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Richards, Merrill & Peterson, Inc.

All holdings · as of Dec 31, 2025

273 positions

CompanyClassValueShares% of portfolio
ISHARES TR$40.7K5100.0%
INVESCO EXCH TRD SLF IDX FD$41.6K1,7830.0%
ISHARES TR$42.0K4000.0%
INVESCO EXCH TRD SLF IDX FD$42.6K1,8850.0%
INVESCO EXCHANGE TRADED FD T$44.1K2300.0%
SELECT SECTOR SPDR TR$44.8K1,0500.0%
SELECT SECTOR SPDR TR$44.9K3120.0%
ISHARES TR$48.0K4990.0%
VANGUARD WORLD FD$52.9K3750.0%
ISHARES TR$53.5K3790.0%
General Motors Co$58.1K7150.0%
VANGUARD INDEX FDS$59.0K1210.0%
J P MORGAN EXCHANGE TRADED F$63.0K1,1000.0%
SCHWAB STRATEGIC TR$63.9K2,6220.0%
Comcast Corp.$67.8K2,2690.0%
ISHARES TR$70.4K1,2250.0%
J P MORGAN EXCHANGE TRADED F$72.7K1,0140.0%
GOLDMAN SACHS ETF TR$76.4K1,5000.0%
VANGUARD WORLD FD$76.4K1850.0%
ISHARES INC$77.9K1,0710.0%
FORD MOTOR CO$84.7K6,4550.0%
INVESCO EXCHANGE TRADED FD T$85.7K1,5000.0%
INVESCO EXCHANGE TRADED FD T$87.4K1,1650.0%
SPDR INDEX SHS FDS$88.9K1,3800.0%
SCHWAB STRATEGIC TR$94.0K3,4940.0%
VANGUARD WHITEHALL FDS$98.5K1,0940.0%
VANGUARD INDEX FDS$100.1K5240.0%
AUTOMATIC DATA PROCESSING INC$103.1K4010.0%
VANGUARD SCOTTSDALE FDS$103.3K1,0380.0%
VANGUARD WORLD FD$105.2K8700.0%
DEERE & CO$108.0K2320.0%
GENERAL DYNAMICS CORP$111.4K3310.0%
VANGUARD INDEX FDS$112.1K3710.0%
CUMMINS INC$112.3K2200.0%
SCHWAB STRATEGIC TR$114.7K3,8150.0%
SCHWAB CHARLES CORP$120.1K1,2020.0%
The Boeing Company$124.8K5750.0%
VANGUARD INDEX FDS$125.0K3970.0%
SCHWAB STRATEGIC TR$129.0K4,5300.0%
AT&T INC.$132.9K5,3500.1%
ISHARES TR$134.3K1,6220.1%
United Parcel Service Inc$146.2K1,4740.1%
INVESCO EXCHANGE TRADED FD T$150.8K1,0890.1%
ALLSTATE CORP$150.9K7250.1%
VANGUARD INDEX FDS$152.8K5470.1%
INVESCO EXCHANGE TRADED FD T$164.3K1,6040.1%
GOLDMAN SACHS ETF TR$165.7K3,1390.1%
VANGUARD BD INDEX FDS$167.1K2,1200.1%
INVESCO EXCH TRD SLF IDX FD$175.7K2,8740.1%
Duke Energy Corp$181.1K1,5450.1%
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