Fund HoldingsRFP Financial Group LLC

Total Portfolio Value
$227.38M
Total Bought
$45.31M
Total Sold
$60.72M
Net Transaction
-$15.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
S&P500 EQL WGT
0169,808+169,808024,06010.58%+24,060
SPDR SER TR PORTFLI INTRMDIT
ST INTER ETF
0438,574+438,574012,0745.31%+12,074
ISHARES CORE S&P 500 ETF28,60031,368+2,76812,74813,4705.92%+723
SCHWAB SHORT TERM US012,540+12,54006010.26%+601
BankUnited0557,935+557,93505580.25%+558
ISHARES NATIONAL MUNI BOND ETF61,63368,128+6,4956,5786,9863.07%+408
SCHWAB TREASURY OBLIG MO0317,737+317,73703180.14%+318
ISHARES CORE US AGGREGATE BOND ETF110,829118,611+7,78210,85611,1544.91%+299
BLACKSTONE REAL ESTATE019,467+19,46702900.13%+290
US Bank0306,445+306,44503060.13%+306
GLOBAL PAYMENTS INC(GPN)9,1269,174+488991,0590.47%+159
ALPHABET INC CAP STK CL C(GOOG)14,47014,47001,7501,9080.84%+157
ALPHABET INC CAP STK CL A(GOOG)5,3575,972+6156417810.34%+140
CF INDUSTRIES HOLDINGS INC COM USD0.01(CF)3,1834,183+1,0002213590.16%+138
EXXON MOBIL CORP12,66912,665-41,3581,4910.66%+133
SPDR S&P CAPITAL MARKETS
ST STR SP CAPMKT
01,513+1,51301310.06%+131
ISHARES CORE S&P MID-CAP ETF21,50123,068+1,5675,6225,7522.53%+130
SPDR S&P HOMEBUILDERS
ST STR SP HOME
01,647+1,64701260.06%+126
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF02,868+2,86801260.06%+126
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
02,565+2,56501250.06%+125
SPDR S&P SEMICONDUCTOR
ST STR SP SEMI
0633+63301240.05%+124
SPDR NYSE TECHNOLOGY
ST STR NYSE TECH
0904+90401230.05%+123
TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
0751+75101230.05%+123
WALMART INC COM(WMT)10,90211,437+5351,7111,8320.81%+121
BNY MELLON CORE BOND ETF
CORE BOND ETF
02,898+2,89801170.05%+117
CIBC Bank USA0107,872+107,87201080.05%+108
CATERPILLAR INC COM(CAT)3,8563,840-169481,0490.46%+101
NEWTON COUNTY GEORG0100,000+100,00001010.04%+101
WILLIAMS COS INC(WMB)02,828+2,8280950.04%+95
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
01,623+1,6230930.04%+93
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
01,644+1,6440950.04%+95
ISHARES CORE US REIT01,917+1,9170900.04%+90
COMCAST CORP(CCZ)8,4119,611+1,2003494260.19%+77
US TREASURY BILL24077,000+77,0000760.03%+76
KINDER MORGAN INC(KMI)04,622+4,6220770.03%+77
DODGE & COX GLOBAL BOND06,922+6,9220710.03%+71
BERKSHIRE HATHAWAY0200+2000700.03%+70
UNITEDHEALTH GROUP INC(UNH)1,9632,004+419421,0120.44%+69
ISHARES CORE MODERATE ALLOCATION ETF02,150+2,1500840.04%+84
Citibank0235,217+235,21702350.10%+235
ELI LILLY &CO COM(LLY)1,3211,275-466206840.30%+65
NEWELL BRANDS INC(NWL)010,050+10,0500910.04%+91
CVS HEALTH CORPORATION COM USD0.01(CVS)4,1564,946+7902873450.15%+58
META PLATFORMS INC CLASS A COMMON STOCK(META)9531,104+1512733310.15%+58
FIRST EAGLE GLOBAL I0927+9270570.03%+57
NVIDIA CORPORATION COM(NVDA)1,0831,183+1004585150.23%+56
