Resonant Capital Advisors, LLC 13F Holdings
CIK 0001803236 · MADISON, WI
As of Sep 30, 2025, Resonant Capital Advisors, LLC reported 437 positions worth
CIK 0001803236 · MADISON, WI
As of Sep 30, 2025, Resonant Capital Advisors, LLC reported 437 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 202,970 | 35.8M | 8.33% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 1,420,403 | $72.5M | 4.44% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 1,372,596 | $69.3M | 4.25% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 2,648,929 | $66.6M | 4.08% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 822,802 | $65.8M | 4.03% |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | DSTL | — | 1,015,720 | $58.9M | 3.61% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 742,372 | $48.4M | 2.97% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 454,080 | $45.7M | 2.80% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 404,763 | $35.3M | 2.17% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 1,342,981 | $35.3M | 2.17% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 657,870 | $32.9M | 2.02% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 268,843 | $31.9M | 1.96% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 691,264 | $29.7M | 1.82% |
| SPDR S&P 500 ETF TRUST | SPY | — | 42,306 | $28.3M | 1.73% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 902,537 | $28.1M | 1.72% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 123,908 | $26.8M | 1.65% |
| APPLE INC | AAPL | Technology | 95,292 | $24.3M | 1.49% |
| MICROSOFT CORP | MSFT | Technology | 45,488 | $23.6M | 1.44% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 254,908 | $22.8M | 1.40% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 333,005 | $22.0M | 1.35% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 575,744 | $20.8M | 1.28% |
| NVIDIA CORP | NVDA | Technology | 109,423 | $20.4M | 1.25% |
| INVESCO EXCH TRADED FD TR II | RWK | — | 159,095 | 9.9M | 1.22% |
| JANUS DETROIT STR TR | JSMD | — | 234,657 | 9.6M | 1.20% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 176,776 | 8.8M | 1.15% |