Rfp Financial Group LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Rfp Financial Group LLC

CIK Number: 0001956564

242.16M
Market Value
85
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 EQWL Invesco S&P 100...
115.40
-0.21% 471.67K +100.00% 51.87M 109.97 21.42% Share
2 IVV iShares Core S&...
672.44
-0.36% 36.59K -3.14% 22.72M 419.17 9.38% Share
3 AAPL Apple Inc.
256.48
-0.08% 71.28K -5.23% 14.63M 188.45 6.04% Share
4 IXUS iShares Core MS...
83.50
-0.8% 164.98K -2.04% 12.75M 59.37 5.27% Share
5 AGG iShares Core U....
100.14
+0.18% 112.73K -1.58% 11.18M 96.93 4.62% Share
6 RSP Invesco S&P 500...
190.35
-0.44% 55.62K -45.34% 10.11M 150.23 4.17% Share
7 IJH iShares Core S&...
65.14
-1.12% 131.98K +0.70% 8.19M 50.37 3.38% Share
8 MUB iShares Nationa...
106.54
+0.08% 66.71K +1.01% 6.97M 105.43 2.88% Share
9 VBIL Vanguard 0-3 Mo...
75.44
+0.01% 73.27K +304.32% 5.54M 75.52 2.29% Share
10 MSFT Microsoft Corpo...
523.98
-0.87% 9.75K -17.04% 4.85M 360.12 2.00% Share
11 KO The Coca-Cola C...
66.79
+1.04% 65.1K -5.86% 4.61M 65.8 1.90% Share
12 ICSH iShares Ultra S...
50.63
+0.03% 84.81K +5.18% 4.3M 50.39 1.78% Share
13 IJR iShares Core S&...
118.30
-1.23% 39.12K +10.23% 4.28M 106.95 1.77% Share
14 SPY SPDR S&P 500 ET...
669.16
-0.36% 6.38K +292.20% 3.94M 563.16 1.63% Share
15 ACWI iShares MSCI AC...
139.21
-0.6% 28.85K +1.98% 3.71M 91.15 1.53% Share
16 REET iShares Global ...
25.34
-0.65% 140.4K -2.16% 3.47M 22.69 1.43% Share
17 VTI Vanguard Total ...
329.66
-0.47% 10.82K -0.91% 3.29M 241.44 1.36% Share
18 ITOT iShares Core S&...
146.32
-0.46% 23.07K -3.64% 3.12M 89.67 1.29% Share
19 HD The Home Depot,...
386.84
-0.64% 7.41K -10.61% 2.72M 338.71 1.12% Share
20 WMT Walmart Inc.
103.23
+0.52% 25.37K -9.81% 2.48M 63.88 1.02% Share
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