Resources Investment Advisors, Llc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Resources Investment Advisors, Llc.

CIK Number: 0001690370

9.01B
Market Value
1,400
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPLG SPDR Portfolio ...
77.72
-0.66% 5.78M -19.42% 419.85M 51.12 4.66% Share
2 IUSB iShares Core To...
47.03
+0.30% 6.72M -12.8% 310.61M 45.34 3.45% Share
3 SCHG Schwab U.S. Lar...
31.74
-0.6% 7.27M -12.48% 212.22M 21.15 2.36% Share
4 QUAL iShares MSCI US...
192.31
-0.72% 1.1M -4.6% 201.72M 141.64 2.24% Share
5 DYNF iShares U.S. Eq...
58.52
-0.86% 3.56M -2.63% 193.83M 45.25 2.15% Share
6 VOO Vanguard S&P 50...
607.40
-0.66% 295.59K -2.44% 167.91M 380.72 1.86% Share
7 DFAU Dimensional US ...
45.31
-0.76% 3.77M +6.72% 159.57M 38.01 1.77% Share
8 EFV iShares MSCI EA...
68.04
+0.41% 2.48M +37.07% 157.4M 54.96 1.75% Share
9 DFSD Dimensional Sho...
48.48
+0.11% 3.07M +5.15% 147.31M 47.12 1.64% Share
10 MBB iShares MBS ETF
95.89
+0.38% 1.54M -0.17% 144.96M 92.94 1.61% Share
11 IVE iShares S&P 500...
204.64
-0.9% 688.17K +4.25% 134.48M 178.27 1.49% Share
12 IVV iShares Core S&...
663.92
-0.65% 215.68K +1.68% 133.92M 370.91 1.49% Share
13 DFAC Dimensional U.S...
38.09
-0.96% 3.52M -2.43% 126.26M 30.3 1.40% Share
14 MSFT Microsoft Corpo...
511.61
-0.35% 248.11K -4.65% 123.41M 271.16 1.37% Share
15 BOND PIMCO Active Bo...
94.09
+0.32% 1.33M +4.72% 122.53M 91.7 1.36% Share
16 AAPL Apple Inc.
247.45
-0.76% 584.29K -8.02% 119.88M 114.05 1.33% Share
17 XSOE WisdomTree Emer...
38.50
+0.23% 3.35M +39.53% 115.68M 31.21 1.28% Share
18 DFCF Dimensional Cor...
43.23
+0.29% 2.71M +0.96% 114.63M 42 1.27% Share
19 OEF iShares S&P 100...
330.97
-0.59% 352.67K +29.65% 107.33M 258.92 1.19% Share
20 IYW iShares U.S. Te...
196.44
-0.08% 588.85K -10.37% 102.03M 116.53 1.13% Share
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