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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 $7,674,701,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 1,017,956 $488,736,696 6.37%
2.
Vanguard Index Fds - VALUE ETF
 2,094,165 $392,505,614 5.11%
3.
Ishares Trust
 IEF 640,805 $300,159,372 3.91%
4.
Apple Inc.
 AAPL 942,821 $240,070,234 3.13%
5.
Nvidia Corp
 NVDA 899,557 $167,847,323 2.19%
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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