Resource Management, LLC

SEC CIK
0001731437

Holdings, Q4 2021

Positions as of Dec 31, 2021, filed Feb 14, 2022.SEC

Positions
190
+8 vs. Q3 2021
Total value
$969.82M
+$94.13M (+10.7%) vs. Q3 2021

Compare with Q3 2021: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q3 2021.

Resource Management, LLC holdings in Q4 2021
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPYSTATE STREET SPDR S&P 500 ETFETF627,922$298.24M30.75%+10,211+1.7%AddedView
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF270,646$140.11M14.45%+1,649+0.6%AddedView
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF78464A300ETF752,116$63.72M6.57%+6,350+0.9%Added–
SCHWAB U.S. MID-CAP ETF808524508ETF779,610$62.7M6.47%+15,750+2.1%Added–
AAPLAPPLE INC COMStock296,598$52.67M5.43%+1,164+0.4%AddedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF507,580$41.03M4.23%+62,069+13.9%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF253,960$28.47M2.94%−6,796−2.6%Reduced–
EOGEOG RES INC COMStock217,648$19.33M1.99%−1,102−0.5%ReducedView
PIONEER NAT RES CO723787107COM81,340$14.79M1.53%+760+0.9%Added–
XOMEXXON MOBIL CORPCOM231,848$14.19M1.46%−6,754−2.8%ReducedView
MSFTMICROSOFT CORP COMStock36,544$12.29M1.27%+635+1.8%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF163,817$11.87M1.22%+9,380+6.1%Added–
JPMJPMORGAN CHASE & CO COMStock73,874$11.7M1.21%+305+0.4%AddedView
ISHARES TR464287630RUS 2000 VAL ETF66,437$11.03M1.14%+45+0.1%Added–
HDHOME DEPOT INC COMStock18,297$7.59M0.78%+178+1.0%AddedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF41,220$7.37M0.76%+1,494+3.8%Added–
CVXCHEVRON CORPORATION COMStock60,416$7.09M0.73%−988−1.6%ReducedView
JNJJOHNSON & JOHNSON COMStock33,837$5.79M0.60%+1,093+3.3%AddedView
SUSUNCOR ENERGY INC NEW COMStock227,298$5.69M0.59%−7,969−3.4%ReducedView
AMZNAMAZON COM INC COMStock1,590$5.3M0.55%+45+2.9%AddedView
TAT&T INC COMStock181,948$4.48M0.46%−36,552−16.7%ReducedView
WMWASTE MGMT INC DEL COMStock24,876$4.15M0.43%+100.0%AddedView
VANGUARD BD INDEX FDS92203C303VANGUARD ULTRA80,359$4.01M0.41%+12,308+18.1%Added–
KMBKIMBERLY-CLARK CORP COMStock27,960$4M0.41%−1,673−5.6%ReducedView
EPDENTERPRISE PRODS PARTNERS L P COMStock180,806$3.97M0.41%−1,384−0.8%ReducedView
ULUNILEVER PLCSPON ADR NEW72,794$3.92M0.40%−3,921−5.1%ReducedView
LLYELI LILLY & CO COMStock13,595$3.76M0.39%+304+2.3%AddedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF20,648$3.47M0.36%+40.0%Added–
PGPROCTER & GAMBLE CO COMStock17,181$2.81M0.29%+37+0.2%AddedView
PFEPFIZER INC COMStock46,749$2.76M0.28%+2,009+4.5%AddedView
ISHARES RUSSELL 2000 ETF464287655ETF12,369$2.75M0.28%+701+6.0%Added–
TSLATESLA INC COMStock2,267$2.4M0.25%−154−6.4%ReducedView
NVDANVIDIA CORPORATION COMStock8,141$2.39M0.25%−407−4.8%ReducedView
DEDEERE & CO COMStock6,805$2.33M0.24%+207+3.1%AddedView
MRKMERCK & CO INC COMStock28,665$2.2M0.23%−26−0.1%ReducedView
GOOGLALPHABET INC CAP STK CL AStock756$2.19M0.23%+13+1.7%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock7,275$2.18M0.22%−100−1.4%ReducedView
CVECENOVUS ENERGY INCCOM163,000$2M0.21%+54,000+49.5%AddedView
DIASTATE STR SPDR DOW JONES INDUT SER 15,406$1.96M0.20%+303+5.9%AddedView
VZVERIZON COMMUNICATIONS INC COMStock34,506$1.79M0.18%+1,235+3.7%AddedView
GOOGALPHABET INC CAP STK CL CStock610$1.77M0.18%+36+6.3%AddedView
NEENEXTERA ENERGY INC COMStock18,897$1.76M0.18%+365+2.0%AddedView
BHPBHP BILLITON LIMITED SPONSORED ADSADR28,078$1.69M0.17%−581−2.0%ReducedView
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595ETF5,756$1.62M0.17%+729+14.5%Added–
SCHWAB U.S. BROAD MARKET ETF808524102ETF13,936$1.58M0.16%+437+3.2%Added–
