RESOLUTE WEALTH ADVISOR, INC.
CIK 2005292 · Voir sur SEC EDGAR ↗
- Valeur du portefeuille
- $169.0M
- Positions
- 78
- Au
- 31 mars 2026 Données au Q1 2026
#7 003 sur 9 443 par valeur 13F · top 74.2%
Valeur du portefeuille TQ : +0.0% Le 13F ne divulgue pas les liquidités
- Poids des 10 principales participations
- 54,17%
- Poids des 25 principales participations
- 83,31%
- Positions supérieures à 1%
- 26
- Nombre effectif de positions
- 25,7
Basé uniquement sur les positions longues en actions du 13F (liquidités, obligations, positions courtes non divulguées)
Rotation Q1 2026 : 0,0% Achats estimés $5 941 · Ventes $0
- Nouvelles positions
- 0
- Augmenté
- 1
- Diminué
- 0
- Fermé
- 0
Sur cette page
Répartition sectorielle
Technology
1,5%
Retail
1,4%
Communication Services
0,6%
Autre/Non mappé
96,5%
Portefeuille complet 78 positions
| Type | Série | Tendance 8 trimestres | |||||
|---|---|---|---|---|---|---|---|
| IVV | $14 311 832 | 8,47% | 21 910 | $0 | |||
| IUSB iShares Core Universal USD Bond ETF | $11 414 128 | 6,75% | 247 113 | $0 | |||
| IVE | $10 863 671 | 6,43% | 51 450 | $0 | |||
| IVW | $10 046 827 | 5,94% | 88 824 | $0 | |||
| APUE | $9 766 094 | 5,78% | 243 665 | $0 | |||
| DYNF | $9 638 495 | 5,70% | 165 667 | $0 | |||
| IEMG | $8 505 734 | 5,03% | 121 946 | $0 | |||
| EFV | $7 581 842 | 4,49% | 101 975 | $0 | |||
| EFG | $4 717 856 | 2,79% | 42 362 | $0 | |||
| BAI | $4 698 967 | 2,78% | 142 609 | $0 | |||
| QUAL | $4 643 721 | 2,75% | 24 210 | $0 | |||
| TLH | $4 569 667 | 2,70% | 45 370 | $0 | |||
| MTUM | $4 304 701 | 2,55% | 17 937 | $0 | |||
| APIE | $4 187 101 | 2,48% | 118 783 | $0 | |||
| THRO | $4 105 139 | 2,43% | 113 339 | $0 | |||
| APCB | $3 941 147 | 2,33% | 133 825 | $0 | |||
| QEFA | $3 234 231 | 1,91% | 34 676 | $0 | |||
| MBB iShares MBS ETF | $3 222 096 | 1,91% | 33 935 | $0 | |||
| IDEF iShares Defense Industrials Active ETF | $3 012 400 | 1,78% | 92 066 | $0 | |||
| BLCR iShares Large Cap Core Active ETF | $2 992 043 | 1,77% | 72 870 | $0 | |||
| GOVT | $2 780 954 | 1,65% | 121 386 | $0 | |||
| IAGG | $2 400 569 | 1,42% | 47 973 | $0 | |||
| VFMF | $2 199 739 | 1,30% | 14 185 | $0 | |||
| BINC | $1 871 350 | 1,11% | 36 036 | $0 | |||
| SPAB | $1 788 866 | 1,06% | 69 823 | $0 | |||
| HD Home Depot, Inc. (The) Common Stock | $1 757 918 | 1,04% | 5 345 | $0 | |||
| BDYN iShares Dynamic Equity Active ETF | $1 407 142 | 0,83% | 57 883 | $0 | |||
| BNDX Vanguard Total International Bond ETF | $1 241 343 | 0,73% | 25 834 | $0 | |||
| IAU | $1 225 777 | 0,73% | 13 904 | $0 | |||
| MUB | $1 216 373 | 0,72% | 11 459 | $0 | |||
| DFAC | $1 034 431 | 0,61% | 26 619 | $0 | |||
