0001803236-21-000003.txt : 20210716
0001803236-21-000003.hdr.sgml : 20210716
20210716125558
ACCESSION NUMBER: 0001803236-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210716
DATE AS OF CHANGE: 20210716
EFFECTIVENESS DATE: 20210716
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Resonant Capital Advisors, LLC
CENTRAL INDEX KEY: 0001803236
IRS NUMBER: 830908962
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20156
FILM NUMBER: 211094845
BUSINESS ADDRESS:
STREET 1: 33 EAST MAIN STREET
STREET 2: SUITE 440
CITY: MADISON
STATE: WI
ZIP: 53703
BUSINESS PHONE: (608) 733-6220
MAIL ADDRESS:
STREET 1: 33 EAST MAIN STREET
STREET 2: SUITE 440
CITY: MADISON
STATE: WI
ZIP: 53703
13F-HR
1
primary_doc.xml
13F-HR
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false
false
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0001803236
XXXXXXXX
06-30-2021
06-30-2021
false
Resonant Capital Advisors, LLC
33 East Main Street
Suite 440
Madison
WI
53703
13F HOLDINGS REPORT
028-20156
N
Rebecca A. Schmidt
CCO
608-733-6220
/s/ Rebecca A. Schmidt
Madison
WI
07-16-2021
0
170
517245
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
1562
7864
SH
SOLE
7864
0
0
ABBOTT LABS
COM
002824100
1257
10846
SH
SOLE
10846
0
0
ABBVIE INC
COM
00287Y109
1040
9234
SH
SOLE
9234
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2835
9618
SH
SOLE
9618
0
0
ALPHABET INC
CAP STK CL A
02079K305
657
269
SH
SOLE
269
0
0
ALPHABET INC
CAP STK CL C
02079K107
3471
1385
SH
SOLE
1385
0
0
AMAZON COM INC
COM
023135106
2412
701
SH
SOLE
701
0
0
AMERICAN EXPRESS CO
COM
025816109
2052
12419
SH
SOLE
12419
0
0
AMERICAN FINL GROUP INC OHIO
COM
025932104
519
4164
SH
SOLE
4164
0
0
AMGEN INC
COM
031162100
1951
8003
SH
SOLE
8003
0
0
AMPHENOL CORP NEW
CL A
032095101
402
5865
SH
SOLE
5865
0
0
ANALOG DEVICES INC
COM
032654105
2459
14285
SH
SOLE
14285
0
0
APPLE INC
COM
037833100
5075
37053
SH
SOLE
37053
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
402
10324
SH
SOLE
10324
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
2352
11795
SH
SOLE
11795
0
0
AUTOZONE INC
COM
053332102
1829
1226
SH
SOLE
1226
0
0
AXALTA COATING SYS LTD
COM
G0750C108
358
11748
SH
SOLE
11748
0
0
BECTON DICKINSON & CO
COM
075887109
1683
6919
SH
SOLE
6919
0
0
BERKLEY W R CORP
COM
084423102
378
5041
SH
SOLE
5041
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3650
13135
SH
SOLE
13135
0
0
BIOGEN INC
COM
09062X103
1150
3320
SH
SOLE
3320
0
0
BOEING CO
COM
097023105
657
2742
SH
SOLE
2742
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
413
4844
SH
SOLE
4844
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1812
27123
SH
SOLE
27123
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
489
9584
SH
SOLE
9584
0
0
BROWN & BROWN INC
COM
115236101
462
8691
SH
SOLE
8691
0
0
BROWN FORMAN CORP
CL B
115637209
234
3116
SH
SOLE
3116
0
0
CARDINAL HEALTH INC
COM
14149Y108
326
5607
SH
SOLE
5607
0
0
CARMAX INC
COM
143130102
483
3737
SH
SOLE
3737
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
283
5806
SH
SOLE
5806
0
0
CDW CORP
COM
12514G108
567
3249
SH
SOLE
3249
0
0
CHEVRON CORP NEW
COM
166764100
2515
24016
SH
SOLE
24016
0
0
CISCO SYS INC
COM
17275R102
2259
42614
SH
SOLE
42614
0
0
CITRIX SYS INC
COM
177376100
450
3841
SH
SOLE
3841
0
0
COPART INC
COM
217204106
593
4498
SH
SOLE
4498
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1811
4578
SH
SOLE
4578
0
0
CVS HEALTH CORP
COM
126650100
2908
34846
SH
SOLE
34846
0
0
DANAHER CORPORATION
COM
235851102
2632
9801
SH
SOLE
9801
0
0
DEVON ENERGY CORP NEW
COM
25179M103
668
22876
SH
SOLE
22876
0
0
DISNEY WALT CO
COM
254687106
2425
13794
SH
SOLE
13794
0
0
DOCUSIGN INC
COM
256163106
3233
11565
SH
SOLE
11565
0
0
DOLLAR GEN CORP NEW
COM
256677105
2419
11181
SH
SOLE
11181
0
0
DOLLAR TREE INC
COM
256746108
402
4042
SH
SOLE
4042
0
0
EASTMAN CHEM CO
COM
277432100
321
2736
SH
SOLE
2736
0
0
EBAY INC.
