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Resolute Financial

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

Top 5 stock holdings are IVV, IJH, IGSB, USMV, BRK.B, and represent 33.27% of Resolute Financial's stock portfolio.
Added to shares of these 10 stocks: VTV, VUG, VIGI, ICSH, DFIV, DFSV, SUB, VWO, VBK, VOT.
Started 16 new stock positions in VIGI, PG, EFAV, RPV, MDLZ, CSX, VSS, RTX, V, BCI. CVX, DFIV, VOE, LHX, VOT, VBK.
Reduced shares in these 10 stocks: Bscm etf, SUSA, , SNPE, HDV, JPST, STIP, GNMA, AMZN, VTEB.
Sold out of its positions in AMZN, SNPE, Bscm etf, HDV, JPST, LOAN, DIA.
Resolute Financial was a net buyer of stock by $5.1M.
Resolute Financial has $118M in assets under management (AUM), dropping by 11.57%.
Central Index Key (CIK): 0001908859

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Portfolio Holdings for Resolute Financial

Resolute Financial holds 111 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.5	$11M		29k	384.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.7	$10M	+2%	42k	241.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	6.8	$8.0M		161k	49.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	4.9	$5.8M		81k	72.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$3.9M	+2%	13k	308.90	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.0	$3.5M	+4%	69k	50.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.3	$2.7M	-9%	28k	96.96	View chart
Ishares Tr Blackrock Ultra (ICSH)	2.1	$2.5M	+51%	49k	50.04	View chart
Apple (AAPL)	2.1	$2.4M	+2%	19k	129.93	View chart
Ishares Tr Tips Bd Etf (TIP)	2.0	$2.3M		22k	106.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$2.2M	-4%	23k	94.64	View chart
Ishares Gold Tr Ishares New (IAU)	1.6	$1.9M	+8%	56k	34.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$1.9M	-10%	30k	64.91	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$1.9M	+6%	37k	50.00	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$1.9M	+151%	13k	140.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$1.7M	-3%	37k	46.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.5	$1.7M	+2%	19k	91.31	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.3	$1.5M	-14%	35k	43.50	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.3	$1.5M		16k	95.02	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.4M	+249%	6.7k	213.12	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.4M	+2%	13k	110.30	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	1.1	$1.3M	-28%	16k	82.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.1	$1.3M		19k	70.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$1.3M		6.4k	203.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.2M		8.2k	151.85	View chart
Microsoft Corporation (MSFT)	1.0	$1.2M		4.9k	239.83	View chart
Johnson & Johnson (JNJ)	0.9	$1.1M		6.1k	176.66	View chart
Ishares Tr Short Treas Bd (SHV)	0.9	$1.1M		9.6k	109.92	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$1.0M	+15%	18k	56.48	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$1.0M	+119%	41k	24.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$979k	-19%	20k	49.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$925k	+71%	24k	38.98	View chart
Home Depot (HD)	0.8	$890k	-10%	2.8k	315.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$858k	NEW	12k	69.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$839k		35k	24.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$830k	+6%	16k	51.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$815k	+37%	8.4k	96.98	View chart
Abbvie (ABBV)	0.6	$756k	+6%	4.7k	161.60	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.6	$756k	+16%	14k	53.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$686k	+37%	8.4k	81.17	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$682k	-5%	16k	43.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$668k	+164%	6.4k	104.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$659k	NEW	22k	30.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$648k	+12%	1.8k	351.35	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$642k	-8%	29k	22.46	View chart
Toronto Dominion Bk Ont Com New (TD)	0.5	$637k		9.8k	64.76	View chart
Abbott Laboratories (ABT)	0.5	$622k	+5%	5.7k	109.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$593k	-15%	9.6k	61.64	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.5	$587k	-12%	2.1k	280.02	View chart
Merck & Co (MRK)	0.5	$576k	+5%	5.2k	110.94	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.5	$573k	-6%	24k	23.77	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.5	$546k	-5%	5.9k	93.35	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.5	$535k		6.3k	84.88	View chart
