Resonant Capital Advisors, LLC
CIK Number: 0001803236
1.43B
Market Value
343
# of Holdings
12 months
Avg. Holding Period
36.68%
Win Rate
19.90%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 599.22 | +0.05% | 143.3K | +1.92% | 84.36M | 383.42 | 6.16% |
| 2 | SGOV | iShares 0-3 Mon... | 100.40 | +0.01% | 708.75K | +0.75% | 71.1M | 100.56 | 5.19% |
| 3 | JMST | JPMorgan Ultra-... | 50.77 | +0.02% | 1.17M | +1.86% | 59.51M | 50.59 | 4.34% |
| 4 | MEAR | iShares Short M... | 50.09 | +0.02% | 1.05M | -6.17% | 52.54M | 49.98 | 3.84% |
| 5 | VIG | Vanguard Divide... | 199.99 | -0.05% | 252.83K | +0.61% | 49.51M | 138.48 | 3.61% |
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