Instuitional Investor - Rm Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Rm Financial Services, Llc |
| Portfolio Value | $115,953,937 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Growe - SHS ETF | 307,640 | $11,044,286 | 9.52% | |
| 2. | World Gold Tr | 115,281 | $10,685,396 | 9.22% | |
| 3. | Capital Group Conservative E | 280,958 | $8,375,358 | 7.22% | |
| 4. | SLV | 93,234 | $6,352,965 | 5.48% | |
| 5. | Invesco Exchange Traded Fd T | 35,574 | $5,894,629 | 5.08% |