COM
278642103
3187
45397
SH
SOLE
45397
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
639
6171
SH
SOLE
6171
0
0
ELANCO ANIMAL HEALTH INC
COM
28414H103
355
10240
SH
SOLE
10240
0
0
ELECTRONIC ARTS INC
COM
285512109
1289
8962
SH
SOLE
8962
0
0
EQT CORP
COM
26884L109
432
19418
SH
SOLE
19418
0
0
ETF SER SOLUTIONS
DISTILLATE US
26922A321
24415
585641
SH
SOLE
585641
0
0
EXELIXIS INC
COM
30161Q104
185
10158
SH
SOLE
10158
0
0
EXELON CORP
COM
30161N101
204
4606
SH
SOLE
4606
0
0
EXPEDITORS INTL WASH INC
COM
302130109
464
3669
SH
SOLE
3669
0
0
EXXON MOBIL CORP
COM
30231G102
2709
42948
SH
SOLE
42948
0
0
FACEBOOK INC
CL A
30303M102
227
654
SH
SOLE
654
0
0
FASTENAL CO
COM
311900104
460
8842
SH
SOLE
8842
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
261
6804
SH
SOLE
6804
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
389
3683
SH
SOLE
3683
0
0
GARTNER INC
COM
366651107
370
1528
SH
SOLE
1528
0
0
GLACIER BANCORP INC NEW
COM
37637Q105
382
6936
SH
SOLE
6936
0
0
HOME DEPOT INC
COM
437076102
1345
4217
SH
SOLE
4217
0
0
IHS MARKIT LTD
SHS
G47567105
543
4819
SH
SOLE
4819
0
0
INTEL CORP
COM
458140100
1973
35137
SH
SOLE
35137
0
0
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
46138G698
3316
44983
SH
SOLE
44983
0
0
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
46138G672
1796
20283
SH
SOLE
20283
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
4377
27299
SH
SOLE
27299
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
1005
5380
SH
SOLE
5380
0
0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
3296
36521
SH
SOLE
36521
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1583
4460
SH
SOLE
4460
0
0
ISHARES INC
MSCI PAC JP ETF
464286665
569
11000
SH
SOLE
11000
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
9381
140036
SH
SOLE
140036
0
0
ISHARES TR
MSCI USA ESG SLC
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1213
12693
SH
SOLE
12693
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1193
4394
SH
SOLE
4394
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1173
14867
SH
SOLE
14867
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0
ISHARES TR
MSCI EMG MKT ETF
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862
15626
SH
SOLE
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0
ISHARES TR
SELECT DIVID ETF
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816
7000
SH
SOLE
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0
ISHARES TR
RUS MID CAP ETF
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645
8137
SH
SOLE
8137
0
0
ISHARES TR
RUS 1000 VAL ETF
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515
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SH
SOLE
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0
ISHARES TR
IBONDS DEC22 ETF
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SOLE
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0
0
ISHARES TR
ESG AWRE 1 5 YR
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ISHARES TR
NATIONAL MUN ETF
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SOLE
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0
ISHARES TR
IBONDS DEC23 ETF
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300
11513
SH
SOLE
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0
ISHARES TR
IBONDS DEC24 ETF
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SH
SOLE
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0
ISHARES TR
IBONDS DEC25 ETF
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218
8086
SH
SOLE
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0
0
ISHARES TR
CORE MSCI EAFE
46432F842
18068
241361
SH
SOLE
241361
0
0
ISHARES TR
CORE S&P SCP ETF
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19608
173555
SH
SOLE
173555
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0
ISHARES TR
CORE S&P MCP ETF
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28889
107502
SH
SOLE
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0
0
ISHARES TR
IBONDS DEC21 ETF
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217
8749
SH
SOLE
8749
0
0
ISHARES TR
CORE S&P500 ETF
464287200
42428
98689
SH
SOLE
98689
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
322
6353
SH
SOLE
6353
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
881
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SH
SOLE
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0
JOHNSON & JOHNSON
COM
478160104
2589
15717
SH
SOLE
15717
0
0
JPMORGAN CHASE & CO
COM
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3142
20201
SH
SOLE
20201
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
309
2000
SH
SOLE
2000
0
0
KROGER CO
COM
501044101
1877
49007
SH
SOLE
49007
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
570
2068
SH
SOLE
2068
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
537
3092
SH
SOLE
3092
0
0
LILLY ELI & CO
COM
532457108
480
2091
SH
SOLE
2091
0
0
LINDE PLC
SHS
G5494J103
363
1255
SH
SOLE
1255
0
0
LOWES COS INC
COM
548661107
1831
9439
SH
SOLE
9439
0
0
M & T BK CORP
COM
55261F104
253
1739
SH
SOLE
1739
0
0
MARKEL CORP
COM
570535104
502
423
SH
SOLE
423
0
0
MCDONALDS CORP
COM
580135101
2036
8812
SH
SOLE
8812
0
0
MCKESSON CORP
COM
58155Q103
2106
10993
SH
SOLE
10993
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
374
2497
SH
SOLE
2497
0
0
MICROSOFT CORP
COM
594918104
4681
17280
SH
SOLE
17280
0
0
NIKE INC
CL B
654106103
577
3729
SH
SOLE
3729
0
0
NORTHERN TR CORP
COM
665859104
1969
16943
SH
SOLE
16943
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
404
8942
SH
SOLE
8942
0
0
OMNICOM GROUP INC
COM
681919106
335
4151
SH
SOLE
4151
0
0
ORACLE CORP
COM
68389X105
2412
30983
SH
SOLE
30983
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
489
863
SH
SOLE
863
0
0
OTIS WORLDWIDE CORP
COM
68902V107
237
2903
SH
SOLE
2903
0
0
PALO ALTO NETWORKS INC
COM
697435105
480
1293
SH
SOLE
1293
0
0
PAYPAL HLDGS INC
COM
70450Y103
2942
10094
SH
SOLE
10094
0
0
