Richards, Merrill & Peterson, Inc. ETFs

Richards, Merrill & Peterson, Inc.

$192 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GSPY Tidal ETF Tr Gotham Enhanced 5	$0	$93 Million 0.05% of portfolio	3,025	Q1 2025 Reduced 34.59%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$80.6 Million 0.04% of portfolio	1,094	Q1 2025 Added 140.97%
VTV Vanguard Value ETF	$0	$78.6 Million 0.04% of portfolio	455	Q1 2025 Added 5.08%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$77.7 Million 0.04% of portfolio	793	Q1 2025 Added 7.45%
SPHQ Invesco Exchange Traded Fd Tr	$0	$77.3 Million 0.04% of portfolio	1,165	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$76.2 Million 0.04% of portfolio	945	Q4 2024 New
XSVM Invesco S&P Smallcap Value Wit	$0	$75.3 Million 0.04% of portfolio	1,500	Q4 2024 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$75.1 Million 0.04% of portfolio	1,380	Q4 2024 New
VGT Vanguard Information Technolog	$0	$70 Million 0.04% of portfolio	129	Q1 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$69.2 Million 0.04% of portfolio	2,640	Q4 2024 New
GLD Spdr Gold Trust	$107B	$67.7 Million 0.04% of portfolio	235	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$65.7 Million 0.03% of portfolio	859	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$63.8 Million 0.03% of portfolio	2,622	Q4 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$62.8 Million 0.03% of portfolio	1,476	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$58.7 Million 0.03% of portfolio	1,065	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$57.1 Million 0.03% of portfolio	185	Q1 2025 Added 37.04%
DVY Ishares Tr	$0	$53.2 Million 0.03% of portfolio	396	Q4 2024 New
LVHI Franklin International Low Vol	$0	$51.8 Million 0.03% of portfolio	1,600	Q4 2024 New
IWY Ishares Tr Russell 200 Growth	$0	$48.9 Million 0.03% of portfolio	232	Q1 2025 Added 11,500.0%
SCHG Schwab Strategic Tr Us Large C	$0	$48.8 Million 0.03% of portfolio	1,947	Q1 2025 New
VUG Vanguard Growth ETF	$0	$44.9 Million 0.02% of portfolio	121	Q1 2025 Added 4.31%
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$42.3 Million 0.02% of portfolio	1,833	Q4 2024 New
BSJR Invesco Indx Tr	$0	$42.2 Million 0.02% of portfolio	1,885	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$41.3 Million 0.02% of portfolio	1,783	Q4 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$41 Million 0.02% of portfolio	514	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$41 Million 0.02% of portfolio	1,981	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$39.4 Million 0.02% of portfolio	228	Q1 2025 Added 1.33%
IMCG Ishare Morningstar Mid Cap Gro	$0	$36.4 Million 0.02% of portfolio	510	Q4 2024 New
XLF Financial Sector Spdr	$0	$36.1 Million 0.02% of portfolio	725	Q1 2025 Added 16.0%
IXN Ishares Global Information Tec	$0	$34.1 Million 0.02% of portfolio	450	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$33.7 Million 0.02% of portfolio	3,000	Q4 2024 New
PULS Pgim ETF Tr	$0	$32.3 Million 0.02% of portfolio	650	Q4 2024 New
XLK Technology Sector Spdr	$0	$32.2 Million 0.02% of portfolio	156	Q1 2025 New
XLV Select Sector Spdr Fund Health	$0	$32.1 Million 0.02% of portfolio	220	Q1 2025 Added 83.33%
PEY Invesco Exchange Traded Fd Tr	$0	$31.4 Million 0.02% of portfolio	1,463	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$30.6 Million 0.02% of portfolio	644	Q4 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$30.3 Million 0.02% of portfolio	1,316	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$30.2 Million 0.02% of portfolio	1,281	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$29 Million 0.02% of portfolio	275	Q4 2024 New
CHGX Investment Managers Ser Tr Ii	$0	$28.4 Million 0.01% of portfolio	770	Q4 2024 New
PGF Invesco Exchange Traded Fd Tr	$0	$27.7 Million 0.01% of portfolio	1,942	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$26.5 Million 0.01% of portfolio	325	Q1 2025 Added 2.52%
SLV I Shares Silver Trust	$17.4B	$26.3 Million 0.01% of portfolio	850	Q4 2024 New
FTC First Tr Lge Cap Growth	$0	$26.3 Million 0.01% of portfolio	200	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$25.7 Million 0.01% of portfolio	823	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$25.7 Million 0.01% of portfolio	130	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$25.6 Million 0.01% of portfolio	309	Q1 2025 Added 0.98%
IWD Ishares Russell 1000 Val ETF	$0	$25.4 Million 0.01% of portfolio	135	Q1 2025 Added 42.11%
DFAS Dimensional ETF Tr U S Small C	$0	$24.4 Million 0.01% of portfolio	409	Q1 2025 Added 0.25%
XLE Energy Sector Spdr	$0	$24.3 Million 0.01% of portfolio	260	Q1 2025 Added 62.5%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Richards, Merrill & Peterson, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richards, Merrill & Peterson, Inc. with notifications on news.