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Profesionally Managed Portfo shares owned by Resources Investment Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by Resources Investment Advisors from 13F filings

Historical chart of Resources Investment Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 16k 14.11

More positions owned by Resources Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Mbs Etf (MBB)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Resources Investment Advisors

Top funds holding Profesionally Managed Portfo

Belpointe Asset Management
Stifel Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
NWF Advisory Services
Resources Investment Advisors
Investment House
Glass Jacobson Investment Advisors
Harbor Investment Advisory

View all funds holding Profesionally Managed Portfo