0001908859-22-000003.txt : 20220415 0001908859-22-000003.hdr.sgml : 20220415 20220415135454 ACCESSION NUMBER: 0001908859-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220415 EFFECTIVENESS DATE: 20220415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RESOLUTE FINANCIAL, LLC CENTRAL INDEX KEY: 0001908859 IRS NUMBER: 161651825 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22219 FILM NUMBER: 22829619 BUSINESS ADDRESS: STREET 1: 102 STATE STREET STREET 2: SUITE E CITY: NEWBURYPORT STATE: MA ZIP: 01950 BUSINESS PHONE: 978-463-8771 MAIL ADDRESS: STREET 1: 102 STATE STREET STREET 2: SUITE E CITY: NEWBURYPORT STATE: MA ZIP: 01950 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908859 XXXXXXXX 03-31-2022 03-31-2022 RESOLUTE FINANCIAL, LLC

102 STATE STREET SUITE E NEWBURYPORT MA 01950

13F HOLDINGS REPORT 028-22219 N CHARLES JOHNSON 978-463-8771 CHARLES JOHNSON NEWBURYPORT MA 04-15-2022 0 113 122940 false INFORMATION TABLE 2 resoluteq12022.xml ISHARES TR CORE S&P500 ETF 464287200 14054 30976 SH SOLE 0 0 30976 ISHARES TR CORE S&P MCP ETF 464287507 11202 41745 SH SOLE 0 0 41745 ISHARES TR ISHS 1-5YR INVS 464288646 9175 177398 SH SOLE 0 0 177398 ISHARES TR MSCI USA MIN VOL 46429B697 6185 79732 SH SOLE 0 0 79732 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3445 9762 SH SOLE 0 0 9762 APPLE INC COM 037833100 3218 18432 SH SOLE 0 0 18432 ISHARES TR CORE S&P SCP ETF 464287804 2825 26191 SH SOLE 0 0 26191 ISHARES TR TIPS BD ETF 464287176 2775 22275 SH SOLE 0 0 22275 ISHARES TR MSCI USA ESG SLC 464288802 2602 26867 SH SOLE 0 0 26867 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 2421 32404 SH SOLE 0 0 32404 ISHARES TR 0-5 YR TIPS ETF 46429B747 2398 22855 SH SOLE 0 0 22855 ISHARES TR GNMA BOND ETF 46429B333 2173 45537 SH SOLE 0 0 45537 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2052 40066 SH SOLE 0 0 40066 ISHARES TR CORE DIV GRWTH 46434V621 1933 36193 SH SOLE 0 0 36193 ISHARES TR SP SMCP600VL ETF 464287879 1797 17555 SH SOLE 0 0 17555 ISHARES INC MSCI GBL MIN VOL 464286525 1686 16085 SH SOLE 0 0 16085 MICROSOFT CORP COM 594918104 1560 5061 SH SOLE 0 0 5061 VANGUARD INDEX FDS MID CAP ETF 922908629 1389 5842 SH SOLE 0 0 5842 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1328 8187 SH SOLE 0 0 8187 PROCTER AND GAMBLE CO COM 742718109 1231 8054 SH SOLE 0 0 8054 TESLA INC COM 88160R101 1212 1124 SH SOLE 0 0 1124 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1207 56795 SH SOLE 0 0 56795 EXXON MOBIL CORP COM 30231G102 1162 14074 SH SOLE 0 0 14074 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1159 15572 SH SOLE 0 0 15572 ISHARES TR BLACKROCK ULTRA 46434V878 1153 22985 SH SOLE 0 0 22985 JOHNSON & JOHNSON COM 478160104 1130 6376 SH SOLE 0 0 6376 ISHARES TR EAFE SML CP ETF 464288273 1122 16911 SH SOLE 0 0 