Resonant Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
370
- Value ($000)
$1,433,527
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001803236
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $83.86M | 6 % | 149,240 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $65.08M | 5 % | 1,279,757 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $61.91M | 4 % | 1,232,247 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $55.40M | 4 % | 550,330 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $54.22M | 4 % | 2,181,127 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $50.56M | 4 % | 932,231 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $50.49M | 4 % | 260,256 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $46.87M | 3 % | 593,729 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $40.20M | 3 % | 689,009 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $29.77M | 2 % | 1,260,697 |
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