Resources Investment Advisors, Llc.
CIK Number: 0001690370
8.44B
Market Value
1,347
# of Holdings
12 months
Avg. Holding Period
34.52%
Win Rate
34.81%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 7.57M | +0.16% | 521.98M | 51.12 | 6.05% |
| 2 | IUSB | iShares Core To... | 45.69 | +0.27% | 7.72M | -9.65% | 348.73M | 45.34 | 4.04% |
| 3 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 8.22M | +280.83% | 229.09M | 21.11 | 2.66% |
| 4 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 1.05M | -2.84% | 186.42M | 138.57 | 2.16% |
| 5 | DYNF | BlackRock U.S. ... | 52.27 | -0.86% | 3.63M | -0.6% | 185.92M | 45.22 | 2.16% |
| 6 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 309.23K | -0.96% | 166.62M | 380.72 | 1.93% |
| 7 | AAPL | Apple Inc. | 195.57 | -1.44% | 650.5K | -5.22% | 162.9M | 114.05 | 1.89% |
| 8 | MBB | iShares MBS ETF | 92.68 | +0.28% | 1.68M | +2.54% | 154.45M | 92.94 | 1.79% |
| 9 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 1.4M | +11.66% | 135.76M | 95.2 | 1.57% |
| 10 | IVV | iShares Core S&... | 598.51 | -0.87% | 218.43K | -0.2% | 128.59M | 366.7 | 1.49% |
| 11 | DFSD | Dimensional Sho... | 47.83 | +0.06% | 2.71M | +13.45% | 127.18M | 47.04 | 1.47% |
| 12 | DFAU | Dimensional US ... | 40.94 | -0.85% | 3.14M | +23.95% | 127.07M | 37.62 | 1.47% |
| 13 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 2.4M | -7.08% | 126.01M | 51.8 | 1.46% |
| 14 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 3.26M | +4.04% | 112.85M | 30.01 | 1.31% |
| 15 | DFCF | Dimensional Cor... | 41.88 | +0.22% | 2.63M | +8.43% | 108.71M | 41.99 | 1.26% |
| 16 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 257.5K | -4.09% | 108.54M | 270.06 | 1.26% |
| 17 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 657.46K | -7.96% | 104.88M | 116.53 | 1.22% |
| 18 | BOND | PIMCO Active Bo... | 91.11 | +0.35% | 1.15M | +12.62% | 104.37M | 91.6 | 1.21% |
| 19 | SCHZ | Schwab U.S. Agg... | 22.96 | +0.34% | 4.25M | +156.59% | 96.38M | 26.11 | 1.12% |
| 20 | GSLC | Goldman Sachs A... | 117.17 | -0.81% | 761.16K | +0.14% | 87.67M | 82.03 | 1.02% |
| 21 | MUB | iShares Nationa... | 104.08 | +0.11% | 797.59K | -1.58% | 84.98M | 107.28 | 0.99% |
| 22 | IVE | iShares S&P 500... | 189.84 | -0.94% | 442.03K | -0.86% | 84.37M | 171.12 | 0.98% |
| 23 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 1.62M | +15.72% | 81.15M | 49.42 | 0.94% |
| 24 | AVUS | Avantis U.S. Eq... | 97.61 | -0.88% | 772.21K | +3.71% | 74.85M | 73.31 | 0.87% |
| 25 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 337.14K | -9.48% | 73.97M | 114.97 | 0.86% |
| 26 | DFAI | Dimensional Int... | 34.06 | -1.2% | 2.53M | +4.17% | 73.83M | 29.27 | 0.86% |
| 27 | EMXC | iShares MSCI Em... | 60.44 | -1.46% | 1.28M | +0.20% | 70.99M | 58.25 | 0.82% |
| 28 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 299.42K | +139.22% | 61.96M | 182.83 | 0.72% |
| 29 | MOAT | VanEck Mornings... | 91.00 | -1.29% | 666.85K | -9.82% | 61.83M | 55.24 | 0.72% |
