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RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $273M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
-0.52%
1 Year Est. Return
+21.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$273M
AUM Growth
+$11.7M
Cap. Flow
+$18.6M
Cap. Flow %
6.81%
Top 10 Hldgs %
32.33%
Holding
295
New
22
Increased
123
Reduced
62
Closed
12

Top Buys

1
MSFT icon
Microsoft
MSFT
+$1.99M
2
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$1.63M
3
AMZN icon
Amazon
AMZN
+$1.35M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$957K

Top Sells

1
CVX icon
Chevron
CVX
+$811K
2
QCOM icon
Qualcomm
QCOM
+$422K
3
SLV icon
iShares Silver Trust
SLV
+$310K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$300K
5
OMC icon
Omnicom Group
OMC
+$295K

Sector Composition

1 Technology 21%
2 Consumer Discretionary 8.55%
3 Industrials 7.41%
4 Consumer Staples 7.02%
5 Healthcare 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHV
176
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$219K 0.08%
7,192
– –
MRVL icon
177
Marvell Technology
MRVL
$199B
$214K 0.08%
2,164
-564
-21% -$47.4K
DOV icon
178
Dover
DOV
$28.7B
$208K 0.08%
+1,000
New +$214K
IJJ icon
179
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.72B
$207K 0.08%
1,564
-1,500
-49% -$205K
KR icon
180
Kroger
KR
$36B
$206K 0.08%
+2,850
New +$193K
FEOE
181
First Eagle Overseas Equity ETF
FEOE
$1.51B
$206K 0.08%
4,075
+150
+4% +$7.77K
EQIX icon
182
Equinix
EQIX
$101B
$201K 0.07%
+205
New +$182K
AGG icon
183
iShares Core US Aggregate Bond ETF
AGG
$138B
$198K 0.07%
1,993
+151
+8% +$15.1K
MHD icon
184
BlackRock MuniHoldings Fund
MHD
$623M
$197K 0.07%
+17,459
New +$205K
VWO icon
185
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$196K 0.07%
3,628
– –
GPIX icon
186
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.74B
$190K 0.07%
3,789
+650
+21% +$33.9K
DUK icon
187
Duke Energy
DUK
$99.2B
$187K 0.07%
1,428
-117
-8% -$14.6K
OMFL icon
188
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.73B
$179K 0.07%
2,979
+105
+4% +$6.54K
SHY icon
189
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$171K 0.06%
2,072
+450
+28% +$37.3K
SCHG icon
190
Schwab US Large-Cap Growth ETF
SCHG
$60.3B
$167K 0.06%
5,718
-1,950
-25% -$60.6K
XMHQ icon
191
Invesco S&P MidCap Quality ETF
XMHQ
$5.4B
$166K 0.06%
1,604
– –
SHV icon
192
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$160K 0.06%
+1,450
New +$160K
DE icon
193
Deere & Co
DE
$158B
$160K 0.06%
284
+52
+22% +$29.3K
XMMO icon
194
Invesco S&P MidCap Momentum ETF
XMMO
$7.4B
$158K 0.06%
1,089
– –
T icon
195
AT&T
T
$148B
$155K 0.06%
5,350
– –
UPS icon
196
United Parcel Service
UPS
$95B
$144K 0.05%
1,464
-10
-0.7% -$1.07K
VOT icon
197
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$141K 0.05%
549
+2
+0.4% +$549
SCHA icon
198
Schwab U.S Small- Cap ETF
SCHA
$23B
$132K 0.05%
4,530
– –
BA icon
199
Boeing
BA
$173B
$128K 0.05%
643
+68
+12% +$15.5K
JEPI icon
200
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$128K 0.05%
2,257
+1,157
+105% +$67.3K
6 7
8
9 10

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