RESOLUTE FINANCIAL, LLC 13F Holdings
CIK 0001908859 · NEWBURYPORT, MA
As of Dec 31, 2022, RESOLUTE FINANCIAL, LLC reported 111 positions worth
CIK 0001908859 · NEWBURYPORT, MA
As of Dec 31, 2022, RESOLUTE FINANCIAL, LLC reported 111 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 29,033 | 1.2M | 9.49% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 42,426 | 0.3M | 8.73% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 161,030 | $8.0M | 6.82% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 80,652 | $5.8M | 4.95% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 12,505 | $3.9M | 3.29% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 69,113 | $3.5M | 2.95% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 27,829 | $2.7M | 2.29% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 49,198 | $2.5M | 2.09% |
| APPLE INC | AAPL | Technology | 18,749 | $2.4M | 2.07% |
| ISHARES TIPS BOND ETF | TIP | — | 21,590 | $2.3M | 1.95% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 22,864 | $2.2M | 1.84% |
| ISHARES GOLD TRUST | IAU | — | 55,568 | .9M | 1.63% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 29,475 | .9M | 1.63% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 37,291 | .9M | 1.59% |
| VANGUARD VALUE INDEX FUND | VTV | — | 13,261 | .9M | 1.58% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 37,374 | .7M | 1.48% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 18,765 | .7M | 1.46% |
| ISHARES GNMA BOND ETF | GNMA | — | 34,910 | .5M | 1.29% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 15,932 | .5M | 1.29% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,717 | .4M | 1.22% |
| EXXON MOBIL CORP | XOM | Energy | 12,484 | .4M | 1.17% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 16,196 | .3M | 1.13% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 18,606 | .3M | 1.12% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 6,353 | .3M | 1.10% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 8,204 | .2M | 1.06% |