RM Financial Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CAPITAL GROUP CORE EQUITY ET | $1.25M | 1.1% |
| CATERPILLAR INC | $1.27M | 1.1% |
| CAPITAL GROUP EQUITY ETF TR | $1.27M | 1.1% |
| APPLIED MATERIALS INC /DE | $1.32M | 1.2% |
| VANGUARD WORLD FD | $1.34M | 1.2% |
| VANGUARD WHITEHALL FDS | $1.42M | 1.3% |
| United Parcel Service Inc | $1.45M | 1.3% |
| Alphabet Inc. | $1.49M | 1.3% |
| ConocoPhillips | $1.49M | 1.3% |
| ORACLE CORP | $1.50M | 1.3% |
| Cal-Maine Foods Inc | $1.50M | 1.3% |
| PROFESIONALLY MANAGED PORTFO | $1.71M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | $1.80M | 1.6% |
| INDEPENDENCE REALTY TRUST, INC. | $1.94M | 1.7% |
| Visa Inc | $1.98M | 1.8% |
| INVESCO EXCH TRADED FD TR II | $2.99M | 2.7% |
| INVESCO EXCHANGE TRADED FD T | $3.08M | 2.7% |
| VANGUARD INDEX FDS | $3.16M | 2.8% |
| Apple Inc. | $4.29M | 3.8% |
| CAPITAL GROUP DIVIDEND VALUE | $4.64M | 4.1% |
| INVESCO EXCHANGE TRADED FD T | $4.79M | 4.3% |
| CAPITAL GROUP EQUITY ETF TR | $4.90M | 4.3% |
| ISHARES SILVER TR | $6.91M | 6.1% |
| CAPITAL GROUP CONSERVATIVE E | $8.60M | 7.6% |
| WORLD GOLD TR | $9.58M | 8.5% |
| CAPITAL GROUP DIVIDEND GROWE | $10.97M | 9.7% |