16911 ISHARES TR SHORT TREAS BD 464288679 1052 9544 SH SOLE 0 0 9544 SPDR S&P 500 ETF TR TR UNIT 78462F103 984 2179 SH SOLE 0 0 2179 ISHARES TR EXPND TEC SC ETF 464287549 964 2480 SH SOLE 0 0 2480 ISHARES TR CORE MSCI EAFE 46432F842 964 13865 SH SOLE 0 0 13865 HOME DEPOT INC COM 437076102 940 3139 SH SOLE 0 0 3139 ISHARES TR CORE US AGGBD ET 464287226 831 7755 SH SOLE 0 0 7755 ISHARES TR CORE 1 5 YR USD 46432F859 815 16822 SH SOLE 0 0 16822 TORONTO DOMINION BK ONT COM NEW 891160509 814 10251 SH SOLE 0 0 10251 ISHARES TR RUS TP200 GR ETF 464289438 806 5076 SH SOLE 0 0 5076 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 796 17264 SH SOLE 0 0 17264 PROSHARES TR PET CARE ETF 74348A145 791 11889 SH SOLE 0 0 11889 ISHARES INC MSCI EMERG MRKT 464286533 769 12604 SH SOLE 0 0 12604 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 762 36122 SH SOLE 0 0 36122 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 747 26535 SH SOLE 0 0 26535 SPDR SER TR SPDR S&P 500 ETF 78468R796 730 6578 SH SOLE 0 0 6578 INVESCO QQQ TR UNIT SER 1 46090E103 716 1976 SH SOLE 0 0 1976 ABBVIE INC COM 00287Y109 680 4192 SH SOLE 0 0 4192 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 676 1627 SH SOLE 0 0 1627 ABBOTT LABS COM 002824100 636 5372 SH SOLE 0 0 5372 ISHARES TR 1 3 YR TREAS BD 464287457 631 7572 SH SOLE 0 0 7572 SCHWAB STRATEGIC TR US TIPS ETF 808524870 610 10055 SH SOLE 0 0 10055 VANGUARD INDEX FDS GROWTH ETF 922908736 593 2062 SH SOLE 0 0 2062 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 586 3687 SH SOLE 0 0 3687 VERIZON COMMUNICATIONS INC COM 92343V104 574 11266 SH SOLE 0 0 11266 WISDOMTREE TR US MIDCAP FUND 97717W570 557 10182 SH SOLE 0 0 10182 ISHARES TR GLOB HLTHCRE ETF 464287325 548 6250 SH SOLE 0 0 6250 ISHARES TR ESG AWRE 1 5 YR 46435G243 534 21691 SH SOLE 0 0 21691 MCDONALDS CORP COM 580135101 531 2147 SH SOLE 0 0 2147 ISHARES TR S&P 500 GRWT ETF 464287309 487 6372 SH SOLE 0 0 6372 INVESCO EXCH TRADED FD TR II CEF INM COMPSI 46138E404 470 21306 SH SOLE 0 0 21306 ISHARES TR RUS TOP 200 ETF 464289446 460 4256 SH SOLE 0 0 4256 PEPSICO INC COM 713448108 457 2732 SH SOLE 0 0 2732 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 450 4156 SH SOLE 0 0 4156 ISHARES TR MSCI EAFE MIN VL 46429B689 445 6172 SH SOLE 0 0 6172 MERCK & CO. INC COM 58933Y105 445 5428 SH SOLE 0 0 5428 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 444 13695 SH SOLE 0 0 13695 ROYCE MICRO-CAP TR INC COM 780915104 439 41766 SH SOLE 0 0 41766 ISHARES TR CORE S&P TTL STK 464287150 426 4225 SH SOLE 0 0 4225 ISHARES TR GLB CNSM STP ETF 464288737 420 6761 SH SOLE 0 0 6761 ISHARES TR MSCI EAFE ETF 464287465 414 5624 SH SOLE 0 0 5624 INTERNATIONAL BUSINESS MACHS COM 459200101 413 3175 SH SOLE 0 0 3175 ALPHABET INC CAP STK CL A 02079K305 412 148 SH SOLE 0 0 148 