PEPSICO INC
COM
713448108
1964
13258
SH
SOLE
13258
0
0
PFIZER INC
COM
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2586
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SH
SOLE
66033
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PNC FINL SVCS GROUP INC
COM
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SH
SOLE
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PROCTER AND GAMBLE CO
COM
742718109
1531
11350
SH
SOLE
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PROGRESSIVE CORP
COM
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27922
SH
SOLE
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0
QORVO INC
COM
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415
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SH
SOLE
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QUALCOMM INC
COM
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SH
SOLE
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0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
498
5843
SH
SOLE
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0
0
REGIONS FINANCIAL CORP NEW
COM
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333
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SH
SOLE
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0
0
REINSURANCE GRP OF AMERICA I
COM NEW
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385
3374
SH
SOLE
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0
0
RLI CORP
COM
749607107
324
3100
SH
SOLE
3100
0
0
ROSS STORES INC
COM
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400
3225
SH
SOLE
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0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
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9629
298585
SH
SOLE
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0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SH
SOLE
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SCHWAB STRATEGIC TR
INTRM TRM TRES
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SH
SOLE
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SCHWAB STRATEGIC TR
SCHWAB FDT US SC
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SH
SOLE
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SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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SOLE
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SCHWAB STRATEGIC TR
US TIPS ETF
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79810
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SOLE
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0
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SBI INT-UTILS
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10000
SH
SOLE
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ENERGY
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SH
SOLE
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0
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COM
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504
7000
SH
SOLE
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0
0
SMUCKER J M CO
COM NEW
832696405
1536
11856
SH
SOLE
11856
0
0
SONY CORP
SPONSORED ADR
835699307
292
3000
SH
SOLE
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0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
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3300
SH
SOLE
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0
0
SPDR S&P 500 ETF TR
TR UNIT
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6630
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SH
SOLE
15440
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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3371
6847
SH
SOLE
6847
0
0
SPDR SER TR
S&P 600 SMCP VAL
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4748
55399
SH
SOLE
55399
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
380
12145
SH
SOLE
12145
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
236
1930
SH
SOLE
1930
0
0
STARBUCKS CORP
COM
855244109
1444
12913
SH
SOLE
12913
0
0
STRYKER CORPORATION
COM
863667101
1921
7377
SH
SOLE
7377
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
350
2589
SH
SOLE
2589
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
518
1026
SH
SOLE
1026
0
0
TRIMTABS ETF TR
US FREE CASH FLW
89628W302
2396
44853
SH
SOLE
44853
0
0
TRUIST FINL CORP
COM
89832Q109
2120
38190
SH
SOLE
38190
0
0
ULTA BEAUTY INC
COM
90384S303
328
948
SH
SOLE
948
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
291
1989
SH
SOLE
1989
0
0
US BANCORP DEL
COM NEW
902973304
647
11281
SH
SOLE
11281
0
0
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TOTAL STK MKT
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2664
11957
SH
SOLE
11957
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1959
4962
SH
SOLE
4962
0
0
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FTSE SMCAP ETF
922042718
4527
33176
SH
SOLE
33176
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1483
23397
SH
SOLE
23397
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
7141
129135
SH
SOLE
129135
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
27375
330978
SH
SOLE
330978
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
29851
192849
SH
SOLE
192849
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
773
15000
SH
SOLE
15000
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
633
6040
SH
SOLE
6040
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
335
5216
SH
SOLE
5216
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1481
26428
SH
SOLE
26428
0
0
VISA INC
COM CL A
92826C839
2691
11510
SH
SOLE
11510
0
0
XILINX INC
COM
983919101
2056
14213
SH
SOLE
14213
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
424
800
SH
SOLE
800
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
264
1641
SH
SOLE
1641
0
0
ZOETIS INC
CL A
98978V103
396
2124
SH
SOLE
2124
0
0