Instuitional Investor - Rm Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Rm Financial Services, Llc |
| Portfolio Value | $112,681,305 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Growe - SHS ETF | 307,940 | $10,974,992 | 9.74% | |
| 2. | World Gold Tr | 112,169 | $9,575,868 | 8.5% | |
| 3. | Capital Group Conservative E | 281,935 | $8,596,198 | 7.63% | |
| 4. | SLV | 107,220 | $6,907,112 | 6.13% | |
| 5. | Capital Group Equity Etf Tr - US LRG VALUE ETF | 182,030 | $4,896,607 | 4.35% |