Richards, Merrill & Peterson, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES INC | $598.2K | 0.2% |
| GRAYSCALE BITCOIN TRUST ETF | $594.6K | 0.2% |
| AFLAC INC | $575.5K | 0.2% |
| Eos Energy Enterprises, Inc. | $560.9K | 0.2% |
| PIMCO ETF TR | $554.0K | 0.2% |
| CAPITAL GRP FIXED INCM ETF T | $548.5K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $535.2K | 0.2% |
| VANGUARD INDEX FDS | $533.5K | 0.2% |
| RBB FUND TRUST | $530.0K | 0.2% |
| SYSCO CORP | $526.1K | 0.2% |
| CrowdStrike Holdings, Inc. | $523.6K | 0.2% |
| Rockwell Automation Inc | $518.6K | 0.2% |
| ISHARES TR | $516.8K | 0.2% |
| BANK OF AMERICA CORP /DE | $513.2K | 0.2% |
| CAPITAL GROUP CORE BALANCED | $492.0K | 0.2% |
| LINDE PLC | $478.0K | 0.2% |
| CAPITAL GROUP CORE EQUITY ET | $472.7K | 0.2% |
| Enovix Corp | $460.6K | 0.2% |
| WORLD GOLD TR | $455.9K | 0.2% |
| VANGUARD INDEX FDS | $453.3K | 0.2% |
| Dutch Bros Inc. | $452.7K | 0.2% |
| ADVANCED MICRO DEVICES INC | $445.5K | 0.2% |
| ConocoPhillips | $443.4K | 0.2% |
| KINDER MORGAN, INC. | $437.7K | 0.2% |
| GOLDMAN SACHS ETF TR | $420.1K | 0.2% |
| VANECK ETF TRUST | $416.4K | 0.2% |
| PAYCHEX INC | $410.0K | 0.2% |
| iShares MSCI UAE ETF | $403.2K | 0.2% |
| ISHARES TR | $401.7K | 0.2% |
| PACCAR INC | $400.4K | 0.2% |
| CAPITAL GROUP EQUITY ETF TR | $387.6K | 0.1% |
| ASML HOLDING N V | $385.1K | 0.1% |
| AMGEN INC | $381.7K | 0.1% |
| PRUDENTIAL FINANCIAL INC | $377.1K | 0.1% |
| ISHARES TR | $370.6K | 0.1% |
| OCCIDENTAL PETROLEUM CORP /DE | $367.8K | 0.1% |
| United Rentals Inc | $350.3K | 0.1% |
| iShares MSCI UAE ETF | $349.4K | 0.1% |
| DIMENSIONAL ETF TRUST | $335.3K | 0.1% |
| SPDR DOW JONES INDL AVERAGE | $330.6K | 0.1% |
| TARGET CORP | $324.3K | 0.1% |
| PUTNAM ETF TRUST | $322.4K | 0.1% |
| ISHARES TR | $317.1K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $315.9K | 0.1% |
| REPUBLIC SERVICES, INC. | $314.8K | 0.1% |
| ISHARES SILVER TR | $309.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $308.1K | 0.1% |
| GRAYSCALE ETHEREUM MINI TR E | $299.9K | 0.1% |
| OMNICOM GROUP INC. | $295.0K | 0.1% |
| Xylem Inc. | $282.6K | 0.1% |