Resonant Capital Advisors, LLC Q1 2024 Filing

Filed May 1, 2024

Portfolio Value

$1169.3T

Holdings

342

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (342 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
127,708$67.1T5.74%
2
SGOVISHARES TR
638,851$64.3T5.50%
3
DSTLETF SER SOLUTIONS
821,602$44.3T3.79%
4
VIGVANGUARD SPECIALIZED FUNDS
232,227$42.4T3.63%
5
JMSTJ P MORGAN EXCHANGE TRADED F
729,135$37.0T3.16%
6
IJHISHARES TR
584,103$35.5T3.03%
7
MEARISHARES U S ETF TR
693,091$34.7T2.97%
8
VCSHVANGUARD SCOTTSDALE FDS
440,550$34.1T2.91%
9
SCHRSCHWAB STRATEGIC TR
684,007$33.6T2.87%
10
FNDXSCHWAB STRATEGIC TR
375,657$25.3T2.17%
11
IJRISHARES TR
219,914$24.3T2.08%
12
SPYSPDR S&P 500 ETF TR
45,571$23.9T2.04%
13
FNDASCHWAB STRATEGIC TR
395,902$22.6T1.93%
14
FNDFSCHWAB STRATEGIC TR
500,721$17.8T1.52%
15
AQLTISHARES TR
236,743$17.6T1.50%
16
VTEBVANGUARD MUN BD FDS
330,117$16.7T1.43%
17
XLESELECT SECTOR SPDR TR
173,215$16.4T1.40%
18
RWKINVESCO EXCH TRADED FD TR II
136,187$15.7T1.34%
19
MSFTMICROSOFT CORP
33,750$14.2T1.21%
20
JSMDJANUS DETROIT STR TR
191,447$13.4T1.15%
21
AAPLAPPLE INC
74,674$12.8T1.10%
22
VIGIVANGUARD WHITEHALL FDS
148,281$12.1T1.03%
23
FNDESCHWAB STRATEGIC TR
416,863$11.6T0.99%
24
IEMGISHARES INC
222,183$11.5T0.98%
25
SCHOSCHWAB STRATEGIC TR
232,693$11.2T0.96%
26
VOOVANGUARD INDEX FDS
22,919$11.0T0.94%
27
JPSTJ P MORGAN EXCHANGE TRADED F
216,129$10.9T0.93%
28
SLYVSPDR SER TR
129,739$10.8T0.92%
29
ICSHISHARES TR
200,223$10.1T0.87%
30
MUBISHARES TR
91,847$9.9T0.85%
31
IAU*ISHARES GOLD TR
231,017$9.7T0.83%
32
COMBGRANITESHARES ETF TR
470,038$9.3T0.80%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
20,862$8.8T0.75%
34
DFNMDIMENSIONAL ETF TRUST
178,573$8.6T0.73%
35
SCHPSCHWAB STRATEGIC TR
155,134$8.1T0.69%
36
PRFINVESCO EXCHANGE TRADED FD T
189,396$7.3T0.62%
37
GOOGALPHABET INC
46,961$7.2T0.61%
38
AMZNAMAZON COM INC
39,590$7.1T0.61%
39
RWLINVESCO EXCH TRADED FD TR II
74,227$7.0T0.60%
40
PKWINVESCO EXCHANGE TRADED FD T
64,084$6.9T0.59%
41
JEPIJ P MORGAN EXCHANGE TRADED F
114,125$6.6T0.56%
42
VYMVANGUARD WHITEHALL FDS
50,510$6.1T0.52%
43
JPMJPMORGAN CHASE & CO
29,304$5.9T0.50%
44
IGSBISHARES TR
110,729$5.7T0.49%
45
IDEVISHARES TR
84,184$5.7T0.48%
46
MDYSPDR S&P MIDCAP 400 ETF TR
9,759$5.4T0.47%
