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Red Mountain Financial

Latest statistics and disclosures from Red Mountain Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001997650

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Positions held by Red Mountain Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Red Mountain Financial

Red Mountain Financial holds 62 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	12.8	$8.3M	109k	76.13	View chart
Apple (AAPL)	6.5	$4.2M	22k	192.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.3	$3.4M	9.6k	356.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.1	$3.3M	43k	77.02	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.9	$3.1M	69k	45.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.9	$2.5M	54k	46.04	View chart
Schwab Strategic Tr Internl Divid (SCHY)	3.7	$2.4M	98k	24.59	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	3.0	$1.9M	38k	50.96	View chart
Ishares Gold Tr Ishares New (IAU)	2.9	$1.9M	49k	39.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.9	$1.9M	33k	56.14	View chart
NVIDIA Corporation (NVDA)	2.4	$1.5M	3.1k	495.23	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.4	$1.5M	19k	79.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.2	$1.5M	29k	50.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$1.4M	26k	54.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$1.3M	7.6k	170.40	View chart
Broadcom (AVGO)	1.8	$1.2M	1.0k	1116.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	1.7	$1.1M	38k	29.78	View chart
Microsoft Corporation (MSFT)	1.6	$1.0M	2.8k	376.00	View chart
Dow (DOW)	1.5	$982k	18k	54.84	View chart
Dupont De Nemours (DD)	1.5	$980k	13k	76.93	View chart
Costco Wholesale Corporation (COST)	1.5	$970k	1.5k	660.22	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	1.4	$890k	16k	55.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$884k	6.3k	139.69	View chart
Corteva (CTVA)	1.3	$862k	18k	47.92	View chart
Intel Corporation (INTC)	1.3	$859k	17k	50.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$785k	10k	75.32	View chart
Merck & Co (MRK)	1.2	$746k	6.8k	109.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$722k	4.4k	164.42	View chart
Exxon Mobil Corporation (XOM)	1.1	$686k	6.9k	99.98	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$662k	11k	58.45	View chart
Lockheed Martin Corporation (LMT)	0.9	$604k	1.3k	453.41	View chart
Home Depot (HD)	0.9	$575k	1.7k	346.48	View chart
Vanguard World Fds Health Car Etf (VHT)	0.8	$532k	2.1k	250.75	View chart
CVS Caremark Corporation (CVS)	0.8	$504k	6.4k	78.97	View chart
Wal-Mart Stores (WMT)	0.8	$503k	3.2k	157.65	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$502k	21k	24.18	View chart
Union Pacific Corporation (UNP)	0.7	$485k	2.0k	245.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$472k	5.3k	88.35	View chart
Chevron Corporation (CVX)	0.7	$466k	3.1k	149.16	View chart
Pfizer (PFE)	0.7	$424k	15k	28.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$420k	1.8k	237.17	View chart
McDonald's Corporation (MCD)	0.6	$361k	1.2k	296.52	View chart
Procter & Gamble Company (PG)	0.6	$357k	2.4k	146.53	View chart
Cisco Systems (CSCO)	0.5	$347k	6.9k	50.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$336k	3.5k	95.19	View chart
Johnson & Johnson (JNJ)	0.5	$320k	2.0k	156.71	View chart
Allstate Corporation (ALL)	0.5	$296k	2.1k	139.98	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.5	$295k	4.8k	61.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$286k	602.00	475.29	View chart
Pepsi (PEP)	0.4	$285k	1.7k	169.84	View chart
Northrop Grumman Corporation (NOC)	0.4	$265k	565.00	468.14	View chart
Becton, Dickinson and (BDX)	0.4	$262k	1.1k	243.74	View chart
Novo-nordisk A S Adr (NVO)	0.4	$249k	2.4k	103.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$248k	3.2k	77.37	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$242k	5.7k	42.18	View chart
Amgen (AMGN)	0.4	$240k	833.00	288.12	View chart
SYSCO Corporation (SYY)	0.3	$226k	3.1k	73.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$217k	2.6k	84.87	View chart
Starbucks Corporation (SBUX)	0.3	$217k	2.3k	96.01	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$214k	8.0k	26.65	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.3	$213k	11k	20.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$208k	976.00	213.34	View chart

Past Filings by Red Mountain Financial

SEC 13F filings are viewable for Red Mountain Financial going back to 2023

Red Mountain Financial 2023 Q4 filed March 11, 2024

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