Resonant Capital Advisors, LLC Diversified Active

CIK: 0001803236 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 15, 2021

Total Value ($000): $422,369 (100.0% shares, 0.0% debt)

Holdings (171)

IVV ISHARES TR 7.5%
Value ($000) $31,633 Shares 84,266 Est. Cost $318.04 Unrealized
FNDX SCHWAB STRATEGIC TR 5.7%
Value ($000) $23,918 Shares 528,104 Est. Cost $38.98 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 5.5%
Value ($000) $23,152 Shares 278,097 Est. Cost $82.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.4%
Value ($000) $22,780 Shares 161,363 Est. Cost $119.42 Unrealized
IJH ISHARES TR 5.3%
Value ($000) $22,327 Shares 97,148 Est. Cost $190.03 Unrealized
DSTL ETF SER SOLUTIONS 4.3%
Value ($000) $18,339 Shares 504,940 Est. Cost $30.80 Unrealized
FNDF SCHWAB STRATEGIC TR 3.6%
Value ($000) $15,140 Shares 517,090 Est. Cost $24.86 Unrealized
IJR ISHARES TR 3.5%
Value ($000) $14,985 Shares 163,058 Est. Cost $75.12 Unrealized
IEFA ISHARES TR 3.5%
Value ($000) $14,887 Shares 215,471 Est. Cost $59.94 Unrealized
FNDA SCHWAB STRATEGIC TR 3.0%
Value ($000) $12,732 Shares 296,294 Est. Cost $33.11 Unrealized
SCHR SCHWAB STRATEGIC TR 2.8%
Value ($000) $11,849 Shares 203,516 Est. Cost $57.06 Unrealized
ABFL TRIMTABS ETF TR 2.7%
Value ($000) $11,536 Shares 248,068 Est. Cost $37.79 Unrealized
ISHARES GOLD TRUST 1.9%
Value ($000) $8,164 Shares 450,285 Est. Cost $17.48 Unrealized
IEMG ISHARES INC 1.8%
Value ($000) $7,748 Shares 124,890 Est. Cost $49.50 Unrealized
FNDE SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,498 Shares 265,306 Est. Cost $24.70 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $5,971 Shares 15,904 Est. Cost $321.88 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,636 Shares 34,938 Est. Cost $89.70 Unrealized +30.4%
SCHP SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,135 Shares 66,613 Est. Cost $60.34 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,818 Shares 17,167 Est. Cost $139.23 Unrealized +48.0%
PRF INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $3,642 Shares 27,345 Est. Cost $113.80 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.8%
Value ($000) $3,543 Shares 8,408 Est. Cost $375.37 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $3,416 Shares 28,034 Est. Cost $107.18 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $3,145 Shares 16,158 Est. Cost $163.61 Unrealized
VTEB VANGUARD MUN BD FDS 0.7%
Value ($000) $2,943 Shares 53,320 Est. Cost $54.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,805 Shares 12,097 Est. Cost $216.90 Unrealized +1.5%
RWL INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,795 Shares 44,872 Est. Cost $58.32 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,723 Shares 37,130 Est. Cost $68.98 Unrealized
SLYV SPDR SER TR 0.6%
Value ($000) $2,710 Shares 40,941 Est. Cost $66.19 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $2,707 Shares 17,770 Est. Cost $72.75 Unrealized +71.4%
DOCU DOCUSIGN INC 0.6%
Value ($000) $2,512 Shares 11,301 Est. Cost $71.80 Unrealized +212.9%
PGR PROGRESSIVE CORP 0.6%
Value ($000) $2,502 Shares 25,303 Est. Cost $59.30 Unrealized +35.9%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,436 Shares 19,170 Est. Cost $107.05 Unrealized -8.3%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $2,405 Shares 9,208 Est. Cost $178.33 Unrealized +25.1%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,342 Shares 12,927 Est. Cost $134.25 Unrealized +4.5%
GOOG ALPHABET INC 0.5%
Value ($000) $2,304 Shares 1,315 Est. Cost $64.96 Unrealized +28.9%
PFE PFIZER INC 0.5%
Value ($000) $2,253 Shares 61,196 Est. Cost $26.74 Unrealized +7.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,225 Shares 14,136 Est. Cost $115.02 Unrealized +10.9%
V VISA INC 0.5%
Value ($000) $2,200 Shares 10,058 Est. Cost $173.61 Unrealized +13.6%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,146 Shares 9,164 Est. Cost $104.30 Unrealized +98.2%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,114 Shares 649 Est. Cost $96.40 Unrealized +65.5%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,113 Shares 30,938 Est. Cost $56.43 Unrealized -2.1%
