Resonant Capital Advisors, LLC
Q2 2025 13F Holdings
- Locationmadison, WI
- Num holdings
413
- Value ($000)
$1,566,487
- Date Filed07/31/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $98.19 M | 6 % | 158,138 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $65.77 M | 4 % | 1,291,697 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $61.99 M | 4 % | 1,233,046 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $58.64 M | 4 % | 2,342,662 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $55.33 M | 4 % | 269,307 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $54.55 M | 4 % | 985,505 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $49.54 M | 3 % | 623,094 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $43.18 M | 3 % | 696,158 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $42.10 M | 3 % | 418,153 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $32.44 M | 2 % | 1,321,791 |
Rows Per Page
10
- 10
- 50
- 100