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
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$11.15M
10 %

29,033

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.26M
9 %

42,426

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$8.02M
7 %

161,030

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$5.81M
5 %

80,652

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$3.86M
3 %

12,505

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$3.47M
3 %

69,113

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$2.70M
2 %

27,829

ICSH
ICSH

ISHARES TR

BLACKROCK ULTRA
$2.46M
2 %

49,198

AAPL
AAPL

APPLE INC

COM
$2.44M
2 %

18,749

TIP
TIP

ISHARES TR

TIPS BD ETF
$2.30M
2 %

21,590

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