| 30 | SPTL | SPDR Portfolio ... | 26.09 | +1.07% | 2.35M | +5.07% | 61.67M | 27.85 | 0.72% |
| 31 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 1.15M | -1.28% | 59.78M | 52.36 | 0.69% |
| 32 | VT | Vanguard Total ... | 124.76 | -1.02% | 491.46K | +0.72% | 57.74M | 106.17 | 0.67% |
| 33 | VTI | Vanguard Total ... | 293.93 | -0.86% | 194.23K | +1.25% | 56.29M | 196.4 | 0.65% |
| 34 | IVW | iShares S&P 500... | 105.37 | -0.85% | 552.83K | -15.22% | 56.13M | 69.63 | 0.65% |
| 35 | IEFA | iShares Core MS... | 80.91 | -1.24% | 781.25K | +1.58% | 54.91M | 64.57 | 0.64% |
| 36 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 386.93K | -12.51% | 51.96M | 62.96 | 0.60% |
| 37 | AVDE | Avantis Interna... | 73.11 | -1.12% | 807.39K | +28.35% | 49.55M | 60.26 | 0.57% |
| 38 | DFIC | Dimensional Int... | 30.59 | -1.15% | 1.84M | +9.26% | 47.65M | 26.72 | 0.55% |
| 39 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 250.79K | -7.62% | 47.48M | 86.06 | 0.55% |
| 40 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 1.94M | +141.61% | 44.96M | 19.91 | 0.52% |
| 41 | SCHB | Schwab U.S. Bro... | 23.02 | -0.82% | 1.88M | +196.41% | 42.71M | 16.81 | 0.50% |
| 42 | XSOE | WisdomTree Emer... | 33.40 | -1.24% | 1.36M | +2.31% | 41.42M | 29.17 | 0.48% |
| 43 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 836.42K | +71.59% | 41.41M | 42.43 | 0.48% |
| 44 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 503.27K | +0.95% | 40.73M | 63.12 | 0.47% |
| 45 | DUHP | Dimensional US ... | 34.66 | -0.93% | 1.19M | -9.15% | 40.16M | 29.14 | 0.47% |
| 46 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 1.52M | +177.21% | 39.59M | 19.41 | 0.46% |
| 47 | OEF | iShares S&P 100... | 292.61 | -0.97% | 127.31K | -4.47% | 36.77M | 216.61 | 0.43% |
| 48 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 62.09K | -7.95% | 36.39M | 358.07 | 0.42% |
| 49 | SHY | iShares 1-3 Yea... | 82.44 | +0.05% | 441.46K | +10.59% | 36.19M | 82.5 | 0.42% |
| 50 | NTSX | WisdomTree U.S.... | 48.43 | +0.04% | 744.75K | +1.64% | 34.77M | 34.09 | 0.40% |
| 51 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 143.82K | +1.47% | 34.47M | 129.96 | 0.40% |
| 52 | IEI | iShares 3-7 Yea... | 117.91 | +0.26% | 281.55K | +12.55% | 32.53M | 118.67 | 0.38% |
| 53 | DFLV | Dimensional US ... | 30.39 | -0.86% | 1.07M | -9.84% | 32.25M | 28.27 | 0.37% |
| 54 | GSEW | Goldman Sachs E... | 79.53 | -0.78% | 408.22K | -8.19% | 31.52M | 53.65 | 0.37% |
| 55 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 359.54K | +47.99% | 31.4M | 92.93 | 0.36% |
| 56 | GSIE | Goldman Sachs A... | 39.08 | -1.21% | 935.95K | +6.45% | 31.2M | 31.17 | 0.36% |
| 57 | EMB | iShares J.P. Mo... | 91.06 | +0.05% | 350.19K | -1.19% | 31.18M | 84.62 | 0.36% |
| 58 | CORP | PIMCO Investmen... | 96.06 | +0.28% | 318.17K | +28.14% | 30.26M | 95.12 | 0.35% |
| 59 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 1.03M | +172.75% | 28.66M | 19.78 | 0.33% |
