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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
VIGI icon
201
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$123K 0.05%
1,390
+1,060
+321% +$97.8K
CMI icon
202
Cummins
CMI
$92.3B
$118K 0.04%
220
– –
SCHM icon
203
Schwab US Mid-Cap ETF
SCHM
$14.8B
$118K 0.04%
3,815
– –
GD icon
204
General Dynamics
GD
$102B
$114K 0.04%
331
– –
SCHW
205
Charles Schwab
SCHW
$178B
$113K 0.04%
1,202
– –
VBK icon
206
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$112K 0.04%
371
– –
ESGV icon
207
Vanguard ESG US Stock ETF
ESGV
$13.2B
$108K 0.04%
960
+90
+10% +$10.7K
VV icon
208
Vanguard Large-Cap ETF
VV
$52.8B
$105K 0.04%
350
-47
-12% -$14.7K
VTWO icon
209
Vanguard Russell 2000 ETF
VTWO
$17.5B
$104K 0.04%
1,038
– –
VYMI icon
210
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
$103K 0.04%
1,094
– –
VTV icon
211
Vanguard Value ETF
VTV
$187B
$97.9K 0.04%
499
-25
-5% -$5.01K
XSVM icon
212
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$656M
$90.4K 0.03%
1,500
– –
ADP icon
213
Automatic Data Processing
ADP
$98.5B
$90K 0.03%
443
+42
+10% +$9.63K
SCHX icon
214
Schwab US Large- Cap ETF
SCHX
$72.4B
$89.6K 0.03%
3,494
– –
SPHQ icon
215
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$87.6K 0.03%
1,165
– –
FEZ icon
216
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
$85.7K 0.03%
1,380
– –
EMXC icon
217
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$84.3K 0.03%
1,071
– –
F icon
218
Ford
F
$55.3B
$83.3K 0.03%
7,220
+765
+12% +$10.1K
GCAL
219
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$173M
$76K 0.03%
1,500
– –
JAVA icon
220
JPMorgan Active Value ETF
JAVA
$6.77B
$72.8K 0.03%
1,014
– –
CMF icon
221
iShares California Muni Bond ETF
CMF
$4.57B
$69.7K 0.03%
1,225
– –
MGK icon
222
Vanguard Mega Cap Growth ETF
MGK
$33.2B
$68K 0.02%
925
– –
SCHO icon
223
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$63.6K 0.02%
2,622
– –
IWS icon
224
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$55.2K 0.02%
379
– –
MGV icon
225
Vanguard Mega Cap Value ETF
MGV
$13.2B
$54.4K 0.02%
375
– –
7 8
9
10 11

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