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Home > Institutional Investor > Rsm Us Wealth Management Llc > Profile

Instuitional Investor - Rsm Us Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Rsm Us Wealth Management Llc
Portfolio Value $7,848,574,971
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 1,016,084 $499,598,314 6.37%
2.
Vanguard Index Fds - VALUE ETF
 2,117,942 $407,428,465 5.19%
3.
Ishares Trust
 IEF 644,156 $307,230,027 3.91%
4.
Apple Inc.
 AAPL 911,166 $248,821,256 3.17%
5.
Ishares Trust
 VLUE 2,037,050 $183,069,658 2.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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