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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 $8,145,185,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 1,040,017 $454,260,634 5.58%
2.
Vanguard Index Fds - VALUE ETF
 2,176,884 $427,102,931 5.24%
3.
Ishares Trust
 IEF 651,929 $277,982,707 3.41%
4.
Apple Inc.
 AAPL 920,961 $233,727,133 2.87%
5.
Ishares Trust
 HYG 2,200,695 $199,216,649 2.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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