Resource Planning Group

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

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Positions held by Resource Planning Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Resource Planning Group

Companies in the Resource Planning Group portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.0 $33M -2% 288k 113.96
Vanguard Index Fds Large Cap Etf (VV) 8.1 $12M -5% 55k 221.02
Schwab Strategic Tr Us Tips Etf (SCHP) 8.1 $12M +4% 191k 62.89
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 6.1 $9.1M 243k 37.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $8.6M -6% 175k 49.46
Vanguard Index Fds Small Cp Etf (VB) 5.6 $8.3M 37k 223.85
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.8 $7.1M 148k 47.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $4.0M -33% 43k 92.75
Coca-Cola Company (KO) 1.9 $2.8M -4% 48k 59.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $2.5M 30k 84.76
Apple (AAPL) 1.7 $2.5M +9% 14k 177.56
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.4 $2.1M -2% 71k 30.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $2.1M -4% 71k 29.62
Ishares Tr Tips Bd Etf (TIP) 1.3 $2.0M 15k 129.21

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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.3 $2.0M -14% 10k 191.70
Vanguard Index Fds Value Etf (VTV) 1.3 $2.0M 13k 147.09
Vanguard Index Fds Growth Etf (VUG) 1.3 $1.9M 5.9k 320.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $1.8M -20% 33k 55.15
Ishares Msci Emrg Chn (EMXC) 1.2 $1.7M +106% 29k 60.62
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.4M -12% 8.4k 166.67
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.9 $1.4M -6% 32k 44.01
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.9 $1.4M +159% 11k 130.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.4M -13% 17k 80.86
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM) 0.9 $1.3M 55k 24.06
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.9 $1.3M -8% 34k 37.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.3M -14% 2.6k 474.82
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.2M +24% 22k 52.85
Home Depot (HD) 0.8 $1.1M -33% 2.8k 414.98
Ameris Ban (ABCB) 0.8 $1.1M 23k 49.69
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $940k -4% 9.2k 102.36
Unified Ser Tr Ballast Smlmd Cp (MGMT) 0.6 $938k +116% 25k 37.50
Vanguard Bd Index Fds Long Term Bond (BLV) 0.6 $923k -3% 9.0k 102.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $912k 18k 50.86
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $889k +26% 10k 87.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $862k -15% 22k 38.85
Ishares Tr Rus 1000 Etf (IWB) 0.6 $853k -2% 5.2k 165.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $692k -52% 1.7k 398.16
Microsoft Corporation (MSFT) 0.5 $674k -56% 2.0k 336.50
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $638k 5.4k 117.91
Ishares Tr Core S&p500 Etf (IVV) 0.4 $624k -38% 1.3k 476.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $615k -4% 11k 53.93
McDonald's Corporation (MCD) 0.3 $515k -12% 1.9k 267.95
JPMorgan Chase & Co. (JPM) 0.3 $515k -50% 3.3k 158.22
Wal-Mart Stores (WMT) 0.3 $511k -7% 3.5k 144.72
Truist Financial Corp equities (TFC) 0.3 $427k 7.3k 58.53
Sonoco Products Company (SON) 0.3 $419k 7.2k 57.83
Johnson & Johnson (JNJ) 0.3 $402k -11% 2.3k 171.28
Bank of America Corporation (BAC) 0.3 $389k -22% 8.7k 44.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $387k -9% 11k 36.50
Pepsi (PEP) 0.2 $353k -58% 2.0k 173.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $338k -19% 1.1k 299.12
Nucor Corporation (NUE) 0.2 $336k -15% 2.9k 114.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $320k 5.8k 54.89
Amazon (AMZN) 0.2 $313k -21% 94.00 3329.79
Pfizer (PFE) 0.2 $304k -15% 5.2k 59.02
Southern Company (SO) 0.2 $297k 4.3k 68.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $292k -11% 2.6k 113.97
Procter & Gamble Company (PG) 0.2 $273k -15% 1.7k 163.57
Ishares Tr Ishares Biotech (IBB) 0.2 $246k 1.6k 152.79
Mid-America Apartment (MAA) 0.2 $244k NEW 1.1k 229.32
Cisco Systems (CSCO) 0.2 $242k -14% 3.8k 63.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $238k 842.00 282.66
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $233k NEW 7.7k 30.43
Exxon Mobil Corporation (XOM) 0.2 $225k -17% 3.7k 61.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $209k 3.4k 60.84
United Parcel Service CL B (UPS) 0.1 $208k -16% 971.00 214.21
Ishares Tr Core Intl Aggr (IAGG) 0.1 $206k 3.8k 54.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $205k NEW 470.00 436.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $203k -48% 1.1k 179.17
Illinois Tool Works (ITW) 0.1 $202k -26% 818.00 246.94
Qualcomm (QCOM) 0.1 $200k NEW 1.1k 182.82

Past Filings by Resource Planning Group

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