Resonant Capital Advisors, LLC
Q4 2024 13F Holdings
- Locationmadison, WI
- Num holdings
345
- Value ($000)
$1,369,960
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $84.36M | 6 % | 143,300 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $71.10M | 5 % | 708,752 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $59.51M | 4 % | 1,171,600 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $52.54M | 4 % | 1,051,899 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $49.51M | 4 % | 252,834 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $48.99M | 4 % | 2,016,938 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $48.88M | 4 % | 890,000 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $44.17M | 3 % | 566,178 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $41.47M | 3 % | 665,466 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $28.74M | 2 % | 1,213,558 |
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