47
NVDANVIDIA CORPORATION
5,850$5.3T0.45%
48
VVISA INC
18,784$5.2T0.45%
49
XOMEXXON MOBIL CORP
44,850$5.2T0.45%
50
PGRPROGRESSIVE CORP
24,931$5.2T0.44%
51
CVXCHEVRON CORP NEW
32,475$5.1T0.44%
52
VGITVANGUARD SCOTTSDALE FDS
81,307$4.8T0.41%
53
QCOMQUALCOMM INC
27,351$4.6T0.40%
54
SPMDSPDR SER TR
85,737$4.6T0.39%
55
MCKMCKESSON CORP
8,488$4.6T0.39%
56
VTIVANGUARD INDEX FDS
16,524$4.3T0.37%
57
ACNACCENTURE PLC IRELAND
12,198$4.2T0.36%
58
AZOAUTOZONE INC
1,340$4.2T0.36%
59
LLYELI LILLY & CO
5,359$4.2T0.36%
60
JNJJOHNSON & JOHNSON
26,318$4.2T0.36%
61
BSCOINVESCO EXCH TRD SLF IDX FD
197,397$4.1T0.35%
62
MPCMARATHON PETE CORP
20,404$4.1T0.35%
63
COSTCOSTCO WHSL CORP NEW
5,494$4.0T0.34%
64
SPSMSPDR SER TR
93,175$4.0T0.34%
65
METAMETA PLATFORMS INC
8,086$3.9T0.34%
66
JMUBJ P MORGAN EXCHANGE TRADED F
76,169$3.9T0.33%
67
AXPAMERICAN EXPRESS CO
16,821$3.8T0.33%
68
ADIANALOG DEVICES INC
18,825$3.7T0.32%
69
BCIABRDN ETFS
186,116$3.7T0.31%
70
AVGOBROADCOM INC
2,717$3.6T0.31%
71
GOOGLALPHABET INC
23,547$3.6T0.30%
72
ORCLORACLE CORP
28,144$3.5T0.30%
73
PEPPEPSICO INC
20,075$3.5T0.30%
74
PGPROCTER AND GAMBLE CO
21,746$3.5T0.30%
75
CVSCVS HEALTH CORP
41,546$3.3T0.28%
76
AMGNAMGEN INC
11,646$3.3T0.28%
77
ADPAUTOMATIC DATA PROCESSING IN
13,114$3.3T0.28%
78
DHRDANAHER CORPORATION
13,145$3.3T0.28%
79
SYKSTRYKER CORPORATION
9,125$3.3T0.28%
80
DISDISNEY WALT CO
26,461$3.2T0.28%
81
MCDMCDONALDS CORP
11,291$3.2T0.27%
82
VIOVVANGUARD ADMIRAL FDS INC
35,592$3.1T0.27%
83
USBUS BANCORP DEL
68,324$3.1T0.26%
84
KRKROGER CO
52,597$3.0T0.26%
85
CSCOCISCO SYS INC
59,105$2.9T0.25%
86
LOWLOWES COS INC
11,401$2.9T0.25%
87
PFEPFIZER INC
101,864$2.8T0.24%
88
PNCPNC FINL SVCS GROUP INC
16,986$2.7T0.23%
89
BMYBRISTOL-MYERS SQUIBB CO
49,091$2.7T0.23%
90
EBAEBAY INC.
50,051$2.6T0.23%
91
MDTMEDTRONIC PLC
29,630$2.6T0.22%
92
EOGEOG RES INC
20,022$2.6T0.22%
93
DGDOLLAR GEN CORP NEW
16,175$2.5T0.22%
94
ABBVABBVIE INC
13,250$2.4T0.21%
95
SCHWSCHWAB CHARLES CORP
32,242$2.3T0.20%
96
MAMASTERCARD INCORPORATED
4,819$2.3T0.20%
97
BDXBECTON DICKINSON & CO
9,272$2.3T0.20%
98
DVNDEVON ENERGY CORP NEW
44,382$2.2T0.19%
99
IWRISHARES TR
26,023$2.2T0.19%
100
BSMQINVESCO EXCH TRD SLF IDX FD
89,676$2.1T0.18%
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