$118 Million is the total value of RESOLUTE FINANCIAL, LLC's 111 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $857,527 | – | 12,315 | +100.0% | 0.73% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $658,560 | – | 21,663 | +100.0% | 0.56% | – | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $376,579 | – | 1,878 | +100.0% | 0.32% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $297,538 | – | 1,655 | +100.0% | 0.25% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $295,550 | – | 3,790 | +100.0% | 0.25% | – |
| BCI | New | ABRDN ETFS | $262,354 | – | 11,893 | +100.0% | 0.22% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $259,534 | – | 1,919 | +100.0% | 0.22% | – |
| PG | New | PROCTER AND GAMBLE CO | $252,644 | – | 1,667 | +100.0% | 0.22% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $248,013 | – | 2,458 | +100.0% | 0.21% | – |
| CVX | New | CHEVRON CORP NEW | $234,845 | – | 1,308 | +100.0% | 0.20% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $228,826 | – | 1,099 | +100.0% | 0.20% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $224,412 | – | 3,529 | +100.0% | 0.19% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $219,945 | – | 3,300 | +100.0% | 0.19% | – |
| CSX | New | CSX CORP | $210,901 | – | 6,808 | +100.0% | 0.18% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $207,776 | – | 2,021 | +100.0% | 0.18% | – |
| V | New | VISA INC | $207,636 | – | 999 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2022 | 11.4% |
| ISHARES TR | 5 | Q4 2022 | 9.1% |
| ISHARES TR | 5 | Q4 2022 | 8.4% |
| ISHARES TR | 5 | Q4 2022 | 5.1% |
| BERKSHIRE HATHAWAY INC DEL | 5 | Q4 2022 | 3.3% |
| APPLE INC | 5 | Q4 2022 | 2.6% |
| ISHARES TR | 5 | Q4 2022 | 2.9% |
| ISHARES TR | 5 | Q4 2022 | 2.3% |
| ISHARES TR | 5 | Q4 2022 | 2.3% |
| VANECK VECTORS ETF TR | 5 | Q4 2022 | 2.0% |
View RESOLUTE FINANCIAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-15 |
View RESOLUTE FINANCIAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.