Resource Planning Group

Resource Planning Group as of Dec. 31, 2018

Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 44 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 21.3 $29M 269k 106.17
Vanguard Charlotte Fds intl bd idx etf (BNDX) 14.5 $19M 357k 54.25
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 13.1 $18M 213k 82.86
Schwab Strategic Tr 0 (SCHP) 6.9 $9.2M 173k 53.25
Vanguard Emerging Markets ETF (VWO) 4.9 $6.6M 173k 38.10
Vanguard Total Bond Market ETF (BND) 4.6 $6.2M 78k 79.21
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 3.8 $5.1M 100k 51.05
iShares Barclays TIPS Bond Fund (TIP) 2.9 $3.9M 36k 109.50
Vanguard Europe Pacific ETF (VEA) 2.6 $3.5M 95k 37.10
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 2.6 $3.5M 31k 113.65
Schwab Strategic Tr schwb fdt int sc (FNDC) 2.5 $3.4M 118k 28.35
SPDR S&P International Small Cap (GWX) 2.0 $2.6M 94k 27.92
Coca-Cola Company (KO) 2.0 $2.6M 55k 47.36
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 1.9 $2.6M 26k 101.56
Vanguard Small-Cap ETF (VB) 1.8 $2.4M 18k 132.01
Vanguard Large-Cap ETF (VV) 1.5 $2.0M 17k 114.89
Schwab Strategic Tr us aggregate b (SCHZ) 1.1 $1.5M 30k 50.60
iShares Russell 1000 Index (IWB) 1.1 $1.5M 11k 138.72
Schwab Emerging Markets Equity ETF (SCHE) 0.9 $1.2M 50k 23.53
Vanguard Value ETF (VTV) 0.7 $879k 9.0k 97.95
inv grd crp bd (CORP) 0.7 $868k 8.8k 99.05
Schwab U S Small Cap ETF (SCHA) 0.5 $645k 11k 60.71
Home Depot (HD) 0.5 $608k 3.5k 171.75
Spdr S&p 500 Etf (SPY) 0.4 $508k 2.0k 249.75
Apple (AAPL) 0.4 $503k 3.2k 157.83
Schwab International Equity ETF (SCHF) 0.4 $493k 17k 28.34
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.3 $468k 9.1k 51.52
JPMorgan Chase & Co. (JPM) 0.3 $453k 4.6k 97.55
Vanguard Long-Term Bond ETF (BLV) 0.3 $458k 5.2k 87.54
Vanguard Sht Term Govt Bond ETF (VGSH) 0.3 $453k 7.5k 60.16
Pepsi (PEP) 0.3 $446k 4.0k 110.45
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.3 $435k 4.6k 94.59
Sonoco Products Company (SON) 0.3 $385k 7.2k 53.14
Microsoft Corporation (MSFT) 0.3 $376k 3.7k 101.51
Southern Company (SO) 0.3 $350k 8.0k 43.95
Wal-Mart Stores (WMT) 0.2 $322k 3.5k 93.25
McDonald's Corporation (MCD) 0.2 $308k 1.7k 177.62
Total System Services 0.2 $288k 3.5k 81.15
Exxon Mobil Corporation (XOM) 0.2 $284k 4.2k 68.14
Bank of America Corporation (BAC) 0.2 $267k 11k 24.67
Suntrust Banks Inc $1.00 Par Cmn 0.2 $242k 4.8k 50.53
Yum! Brands (YUM) 0.2 $244k 2.7k 91.87
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.2 $216k 7.8k 27.61
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $216k 3.6k 59.82