| IWF | $1 024 640 | 0,61% | 2 403 | $0 | |||
| AVEM | $970 909 | 0,57% | 12 049 | $0 | |||
| IWB | $937 397 | 0,55% | 2 629 | $0 | |||
| XLK XLK | $901 461 | 0,53% | 6 783 | $0 | |||
| SCHG | $900 671 | 0,53% | 30 919 | $0 | |||
| AAPL Apple Inc. - Common Stock | $711 374 | 0,42% | 2 803 | $0 | |||
| URTH | $706 939 | 0,42% | 3 927 | $5 941 | |||
| NVDA NVIDIA Corporation - Common Stock | $706 531 | 0,42% | 4 051 | $0 | |||
| DFAS | $692 878 | 0,41% | 9 741 | $0 | |||
| IEFA | $681 510 | 0,40% | 7 528 | $0 | |||
| XLF XLF | $630 209 | 0,37% | 12 765 | $0 | |||
| AMZN Amazon.com, Inc. - Common Stock | $548 792 | 0,32% | 2 635 | $0 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $531 712 | 0,31% | 6 708 | $0 | |||
| VTV | $512 671 | 0,30% | 2 613 | $0 | |||
| OEF | $490 482 | 0,29% | 1 542 | $0 | |||
| MSFT Microsoft Corporation - Common Stock | $477 845 | 0,28% | 1 291 | $0 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $468 148 | 0,28% | 1 628 | $0 | |||
| SPY SPY | $444 384 | 0,26% | 683 | $0 | |||
| BDEC | $410 647 | 0,24% | 8 555 | $0 | |||
| IEUR | $379 318 | 0,22% | 5 398 | $0 | |||
| DEEF | $363 166 | 0,21% | 9 608 | $0 | |||
| XLI XLI | $361 791 | 0,21% | 2 237 | $0 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $331 595 | 0,20% | 1 156 | $0 | |||
| BDVL iShares Disciplined Volatility Equity Active ETF | $330 163 | 0,20% | 13 394 | $0 | |||
| MU Micron Technology, Inc. - Common Stock | $318 044 | 0,19% | 941 | $0 | |||
| IYW | $317 123 | 0,19% | 1 748 | $0 | |||
| APMU | $311 554 | 0,18% | 12 517 | $0 | |||
| QUS | $309 639 | 0,18% | 1 804 | $0 | |||
| LMUB | $306 071 | 0,18% | 6 130 | $0 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $298 080 | 0,18% | 521 | $0 | |||
| XLV XLV | $291 168 | 0,17% | 1 986 | $0 | |||
| NJAN | $269 946 | 0,16% | 5 058 | $0 | |||
| DUHP | $267 910 | 0,16% | 7 288 | $0 | |||
| TFI | $254 947 | 0,15% | 5 623 | $0 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $254 235 | 0,15% | 1 738 | $0 | |||
| PAPR | $246 641 | 0,15% | 6 197 | $0 | |||
| ITA ITA | $241 719 | 0,14% | 1 105 | $0 | |||
| IWD | $237 602 | 0,14% | 1 112 | $0 | |||
| EMGF | $236 040 | 0,14% | 3 906 | $0 | |||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $230 822 | 0,14% | 9 976 | $0 | |||
| XLC XLC | $229 148 | 0,14% | 2 067 | $0 | |||
| AVUS | $226 919 | 0,13% | 2 041 | $0 | |||
| EAGG | $226 909 | 0,13% | 4 772 | $0 | |||
| XLY XLY | $220 903 | 0,13% | 2 027 | $0 | |||
| IGM | $219 244 | 0,13% | 1 850 | $0 | |||
| BND Vanguard Total Bond Market ETF | $202 437 | 0,12% | 2 749 | $0 | |||
| NRO | $87 450 | 0,05% | 30 792 | $0 | |||
| Aucune correspondance | |||||||