RESOLUTE FINANCIAL, LLC

Q4 2022 13F Holdings

  • Location
    newburyport, MA
  • Num holdings

    111

  • Value ($000)

    $117,586

  • Date Filed
    02/13/2023
  • Form type
    13F-HR
  • CIK
    0001908859
  • 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 Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.15M
10 %

29,033

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$10.26M
9 %

42,426

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$8.02M
7 %

161,030

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$5.81M
5 %

80,652

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.86M
3 %

12,505

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$3.47M
3 %

69,113

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$2.70M
2 %

27,829

I
ICSH

ISHARES TR

BLACKROCK ULTRA
46434V878
$2.46M
2 %

49,198

A
AAPL

APPLE INC

COM
037833100
$2.44M
2 %

18,749

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$2.30M
2 %

21,590

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