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 404 2951 SH SOLE 0 0 2951 JPMORGAN CHASE & CO COM 46625H100 399 2929 SH SOLE 0 0 2929 SPDR SER TR S&P DIVID ETF 78464A763 387 3024 SH SOLE 0 0 3024 VANGUARD INDEX FDS TOTAL STK MKT 922908769 385 1691 SH SOLE 0 0 1691 ISHARES TR SELECT DIVID ETF 464287168 380 2968 SH SOLE 0 0 2968 WISDOMTREE TR US QTLY DIV GRT 97717X669 375 5888 SH SOLE 0 0 5888 STRATEGY SHS NS 7HANDL IDX 86280R506 365 15121 SH SOLE 0 0 15121 VANGUARD INDEX FDS VALUE ETF 922908744 356 2410 SH SOLE 0 0 2410 DISNEY WALT CO COM 254687106 351 2559 SH SOLE 0 0 2559 AMERICAN EXPRESS CO COM 025816109 349 1868 SH SOLE 0 0 1868 ISHARES TR RUSSELL 2000 ETF 464287655 348 1694 SH SOLE 0 0 1694 ISHARES TR CORE HIGH DV ETF 46429B663 343 3207 SH SOLE 0 0 3207 AMAZON COM INC COM 023135106 329 101 SH SOLE 0 0 101 PEGASYSTEMS INC COM 705573103 322 3987 SH SOLE 0 0 3987 TJX COS INC NEW COM 872540109 317 5225 SH SOLE 0 0 5225 ISHARES TR MSCI KLD400 SOC 464288570 305 3517 SH SOLE 0 0 3517 ISHARES TR PFD AND INCM SEC 464288687 302 8288 SH SOLE 0 0 8288 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 292 11138 SH SOLE 0 0 11138 VANGUARD INDEX FDS SMALL CP ETF 922908751 291 1368 SH SOLE 0 0 1368 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 289 5747 SH SOLE 0 0 5747 UNION PAC CORP COM 907818108 288 1056 SH SOLE 0 0 1056 ISHARES TR S&P SML 600 GWT 464287887 287 2295 SH SOLE 0 0 2295 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 285 6553 SH SOLE 0 0 6553 3M CO COM 88579Y101 263 1767 SH SOLE 0 0 1767 AMERICAN TOWER CORP NEW COM 03027X100 262 1042 SH SOLE 0 0 1042 DANAHER CORPORATION COM 235851102 255 869 SH SOLE 0 0 869 ISHARES TR MSCI EMG MKT ETF 464287234 254 5634 SH SOLE 0 0 5634 BECTON DICKINSON & CO COM 075887109 247 930 SH SOLE 0 0 930 ISHARES TR CORE MSCI TOTAL 46432F834 245 3683 SH SOLE 0 0 3683 RAYTHEON TECHNOLOGIES CORP COM 75513E101 239 2417 SH SOLE 0 0 2417 ISHARES TR RUS 1000 GRW ETF 464287614 235 847 SH SOLE 0 0 847 CISCO SYS INC COM 17275R102 231 4135 SH SOLE 0 0 4135 ABERDEEN ASIA-PACIFIC INCOME COM 003009107 230 68147 SH SOLE 0 0 68147 PFIZER INC COM 717081103 223 4315 SH SOLE 0 0 4315 VISA INC COM CL A 92826C839 222 999 SH SOLE 0 0 999 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 217 4288 SH SOLE 0 0 4288 CHEVRON CORP NEW COM 166764100 213 1306 SH SOLE 0 0 1306 BROOKS AUTOMATION INC NEW COM 114340102 209 2524 SH SOLE 0 0 2524 CSX CORP COM 126408103 208 5562 SH SOLE 0 0 5562 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 208 5658 SH SOLE 0 0 5658 MONDELEZ INTL INC CL A 609207105 207 3300 SH SOLE 0 0 3300 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 206 2643 SH SOLE 0 0 2643 ISHARES INC CORE MSCI EMKT 46434G103 203 3648 SH SOLE 0 0 3648 ISHARES TR RUS 2000 GRW ETF 464287648 201 785 SH SOLE 0 0 785