Resource Planning Group

Resource Planning Group as of March 31, 2022

Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 68 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 21.0 $29M 273k 106.98
Schwab Strategic Tr Us Tips Etf (SCHP) 8.2 $11M 188k 60.71
Vanguard Index Fds Large Cap Etf (VV) 8.0 $11M 54k 208.49
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 6.3 $8.7M 246k 35.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $7.5M 163k 46.13
Vanguard Index Fds Small Cp Etf (VB) 5.3 $7.4M 35k 210.38
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.9 $6.8M 151k 45.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $3.1M 36k 86.03
Coca-Cola Company (KO) 2.1 $3.0M 48k 61.99
Ishares Msci Emrg Chn (EMXC) 1.8 $2.5M 44k 58.18
Apple (AAPL) 1.8 $2.5M 14k 174.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $2.4M 30k 79.54
Spdr Ser Tr Msci Usa Strtgic (QUS) 1.6 $2.2M 18k 124.57
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.4 $2.0M 69k 29.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $1.9M 70k 27.77
Vanguard Index Fds Value Etf (VTV) 1.4 $1.9M 13k 147.75
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.3 $1.9M 10k 182.68
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.8M 15k 124.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.7M 22k 77.90
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.6M 5.7k 287.67
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $1.6M 30k 52.43
Unified Ser Tr Ballast Smlmd Cp (MGMT) 1.0 $1.5M 41k 35.23
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.3M 7.9k 165.46
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM) 0.9 $1.3M 55k 23.24
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.9 $1.2M 29k 42.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.2M 2.7k 451.55
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.9 $1.2M 34k 35.08
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.1M 23k 50.10
Ameris Ban (ABCB) 0.7 $1.0M 23k 43.87
Home Depot (HD) 0.7 $938k 3.1k 299.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $877k 19k 47.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $835k 10k 81.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $743k 15k 49.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $740k 20k 36.70
Ishares Tr Rus 1000 Etf (IWB) 0.5 $697k 4.7k 147.76
Microsoft Corporation (MSFT) 0.4 $618k 2.0k 308.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $592k 1.6k 362.75
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $592k 5.4k 109.02
Ishares Tr Core S&p500 Etf (IVV) 0.4 $584k 1.3k 454.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $579k 12k 50.53
Wal-Mart Stores (WMT) 0.4 $526k 3.5k 148.92
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $515k 5.6k 91.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $512k 1.5k 353.10
McDonald's Corporation (MCD) 0.3 $478k 1.9k 247.54
Sonoco Products Company (SON) 0.3 $453k 7.2k 62.53
JPMorgan Chase & Co. (JPM) 0.3 $444k 3.3k 136.36
Nucor Corporation (NUE) 0.3 $436k 2.9k 148.50
Truist Financial Corp equities (TFC) 0.3 $414k 7.3k 56.75
Johnson & Johnson (JNJ) 0.3 $414k 2.3k 177.23
Bank of America Corporation (BAC) 0.3 $360k 8.7k 41.19
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $354k 10k 34.27
Ishares Tr Core Intl Aggr (IAGG) 0.3 $348k 6.7k 52.16
Pepsi (PEP) 0.2 $343k 2.1k 167.15
Southern Company (SO) 0.2 $319k 4.4k 72.62
Amazon (AMZN) 0.2 $316k 97.00 3257.73
Exxon Mobil Corporation (XOM) 0.2 $300k 3.6k 82.62
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $287k 4.5k 64.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $282k 5.5k 51.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $270k 5.0k 53.77
Pfizer (PFE) 0.2 $265k 5.1k 51.78
Procter & Gamble Company (PG) 0.2 $256k 1.7k 153.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $226k 842.00 268.41
Mid-America Apartment (MAA) 0.2 $224k 1.1k 209.54
Cisco Systems (CSCO) 0.2 $213k 3.8k 55.74
Ishares Tr Ishares Biotech (IBB) 0.2 $210k 1.6k 130.27
United Parcel Service CL B (UPS) 0.2 $209k 973.00 214.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $204k 3.4k 59.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $201k 484.00 415.29