Resources Investment Advisors, Inc.

Pension/Endowment

Resources Investment Advisors, Inc. is a Pension/Endowment based in Overland Park, KS led by Vincent Lee Morris, reporting $142.60B in AUM as of Q3 2025 with 78% ETF concentration.

PresidentVincent Lee Morris

Portfolio Value: $9.6B
Positions: 1,469
Top Holding: SPLG at 4.85%
Last Reported: Q3 2025

Address11101 Switzer Road, Suite 200, Overland Park, KS, 66210, United States

Top Holdings

Largest long holdings in Resources Investment Advisors, Inc.'s portfolio (24.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$465.7M	4.85%	+$13.2M Bought	— 5.9M shares	Q2 2017 Held for 8y 5m
2 iShares Core Total USD Bond Market IUSB	ETF ETF	$311.4M	3.25%	-$2.4M Sold	— 6.7M shares	Q3 2022 Held for 3y 2m
3 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$246.6M	2.57%	+$35.9M Bought	— 4.2M shares	Q2 2023 Held for 2y 5m
4 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$235.9M	2.46%	+$4.1M Bought	— 7.4M shares	Q2 2017 Held for 8y 5m
5 iShares MSCI USA Quality Factor QUAL	ETF ETF	$201.2M	2.10%	-$13.4M Sold	— 1.0M shares	Q3 2019 Held for 6y 2m
6 Dimensional US Core Equity Market DFAU	ETF ETF	$182.8M	1.90%	+$10.4M Bought	— 4.0M shares	Q4 2023 Held for 1y 11m
7 Vanguard S&P 500 ETF VOO	ETF ETF	$181.1M	1.89%	+$52.7K Bought	— 295.7K shares	Q2 2017 Held for 8y 5m
8 iShares S&P 100 OEF	ETF ETF	$180.7M	1.88%	+$63.3M Bought	— 542.8K shares	Q2 2017 Held for 8y 5m
9 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$155.9M	1.63%	+$8.1M Bought	— 3.2M shares	Q2 2023 Held for 2y 5m
10 Apple AAPL	Consumer Electronics Technology	$151.9M	1.58%	+$3.1M Bought	0.00% 596.5K shares	Q2 2017 Held for 8y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Resources Investment Advisors, Inc.'s latest filing

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Market Value

$9.6B

Prior: $8.9B

Q/Q Change

+7.63%

+$679.9M

Net Flows % of MV

+1.25%

Turnover Ratio

4.94%

New Purchases

50 stocks

$13.4M

Added To

491 stocks

+$508.2M

Sold Out Of

67 stocks

$18.3M

Reduced Holdings

806 stocks

-$383.8M

Increased Positions

Position	Shares Δ	Change
1 JBT Marel Corporation JBTM	New	0 → 5.8K +$811.5K
2 Lithia Motors LAD	New	0 → 2.3K +$726.5K
3 FGDL Franklin Responsibly Sourced Gold FGDL	New	0 → 13.6K +$703.7K
4 ETHA iShares Ethereum Trust ETHA	New	0 → 18.6K +$586.6K
5 iShares ESG Aware MSCI USA Value EVUS	New	0 → 18.5K +$583.3K

Decreased Positions

Position	Shares Δ	Change
1 iShares J.P. Morgan EM High Yield Bond EMHY	Sold	36.5K → 0 −$1.4M
2 LKQ LKQ	Sold	20.6K → 0 −$761.6K
3 American Century Quality Preferred ETF QPFF	Sold	17.3K → 0 −$611.6K
4 Thomson Reuters TRI	Sold	2.4K → 0 −$486.7K
5 BBVA Banco Bilbao Vizcaya Argentaria BBVA	Sold	28.8K → 0 −$442.5K

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Analytics

Portfolio insights and performance metrics for Resources Investment Advisors, Inc.

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Sector Allocation

ETF

78.30%

Technology

6.40%

Financial Services

2.50%

Healthcare

2.10%

Industrials

2.10%

Consumer Cyclical

2.00%

Communication Services

1.30%

Consumer Defensive

1.00%

Energy

0.60%

Utilities

0.40%

Basic Materials

0.30%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

10.21%

Large Cap ($10B - $200B)

7.33%

Mid Cap ($2B - $10B)

1.07%

Small Cap ($300M - $2B)

0.22%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

81.10%

Portfolio Concentration

Top 10 Holdings %

24.11%

Top 20 Holdings %

38.35%

Top 50 Holdings %

57.28%

Top 100 Holdings %

71.1%