Resource Planning Group

Resource Planning Group as of Dec. 31, 2022

Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 64 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 11.6 $15M 150k 96.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.4 $9.3M 123k 75.28
Vanguard Index Fds Large Cap Etf (VV) 7.2 $9.0M 52k 174.20
Schwab Strategic Tr Us Tips Etf (SCHP) 6.7 $8.4M 163k 51.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $6.6M 167k 39.66
Vanguard Index Fds Small Cp Etf (VB) 5.2 $6.5M 36k 181.74
Ishares Msci Emrg Chn (EMXC) 5.1 $6.4M 134k 47.47
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 5.1 $6.3M 202k 31.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $5.3M 109k 48.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $5.0M 128k 38.98
Spdr Ser Tr Msci Usa Strtgic (QUS) 3.3 $4.1M 37k 110.31
Lattice Strategies Tr Hartford Mlt Etf (RODM) 3.1 $3.8M 155k 24.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $3.2M 33k 96.96
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.6 $2.0M 93k 21.51
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.5 $1.9M 12k 158.41
Apple (AAPL) 1.5 $1.8M 14k 129.93
Unified Ser Tr Ballast Smlmd Cp (MGMT) 1.4 $1.8M 55k 31.76
Vanguard Index Fds Value Etf (VTV) 1.4 $1.7M 12k 140.37
Coca-Cola Company (KO) 1.1 $1.4M 21k 63.61
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.1 $1.3M 53k 25.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.2M 49k 23.67
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.1M 7.6k 150.16
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM) 0.9 $1.1M 59k 19.48
Ameris Ban (ABCB) 0.8 $1.1M 22k 47.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.0M 21k 47.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $930k 23k 40.51
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.7 $908k 31k 29.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $896k 2.3k 382.43
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.7 $885k 23k 39.03
Home Depot (HD) 0.7 $848k 2.7k 315.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $846k 19k 45.52
Vanguard Index Fds Growth Etf (VUG) 0.7 $844k 4.0k 213.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $834k 18k 45.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $776k 24k 32.21
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $714k 9.6k 74.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $597k 7.7k 77.51
Ishares Tr Rus 1000 Etf (IWB) 0.5 $577k 4.7k 123.59
Ishares Tr Core Intl Aggr (IAGG) 0.5 $574k 12k 47.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $563k 1.8k 308.90
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $524k 11k 46.25
Ishares Tr Core S&p500 Etf (IVV) 0.4 $512k 1.3k 384.22
Microsoft Corporation (MSFT) 0.4 $473k 2.0k 239.87
Sonoco Products Company (SON) 0.4 $440k 7.2k 60.71
Pepsi (PEP) 0.3 $426k 2.4k 180.66
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $418k 4.7k 88.59
JPMorgan Chase & Co. (JPM) 0.3 $409k 3.1k 134.11
Johnson & Johnson (JNJ) 0.3 $388k 2.2k 176.66
Nucor Corporation (NUE) 0.3 $370k 2.8k 131.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $365k 1.4k 266.21
Ishares Tr Tips Bd Etf (TIP) 0.3 $356k 3.3k 106.43
Exxon Mobil Corporation (XOM) 0.3 $314k 2.8k 110.29
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $313k 4.3k 72.43
Pfizer (PFE) 0.2 $302k 5.9k 51.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $287k 4.0k 71.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $273k 9.2k 29.69
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $272k 5.3k 50.92
Amazon (AMZN) 0.2 $265k 3.2k 84.00
Southern Company (SO) 0.2 $228k 3.2k 71.42
United Parcel Service CL B (UPS) 0.2 $224k 1.3k 173.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $217k 4.8k 45.15
Bank of America Corporation (BAC) 0.2 $215k 6.5k 33.12
Ishares Tr Ishares Biotech (IBB) 0.2 $212k 1.6k 131.33
Ishares Msci Emerg Mrkt (EEMV) 0.2 $204k 3.8k 53.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $204k 842.00 241.89