Resolute Financial, LLC 13F Holdings · last filed Q4 2022
Resolute Financial, LLC reported 111 securities worth $117.59M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: IVV (9.49%), IJH (8.73%), IGSB (6.82%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.2M | 9.49% | 29,033 | Trimmed |
| 2 | IJH | ISHARES TR | $10.3M | 8.73% | 42,426 | Added |
| 3 | IGSB | ISHARES TR | $8.0M | 6.82% | 161,030 | Trimmed |
| 4 | USMV | ISHARES TR | $5.8M | 4.95% | 80,652 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.9M | 3.29% | 12,505 | Added |
| 6 | USFR | WISDOMTREE TR | $3.5M | 2.95% | 69,113 | Added |
| 7 | STIP | ISHARES TR | $2.7M | 2.29% | 27,829 | Trimmed |
| 8 | ICSH | ISHARES TR | $2.5M | 2.09% | 49,198 | Added |
| 9 | AAPL | APPLE INC | $2.4M | 2.07% | 18,749 | Added |
| 10 | TIP | ISHARES TR | $2.3M | 1.95% | 21,590 | Trimmed |
| 11 | IJR | ISHARES TR | $2.2M | 1.84% | 22,864 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $1.9M | 1.63% | 55,568 | Added |
| 13 | MOAT | VANECK ETF TRUST | $1.9M | 1.63% | 29,475 | Trimmed |
| 14 | DGRO | ISHARES TR | $1.9M | 1.59% | 37,291 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $1.9M | 1.58% | 13,261 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $1.7M | 1.48% | 37,374 | Trimmed |
| 17 | IJS | ISHARES TR | $1.7M | 1.46% | 18,765 | Added |
| 18 | ACWV | ISHARES INC | $1.5M | 1.29% | 15,932 | Trimmed |
| 19 | GNMA | ISHARES TR | $1.5M | 1.29% | 34,910 | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $1.4M | 1.22% | 6,717 | Added |
| 21 | XOM | EXXON MOBIL CORP | $1.4M | 1.17% | 12,484 | Added |
| 22 | SUSA | ISHARES TR | $1.3M | 1.13% | 16,196 | Trimmed |
| 23 | XLU | SELECT SECTOR SPDR TR | $1.3M | 1.12% | 18,606 | Trimmed |
| 24 | VO | VANGUARD INDEX FDS | $1.3M | 1.10% | 6,353 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 1.06% | 8,204 | Added |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR