Back to RICHARDS, MERRILL & PETERSON, INC.

Richards, Merrill & Peterson, Inc.

All holdings · as of Dec 31, 2025

273 positions

CompanyClassValueShares% of portfolio
PROSHARES TR$281.7K2,7070.1%
Phillips 66$277.9K2,1530.1%
PEPSICO INC$268.5K1,8710.1%
Prologis Inc$267.6K2,0960.1%
REALTY INCOME CORP$254.1K4,5080.1%
SCHWAB STRATEGIC TR$250.1K7,6680.1%
GRAYSCALE BITCOIN MINI TR ET$247.3K6,3850.1%
VANGUARD INDEX FDS$245.7K7330.1%
Ethan Allen Interiors Inc$245.2K10,7350.1%
CAPITAL GRP FIXED INCM ETF T$244.4K8,9250.1%
THE GOLDMAN SACHS GROUP, INC.$243.5K2770.1%
DIMENSIONAL ETF TRUST$242.5K4,8590.1%
FIRST TR EXCHANGE-TRADED FD$241.2K5,2350.1%
USCF ETF TR$236.8K10,7500.1%
ISHARES TR$236.0K1,1130.1%
Marvell Technology, Inc.$231.8K2,7280.1%
STAG Industrial, Inc.$231.8K6,3050.1%
Devon Energy Corp$223.6K6,1040.1%
SCHWAB STRATEGIC TR$213.0K7,1920.1%
BLACKROCK MUNI INCOME TR II$205.1K19,6500.1%
VANGUARD INTL EQUITY INDEX F$195.0K3,6280.1%
RBB FUND TRUST$189.8K3,9250.1%
ISHARES TR$184.0K1,8420.1%
Duke Energy Corp$181.1K1,5450.1%
INVESCO EXCH TRD SLF IDX FD$175.7K2,8740.1%
VANGUARD BD INDEX FDS$167.1K2,1200.1%
GOLDMAN SACHS ETF TR$165.7K3,1390.1%
INVESCO EXCHANGE TRADED FD T$164.3K1,6040.1%
VANGUARD INDEX FDS$152.8K5470.1%
ALLSTATE CORP$150.9K7250.1%
INVESCO EXCHANGE TRADED FD T$150.8K1,0890.1%
United Parcel Service Inc$146.2K1,4740.1%
ISHARES TR$134.3K1,6220.1%
AT&T INC.$132.9K5,3500.1%
SCHWAB STRATEGIC TR$129.0K4,5300.0%
VANGUARD INDEX FDS$125.0K3970.0%
The Boeing Company$124.8K5750.0%
SCHWAB CHARLES CORP$120.1K1,2020.0%
SCHWAB STRATEGIC TR$114.7K3,8150.0%
CUMMINS INC$112.3K2200.0%
VANGUARD INDEX FDS$112.1K3710.0%
GENERAL DYNAMICS CORP$111.4K3310.0%
DEERE & CO$108.0K2320.0%
VANGUARD WORLD FD$105.2K8700.0%
VANGUARD SCOTTSDALE FDS$103.3K1,0380.0%
AUTOMATIC DATA PROCESSING INC$103.1K4010.0%
VANGUARD INDEX FDS$100.1K5240.0%
VANGUARD WHITEHALL FDS$98.5K1,0940.0%
SCHWAB STRATEGIC TR$94.0K3,4940.0%
SPDR INDEX SHS FDS$88.9K1,3800.0%
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