DHR DANAHER CORPORATION 0.5%
Value ($000) $2,080 Shares 9,356 Est. Cost $123.21 Unrealized +59.1%
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $2,035 Shares 9,675 Est. Cost $145.63 Unrealized +36.0%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $1,908 Shares 12,808 Est. Cost $116.28 Unrealized -8.4%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,893 Shares 10,689 Est. Cost $142.83 Unrealized +3.2%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,861 Shares 12,599 Est. Cost $101.24 Unrealized +19.7%
ORCL ORACLE CORP 0.4%
Value ($000) $1,825 Shares 28,210 Est. Cost $50.59 Unrealized +9.7%
XILINX INC 0.4%
Value ($000) $1,805 Shares 12,735 Est. Cost $95.85 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $1,802 Shares 15,373 Est. Cost $116.23 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,760 Shares 11,787 Est. Cost $112.78 Unrealized +7.5%
MCK MCKESSON CORP 0.4%
Value ($000) $1,724 Shares 9,892 Est. Cost $137.38 Unrealized +17.5%
EBAY EBAY INC. 0.4%
Value ($000) $1,714 Shares 34,105 Est. Cost $33.74 Unrealized +38.4%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,708 Shares 4,969 Est. Cost $288.64 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,672 Shares 37,358 Est. Cost $38.05 Unrealized -7.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,657 Shares 7,721 Est. Cost $172.41 Unrealized +12.1%
TFC TRUIST FINL CORP 0.4%
Value ($000) $1,656 Shares 34,558 Est. Cost $37.35 Unrealized -4.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,629 Shares 6,629 Est. Cost $193.62 Unrealized +10.8%
AMGN AMGEN INC 0.4%
Value ($000) $1,600 Shares 6,960 Est. Cost $183.91 Unrealized +6.7%
INTC INTEL CORP 0.4%
Value ($000) $1,587 Shares 31,847 Est. Cost $49.17 Unrealized -10.5%
RWK INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,578 Shares 22,188 Est. Cost $64.95 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,557 Shares 4,133 Est. Cost $271.52 Unrealized +27.9%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $1,493 Shares 5,966 Est. Cost $225.46 Unrealized -4.8%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,480 Shares 17,525 Est. Cost $83.42 Unrealized -22.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,459 Shares 23,341 Est. Cost $47.84 Unrealized +4.6%
LOW LOWES COS INC 0.3%
Value ($000) $1,437 Shares 8,952 Est. Cost $104.92 Unrealized +41.1%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,429 Shares 15,226 Est. Cost $81.25 Unrealized -7.3%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,399 Shares 4,460 Est. Cost $212.66 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,394 Shares 10,022 Est. Cost $105.90 Unrealized +16.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,347 Shares 22,935 Est. Cost $42.70 Unrealized +3.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,342 Shares 11,098 Est. Cost $98.03 Unrealized +5.9%
KR KROGER CO 0.3%
Value ($000) $1,336 Shares 42,078 Est. Cost $24.72 Unrealized +17.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,308 Shares 12,223 Est. Cost $74.67 Unrealized +14.0%
SJM SMUCKER J M CO 0.3%
Value ($000) $1,299 Shares 11,233 Est. Cost $87.83 Unrealized +11.8%
AZO AUTOZONE INC 0.3%
Value ($000) $1,226 Shares 1,034 Est. Cost $1146.07 Unrealized +1.0%
MMM 3M CO 0.3%
Value ($000) $1,167 Shares 6,677 Est. Cost $111.26 Unrealized +5.6%
HD HOME DEPOT INC 0.3%
Value ($000) $1,151 Shares 4,335 Est. Cost $194.99 Unrealized +24.3%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,144 Shares 7,966 Est. Cost $124.53 Unrealized +0.7%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,097 Shares 18,791 Est. Cost $54.45 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $1,064 Shares 4,411 Est. Cost $175.87 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,029 Shares 9,400 Est. Cost $75.30 Unrealized +31.8%
