Resource Planning

Latest statistics and disclosures from Resource Planning's latest quarterly 13F-HR filing:

Companies in the Resource Planning portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 18.54 280555 112.99
Vanguard Charlotte Fds intl bd idx etf 12.25 355881 58.83
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 11.51 215635 91.24
Schwab Strategic Tr 0 6.38 192109 56.76
Vanguard Emerging Markets ETF (VWO) 5.43 230682 40.26
Schwab Strategic Tr schwb fdt int sc 5.32 296154 +8% 30.73
Vanguard Large-Cap ETF (VV) 4.28 53668 +6% 136.34
Vanguard Total Bond Market ETF (BND) 2.92 59061 -8% 84.44
Vanguard Mun Bd Fd Inc tax-exempt bd 2.87 91361 53.62
Vanguard Small-Cap ETF (VB) 2.74 30452 +5% 153.88
Vanguard Europe Pacific ETF (VEA) 2.66 110517 +4% 41.08
iShares Barclays TIPS Bond Fund (TIP) 2.07 30492 -5% 116.29
Invesco Exchange Traded Fd T ftse rafi 1500 1.83 24701 126.92
Invesco Exchange Traded Fd T ftse rafi 1000 1.80 26074 117.86
Lattice Strategies Tr dev mk x us st 1.65 101093 -2% 27.88
SPDR S&P; International Small Cap (GWX) 1.58 91838 29.39
Coca-Cola Company (KO) 1.46 45923 54.44
Lattice Strategies Tr us eqt strat 1.40 74437 32.22
Vanguard Total Stock Market ETF (VTI) 1.15 13056 150.97
iShares Russell 1000 Index (IWB) 0.91 9487 164.54
Schwab Emerging Markets Equity ETF (SCHE) 0.74 50637 -17% 25.14
Schwab Strategic Tr us aggregate b 0.74 23584 -5% 53.85
Vanguard Value ETF (VTV) 0.58 8908 111.59
Vanguard Growth ETF (VUG) 0.57 5893 166.30
Vanguard Short-Term Bond ETF (BSV) 0.52 10928 80.80
Home Depot (HD) 0.43 3200 -6% 231.88
inv grd crp bd 0.41 6350 -3% 109.76
SPDR S&P; 500 ETF (SPY) 0.40 2309 -6% 296.67
JPMorgan Chase & Co. (JPM) 0.39 5651 117.68
Apple (AAPL) 0.37 2850 -10% 223.86
Schwab International Equity ETF (SCHF) 0.36 19256 +4% 31.83
Lattice Strategies Tr em strategies 0.34 26307 -17% 22.05
Pepsi (PEP) 0.32 4043 137.03
Southern Company (SO) 0.32 8876 61.74
Vanguard Intermediate-Term Bond ETF (BIV) 0.31 5929 88.04
Schwab U S Small Cap ETF (SCHA) 0.29 7046 +2% 69.68
Microsoft Corporation (MSFT) 0.28 3417 -7% 139.01
Vanguard Sht Term Govt Bond ETF (VGSH) 0.27 7530 60.96
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.27 8666 53.31
Vanguard Long-Term Bond ETF (BLV) 0.26 4403 102.66
Sonoco Products Company (SON) 0.25 7245 58.25
Wal-Mart Stores (WMT) 0.23 3269 118.69
McDonald's Corporation (MCD) 0.22 1759 214.89
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.20 3436 101.86
Suntrust Banks Inc $1.00 Par Cmn 0.19 4689 68.88
AT&T; (T) 0.19 8719 -14% 37.85
Vanguard FTSE All-World ex-US ETF (VEU) 0.19 6568 49.94
Schwab Strategic Tr us lrg cap etf 0.19 4585 +3% 70.88
Bank of America Corporation (BAC) 0.18 10846 29.14
Exxon Mobil Corporation (XOM) 0.18 4402 70.65
Yum! Brands (YUM) 0.18 2656 113.33
Invesco Ftse Rafi Emerging Markets Etf etf 0.18 15233 -13% 20.09
Facebook Inc cl a 0.15 1396 -2% 178.37
SPDR Gold Trust (GLD) 0.14 1717 138.61
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.14 6337 38.82
Global Payments (GPN) 0.13 1385 NEW 158.84
SPDR S&P; Dividend (SDY) 0.13 2131 -2% 102.77

Past 13F-HR SEC Filings by Resource Planning

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