Resource Planning Group

Resource Planning Group as of March 31, 2023

Portfolio Holdings for Resource Planning Group

Resource Planning Group holds 60 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 11.1 $14M 137k 99.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.1 $10M 130k 76.49
Vanguard Index Fds Large Cap Etf (VV) 7.7 $9.5M 51k 186.81
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $7.6M 141k 53.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $6.8M 161k 42.58
Vanguard Index Fds Small Cp Etf (VB) 5.5 $6.7M 36k 187.70
Ishares Msci Emrg Chn (EMXC) 5.4 $6.6M 134k 49.33
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 5.0 $6.2M 187k 33.13
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.2 $5.1M 44k 115.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.2 $5.1M 105k 48.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $5.0M 123k 40.40
Lattice Strategies Tr Hartford Mlt Etf (RODM) 3.1 $3.8M 144k 26.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.1 $3.8M 38k 99.23
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.7 $2.1M 93k 22.99
Unified Ser Tr Ballast Smlmd Cp (MGMT) 1.6 $2.0M 59k 33.36
Apple (AAPL) 1.5 $1.8M 11k 164.90
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.4 $1.7M 10k 164.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $1.7M 34k 48.92
Vanguard Index Fds Value Etf (VTV) 1.3 $1.6M 12k 138.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.2M 47k 24.52
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $1.2M 7.6k 151.71
Coca-Cola Company (KO) 0.9 $1.1M 18k 62.03
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.9 $1.1M 40k 27.05
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM) 0.9 $1.1M 53k 20.45
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.1M 4.3k 249.45
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.7 $904k 23k 39.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $883k 19k 46.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $857k 18k 46.91
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.7 $854k 28k 30.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $824k 24k 34.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $770k 10k 76.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $752k 18k 41.93
Home Depot (HD) 0.5 $652k 2.2k 295.06
Ishares Tr Rus 1000 Etf (IWB) 0.5 $607k 4.6k 131.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $578k 7.2k 80.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $566k 1.4k 409.44
Ishares Tr Core S&p500 Etf (IVV) 0.5 $563k 1.4k 410.96
Sonoco Products Company (SON) 0.4 $442k 7.2k 61.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $436k 4.6k 93.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $386k 1.3k 308.77
Microsoft Corporation (MSFT) 0.3 $375k 1.3k 288.40
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $365k 7.8k 46.95
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $351k 4.6k 76.63
Nucor Corporation (NUE) 0.3 $336k 2.2k 154.47
Pepsi (PEP) 0.2 $305k 1.7k 182.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $303k 9.4k 32.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $295k 4.0k 73.83
JPMorgan Chase & Co. (JPM) 0.2 $293k 2.2k 130.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $290k 905.00 320.87
Ishares Tr Tips Bd Etf (TIP) 0.2 $288k 2.6k 110.24
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $287k 5.3k 53.73
Amazon (AMZN) 0.2 $278k 2.7k 103.29
Trust For Advised Portfolios Cornercap Fundam 0.2 $269k 8.2k 32.97
Exxon Mobil Corporation (XOM) 0.2 $249k 2.3k 109.66
Johnson & Johnson (JNJ) 0.2 $235k 1.5k 154.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $231k 4.8k 48.37
Ishares Msci Emerg Mrkt (EEMV) 0.2 $222k 4.1k 54.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $213k 2.4k 90.45
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $210k 6.7k 31.27
Ishares Tr Ishares Biotech (IBB) 0.2 $209k 1.6k 129.18