Red Mountain Financial, LLC
CIK 1997650 · Holdings on Dec 31, 2023 · First reported Mar 11, 2024
Top ten holdings
Q4 2023- SCHD12.84%
- AAPL6.47%
- BRK.B5.30%
- BSV5.05%
- JPIE4.85%
- FBND3.85%
- SCHY3.73%
- JMUB2.96%
- IAU2.94%
- VEU2.86%
Share classes counted separately50.85%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $8.31M | 12.84% | 109.16K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $4.18M | 6.47% | 21.73K shares | Prior unavailable — | — | ↗▾ |
| 03 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.43M | 5.30% | 9.61K shares | Prior unavailable — | — | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $3.27M | 5.05% | 42.45K shares | Prior unavailable — | — | ↗▾ |
| 05 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $3.14M | 4.85% | 68.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $2.49M | 3.85% | 54.11K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHYSCHWAB INTERNATIONAL DVD ETFINTERNL DIVID View history and evidence | $2.41M | 3.73% | 98.06K shares | Prior unavailable — | — | ↗▾ |
| 08 | JMUBJPMORGAN MUNICIPAL ETFMUNICIPAL ETF View history and evidence | $1.91M | 2.96% | 37.55K shares | Prior unavailable — | — | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $1.90M | 2.94% | 48.72K shares | Prior unavailable — | — | ↗▾ |
| 10 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $1.85M | 2.86% | 32.96K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1997650 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-03-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 64703365
}Research all 62 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.