| 60 | IGSB | iShares 1-5 Yea... | 52.34 | +0.05% | 542.91K | +0.19% | 28.07M | 51.68 | 0.33% |
| 61 | VOOV | Vanguard S&P 50... | 184.18 | -0.89% | 143.38K | -4.02% | 26.45M | 143.31 | 0.31% |
| 62 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 58.17K | +1.57% | 26.37M | 303.98 | 0.31% |
| 63 | SPAB | SPDR Portfolio ... | 25.30 | +0.34% | 1.05M | -17.84% | 26.33M | 25.3 | 0.31% |
| 64 | DFEM | Dimensional Eme... | 28.91 | -1.36% | 979.48K | +4.23% | 25.65M | 26.36 | 0.30% |
| 65 | BND | Vanguard Total ... | 72.80 | +0.33% | 356.45K | +0.00% | 25.63M | 77.1 | 0.30% |
| 66 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 94.71K | +3.68% | 25.02M | 237.02 | 0.29% |
| 67 | USMV | iShares MSCI US... | 92.09 | -0.69% | 281K | -6.02% | 24.95M | 74.33 | 0.29% |
| 68 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 142.01K | -5.61% | 24.88M | 111.69 | 0.29% |
| 69 | IJH | iShares Core S&... | 60.20 | -0.88% | 391.63K | +1.29% | 24.4M | 45.41 | 0.28% |
| 70 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 46.95K | +0.88% | 24M | 278.82 | 0.28% |
| 71 | TFLO | iShares Treasur... | 50.58 | +0.02% | 473.75K | -37.29% | 23.91M | 50.57 | 0.28% |
| 72 | IGEB | iShares Investm... | 44.84 | +0.21% | 531.43K | +19.60% | 23.57M | 44.44 | 0.27% |
| 73 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 98.28K | -7.07% | 22.79M | 88.14 | 0.26% |
| 74 | DFAX | Dimensional Wor... | 28.86 | -1.27% | 908.54K | -1.78% | 22.59M | 24.39 | 0.26% |
| 75 | FMB | First Trust Man... | 49.81 | +0.17% | 436.36K | +4.10% | 22.26M | 50.84 | 0.26% |
| 76 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 115.74K | -8.3% | 22.04M | 125.34 | 0.26% |
| 77 | IWB | iShares Russell... | 327.31 | -0.87% | 67.07K | -3.35% | 21.61M | 234.02 | 0.25% |
| 78 | VUG | Vanguard Growth... | 420.16 | -0.82% | 51.93K | -11.63% | 21.31M | 325.05 | 0.25% |
| 79 | FALN | iShares Fallen ... | 26.75 | -0.06% | 773.71K | +28.41% | 20.67M | 26.38 | 0.24% |
| 80 | META | Meta Platforms,... | 697.17 | -0.7% | 35.16K | -18.89% | 20.58M | 293.48 | 0.24% |
| 81 | VIG | Vanguard Divide... | 199.44 | -0.85% | 104.43K | -3.67% | 20.45M | 149.39 | 0.24% |
| 82 | DFAE | Dimensional Eme... | 28.20 | -1.28% | 803.08K | +16.78% | 20.37M | 25.31 | 0.24% |
| 83 | IJR | iShares Core S&... | 105.81 | -1.09% | 172.97K | -8.44% | 19.93M | 91.04 | 0.23% |
| 84 | WMT | Walmart Inc. | 94.21 | -0.08% | 220.31K | -10.8% | 19.91M | 44.49 | 0.23% |
| 85 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 712.41K | +188.86% | 19.46M | 23.1 | 0.23% |
| 86 | WTMF | WisdomTree Mana... | 34.99 | -0.69% | 550.69K | +7.92% | 19.24M | 35.22 | 0.22% |
| 87 | DBMF | iMGP DBi Manage... | 25.64 | +0.04% | 727.03K | +14.64% | 19.02M | 28.26 | 0.22% |
| 88 | IBHE | iShares iBonds ... | 23.19 | +0.04% | 808.82K | +3.03K% | 18.76M | 23.2 | 0.22% |
| 89 | COST | Costco Wholesal... | 977.59 | -0.69% | 20.37K | -4.55% | 18.66M | 552.03 | 0.22% |
