Fund HoldingsRFP Financial Group LLC

Total Portfolio Value
$244.24M
Total Bought
$56.71M
Total Sold
$51.31M
Net Transaction
+$5.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
S&P500 EQL WGT
169,808351,234+181,42624,06055,44622.70%+31,386
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
0422,639+422,639012,2775.03%+12,277
ISHARES TR BLACKROCK ULTRA
ULTRA SHORT DUR
062,508+62,50803,1481.29%+3,148
APPLE INC(AAPL)097,824+97,824018,8387.71%+18,838
ISHARES CORE S&P 500 ETF31,36831,100-26813,47014,8546.08%+1,384
MICROSOFT CORP(MSFT)019,470+19,47007,3213.00%+7,321
HOME DEPOT INC(HD)015,662+15,66205,4282.22%+5,428
ISHARES CORE S&P MID-CAP ETF23,06822,649-4195,7526,2772.57%+525
ISHARES TR 0-3 MNTH TREASRY05,000+5,00005010.21%+501
FIMM TREASURY ONLY PORTFOLIO MONEY MARKET INSTL CL M/M0661,048+661,04806610.27%+661
ISHARES TR CORE MSCI TOTAL
CORE MSCI TOTAL
155,550150,395-5,1559,3319,7654.00%+434
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
05,184+5,18404200.17%+420
ISHARES CORE S&P SMALL-CAP E29,95829,671-2872,8263,2121.32%+386
VANGUARD MUN BD FDS TAX EXEMPT BD010,737+10,73705480.22%+548
ISHARES TR MSCI ACWI ETF024,308+24,30802,4741.01%+2,474
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF010,810+10,81002,5641.05%+2,564
AMAZON.COM INC(AMZN)12,22911,632-5971,5551,7670.72%+213
COSTCO WHOLESALE CORP COM USD0.01(COST)02,114+2,11401,3950.57%+1,395
JPMORGAN CHASE & CO(JPM)7,8697,86901,1421,3390.55%+197
AMERICAN EXPRESS CO COM USD0.20(AXP)04,455+4,45508350.34%+835
ISHARES TR RUS 1000 GRW ETF04,709+4,70901,4280.58%+1,428
COCA-COLA CO(KO)080,385+80,38504,7361.94%+4,736
TARGET CORP(TRV)01,000+1,00001420.06%+142
GLOBAL PAYMENTS INC(GPN)9,1749,428+2541,0591,1970.49%+139
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND026,230+26,23001,5200.62%+1,520
ALPHABET INC CAP STK CL C(GOOG)14,47014,47001,9082,0390.83%+131
INTEL CORP COM USD0.001(INTC)7,9038,027+1242814030.17%+122
VANGUARD DEVELOPED MARKETS INDEX FUND ETF02,488+2,48801190.05%+119
TRUIST FINL CORP COM(TFC)023,295+23,29508600.35%+860
SOUTHERN CO(SO)021,094+21,09401,4790.61%+1,479
VISA INC(V)03,941+3,94101,0260.42%+1,026
SPDR S&P OIL & GAS EQUIP& SERVS ETF
SP O&G EQP SERV
01,290+1,29001090.04%+109
ISHARES RUSSELL 1000 VALUE ETF07,616+7,61601,2590.52%+1,259
NVIDIA CORPORATION COM(NVDA)1,1831,236+535156120.25%+97
ISHARES RUSSELL 2000 ETF03,207+3,20706440.26%+644
SYNOVUS FINANCIAL CORP COM USD1.0009,201+9,20103460.14%+346
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT(SPY)01,752+1,75208330.34%+833
ALPHABET INC CAP STK CL A(GOOG)5,9726,190+2187818650.35%+83
ELI LILLY &CO COM(LLY)1,2751,317+426847670.31%+83
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B0765+76502730.11%+273
BLACKROCK INC COM USD0.01(BLK)42442402743440.14%+70
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M0135,557+135,55701360.06%+136
ISHARES TRUST GLOBAL REIT ETF
GLOBAL REIT ETF
0160,767+160,76703,8871.59%+3,887
ISHARES CORE MODERATE ALLOCATION ETF2,1503,543+1,393841470.06%+63
META PLATFORMS INC CLASS A COMMON STOCK(META)1,1041,110+63313930.16%+61
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
