Instuitional Investor - Rm Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Rm Financial Services, Llc |
| Portfolio Value | $134,587,735 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Growe - SHS ETF | 319,974 | $12,002,241 | 8.92% | |
| 2. | Capital Group Conservative E | 283,285 | $9,297,405 | 6.91% | |
| 3. | World Gold Tr | 115,788 | $9,195,883 | 6.83% | |
| 4. | Invesco Exchange Traded Fd T | 43,117 | $7,616,637 | 5.66% | |
| 5. | Capital Group Equity Etf Tr - US LRG VALUE ETF | 229,302 | $7,085,432 | 5.26% |
Hedge Fund Resource Center 
