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Resource Planning Group

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

Top 5 stock holdings are AGG, BSV, VV, VEA, VB, and represent 36.85% of Resource Planning Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$5.6M), VOO (+$5.5M), BSV (+$5.3M), DFAC, BNDX, MTUM, DFUV, USMV, DFAR, DFIC.
Started 16 new stock positions in USMV, MUB, DFIV, AVEM, IBB, VO, DFIC, SMMV, EFAV, MTUM. SUB, DFAR, DIHP, AVSC, IMTM, DFUV.
Reduced shares in these 10 stocks: VV, SCHP, FNDC, QUS, EMXC, SCHO, RODM, MGMT, DFIS, STIP.
Sold out of its position in VCIT.
Resource Planning Group was a net buyer of stock by $31M.
Resource Planning Group has $157M in assets under management (AUM), dropping by 33.36%.
Central Index Key (CIK): 0001537147

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Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 72 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	12.0	$19M	+42%	190k	99.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	10.2	$16M	+49%	208k	77.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	5.1	$7.9M	-24%	36k	218.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$7.8M	+20%	172k	45.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.7	$7.4M		35k	211.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$6.3M	+711%	14k	436.80	View chart
Ishares Msci Emrg Chn (EMXC)	3.6	$5.7M	-18%	104k	55.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.5	$5.4M	+186%	110k	49.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.3	$5.2M	+1639%	179k	29.23	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	3.0	$4.8M	-26%	36k	132.12	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.9	$4.5M	-32%	86k	52.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$4.4M	-7%	107k	41.10	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	2.8	$4.4M	-30%	126k	34.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.5	$4.0M	-19%	82k	48.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.2	$3.5M	-10%	36k	98.59	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.2	$3.5M	-17%	128k	27.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.6	$2.5M	NEW	16k	156.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$2.5M	NEW	68k	37.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.6	$2.5M	NEW	32k	78.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.6	$2.5M	NEW	88k	28.61	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$2.3M	NEW	89k	25.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.3	$2.1M	-19%	87k	24.17	View chart
Apple (AAPL)	1.3	$2.1M		11k	192.54	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	1.1	$1.7M	-27%	46k	37.01	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	1.0	$1.6M	-9%	42k	37.49	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.8	$1.2M		53k	22.36	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.1M	NEW	44k	25.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.1M	-25%	7.5k	149.49	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.7	$1.1M	-8%	32k	34.93	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.7	$1.1M	NEW	33k	34.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.1M	NEW	32k	34.36	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$1.1M	NEW	16k	69.34	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$1.0M	-10%	33k	30.27	View chart
Coca-Cola Company (KO)	0.6	$979k	-4%	17k	58.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$964k	-25%	3.1k	310.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$946k	NEW	17k	56.39	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.6	$896k	-5%	20k	43.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$864k	-19%	35k	24.79	View chart
Home Depot (HD)	0.5	$802k		2.3k	346.58	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$746k	NEW	15k	51.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$745k	-11%	16k	46.36	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.5	$723k	-10%	23k	31.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$722k	-13%	20k	36.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$720k	-15%	15k	46.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$714k	-13%	15k	47.24	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.4	$692k	NEW	19k	35.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$542k	-10%	4.0k	135.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$493k		1.0k	475.36	View chart
Microsoft Corporation (MSFT)	0.3	$458k		1.2k	376.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$446k		1.3k	356.78	View chart
Sonoco Products Company (SON)	0.3	$405k		7.2k	55.87	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$393k		3.7k	104.92	View chart
Amazon (AMZN)	0.2	$393k	-3%	2.6k	151.94	View chart
Nucor Corporation (NUE)	0.2	$378k		2.2k	174.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$362k	-19%	4.7k	76.39	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$346k	-14%	6.6k	51.99	View chart
JPMorgan Chase & Co. (JPM)	0.2	$324k		1.9k	170.10	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$316k	NEW	2.9k	108.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$311k	NEW	3.0k	105.43	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$286k		6.1k	46.91	View chart
Pepsi (PEP)	0.2	$285k	+3%	1.7k	169.84	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$281k		5.3k	52.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$270k		3.7k	73.55	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$264k	-21%	3.5k	74.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$246k	NEW	1.1k	232.64	View chart
Johnson & Johnson (JNJ)	0.1	$226k		1.4k	156.74	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$220k	NEW	1.6k	135.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$220k	-30%	6.5k	34.01	View chart
Exxon Mobil Corporation (XOM)	0.1	$213k		2.1k	100.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$210k	-17%	2.5k	84.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$208k	-17%	1.9k	107.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$203k	-31%	424.00	477.65	View chart

Past Filings by Resource Planning Group

SEC 13F filings are viewable for Resource Planning Group going back to 2018

Resource Planning Group 2023 Q4 filed Jan. 10, 2024
Resource Planning Group 2023 Q3 filed Nov. 14, 2023
Resource Planning Group 2023 Q2 filed July 28, 2023
Resource Planning Group 2023 Q1 filed May 12, 2023
Resource Planning Group 2022 Q4 filed Jan. 31, 2023
Resource Planning Group 2022 Q3 filed Nov. 3, 2022
Resource Planning Group 2022 Q2 filed Aug. 2, 2022
Resource Planning Group 2022 Q1 filed April 20, 2022
Resource Planning Group 2021 Q4 filed Jan. 12, 2022
Resource Planning Group 2021 Q3 filed Oct. 12, 2021
Resource Planning Group 2021 Q2 filed Aug. 13, 2021
Resource Planning Group 2021 Q1 filed April 14, 2021
Resource Planning Group 2020 Q4 filed Feb. 3, 2021
Resource Planning Group 2020 Q3 filed Nov. 12, 2020
Resource Planning Group 2020 Q2 filed Sept. 28, 2020
Resource Planning Group 2020 Q1 filed April 14, 2020

View all past filings

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