RESOLUTE WEALTH ADVISOR, INC.
CIK 2005292 · SEC EDGAR에서 보기 ↗
- 포트폴리오 가치
- $169.0M
- 포지션
- 78
- 기준일
- 2026년 3월 31일 Q1 2026 기준 데이터
13F 가치 기준 9,443개 중 #7,003위 · 상위 74.2%
포트폴리오 가치 분기별: +0.0% 13F는 현금을 공개하지 않습니다
- 상위 10개 보유 비중
- 54.17%
- 상위 25개 보유 비중
- 83.31%
- 1% 초과 포지션
- 26
- 유효 포지션 수
- 25.7
13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)
회전율 Q1 2026: 0.0% 추정 매수 $5,941 · 매도 $0
- 신규 포지션
- 0
- 증가함
- 1
- 감소
- 0
- 종료
- 0
이 페이지에서
섹터별 비중
Technology
1.5%
Retail
1.4%
Communication Services
0.6%
기타/미분류
96.5%
전체 포트폴리오 78 포지션
| 유형 | 연속 | 8분기 추세 | |||||
|---|---|---|---|---|---|---|---|
| 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 | |||
| 일치하는 항목 없음 | |||||||