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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 $9,113,433,642
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 6,247,469 $538,262,124 5.91%
2.
Vanguard Index Fds - VALUE ETF
 2,228,830 $485,729,684 5.33%
3.
Ishares Trust
 IEF 2,534,323 $314,685,785 3.45%
4.
Apple Inc.
 AAPL 909,913 $263,282,749 2.89%
5.
Ishares Trust
 HYG 2,309,310 $223,032,052 2.45%
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.