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Disclosed positions
Resonant Capital Advisors, LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $176,597,108
- Reported amount
- 235,812
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000857Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $176,597,108 | 235,812 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $93,940,198 | 1,841,965 | SH | None |
| ISHARES U S ETF TR | MEAR | SHOR MAT MUN ETF | $90,891,579 | 1,804,120 | SH | None |
| ETF SER SOLUTIONS | DSTL | DISTILLATE US | $68,787,672 | 1,148,375 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $66,600,272 | 2,700,741 | SH | None |
| ISHARES TR | GARP | MSCI US GARP ETF | $65,361,404 | 791,780 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $61,990,518 | 784,392 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $59,956,824 | 777,549 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $44,310,220 | 1,424,766 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $38,827,305 | 402,022 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $33,533,142 | 226,102 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $33,334,266 | 631,809 | SH | None |
| APPLE INC | AAPL | COM | $32,373,457 | 111,880 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $31,718,302 | 42,366 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $30,641,183 | 129,495 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $30,145,600 | 595,998 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $29,042,180 | 763,063 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $28,772,342 | 143,797 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $28,160,125 | 279,727 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $27,376,110 | 254,378 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $26,153,341 | 315,709 | SH | None |
| JANUS DETROIT STR TR | JSMD | HENDERSN SML ETF | $25,980,234 | 256,416 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $25,925,659 | 562,989 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWK | S&P MDCP 400 REV | $25,260,736 | 172,713 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $25,001,669 | 267,741 | SH | None |
| GRANITESHARES ETF TR | COMB | BBG COMMD K 1 | $22,849,342 | 948,893 | SH | None |
| SCHWAB STRATEGIC TR | FNDE | FUND EM EQUI ETF | $22,620,697 | 570,078 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $18,361,342 | 26,734 | SH | None |
| MICROSOFT CORP | MSFT | COM | $17,698,680 | 47,447 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $17,689,815 | 49,500 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $16,790,242 | 47,520 | SH | None |
| AMAZON COM INC | AMZN | COM | $16,300,549 | 68,392 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $13,912,189 | 184,243 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $13,813,437 | 273,155 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $13,673,038 | 270,325 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $13,577,025 | 280,894 | SH | None |
| BROADCOM INC | AVGO | COM | $13,571,047 | 35,926 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $12,779,460 | 25,539 | SH | None |
| ETF SER SOLUTIONS | DSMC | DISTILLATE SMLMD | $12,024,243 | 297,925 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $11,745,255 | 35,882 | SH | None |
| HARBOR ETF TRUST | HGER | COMM ALL WEA ETF | $11,073,708 | 377,427 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $9,504,897 | 25,686 | SH | None |
| BLACKROCK ETF TRUST II | INMU | ISHAR INTER ETF | $9,486,008 | 391,176 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWL | S&P 500 REVENUE | $9,310,766 | 72,877 | SH | None |
| CISCO SYS INC | CSCO | COM | $9,310,349 | 79,264 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRF | RAFI US 1000 ETF | $9,196,284 | 170,207 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PKW | BUYBACK ACHIEV | $8,698,632 | 61,405 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $8,573,732 | 96,323 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $8,459,721 | 21,300 | SH | None |
| VISA INC | V | COM CL A | $8,322,334 | 24,257 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.