Red Mountain Financial, LLC
80 holdingsFiling period: 2026-03-31Current AUM: $112.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 376.3K | $11.5M | $12.6M | 11.15% | +976 | 2026-03-31 |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | 117.7K | $5.4M | $5.4M | 4.78% | +2.9K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 20.6K | $5.2M | $6.4M | 5.63% | +207 | 2026-03-31 |
| 4 | SCHY | SCHWAB STRATEGIC TR | 141.9K | $4.5M | $4.7M | 4.19% | +7.5K | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.9K | $4.2M | $4.2M | 3.76% | -298 | 2026-03-31 |
| 6 | IAU | ISHARES GOLD TR | 43.3K | $3.8M | $3.3M | 2.92% | -1,045 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 21.1K | $3.7M | $4.2M | 3.74% | -580 | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 79.8K | $3.6M | $3.6M | 3.16% | -3,865 | 2026-03-31 |
| 9 | VPLS | VANGUARD MALVERN FDS | 46.5K | $3.6M | $3.5M | 3.14% | +25.1K | 2026-03-31 |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 70.7K | $3.5M | $3.5M | 3.11% | +1.4K | 2026-03-31 |
| 11 | BSV | VANGUARD BD INDEX FDS | 44.2K | $3.5M | $3.4M | 3.03% | +1.3K | 2026-03-31 |
| 12 | VIGI | VANGUARD WHITEHALL FDS | 38.4K | $3.4M | $3.7M | 3.30% | -564 | 2026-03-31 |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | 32.6K | $2.4M | $2.7M | 2.39% | -5 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 7.9K | $2.4M | $3.1M | 2.71% | -96 | 2026-03-31 |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | 31.2K | $2.4M | $2.6M | 2.31% | +1.5K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 8.1K | $2.3M | $2.9M | 2.56% | -101 | 2026-03-31 |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | 42.2K | $2.2M | $2.1M | 1.90% | +3.6K | 2026-03-31 |
| 18 | SPTM | SPDR SERIES TRUST | 26.3K | $2.1M | $2.4M | 2.11% | -110 | 2026-03-31 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | 40.0K | $2.0M | $2.0M | 1.79% | +342 | 2026-03-31 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | 35.0K | $2.0M | $2.0M | 1.78% | +1.2K | 2026-03-31 |
| 21 | TFLR | T ROWE PRICE ETF INC | 38.9K | $2.0M | $2.0M | 1.74% | +4.5K | 2026-03-31 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | 8.4K | $1.8M | $2.0M | 1.77% | -94 | 2026-03-31 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.6M | $1.5M | 1.33% | -45 | 2026-03-31 |
| 24 | WMT | WALMART INC | 9.9K | $1.2M | $1.1M | 0.98% | -2,842 | 2026-03-31 |
| 25 | CTVA | CORTEVA INC | 14.3K | $1.2M | $1.1M | 1.00% | +1 | 2026-03-31 |
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