Resonant Capital Advisors, LLC
539 holdingsFiling period: 2026-06-30Current AUM: $2.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 235.8K | $176.6M | $182.3M | 8.50% | -6,270 | 2026-06-30 |
| 2 | JMST | J P Morgan Exchange Traded F | 1.84M | $93.9M | $93.8M | 4.38% | +122.7K | 2026-06-30 |
| 3 | MEAR | iShares U S ETF TR | 1.80M | $90.9M | $90.2M | 4.21% | +137.4K | 2026-06-30 |
| 4 | DSTL | ETF Ser Solutions | 1.15M | $68.8M | $78.5M | 3.66% | -11,843 | 2026-06-30 |
| 5 | SCHR | Schwab Strategic TR | 2.70M | $66.6M | $64.8M | 3.02% | -301,024 | 2026-06-30 |
| 6 | GARP | iShares TR | 791.8K | $65.4M | $63.9M | 2.98% | +7.2K | 2026-06-30 |
| 7 | VCSH | Vanguard Scottsdale Fds | 784.4K | $62.0M | $60.9M | 2.84% | +14.7K | 2026-06-30 |
| 8 | IJH | iShares TR | 777.5K | $60.0M | $56.9M | 2.65% | +1.6K | 2026-06-30 |
| 9 | FNDX | Schwab Strategic TR | 1.42M | $44.3M | $46.5M | 2.17% | -40,489 | 2026-06-30 |
| 10 | IEFA | iShares TR | 402.0K | $38.8M | $38.8M | 1.81% | -4,314 | 2026-06-30 |
| 11 | IJR | iShares TR | 226.1K | $33.5M | $31.6M | 1.47% | -1,183 | 2026-06-30 |
| 12 | FNDF | Schwab Strategic TR | 631.8K | $33.3M | $34.1M | 1.59% | -8,517 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 111.9K | $32.4M | $38.8M | 1.81% | +2.3K | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 42.4K | $31.7M | $32.7M | 1.52% | -57 | 2026-06-30 |
| 15 | VIG | Vanguard Specialized Funds | 129.5K | $30.6M | $31.7M | 1.48% | -4,446 | 2026-06-30 |
| 16 | VTEB | Vanguard Mun BD Fds | 596.0K | $30.1M | $29.0M | 1.35% | -106,050 | 2026-06-30 |
| 17 | FNDA | Schwab Strategic TR | 763.1K | $29.0M | $27.4M | 1.28% | -8,670 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 143.8K | $28.8M | $31.3M | 1.46% | +4.7K | 2026-06-30 |
| 19 | SGOV | iShares TR | 279.7K | $28.2M | $28.2M | 1.31% | -1,334 | 2026-06-30 |
| 20 | MUB | iShares TR | 254.4K | $27.4M | $26.4M | 1.23% | +46.9K | 2026-06-30 |
| 21 | IEMG | iShares Inc | 315.7K | $26.2M | $24.1M | 1.12% | +845 | 2026-06-30 |
| 22 | JSMD | Janus Detroit Str TR | 256.4K | $26.0M | $23.0M | 1.07% | +3.3K | 2026-06-30 |
| 23 | JPIE | J P Morgan Exchange Traded F | 563.0K | $25.9M | $25.4M | 1.18% | +20.6K | 2026-06-30 |
| 24 | RWK | Invesco Exch Traded FD TR II | 172.7K | $25.3M | $24.9M | 1.16% | +1.8K | 2026-06-30 |
| 25 | VIGI | Vanguard Whitehall Fds | 267.7K | $25.0M | $26.4M | 1.23% | -2,666 | 2026-06-30 |
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