PHILLIPS 66(PSX)0666+6660800.04%+80
WATSCO INC(WSO)0340+34001280.06%+128
3M CO(MMM)02,415+2,41502260.10%+226
ISHARES CORE S&P SMALL-CAP E27,84029,958+2,1182,7742,8261.24%+52
BLACKROCK INC COM USD0.01(BLK)324424+1002242740.12%+50
EDWARDS LIFESCIENCES CORPORATION0708+7080490.02%+49
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF05,060+5,06001020.04%+102
INTEL CORP COM USD0.001(INTC)6,9797,903+9242332810.12%+48
NOVARTIS AG SPONSORED ADR(NVS)2,7473,177+4302773240.14%+46
CONOCOPHILLIPS COM(COP)0681+6810820.04%+82
ONEOK INC COM USD0.01(OKE)0641+6410410.02%+41
NIKE INC CLASS B COM NPV(NKE)0580+5800550.02%+55
AMAZON.COM INC(AMZN)11,61312,229+6161,5141,5550.68%+41
GENERAL ELECTRIC CO COM NEW(GE)0606+6060670.03%+67
INTERNATIONAL BUS MACH CORP COM USD0.20(IBM)01,233+1,23301730.08%+173
AUTOMATIC DATA PROCESSING INC COM USD0.101,8291,82904024400.19%+38
DODGE & COX INTERNATIONA0721+7210340.01%+34
VANECK OIL SERVICES ETF
OIL SERVICES ETF
0578+57801990.09%+199
SCHWAB MUNICIPAL MONEY I031,687+31,6870320.01%+32
SHELL PLC SPON ADS EA REP 2 ORD SHS(SHEL)03,080+3,08001980.09%+198
EAGLEBANK030,000+30,0000300.01%+30
LOCKHEED MARTIN CORP COM USD1.00(LMT)0581+58102380.10%+238
PROCTER AND GAMBLE CO COM(PG)6,7417,201+4601,0211,0510.46%+29
ALERIAN MLP ETF
ALERIAN MLP
7,8818,014+1333093380.15%+29
ENTERPRISE PRODS PART LP(EPD)02,116+2,1160580.03%+58
U S BANCORP(USB)02,572+2,5720850.04%+85
BP PLC SPONSORED ADR(BP)01,373+1,3730530.02%+53
JPMORGAN CHASE & CO(JPM)7,6687,869+2011,1141,1420.50%+27
SCHWAB US TREASURY MONEY026,359+26,3590260.01%+26
COMERICA BANK025,000+25,0000250.01%+25
CENCORA INC COM0135+1350240.01%+24
ISHARES TR CORE MSCI
CORE MSCI TOTAL
148,642155,550+6,9089,3089,3314.10%+24
DOW INC(DOW)02,902+2,90201500.07%+150
TARGA RESOURCES CORP(TRGP)0248+2480210.01%+21
CAMBRIDGE SAVINGS020,000+20,0000200.01%+20
BOEING CO(BA)0475+4750910.04%+91
DUPONT DE NEMOURS INC COM(DD)01,674+1,67401250.05%+125
ALTRIA GROUP INC(MO)5,7126,577+8652592770.12%+18
CRH ORD EUR 0.32 (DI)
ORD
0308+3080170.01%+17
YUM CHINA HLDGS INC COM(YUMC)02,052+2,05201140.05%+114
CHEVRON CORP NEW COM(CVX)7,2736,881-3921,1441,1600.51%+16
PLAINS ALL AMERICAN P LP(PAA)01,222+1,2220190.01%+19
Valley National Bank015,370+15,3700150.01%+15
SCHLUMBERGER LIMITED COM USD0.01(SLB)01,654+1,6540960.04%+96
FLEETCOR TECHNOLOGIES INC COM USD0.001091+910230.01%+23
QUALCOMM INC(QCOM)01,192+1,19201320.06%+132
BARON FOCUSED GROWTH FUND RETAIL CL N/L0391+3910130.01%+13
PINNACLE FINL PARTNERS INCORPORATED01,222+1,2220820.04%+82
YUM! BRANDS INC(YUM)1,9432,253+3102692810.12%+12
ARCHER-DANIELS-MIDLA ND CO0390+3900290.01%+29
ABBVIE INC COM USD0.01(ABBV)0827+82701230.05%+123
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW(GLDM)01,583+1,5830580.03%+58
GALLAGHER ARTHUR J & COMPANY(AJG)1,4001,40003073190.14%+12
EVEREST GROUP LTD COM STK USD0.01(EG)031+310120.01%+12
Page 1 of 1