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $1,024 Shares 20,147 Est. Cost $50.67 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $1,011 Shares 3,300 Est. Cost $285.09 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $892 Shares 17,207 Est. Cost $51.84 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $857 Shares 5,680 Est. Cost $136.72 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $854 Shares 11,709 Est. Cost $69.45 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $848 Shares 7,911 Est. Cost $64.79 Unrealized +21.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $847 Shares 20,540 Est. Cost $47.11 Unrealized -35.6%
EEM ISHARES TR 0.2%
Value ($000) $787 Shares 15,230 Est. Cost $44.62 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $774 Shares 3,160 Est. Cost $285.51 Unrealized -9.3%
SUSA ISHARES TR 0.2%
Value ($000) $749 Shares 9,095 Est. Cost $82.35 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $708 Shares 15,000 Est. Cost $44.07 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $694 Shares 14,764 Est. Cost $44.33 Unrealized -23.6%
JMST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $685 Shares 13,426 Est. Cost $51.02 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $673 Shares 7,000 Est. Cost $105.63 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $627 Shares 10,000 Est. Cost $64.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $599 Shares 1,285 Est. Cost $298.40 Unrealized +55.0%
BA BOEING CO 0.1%
Value ($000) $587 Shares 2,743 Est. Cost $308.66 Unrealized -37.7%
CPRT COPART INC 0.1%
Value ($000) $586 Shares 4,609 Est. Cost $21.60 Unrealized +34.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $562 Shares 6,165 Est. Cost $73.41 Unrealized +13.0%
NKE NIKE INC 0.1%
Value ($000) $538 Shares 3,804 Est. Cost $86.77 Unrealized +42.0%
EPP ISHARES INC 0.1%
Value ($000) $527 Shares 11,000 Est. Cost $46.30 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $519 Shares 296 Est. Cost $64.15 Unrealized +30.2%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $512 Shares 5,600 Est. Cost $93.71 Unrealized
SONY SONY CORP 0.1%
Value ($000) $508 Shares 5,027 Est. Cost $68.05 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $502 Shares 9,080 Est. Cost $41.90 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $499 Shares 3,153 Est. Cost $109.72 Unrealized +29.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $467 Shares 1,315 Est. Cost $41.72 Unrealized +12.0%
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $456 Shares 11,052 Est. Cost $55.91 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $456 Shares 3,445 Est. Cost $86.92 Unrealized +39.1%
IWD ISHARES TR 0.1%
Value ($000) $444 Shares 3,244 Est. Cost $136.49 Unrealized
IHS MARKIT LTD 0.1%
Value ($000) $441 Shares 4,911 Est. Cost $75.64 Unrealized
CDW CDW CORP 0.1%
Value ($000) $440 Shares 3,338 Est. Cost $122.65 Unrealized +0.4%
FAST FASTENAL CO 0.1%
Value ($000) $439 Shares 8,985 Est. Cost $15.47 Unrealized +34.0%
MKL MARKEL CORP 0.1%
Value ($000) $431 Shares 417 Est. Cost $1133.17 Unrealized -12.0%
BRO BROWN & BROWN INC 0.1%
Value ($000) $428 Shares 9,035 Est. Cost $36.17 Unrealized +22.9%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $421 Shares 3,900 Est. Cost $104.76 Unrealized -4.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $417 Shares 2,048 Est. Cost $167.81 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $415 Shares 5,808 Est. Cost $54.61 Unrealized +7.0%
ISHARES TR 0.1%
Value ($000) $397 Shares 15,527 Est. Cost $25.37 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $396 Shares 3,000 Est. Cost $102.35 Unrealized +12.5%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $393 Shares 3,001 Est. Cost $24.11 Unrealized +21.5%
ROST ROSS STORES INC 0.1%
Value ($000) $388 Shares 3,161 Est. Cost $105.79 Unrealized -6.3%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $386 Shares 3,331 Est. Cost $144.96 Unrealized -23.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $384 Shares 1,000 Est. Cost $233.98 Unrealized +43.8%
AOS SMITH A O CORP 0.1%
Value ($000) $384 Shares 7,000 Est. Cost $43.33 Unrealized +16.1%
SPSB SPDR SER TR 0.1%