KOCOCA COLA CO COMStock26,510$1.57M0.16%−2,242−7.8%ReducedView
BABOEING CO COMStock7,635$1.54M0.16%+1,095+16.7%AddedView
MARMARRIOTT INTL INC NEW CL AStock9,267$1.53M0.16%00.0%UnchangedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF6,143$1.48M0.15%+27+0.4%Added–
PEPPEPSICO INC COMStock8,515$1.48M0.15%00.0%UnchangedView
DISDISNEY WALT CO COMStock9,298$1.44M0.15%+1,601+20.8%AddedView
WMTWALMART INC COMStock9,790$1.42M0.15%−185−1.9%ReducedView
GSKGLAXOSMITHKLINE PLCSPONSORED ADR30,162$1.33M0.14%+150.0%AddedView
UPSUNITED PARCEL SVCS INC CL BStock5,998$1.29M0.13%+741+14.1%AddedView
INTCINTEL CORP COMStock24,903$1.28M0.13%+381+1.6%AddedView
SLBSLB LIMITED COM STKStock40,820$1.22M0.13%+122+0.3%AddedView
VVISA INC COM CL AStock5,487$1.19M0.12%−4−0.1%ReducedView
POOLPOOL CORPCOM2,089$1.18M0.12%00.0%UnchangedView
DUKDUKE ENERGY CORP NEW COM NEWStock10,692$1.12M0.12%−285−2.6%ReducedView
LUVSOUTHWEST AIRLS COCOM25,778$1.1M0.11%−1,721−6.3%ReducedView
ROYAL DUTCH SHELL PLC780259206SPONS ADR A25,236$1.1M0.11%−3,029−10.7%Reduced–
AEPAMERICAN ELEC PWR CO INC COMStock12,177$1.08M0.11%−1,216−9.1%ReducedView
VANGUARD FINANCIALS ETF92204A405ETF11,200$1.08M0.11%+3,700+49.3%Added–
METAMETA PLATFORMS INC CL AStock3,192$1.07M0.11%−305−8.7%ReducedView
VANGUARD S&P 500 ETF922908363ETF2,354$1.03M0.11%+65+2.8%Added–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF4,498$1.02M0.10%+71+1.6%Added–
COPCONOCOPHILLIPS COMStock13,941$1.01M0.10%−298−2.1%ReducedView
UNPUNION PAC CORP COMStock3,981$1M0.10%+326+8.9%AddedView
LOWLOWES COS INC COMStock3,867$1M0.10%+345+9.8%AddedView
WFCWELLS FARGO & CO COMStock20,609$989K0.10%−2,284−10.0%ReducedView
BACBANK OF AMER CORP COMStock21,519$957K0.10%+2,434+12.8%AddedView
NSCNORFOLK SOUTHN CORP COMStock3,148$937K0.10%−61−1.9%ReducedView
FFORD MTR CO COMStock44,274$920K0.09%−3,166−6.7%ReducedView
HONHoneywell TechnologiesCOM4,381$914K0.09%−455−9.4%ReducedView
AMGNAMGEN INC COMStock4,007$901K0.09%+10.0%AddedView
STZCONSTELLATION BRANDS INC CL AStock3,571$896K0.09%−419−10.5%ReducedView
CSCOCISCO SYS INC COMStock13,555$859K0.09%−1,324−8.9%ReducedView
PSXPHILLIPS 66 COMStock11,801$855K0.09%−494−4.0%ReducedView
MOALTRIA GROUP INC COMStock17,681$838K0.09%−1,139−6.1%ReducedView
CATCATERPILLAR INC COMStock4,017$830K0.09%−282−6.6%ReducedView
FHNFIRST HORIZON CORPORATIONCOM50,207$820K0.08%+86+0.2%AddedView
VANGUARD SCOTTSDALE FDS92206C680VNG RUS1000GRW9,540$749K0.08%+3,119+48.6%Added–
IBMINTERNATIONAL BUSINESS MACHS COMStock5,277$705K0.07%+1,353+34.5%AddedView
HWCHANCOCK WHITNEY CORPORATIONCOM14,071$704K0.07%+20.0%AddedView
MCDMCDONALDS CORP COMStock2,610$700K0.07%+10.0%AddedView
ABBVABBVIE INC COMStock5,145$697K0.07%−703−12.0%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock976$651K0.07%+17+1.8%AddedView
TDTORONTO DOMINION BK ONT COM NEWStock8,101$621K0.06%00.0%UnchangedView
ARK INNOVATION ETF00214Q104ETF6,496$614K0.06%+233+3.7%Added–
AXPAMERICAN EXPRESS CO COMStock3,654$598K0.06%−10−0.3%ReducedView
GLWCORNING INCCOM16,068$598K0.06%+22+0.1%AddedView
CGCCANOPY GROWTH CORPCOM68,148$595K0.06%+7,490+12.3%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF5,105$585K0.06%+1,089+27.1%Added–
RBB FD INC74933W635MOTLEY FOOL GBL18,183$583K0.06%+18,183New–
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF3,339$574K0.06%+7+0.2%Added–
ETRENTERGY CORP NEWCOM5,031$567K0.06%−1,999−28.4%ReducedView
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF14,518$564K0.06%+8+0.1%Added–
CVSCVS HEALTH CORP COMStock5,398$557K0.06%+394+7.9%AddedView
SOSOUTHERN CO COMStock7,918$543K0.06%−357−4.3%ReducedView
MMM3M CO COMStock3,059$543K0.06%−252−7.6%ReducedView

