Resonant Capital Advisors, LLC
539 holdingsFiling period: 2026-06-30Current AUM: $2.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 235.8K | $176.6M | $179.0M | 8.40% | -6,270 | 2026-06-30 |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | 1.84M | $93.9M | $93.5M | 4.39% | +122.7K | 2026-06-30 |
| 3 | MEAR | ISHARES U S ETF TR | 1.80M | $90.9M | $90.1M | 4.23% | +137.4K | 2026-06-30 |
| 4 | DSTL | ETF SER SOLUTIONS | 1.15M | $68.8M | $78.0M | 3.66% | -11,843 | 2026-06-30 |
| 5 | SCHR | SCHWAB STRATEGIC TR | 2.70M | $66.6M | $64.7M | 3.04% | -301,024 | 2026-06-30 |
| 6 | GARP | ISHARES TR | 791.8K | $65.4M | $64.5M | 3.03% | +7.2K | 2026-06-30 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 784.4K | $62.0M | $60.9M | 2.86% | +14.7K | 2026-06-30 |
| 8 | IJH | ISHARES TR | 777.5K | $60.0M | $56.9M | 2.67% | +1.6K | 2026-06-30 |
| 9 | FNDX | SCHWAB STRATEGIC TR | 1.42M | $44.3M | $46.0M | 2.16% | -40,489 | 2026-06-30 |
| 10 | IEFA | ISHARES TR | 402.0K | $38.8M | $39.5M | 1.86% | -4,314 | 2026-06-30 |
| 11 | IJR | ISHARES TR | 226.1K | $33.5M | $31.7M | 1.49% | -1,183 | 2026-06-30 |
| 12 | FNDF | SCHWAB STRATEGIC TR | 631.8K | $33.3M | $34.9M | 1.64% | -8,517 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 111.9K | $32.4M | $37.1M | 1.74% | +2.3K | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 42.4K | $31.7M | $32.2M | 1.51% | -57 | 2026-06-30 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | 129.5K | $30.6M | $30.8M | 1.44% | -4,446 | 2026-06-30 |
| 16 | VTEB | VANGUARD MUN BD FDS | 596.0K | $30.1M | $28.7M | 1.35% | -106,050 | 2026-06-30 |
| 17 | FNDA | SCHWAB STRATEGIC TR | 763.1K | $29.0M | $27.5M | 1.29% | -8,670 | 2026-06-30 |
| 18 | NVDA | NVIDIA CORPORATION | 143.8K | $28.8M | $30.5M | 1.43% | +4.7K | 2026-06-30 |
| 19 | SGOV | ISHARES TR | 279.7K | $28.2M | $28.1M | 1.32% | -1,334 | 2026-06-30 |
| 20 | MUB | ISHARES TR | 254.4K | $27.4M | $26.2M | 1.23% | +46.9K | 2026-06-30 |
| 21 | IEMG | ISHARES INC | 315.7K | $26.2M | $25.3M | 1.19% | +845 | 2026-06-30 |
| 22 | JSMD | JANUS DETROIT STR TR | 256.4K | $26.0M | $23.1M | 1.08% | +3.3K | 2026-06-30 |
| 23 | JPIE | J P MORGAN EXCHANGE TRADED F | 563.0K | $25.9M | $25.5M | 1.20% | +20.6K | 2026-06-30 |
| 24 | RWK | INVESCO EXCH TRADED FD TR II | 172.7K | $25.3M | $24.9M | 1.17% | +1.8K | 2026-06-30 |
| 25 | VIGI | VANGUARD WHITEHALL FDS | 267.7K | $25.0M | $25.9M | 1.22% | -2,666 | 2026-06-30 |
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