McDonald's Corporation (MCD)	0.4	$512k	-7%	1.9k	263.48	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.4	$507k		5.2k	98.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$493k	+2%	1.3k	382.42	View chart
International Business Machines (IBM)	0.4	$485k	+4%	3.4k	140.88	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$473k	-24%	21k	22.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$471k		5.6k	84.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$469k	-9%	3.5k	135.86	View chart
Royce Micro Capital Trust (RMT)	0.4	$464k	+2%	54k	8.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb	0.4	$445k	-17%	21k	20.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$444k	-8%	18k	25.04	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$439k	-6%	3.6k	120.54	View chart
TJX Companies (TJX)	0.4	$425k		5.3k	79.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$424k		3.9k	108.07	View chart
Proshares Tr Pet Care Etf (PAWZ)	0.4	$422k	-25%	9.0k	47.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$419k		7.2k	58.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$405k		3.0k	134.09	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$385k	-2%	3.1k	124.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$381k	-18%	1.4k	266.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$380k	+19%	4.3k	87.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$377k	NEW	1.9k	200.52	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$372k	-11%	15k	24.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$370k		5.6k	65.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$370k		11k	33.48	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$361k		7.0k	51.79	View chart
Cohen & Steers REIT/P (RNP)	0.3	$359k	-2%	18k	20.38	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$354k		7.0k	50.41	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.3	$350k		5.9k	59.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$348k	+3%	16k	21.95	View chart
Verizon Communications (VZ)	0.3	$341k	-13%	8.6k	39.40	View chart
American Express Company (AXP)	0.3	$320k	+16%	2.2k	147.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$319k	+2%	1.7k	191.22	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.3	$318k	+5%	121k	2.63	View chart
Pepsi (PEP)	0.3	$308k	-8%	1.7k	180.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$298k	NEW	1.7k	179.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$297k	-7%	3.6k	82.49	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$296k	NEW	3.8k	77.98	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$296k	+3%	2.5k	120.58	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$267k	-34%	2.1k	125.14	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.2	$262k	NEW	12k	22.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$260k	NEW	1.9k	135.24	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$259k	-40%	6.3k	41.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$257k		1.5k	174.31	View chart
Procter & Gamble Company (PG)	0.2	$253k	NEW	1.7k	151.56	View chart
Raytheon Technologies Corp (RTX)	0.2	$248k	NEW	2.5k	100.90	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$246k	+2%	5.9k	41.61	View chart
American Tower Reit (AMT)	0.2	$242k	-2%	1.1k	211.91	View chart
Becton, Dickinson and (BDX)	0.2	$237k		930.00	254.30	View chart
Chevron Corporation (CVX)	0.2	$235k	NEW	1.3k	179.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$231k	+2%	7.6k	30.53	View chart
L3harris Technologies (LHX)	0.2	$229k	NEW	1.1k	208.21	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$224k	NEW	3.5k	63.59	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$220k	NEW	3.3k	66.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$219k	-3%	2.5k	88.23	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$218k	-21%	2.4k	89.97	View chart
CSX Corporation (CSX)	0.2	$211k	NEW	6.8k	30.98	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$208k	NEW	2.0k	102.81	View chart
Visa Com Cl A (V)	0.2	$208k	NEW	999.00	207.84	View chart
Effector Therapeutics	0.0	$13k		31k	0.43	View chart

Past Filings by Resolute Financial

SEC 13F filings are viewable for Resolute Financial going back to 2021

Resolute Financial 2022 Q4 filed Feb. 13, 2023
Resolute Financial 2022 Q3 filed Nov. 14, 2022
Resolute Financial 2022 Q2 filed Aug. 2, 2022
Resolute Financial 2022 Q1 filed April 15, 2022
Resolute Financial 2021 Q4 filed Feb. 15, 2022

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