account_balance
Investment manager · 13F filer · SEC CIK 1956564
RFP Financial Group LLC
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Reported value$207Mas of Sep 30, 2026
Positions69 13 new, 8 sold out
Top 10 weight70.2%SCHR alone is 13%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHRSchwab Strategic Tr Int-TRM U.S Tres
13.3%New
AAPLApple Inc.
10.0%Trimmed −51%
FVALFidelity Value Factor ETF
10.0%New
EQWLInvesco Exchange Traded Fd Tr S&P 100 Eql Wigh
9.1%Trimmed −8%
VONVVanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd ETF
7.0%New
VBILVanguard Instl Index Fd 0 3 Mo Tr Bi ETF
5.5%Added +3%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql WGT
4.3%Trimmed −3%
KOCoca-Cola Co
3.9%Trimmed −27%
MSFTMicrosoft Corp
3.6%−4%
JNJJohnson & Johnson
3.4%−11%
WMTWalmart Inc.
2.6%Trimmed −36%
VFVAVanguard Wellington Fd US Value Factor ETF
1.9%
SCHRSchwab Strategic Tr Int-TRM U.S Tres
13.3%New
AAPLApple Inc.
10.0%Trimmed −51%
FVALFidelity Value Factor ETF
10.0%New
EQWLInvesco Exchange Traded Fd Tr S&P 100 Eql Wigh
9.1%−8%
VONVVanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd ETF
7.0%New
VBILVanguard Instl Index Fd 0 3 Mo Tr Bi ETF
5.5%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql WGT
4.3%
KOCoca-Cola Co
3.9%
MSFTJNJ3.4%WMT2.6%VFVA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHR Schwab Strategic Tr Int-TRM U.S Tres 13.3% New
AAPL Apple Inc. 10.0% Trimmed −51%FVAL Fidelity Value Factor ETF 10.0% New
EQWL Invesco Exchange Traded Fd Tr S&P 100 Eql Wigh 9.1% Trimmed −8%
VONV Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd ETF 7.0% New
VBIL Vanguard Instl Index Fd 0 3 Mo Tr Bi ETF 5.5% Added +3%
RSP Invesco Exchange Traded Fd Tr S&p500 Eql WGT 4.3% Trimmed −3%
KO Coca-Cola Co 3.9% Trimmed −27%MSFT Microsoft Corp 3.6% Trimmed −4%JNJ Johnson & Johnson 3.4% Trimmed −11%WMT Walmart Inc. 2.6% Trimmed −36%VFVA Vanguard Wellington Fd US Value Factor ETF 1.9% New
What changed
Biggest moves since Jun 30, 2026
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