Institutional Manager · CIK 0001908859
RESOLUTE FINANCIAL, LLC
NEWBURYPORT, MA · File #028-22219
Latest AUM
$117.6M
Positions
111
Top-10 Concentration
54.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 29,033 | $11.2M | 11.54% |
| 2 | ISHARES TR | 464287507 | 42,426 | $10.3M | 10.61% |
| 3 | ISHARES TR | 464288646 | 161,030 | $8.0M | 8.30% |
| 4 | ISHARES TR | 46429B697 | 80,652 | $5.8M | 6.01% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,505 | $3.9M | 4.00% |
| 6 | WISDOMTREE TR | WT | 69,113 | $3.5M | 3.59% |
| 7 | ISHARES TR | 46429B747 | 27,829 | $2.7M | 2.79% |
| 8 | ISHARES TR | 46434V878 | 49,198 | $2.5M | 2.55% |
| 9 | APPLE INC | AAPL | 18,749 | $2.4M | 2.52% |
| 10 | ISHARES TR | 464287176 | 21,590 | $2.3M | 2.38% |
| 11 | ISHARES TR | 464287804 | 22,864 | $2.2M | 2.24% |
| 12 | ISHARES GOLD TR | IAU | 55,568 | $1.9M | 1.99% |
| 13 | VANECK ETF TRUST | 92189F643 | 29,475 | $1.9M | 1.98% |
| 14 | ISHARES TR | 46434V621 | 37,291 | $1.9M | 1.93% |
| 15 | VANGUARD INDEX FDS | 922908744 | 13,261 | $1.9M | 1.93% |
| 16 | VANGUARD MALVERN FDS | 922020805 | 37,374 | $1.7M | 1.81% |
| 17 | ISHARES TR | 464287879 | 18,765 | $1.7M | 1.77% |
| 18 | ISHARES TR | 46429B333 | 34,910 | $1.5M | 1.57% |
| 19 | ISHARES INC | 464286525 | 15,932 | $1.5M | 1.57% |
| 20 | VANGUARD INDEX FDS | 922908736 | 6,717 | $1.4M | 1.48% |