Resource Planning

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

Companies in the Resource Planning portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 18.33 280595 +2% 111.14
Vanguard Charlotte Fds intl bd idx etf 12.02 356826 57.30
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 11.44 216582 +2% 89.85
Schwab Strategic Tr 0 6.26 188976 +4% 56.31
Vanguard Emerging Markets ETF (VWO) 5.88 235325 +7% 42.53
Schwab Strategic Tr schwb fdt int sc 5.00 272546 +61% 31.22
Vanguard Large-Cap ETF (VV) 3.97 50189 +7% 134.71
Vanguard Total Bond Market ETF (BND) 3.14 64211 -11% 83.07
Vanguard Mun Bd Fd Inc tax-exempt bd 2.85 91361 -2% 53.08
Vanguard Small-Cap ETF (VB) 2.65 28798 +16% 156.64
Vanguard Europe Pacific ETF (VEA) 2.59 105764 +10% 41.71
iShares Barclays TIPS Bond Fund (TIP) 2.19 32216 -7% 115.50
Invesco Exchange Traded Fd T ftse rafi 1500 1.88 25002 -7% 127.67
Invesco Exchange Traded Fd T ftse rafi 1000 1.80 26301 +2% 116.65
Lattice Strategies Tr dev mk x us st 1.71 103502 NEW 28.16
SPDR S&P; International Small Cap (GWX) 1.64 93170 -5% 29.95
Coca-Cola Company (KO) 1.38 46044 -16% 50.93
Lattice Strategies Tr us eqt strat 1.38 74250 NEW 31.66
Vanguard Total Stock Market ETF (VTI) 1.17 13220 150.08
Schwab Emerging Markets Equity ETF (SCHE) 0.95 61708 +20% 26.24
iShares Russell 1000 Index (IWB) 0.93 9676 162.77
Schwab Strategic Tr us aggregate b 0.78 24988 -12% 52.99
Vanguard Value ETF (VTV) 0.58 8904 110.96
Vanguard Growth ETF (VUG) 0.57 5892 NEW 163.44
Vanguard Short-Term Bond ETF (BSV) 0.52 10927 NEW 80.53
Lattice Strategies Tr em strategies 0.44 31924 NEW 23.52
SPDR S&P; 500 ETF (SPY) 0.43 2474 +13% 293.05
Home Depot (HD) 0.42 3419 207.96
inv grd crp bd 0.42 6596 -21% 107.49
JPMorgan Chase & Co. (JPM) 0.37 5645 +21% 111.78
Apple (AAPL) 0.37 3201 198.06
Schwab International Equity ETF (SCHF) 0.35 18468 +2% 32.11
Pepsi (PEP) 0.31 4038 131.25
Vanguard Intermediate-Term Bond ETF (BIV) 0.30 5929 NEW 86.52
Microsoft Corporation (MSFT) 0.29 3703 133.95
Southern Company (SO) 0.29 8843 +11% 55.30
Schwab U S Small Cap ETF (SCHA) 0.29 6869 -4% 71.48
Sonoco Products Company (SON) 0.28 7245 65.29
Vanguard Sht Term Govt Bond ETF (VGSH) 0.27 7530 60.96
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.27 8666 52.85
Vanguard Long-Term Bond ETF (BLV) 0.25 4402 97.00
Wal-Mart Stores (WMT) 0.22 3326 -3% 110.34
Invesco Ftse Rafi Emerging Markets Etf etf 0.22 17520 NEW 21.58
McDonald's Corporation (MCD) 0.21 1751 207.88
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.21 3432 -12% 105.19
Exxon Mobil Corporation (XOM) 0.20 4476 +7% 76.63
AT&T; (T) 0.20 10251 +34% 33.56
Vanguard FTSE All-World ex-US ETF (VEU) 0.20 6568 51.00
Bank of America Corporation (BAC) 0.18 10824 29.01
Schwab Strategic Tr us lrg cap etf 0.18 4435 +18% 70.12
Suntrust Banks Inc $1.00 Par Cmn 0.17 4689 -2% 62.91
Yum! Brands (YUM) 0.17 2656 110.69
Total System Services (TSS) 0.16 2110 -23% 128.44
Facebook Inc cl a 0.16 1434 193.17
iShares MSCI ACWI Index Fund (ACWI) 0.14 3247 73.61
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.14 6337 NEW 38.66
SPDR Gold Trust (GLD) 0.13 1717 NEW 133.37
SPDR S&P; Dividend (SDY) 0.13 2181 +2% 100.87

Past 13F-HR SEC Filings by Resource Planning

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