Sold out since Q3 2021 (11)

Positions held at the end of Q3 2021 that are no longer in this filing.

Resource Management, LLC positions sold out since Q3 2021
SecurityClassShares, Q3 2021Value, Q3 2021% of portfolio, Q3 2021
CRWDCROWDSTRIKE HLDGS INC CL AStock2,871$706K0.08%
WYNNWYNN RESORTS LTDCOM7,092$601K0.07%
GEGENERAL ELECTRIC COCOM4,643$478K0.05%
TTDTHE TRADE DESK INC COM CL AStock5,830$410K0.05%
NOWSERVICENOW INC COMStock623$388K0.04%
ISHARES TR464288885EAFE GRWTH ETF3,036$323K0.04%
DKNGDRAFTKINGS INCCOM CL A6,296$303K0.03%
ISHARES TR464288307MRGSTR MD CP GRW4,050$279K0.03%
OXYOCCIDENTAL PETE CORP COMStock7,748$229K0.03%
ACNACCENTURE PLC IRELAND SHS CLASS AStock643$206K0.02%
NEW GOLD INC CDA644535106COM20,000$21K0.00%

13F filings by quarter

Resource Management, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q4 2021Feb 14, 2022190$969.82Mvs. Q3 2021SEC
Q3 2021Nov 12, 2021182$875.69Mvs. Q2 2021SEC
Q2 2021Jul 23, 2021187$873.8Mvs. Q1 2021SEC
Q1 2021May 14, 2021179$830.73M–SEC