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RSM US WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RSM US WEALTH MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001679031

持仓数

1,613

前50大市值合计

$4.92B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VUG VANGUARD INDEX FDS

GROWTH ETF

$454.3M

1,040,017

9.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$427.1M

2,176,884

8.7%

IWF ISHARES TR

RUS 1000 GRW ETF

$278.0M

651,929

5.7%

AAPL APPLE INC

COM

$233.7M

920,961

4.8%

IEFA ISHARES TR

CORE MSCI EAFE

$199.2M

2,200,695

4.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$179.6M

2,439,340

3.7%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$178.6M

822,036

3.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$175.3M

3,243,897

3.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$167.3M

279,939

3.4%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$160.7M

531,766

3.3%

NVDA NVIDIA CORPORATION

COM

$159.3M

913,707

3.2%

MSFT MICROSOFT CORP

COM

$114.8M

310,205

2.3%

BAC BANK AMERICA CORP

COM

$95.8M

1,964,393

1.9%

IVV ISHARES TR

CORE S&P500 ETF

$91.3M

139,767

1.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$91.0M

371,432

1.8%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$87.5M

3,536,409

1.8%

IWD ISHARES TR

RUS 1000 VAL ETF

$86.1M

402,812

1.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$85.6M

3,338,839

1.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$85.4M

1,333,248

1.7%

IEMG ISHARES INC

CORE MSCI EMKT

$79.9M

1,145,992

1.6%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$77.7M

1,472,743

1.6%

AMZN AMAZON COM INC

COM

$77.0M

369,607

1.6%

GOOGL ALPHABET INC

CAP STK CL A

$69.6M

242,116

1.4%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$69.3M

361,254

1.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$67.3M

209,912

1.4%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$66.2M

933,545

1.3%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$62.0M

1,279,108

1.3%

GOOG ALPHABET INC

CAP STK CL C

$61.2M

213,222

1.2%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$57.5M

80

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$53.6M

204,738

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$51.8M

108,001

1.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$51.0M

1,660,526

1.0%

IWB ISHARES TR

RUS 1000 ETF

$50.5M

141,727

1.0%

EFA ISHARES TR

MSCI EAFE ETF

$49.7M

511,239

1.0%

JPM JPMORGAN CHASE & CO

COM

$48.8M

165,908

1.0%

META META PLATFORMS INC

CL A

$47.3M

82,582

1.0%

AVGO BROADCOM INC

COM

$46.8M

151,300

1.0%

MUB ISHARES TR

NATIONAL MUN ETF

$46.5M

438,228

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$46.4M

410,209

0.9%

IWN ISHARES TR

RUS 2000 VAL ETF

$46.2M

243,933

0.9%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$38.2M

817,753

0.8%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$36.1M

1,237,941

0.7%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$35.9M

1,402,017

0.7%

IWO ISHARES TR

RUS 2000 GRW ETF

$35.5M

113,231

0.7%

JNJ JOHNSON & JOHNSON

COM

$34.9M

142,648

0.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$33.2M

57,460

0.7%

TSLA TESLA INC

COM

$33.2M

89,177

0.7%

THO THOR INDS INC

COM

$31.4M

393,320

0.6%

IWM ISHARES TR

RUSSELL 2000 ETF

$31.4M

169,038

0.6%

— EXXON MOBIL CORP

COM

$31.0M

182,802

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

VUG9.2%VTV8.7%IWF5.7%AAPL4.8%IEFA4.1%BND3.7%