Institutional Manager · CIK 0001690370
Resources Investment Advisors, LLC.
OVERLAND PARK, KS · File #028-18121
Latest AUM
$10.20B
Positions
1,511
Top-10 Concentration
42.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,511 pos · $10.20B
- 13F HOLDINGS REPORTQ/E Sep 20251,498 pos · $9.74B
- 13F HOLDINGS REPORTQ/E Jun 20251,458 pos · $9.01B
- 13F HOLDINGS REPORTQ/E Mar 20251,393 pos · $8.44B
- 13F HOLDINGS REPORTQ/E Dec 20241,394 pos · $8.62B
- 13F HOLDINGS REPORTQ/E Sep 20241,432 pos · $8.76B
- 13F HOLDINGS REPORTQ/E Jun 20241,367 pos · $8.00B
- 13F HOLDINGS REPORTQ/E Mar 20241,087 pos · $6.36B
- 13F HOLDINGS REPORTQ/E Dec 20231,068 pos · $4.62B
- 13F HOLDINGS REPORTQ/E Sep 20231,090 pos · $4.52B
- 13F HOLDINGS REPORTQ/E Jun 20231,049 pos · $4.26B
- 13F HOLDINGS REPORTQ/E Mar 2023897 pos · $3.45B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 6,123,760 | $491.2M | 8.52% |
| 2 | ISHARES TR | 46434V613 | 6,860,453 | $319.3M | 5.54% |
| 3 | BLACKROCK ETF TRUST | BLK | 4,300,287 | $261.5M | 4.53% |
| 4 | SCHWAB STRATEGIC TR | 808524300 | 7,168,249 | $233.8M | 4.05% |
| 5 | ISHARES TR | 464287408 | 989,897 | $209.9M | 3.64% |
| 6 | DIMENSIONAL ETF TRUST | 25434V104 | 4,339,915 | $203.1M | 3.52% |
| 7 | ISHARES TR | 464287101 | 556,996 | $191.0M | 3.31% |
| 8 | VANGUARD INDEX FDS | 922908363 | 289,976 | $181.9M | 3.15% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 2,245,195 | $172.9M | 3.00% |
| 10 | DIMENSIONAL ETF TRUST | 25434V864 | 3,557,393 | $170.6M | 2.96% |
| 11 | APPLE INC | AAPL | 598,915 | $162.8M | 2.82% |
| 12 | DIMENSIONAL ETF TRUST | 25434V708 | 3,939,898 | $156.0M | 2.70% |
| 13 | ISHARES TR | 464288588 | 1,635,774 | $155.8M | 2.70% |
| 14 | PIMCO ETF TR | 72201R775 | 1,552,324 | $144.5M | 2.51% |
| 15 | ISHARES TR | 464287200 | 208,317 | $142.7M | 2.47% |
| 16 | DIMENSIONAL ETF TRUST | 25434V872 | 3,229,584 | $137.5M | 2.38% |
| 17 | ISHARES TR | 464288877 | 1,899,685 | $135.7M | 2.35% |
| 18 | ISHARES TR | 46432F339 | 650,190 | $129.1M | 2.24% |
| 19 | MICROSOFT CORP | MSFT | 257,812 | $124.7M | 2.16% |
| 20 | ISHARES GOLD TR | IAU | 1,358,533 | $110.3M | 1.91% |