| 90 | DFGR | Dimensional Glo... | 26.86 | -0.22% | 715.25K | +6.70% | 18.27M | 26.64 | 0.21% |
| 91 | PG | The Procter & G... | 158.46 | -1.5% | 107.96K | +31.27% | 18.1M | 147.28 | 0.21% |
| 92 | CVS | CVS Health Corp... | 67.13 | -0.86% | 399.49K | -30.61% | 17.93M | 74 | 0.21% |
| 93 | USIG | iShares Broad U... | 50.78 | +0.26% | 351.9K | +3.98% | 17.69M | 50.52 | 0.21% |
| 94 | NTSI | WisdomTree Inte... | 40.65 | -0.25% | 494.95K | +4.16% | 17.39M | 32.01 | 0.20% |
| 95 | BSV | Vanguard Short-... | 78.16 | +0.11% | 223.42K | -0.22% | 17.26M | 76.9 | 0.20% |
| 96 | TCAF | T. Rowe Price E... | 34.22 | -0.57% | 512.1K | +104.95% | 17.04M | 32.22 | 0.20% |
| 97 | VNLA | Janus Henderson... | 49.05 | -0.01% | 347.21K | -1.86% | 16.98M | 49.76 | 0.20% |
| 98 | SSUS | Day Hagan/Ned D... | 43.34 | -0.85% | 402.25K | -1.64% | 16.92M | 32.77 | 0.20% |
| 99 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 33.29K | +10.11% | 16.84M | 466.77 | 0.20% |
| 100 | HYS | PIMCO 0-5 Year ... | 93.77 | -0.14% | 173.69K | +2.89% | 16.27M | 90.93 | 0.19% |
| 101 | VEU | Vanguard FTSE A... | 65.74 | -1.28% | 282.96K | -22.23% | 16.24M | 53.92 | 0.19% |
| 102 | DCOR | Dimensional ETF... | 64.69 | -0.85% | 252.17K | +48.68% | 16.18M | 62.2 | 0.19% |
| 103 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 356.24K | -25.33% | 16M | 38.69 | 0.19% |
| 104 | IEMG | iShares Core MS... | 57.92 | -1.25% | 303.92K | -14.64% | 15.87M | 49.07 | 0.18% |
| 105 | IFRA | iShares U.S. In... | 47.82 | -0.58% | 336.51K | -1.88% | 15.58M | 39.37 | 0.18% |
| 106 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 46.44K | -6.27% | 15.53M | 236.04 | 0.18% |
| 107 | FLOT | iShares Floatin... | 50.91 | +0.02% | 304.26K | -4.31% | 15.48M | 50.73 | 0.18% |
| 108 | DFUV | Dimensional US ... | 41.24 | -0.88% | 376.27K | +0.92% | 15.4M | 39.57 | 0.18% |
| 109 | ICVT | iShares Convert... | 87.85 | -0.41% | 180.9K | +33.24% | 15.37M | 80.81 | 0.18% |
| 110 | IWF | iShares Russell... | 406.54 | -0.88% | 38.11K | +5.83% | 15.31M | 262.81 | 0.18% |
| 111 | PYLD | PIMCO ETF Trust... | 26.25 | +0.25% | 588.15K | +26.25% | 15.24M | 25.95 | 0.18% |
| 112 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 37.28K | -15.91% | 15.05M | 157.73 | 0.17% |
| 113 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 97.46K | -3.5% | 14.97M | 144.41 | 0.17% |
| 114 | LDUR | PIMCO Enhanced ... | 95.47 | +0.13% | 156.98K | -2.73% | 14.91M | 94.54 | 0.17% |
| 115 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 138.56K | -10.58% | 14.9M | 86.24 | 0.17% |
| 116 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 572.46K | +103.10% | 14.8M | 15.49 | 0.17% |
| 117 | TVAL | T. Rowe Price E... | 31.92 | -0.71% | 467.95K | +131.35% | 14.42M | 30.59 | 0.17% |
| 118 | V | Visa Inc. | 357.69 | +0.62% | 45.38K | -29.18% | 14.34M | 226.18 | 0.17% |
| 119 | FNDX | Schwab Fundamen... | 23.96 | -0.81% | 589.6K | +211.08% | 13.96M | 21.9 | 0.16% |
| 120 | ESGU | iShares ESG Awa... | 130.36 | -0.85% | 105.85K | -15.15% | 13.64M | 118.63 | 0.16% |
