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Resources Investment Advisors, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Resources Investment Advisors, LLC.

报告期 2026-03-31 · CIK 0001690370

持仓数

1,462

前50大市值合计

$5.77B

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*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$547.2M

7,148,887

9.5%

IUSB ISHARES TR

CORE UNIVRSL USD

$350.6M

7,590,426

6.1%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$220.2M

3,785,256

3.8%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$218.0M

7,482,295

3.8%

IVE ISHARES TR

S&P 500 VAL ETF

$203.9M

965,589

3.5%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$199.6M

4,423,579

3.5%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$177.1M

3,699,843

3.1%

MBB ISHARES TR

MBS ETF

$168.9M

1,778,596

2.9%

BOND PIMCO ETF TR

ACTIVE BD ETF

$161.6M

1,750,925

2.8%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$156.7M

4,033,269

2.7%

AAPL APPLE INC

COM

$154.9M

610,187

2.7%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$152.2M

1,888,950

2.6%

IVV ISHARES TR

CORE S&P500 ETF

$144.8M

221,711

2.5%

EFV ISHARES TR

EAFE VALUE ETF

$142.9M

1,921,972

2.5%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$140.9M

3,337,866

2.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$137.1M

229,422

2.4%

QUAL ISHARES TR

MSCI USA QLT FCT

$132.6M

691,130

2.3%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$126.2M

3,926,072

2.2%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$114.6M

3,997,338

2.0%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$107.4M

2,153,555

1.9%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$106.8M

2,741,547

1.9%

MTUM ISHARES TR

MSCI USA MMENTM

$101.3M

422,147

1.8%

NVDA NVIDIA CORPORATION

COM

$98.0M

561,643

1.7%

MUB ISHARES TR

NATIONAL MUN ETF

$89.5M

842,713

1.6%

MSFT MICROSOFT CORP

COM

$88.4M

238,840

1.5%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$88.1M

2,674,692

1.5%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$80.0M

639,363

1.4%

IAU ISHARES GOLD TR

ISHARES NEW

$74.4M

843,846

1.3%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$73.7M

2,074,009

1.3%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$72.5M

1,396,637

1.3%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$71.8M

519,204

1.2%

XTEN BONDBLOXX ETF TRUST

BLOOMBERG TEN YR

$70.7M

1,542,545

1.2%

AMZN AMAZON COM INC

COM

$70.7M

339,349

1.2%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$69.6M

982,367

1.2%

FBCG FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH

$67.3M

1,342,354

1.2%

IEFA ISHARES TR

CORE MSCI EAFE

$66.2M

731,705

1.1%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$65.7M

1,366,754

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$62.8M

195,878

1.1%

GOOGL ALPHABET INC

CAP STK CL A

$61.8M

214,794

1.1%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$60.1M

1,463,092

1.0%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$54.2M

487,207

0.9%

FENI FIDELITY COVINGTON TRUST

ENHANCED INTL

$52.8M

1,418,041

0.9%

OEF ISHARES TR

S&P 100 ETF

$52.0M

163,435

0.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$49.1M

667,292

0.9%

JMTG J P MORGAN EXCHANGE TRADED F

MORTGAGE BACKED

$45.4M

889,486

0.8%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$44.8M

509,821

0.8%

IVW ISHARES TR

S&P 500 GRWT ETF

$44.2M

391,098

0.8%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$43.5M

1,007,630

0.8%

IEI ISHARES TR

3 7 YR TREAS BD

$42.4M

357,210

0.7%

PYLD PIMCO ETF TR

MULTISECTOR BD

$41.2M

1,571,471

0.7%

* 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

30%前 6 大占比

SPYM9.5%IUSB6.1%DYNF3.8%SCHG3.8%IVE3.5%DFAU3.5%