Resources Investment Advisors, LLC.

Q1 2023 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    967

  • Value ($000)

    $4,264,489

  • Date Filed
    05/10/2023
  • Form type
    13F-HR
  • CIK
    0001690370
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$177.68M
4 %

432,219

K
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$164.76M
4 %

3,421,779

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$105.86M
3 %

2,293,758

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$104.26M
2 %

2,222,551

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$102.37M
2 %

272,202

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$90.45M
2 %

2,599,202

M
MBB

ISHARES TR

MBS ETF
464288588
$86.34M
2 %

911,391

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$83.64M
2 %

1,132,875

A
AAPL

APPLE INC

COM
037833100
$83.18M
2 %

504,403

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$75.82M
2 %

611,139

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