| 121 | TGRT | T. Rowe Price E... | 38.64 | -0.77% | 359.58K | +124.72% | 13.62M | 36 | 0.16% |
| 122 | MCD | McDonald's Corp... | 292.33 | -1.33% | 46.89K | -1.93% | 13.59M | 253.76 | 0.16% |
| 123 | XLG | Invesco S&P 500... | 50.20 | -0.87% | 270.93K | -4.32% | 13.54M | 44.02 | 0.16% |
| 124 | GBF | iShares Governm... | 103.27 | +0.31% | 131.61K | -2.26% | 13.45M | 100.18 | 0.16% |
| 125 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 312.14K | -10.62% | 13.3M | 41.26 | 0.15% |
| 126 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 67.1K | +8.75% | 13.25M | 121.36 | 0.15% |
| 127 | DFAS | Dimensional U.S... | 61.76 | -1.07% | 202.26K | +7.72% | 13.16M | 64.69 | 0.15% |
| 128 | ADP | Automatic Data ... | 307.57 | -0.11% | 44.34K | +0.05% | 12.98M | 232.88 | 0.15% |
| 129 | IUSG | iShares Core S&... | 144.03 | -0.85% | 92.51K | +2.76% | 12.89M | 72.79 | 0.15% |
| 130 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 132.91K | +19.37% | 12.83M | 79.38 | 0.15% |
| 131 | BA | The Boeing Comp... | 200.30 | -0.69% | 72.35K | +0.67% | 12.81M | 193.04 | 0.15% |
| 132 | SPTI | SPDR Portfolio ... | 28.46 | +0.28% | 457.86K | -0.75% | 12.77M | 28.33 | 0.15% |
| 133 | BTAL | AGFiQ U.S. Mark... | 18.48 | +0.24% | 687.44K | +8.82% | 12.7M | 17.29 | 0.15% |
| 134 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 160.4K | +3.46% | 12.51M | 77.59 | 0.15% |
| 135 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 86.51K | -4.14% | 12.51M | 157.63 | 0.15% |
| 136 | AVEM | Avantis Emergin... | 67.03 | -1.46% | 210.23K | +4.95% | 12.36M | 53.23 | 0.14% |
| 137 | HD | The Home Depot,... | 348.70 | -1.37% | 31.41K | -6.68% | 12.22M | 271.29 | 0.14% |
| 138 | DFSV | Dimensional US ... | 28.66 | -1.17% | 386.07K | -0.73% | 11.88M | 29.28 | 0.14% |
| 139 | IVLU | iShares Edge MS... | 32.01 | -1.49% | 438.11K | -4.35% | 11.88M | 27.38 | 0.14% |
| 140 | VB | Vanguard Small ... | 230.11 | -0.97% | 48.22K | +2.00% | 11.59M | 187.06 | 0.13% |
| 141 | SPHY | SPDR Portfolio ... | 23.45 | -0.13% | 480.96K | +4.1K% | 11.29M | 23.47 | 0.13% |
| 142 | VTV | Vanguard Value ... | 172.71 | -0.87% | 66.59K | +3.39% | 11.27M | 146.1 | 0.13% |
| 143 | AGG | iShares Core U.... | 98.08 | +0.33% | 112.51K | +17.35% | 10.9M | 100.13 | 0.13% |
| 144 | CGDV | Capital Group D... | 38.27 | -0.84% | 308.07K | +1.13% | 10.86M | 32.99 | 0.13% |
| 145 | AVSC | Avantis U.S. Sm... | 50.09 | -1% | 193.87K | +4.43% | 10.54M | 46.57 | 0.12% |
| 146 | VBK | Vanguard Small ... | 268.41 | -0.83% | 36.98K | +4.01% | 10.36M | 237.16 | 0.12% |
| 147 | IGLB | iShares 10+ Yea... | 49.27 | +0.58% | 208.72K | +100.00% | 10.31M | 49.4 | 0.12% |
| 148 | IYH | iShares U.S. He... | 55.66 | -1.66% | 173.76K | -11.15% | 10.12M | 56.03 | 0.12% |
| 149 | IYF | iShares U.S. Fi... | 114.30 | -0.84% | 91.49K | -11.26% | 10.12M | 73.06 | 0.12% |
| 150 | CMF | iShares Califor... | 55.53 | +0.19% | 174.71K | +0.11% | 10.01M | 56.65 | 0.12% |