Rsm Us Wealth Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$26.18M4.3362,260-2.93%-$790,575.660.65
Thor Industries, Inc.
THO
$33.58M0.54286,154+1.44%+$475,461.830.83
Enphase Energy, Inc.
ENPH
$29.37M0.18242,739+0.06%+$16,090.290.73
Fiserv, Inc.
FI
$18.88M0.02118,144-0.36%-$68,562.760.47
United Parcel Service, Inc.
UPS
$20.55M0.02138,267+0.37%+$75,652.000.51
First Industrial Realty Trust, Inc.
FR
$115M0.0219,557New+$115M2.85
The Home Depot, Inc.
HD
$22.75M0.0159,311-0.13%-$30,305.240.56
Berkshire Hathaway Inc
BRK.A
$48.22M0.0176+7.04%+$3.17M1.19
Apple Inc.
AAPL
$78.2M<0.01456,012-2.62%-$2.1M1.94
NVIDIA Corporation
NVDA
$33.99M<0.0137,621-3.73%-$1.32M0.84
Microsoft Corporation
MSFT
$51.91M<0.01123,371+6.84%+$3.32M1.29
Amazon.com, Inc.
AMZN
$21.45M<0.01118,931-5.33%-$1.21M0.53
iShares Russell 2000 Growth ETF
IWO
$29.02M<0.01107,181+2.42%+$685,095.210.72
Vanguard Total Stock Market Index Fund
VTI
$40.08M<0.01154,205+2.73%+$1.07M0.99
iShares MSCI EAFE Small-Cap ETF
SCZ
$24.91M<0.01393,356-6.92%-$1.85M0.62
iShares Russell 2000 Value ETF
IWN
$35.23M<0.01221,827+1.27%+$440,697.450.87
Vanguard 500 Index Fund
VOO
$38.26M<0.0179,598+0.81%+$306,646.050.95
Schwab U.S. Large-Cap ETF
SCHX
$54.2M<0.01873,405+1.12%+$600,679.011.34
Alerian MLP ETF
AMLP
$23.61M<0.01497,483-2.63%-$637,768.070.59
iShares Russell 2000 ETF
IWM
$20.24M<0.0196,221-6.47%-$1.4M0.5
Vanguard Developed Markets Index Fund
VEA
$70.83M<0.011.41M-2.84%-$2.07M1.75
Schwab International Equity ETF
SCHF
$66.96M<0.011.72M-2.05%-$1.4M1.66
iShares Russell 1000 Growth ETF
IWF
$150.9M<0.01447,709+2.46%+$3.62M3.74
Vanguard Small Cap Value Index Fund
VBR
$169.91M<0.01885,528-6.12%-$11.08M4.21
iShares ESG Aware MSCI USA ETF
ESGU
$19.75M<0.01171,792-0.88%-$174,623.640.49
Schwab International Small-Cap Equity ETF
SCHC
$31.81M<0.01888,540-3.22%-$1.06M0.79
iShares Russell 1000 Value ETF
IWD
$61.01M<0.01340,651-1.58%-$976,840.271.51
Vanguard Small Cap Growth Index Fund
VBK
$132M<0.01506,303-2.37%-$3.2M3.27
Invesco S&P 500 Equal Weight ETF
RSP
$33.12M<0.01195,551-21.88%-$9.28M0.82
iShares Russell 1000 ETF
IWB
$40.95M<0.01142,180-6.93%-$3.05M1.01
Vanguard Small Cap Index Fund
VB
$32.78M<0.01143,397-2.94%-$994,283.220.81
iShares MSCI EAFE ETF
EFA
$20.53M<0.01257,038-52.95%-$23.1M0.51
iShares MSCI USA Quality Factor ETF
QUAL
$36.48M<0.01221,977-4.22%-$1.61M0.9
iShares S&P 500 Growth ETF
IVW
$37.6M<0.01445,321-6.38%-$2.56M0.93
iShares Core U.S. REIT ETF
USRT
$30.24M<0.01562,143-5.26%-$1.68M0.75
Dimensional U.S. Equity ETF
DFUS
$57.74M<0.011.01M-1.65%-$966,836.771.43
ProShares Short QQQ
PSQ
$222.61M<0.0125,412-61.15%-$350.4M5.51
Vanguard Emerging Markets Stock Index Fund
VWO
$115.86M<0.012.77M-3.84%-$4.63M2.87
iShares Core S&P 500 ETF
IVV
$51.83M<0.0198,592+2.79%+$1.41M1.28
iShares MSCI USA Min Vol Factor ETF
USMV
$24.12M<0.01288,587+1.03%+$246,644.340.6
Dimensional U.S. Small Cap ETF
DFAS
$27.91M<0.01447,774-3.94%-$1.14M0.69
Vanguard Large Cap Index Fund
VV
$20.94M<0.0187,317-5.22%-$1.15M0.52
iShares Core S&P Mid-Cap ETF
IJH
$25.83M<0.01425,259+394.26%+$20.6M0.64
iShares National Muni Bond ETF
MUB
$21.9M<0.01203,556+7.16%+$1.46M0.54
Vanguard Growth Index Fund
VUG
$337.33M<0.01980,046+2.73%+$8.95M8.35
iShares Core MSCI Emerging Markets ETF
IEMG
$31.18M<0.01604,332-33.07%-$15.41M0.77
Vanguard Value Index Fund
VTV
$310.58M<0.011.91M+7.26%+$21.02M7.69
iShares Core MSCI EAFE ETF
IEFA
$58.47M<0.01787,830-8.09%-$5.15M1.45
SPDR S&P 500 ETF Trust
SPY
$51.3M<0.0198,083-2.35%-$1.24M1.27
Vanguard Total Bond Market Index Fund
BND
$21.73M<0.01299,178-0.84%-$184,595.500.54