Resonant Capital Advisors, LLC
496 holdingsFiling period: 2026-03-31Current AUM: $2.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 242.1K | $158.1M | $181.6M | 8.73% | +33.3K | 2026-03-31 |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | 1.72M | $87.6M | $87.5M | 4.21% | +287.2K | 2026-03-31 |
| 3 | MEAR | ISHARES U S ETF TR | 1.67M | $83.9M | $83.7M | 4.02% | +293.5K | 2026-03-31 |
| 4 | SCHR | SCHWAB STRATEGIC TR | 3.00M | $74.8M | $73.3M | 3.52% | +134.2K | 2026-03-31 |
| 5 | DSTL | ETF SER SOLUTIONS | 1.16M | $67.2M | $75.6M | 3.64% | +114.9K | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 769.7K | $61.0M | $60.5M | 2.91% | -93,618 | 2026-03-31 |
| 7 | IJH | ISHARES TR | 776.0K | $52.4M | $58.4M | 2.81% | +4.2K | 2026-03-31 |
| 8 | GARP | ISHARES TR | 784.6K | $50.2M | $62.4M | 3.00% | -- | 2026-03-31 |
| 9 | FNDX | SCHWAB STRATEGIC TR | 1.47M | $40.8M | $46.5M | 2.24% | +97.3K | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 406.3K | $36.8M | $39.9M | 1.92% | -46,436 | 2026-03-31 |
| 11 | VTEB | VANGUARD MUN BD FDS | 702.0K | $35.0M | $34.8M | 1.67% | +2.1K | 2026-03-31 |
| 12 | FNDF | SCHWAB STRATEGIC TR | 640.3K | $31.3M | $34.6M | 1.66% | -106,374 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 133.9K | $28.8M | $32.0M | 1.54% | +8.3K | 2026-03-31 |
| 14 | SGOV | ISHARES TR | 281.1K | $28.3M | $28.3M | 1.36% | -225,039 | 2026-03-31 |
| 15 | IJR | ISHARES TR | 227.3K | $28.3M | $33.1M | 1.59% | -47,500 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 109.6K | $27.8M | $33.9M | 1.63% | +10.0K | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 42.4K | $27.7M | $31.8M | 1.53% | +200 | 2026-03-31 |
| 18 | FNDA | SCHWAB STRATEGIC TR | 771.7K | $25.0M | $28.7M | 1.38% | -149,129 | 2026-03-31 |
| 19 | JPIE | J P MORGAN EXCHANGE TRADED F | 542.4K | $25.0M | $24.9M | 1.20% | -- | 2026-03-31 |
| 20 | COMB | GRANITESHARES ETF TR | 926.9K | $24.3M | $24.0M | 1.15% | +177.9K | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 139.1K | $24.3M | $27.9M | 1.34% | +29.3K | 2026-03-31 |
| 22 | VIGI | VANGUARD WHITEHALL FDS | 270.4K | $23.9M | $26.3M | 1.26% | -29,183 | 2026-03-31 |
| 23 | MUB | ISHARES TR | 207.5K | $22.0M | $21.9M | 1.05% | +16.2K | 2026-03-31 |
| 24 | IEMG | ISHARES INC | 314.9K | $22.0M | $24.4M | 1.17% | -45,218 | 2026-03-31 |
| 25 | RWK | INVESCO EXCH TRADED FD TR II | 170.9K | $21.9M | $25.4M | 1.22% | +6.6K | 2026-03-31 |
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