Resource Planning Group

Resource Planning Group as of Dec. 31, 2020

Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 62 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 18.3 $26M 219k 117.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.0 $16M 160k 97.14
Vanguard Index Fds Large Cap Etf (VV) 6.5 $9.1M 52k 175.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $9.0M 180k 50.11
Schwab Strategic Tr Us Tips Etf (SCHP) 6.4 $8.9M 144k 62.08
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 5.7 $8.1M 232k 34.78
Vanguard Index Fds Small Cp Etf (VB) 5.5 $7.8M 40k 192.98
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.0 $5.7M 130k 43.86
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.0 $2.8M 48k 58.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $2.8M 31k 88.18
Coca-Cola Company (KO) 1.8 $2.5M 46k 54.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $2.5M 81k 30.65
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.7 $2.4M 16k 150.93
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.6 $2.3M 80k 28.31
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.8M 14k 127.63
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM) 1.1 $1.6M 68k 22.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.6M 19k 82.90
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.6M 6.2k 253.28
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $1.6M 44k 35.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.4M 26k 55.18
Apple (AAPL) 1.0 $1.4M 10k 132.67
Lattice Strategies Tr Hartford Us Eqty (ROUS) 1.0 $1.4M 39k 35.10
Vanguard Index Fds Value Etf (VTV) 0.9 $1.3M 11k 118.94
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.3M 10k 129.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.1M 13k 88.96
Ishares Tr S&p 100 Etf (OEF) 0.8 $1.1M 6.4k 171.71
Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $1.0M 9.4k 109.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $984k 27k 36.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $969k 10k 92.90
Ishares Tr Rus 1000 Etf (IWB) 0.6 $903k 6.2k 145.81
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.6 $867k 16k 54.06
Microsoft Corporation (MSFT) 0.6 $797k 3.6k 222.44
Home Depot (HD) 0.6 $780k 2.9k 265.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $762k 14k 56.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $760k 15k 51.37
JPMorgan Chase & Co. (JPM) 0.5 $710k 5.6k 126.99
Ishares Tr Core Div Grwth (DGRO) 0.5 $651k 15k 44.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $648k 2.1k 313.65
Pepsi (PEP) 0.5 $644k 4.3k 148.28
Southern Company (SO) 0.4 $566k 9.2k 61.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $520k 1.4k 373.56
Ishares Tr Core S&p500 Etf (IVV) 0.3 $485k 1.3k 375.68
Wal-Mart Stores (WMT) 0.3 $471k 3.3k 143.99
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $446k 4.3k 103.48
Sonoco Products Company (SON) 0.3 $429k 7.2k 59.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $397k 6.4k 61.65
McDonald's Corporation (MCD) 0.3 $389k 1.8k 214.56
Facebook Cl A (META) 0.3 $382k 1.4k 273.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $379k 11k 33.78
Amazon (AMZN) 0.3 $358k 110.00 3254.55
Truist Financial Corp equities (TFC) 0.2 $350k 7.3k 47.98
Bank of America Corporation (BAC) 0.2 $320k 11k 30.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $303k 1.7k 178.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $298k 2.8k 105.94
Yum! Brands (YUM) 0.2 $288k 2.7k 108.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $278k 3.0k 91.54
Ishares Tr Nasdaq Biotech (IBB) 0.2 $265k 1.7k 151.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $228k 2.5k 90.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $226k 976.00 231.56
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $221k 3.9k 56.32
TJX Companies (TJX) 0.2 $220k 3.2k 68.43
At&t (T) 0.1 $200k 7.0k 28.69