Value ($000) $384 Shares 12,215 Est. Cost $30.22 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $382 Shares 843 Est. Cost $28.65 Unrealized +5.4%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $375 Shares 4,628 Est. Cost $68.07 Unrealized
SUSB ISHARES TR 0.1%
Value ($000) $373 Shares 14,249 Est. Cost $26.18 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $370 Shares 10,262 Est. Cost $39.12 Unrealized -20.2%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $367 Shares 3,855 Est. Cost $69.85 Unrealized +22.7%
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $362 Shares 4,134 Est. Cost $59.33 Unrealized -20.0%
LINDE PLC 0.1%
Value ($000) $352 Shares 1,334 Est. Cost $212.88 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $352 Shares 22,241 Est. Cost $15.14 Unrealized -37.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $351 Shares 2,544 Est. Cost $41.19 Unrealized +36.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $349 Shares 2,070 Est. Cost $107.55 Unrealized +31.4%
KMX CARMAX INC 0.1%
Value ($000) $349 Shares 3,693 Est. Cost $94.06 Unrealized -0.3%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $349 Shares 3,759 Est. Cost $47.55 Unrealized +75.4%
ZTS ZOETIS INC 0.1%
Value ($000) $346 Shares 2,089 Est. Cost $118.09 Unrealized +31.6%
ISCV ISHARES TR 0.1%
Value ($000) $331 Shares 2,346 Est. Cost $106.16 Unrealized
AXTA AXALTA COATING SYS LTD 0.1%
Value ($000) $330 Shares 11,558 Est. Cost $29.26 Unrealized -6.9%
GBCI GLACIER BANCORP INC NEW 0.1%
Value ($000) $328 Shares 7,119 Est. Cost $35.29 Unrealized -2.4%
SDY SPDR SER TR 0.1%
Value ($000) $327 Shares 3,085 Est. Cost $107.60 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $327 Shares 4,929 Est. Cost $26.90 Unrealized -5.0%
CITRIX SYS INC 0.1%
Value ($000) $326 Shares 2,505 Est. Cost $113.77 Unrealized
RLI RLI CORP 0.1%
Value ($000) $318 Shares 3,054 Est. Cost $37.93 Unrealized +4.2%
TE CONNECTIVITY LTD 0.1%
Value ($000) $309 Shares 2,555 Est. Cost $96.95 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $305 Shares 1,836 Est. Cost $124.92 Unrealized +17.8%
ISHARES TR 0.1%
Value ($000) $302 Shares 11,513 Est. Cost $25.78 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $302 Shares 9,835 Est. Cost $27.33 Unrealized +11.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $271 Shares 3,113 Est. Cost $65.02 Unrealized +18.5%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $268 Shares 935 Est. Cost $252.99 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $264 Shares 2,615 Est. Cost $77.45 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $264 Shares 16,211 Est. Cost $8.65 Unrealized +35.9%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $259 Shares 1,887 Est. Cost $121.19 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $258 Shares 4,098 Est. Cost $62.52 Unrealized -23.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $254 Shares 224 Est. Cost $33.82 Unrealized +210.4%
NUSC NUSHARES ETF TR 0.1%
Value ($000) $250 Shares 6,518 Est. Cost $38.36 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $243 Shares 3,047 Est. Cost $58.83 Unrealized +19.0%
IT GARTNER INC 0.1%
Value ($000) $241 Shares 1,506 Est. Cost $144.06 Unrealized 0.0%
KMPR KEMPER CORP 0.1%
Value ($000) $241 Shares 3,133 Est. Cost $71.11 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $241 Shares 1,562 Est. Cost $110.02 Unrealized +23.0%
KBE SPDR SER TR 0.1%
Value ($000) $233 Shares 5,564 Est. Cost $41.88 Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $225 Shares 3,794 Est. Cost $59.30 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $218 Shares 5,750 Est. Cost $33.81 Unrealized 0.0%
TAL TAL EDUCATION GROUP 0.1%
Value ($000) $215 Shares 3,000 Est. Cost $68.33 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $212 Shares 4,989 Est. Cost $42.49 Unrealized
EQT EQT CORP 0.0%
Value ($000) $210 Shares 16,560 Est. Cost $13.53 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $202 Shares 1,587 Est. Cost $96.63 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $201 Shares 4,754 Est. Cost $24.62 Unrealized 0.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $200 Shares 9,969 Est. Cost $17.38 Unrealized +20.4%