2,5653,652+1,0871251820.07%+57
MERCK &CO. INC COM(MRK)09,538+9,53801,0400.43%+1,040
VANGUARD SMALL-CAP VALUE ETF02,742+2,74204930.20%+493
DISNEY WALT CO COM(DIS)05,231+5,23104720.19%+472
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
1,6232,489+866931480.06%+55
EDWARDS LIFESCIENCES CORPORATION0708+7080540.02%+54
INVSC QQQ TRUST SRS 1 ETF IV0300+30001230.05%+123
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US0893+8930500.02%+50
VANGUARD REAL ESTATE ETF03,177+3,17702810.11%+281
BANK AMERICA CORP COM04,789+4,78901610.07%+161
VERVE THERAPEUTICS INC COM03,000+3,0000420.02%+42
QUALCOMM INC(QCOM)1,1921,196+41321730.07%+41
AMERIS BANCORP(ABCB)02,730+2,73001450.06%+145
VERIZON COMMUNICATIONS INC(VZ)07,080+7,08002670.11%+267
BROADCOM INC COM(AVGO)0123+12301370.06%+137
CVS HEALTH CORPORATION COM USD0.01(CVS)4,9464,860-863453840.16%+38
3M CO(MMM)2,4152,41502262640.11%+38
TJX COMPANIES INC(TJX)0424+4240400.02%+40
ISHARES MSCI EAFE ETF0728+7280550.02%+55
LOCKHEED MARTIN CORP COM USD1.00(LMT)581604+232382740.11%+36
TRAVELERS COMPANIES INC COM STK NPV0178+1780340.01%+34
FISERV INC COM STK USD0.01(FISV)0422+4220560.02%+56
WHITE MTNS INS GROUP LTD COM
COM
022+220330.01%+33
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
TOTAL INT BD ETF
010,829+10,82905350.22%+535
SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
1,6471,650+31261580.06%+32
DRAFTKINGS INCORPORATED NEW COM CLASS A(DKNG)0917+9170320.01%+32
MARKEL GROUP INC COM NPV(MKL)022+220310.01%+31
CDW CORP COM USD0.01(CDW)0241+2410550.02%+55
ISHARES CORE AGGRESSIVE ALLOCATION ETF0873+8730600.02%+60
INTERNATIONAL BUS MACH CORP COM USD0.20(IBM)1,2331,23301732020.08%+29
MCDONALD S CORP(MCD)0832+83202470.10%+247
SPDR DOW JONES INDUSTRIAL AVRG ETF(DIA)0160+1600600.02%+60
TOTAL ENERGIES SE0397+3970270.01%+27
SYMBOTIC INC CLASS A COM(SYM)01,140+1,1400590.02%+59
RENASANT CORP(FTNT)0789+7890270.01%+27
U S BANCORP(USB)2,5722,5720851110.05%+26
LINDE PLC COM EUR0.001(LIN)0120+1200490.02%+49
PINNACLE FINL PARTNERS INCORPORATED1,2221,2220821070.04%+25
TESLA INC COM(TSLA)01,689+1,68904200.17%+420
SCORPIO TANKERS INCORPORATED SHS(STNG)0400+4000240.01%+24
Citibank235,217259,118+23,9012352590.11%+24
GENERAL ELECTRIC CO COM NEW(GE)606709+10367910.04%+23
ENERGY RECOVERY INCORPORATED01,232+1,2320230.01%+23
INTERNATIONAL SEAWAYS INCORPORATED(INSW)0500+5000230.01%+23
SPDR NYSE TECHNOLOGY ETF
ST STR NYSE TECH
904889-151231460.06%+22
PROCTER AND GAMBLE CO COM(PG)7,2017,324+1231,0511,0730.44%+22
BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS0398+3980270.01%+27
TECHNOLOGY SELECT SECTORSPDR ETF
ST STR TECHN ETF
751752+11231450.06%+22
RTX CORPORATION COM USD1.00(TTE)0255+2550210.01%+21
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW03,318+3,31801,1830.48%+1,183
GODADDY INC CL A(GDDY)0243+2430260.01%+26
SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7(SHOP)0886+8860690.03%+69
CROWDSTRIKE HLDGS INC CL A(CRWD)0174+1740440.02%+44
SCHWAB SHORT TERM US TREASURY ETF12,54012,814+2746016210.25%+20
AMGEN INC(AMGN)0187+1870540.02%+54
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