
208.03 ($220.3) 233.33
$408.08
85.24%
Add 249.3%
6,717
4,794
VIGI 		Vanguard International Dividend Appreciation ETF2022-12-31New Buy
+0.73%
●
61.09 ($67.05) 71.91
$84.23
25.62%
New holding
12,315
12,315
ICSH 		BlackRock Ultra Short-Term Bond ETF2022-12-31Add
+0.71%
●
49.64 ($49.84) 50.09
$50.52
1.37%
Add 51.44%
49,198
16,712
DFIV 		Dimensional International Value ETF2022-12-31New Buy
+0.56%
●
25.88 ($29.02) 31.1
$36.76
26.67%
New holding
21,663
21,663
SUSA 		MSCI USA ESG Select ETF2022-12-31Reduce
-0.47%
●
75.45 ($82.09) 87.72
$124.54
51.71%
Reduce -28.77%
16,196
-6,542
DFSV 		Dimensional US Small Cap Value ETF2022-12-31Add
+0.47%
●
22.47 ($24.73) 26.46
$32.79
32.59%
Add 119.85%
41,215
22,468
DIA 		SPDR Dow Jones Industrial Average ETF2022-12-31Sold Out
-0.37%
●
290.29 ($323.77) 345.08
$440.09
35.93%
Sold Out
0
-1,342
SUB 		iShares Short-Term National Muni Bond ETF2022-12-31Add
+0.35%
●
102.06 ($103.18) 104.25
$105.53
2.28%
Add 164.53%
6,407
3,985

RESOLUTE FINANCIAL, LLC Total Holding History ($B)

To

RESOLUTE FINANCIAL, LLC's Asset Allocation

To

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

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