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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 $9,740,546,356
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - MRNGSTR GRWT ETF
 6,201,005 $558,878,198 5.74%
2.
Vanguard Index Fds - MRNGSTR VAL ETF
 2,199,010 $475,167,295 4.88%
3.
Ishares Trust
 IEF 2,601,713 $325,890,583 3.35%
4.
Apple Inc.
 AAPL 917,889 $305,659,800 3.14%
5.
Ishares Trust
 HYG 2,415,886 $234,052,748 2.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.