Resource Planning Group Top Holdings and 13F Report (2024) About Resource Planning GroupInvestment ActivityResource Planning Group has $157.32 million in total holdings as of December 31, 2023.Resource Planning Group owns shares of 72 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 29.65% of the portfolio was purchased this quarter.About 10.23% of the portfolio was sold this quarter.This quarter, Resource Planning Group has purchased 57 new stocks and bought additional shares in 13 stocks.Resource Planning Group sold shares of 35 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $18,866,891Vanguard Short-Term Bond ETF $16,012,504Vanguard Large-Cap ETF $7,948,412Vanguard FTSE Developed Markets ETF $7,784,897Vanguard Small-Cap ETF $7,364,585 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $2,546,482 HoldingDimensional US Marketwide Value ETF $2,545,290 HoldingiShares MSCI USA Min Vol Factor ETF $2,527,704 HoldingDimensional US Real Estate ETF $2,520,455 HoldingDimensional International Core Equity 2 ETF $2,259,788 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 56,556 shares (about $5.61M)Vanguard S&P 500 ETF 12,662 shares (about $5.53M)Vanguard Short-Term Bond ETF 69,148 shares (about $5.33M)Dimensional U.S. Core Equity 2 ETF 168,648 shares (about $4.93M)Vanguard Total International Bond ETF 71,740 shares (about $3.54M) Largest Sales this Quarter Vanguard Large-Cap ETF 11,580 shares (about $2.53M)Schwab U.S. TIPS ETF 42,016 shares (about $2.19M)Schwab Fundamental International Small Cap Company Index ETF 54,178 shares (about $1.89M)SPDR MSCI USA StrategicFactors ETF 13,194 shares (about $1.74M)iShares MSCI Emerging Markets ex China ETF 23,677 shares (about $1.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofResource Planning Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$18,866,891$5,607,184 ▲42.3%190,29812.0%FinanceBSVVanguard Short-Term Bond ETF$16,012,504$5,325,769 ▲49.8%207,90110.2%ETFVVVanguard Large-Cap ETF$7,948,412$2,526,145 ▼-24.1%36,4365.1%ETFVEAVanguard FTSE Developed Markets ETF$7,784,897$1,333,250 ▲20.7%171,7324.9%ETFVBVanguard Small-Cap ETF$7,364,585$33,366 ▼-0.5%34,8744.7%ETFVOOVanguard S&P 500 ETF$6,308,274$5,530,769 ▲711.3%14,4424.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,739,637$1,311,941 ▼-18.6%103,5853.6%ManufacturingBNDXVanguard Total International Bond ETF$5,443,424$3,541,442 ▲186.2%110,2693.5%ETFDFACDimensional U.S. Core Equity 2 ETF$5,230,212$4,929,581 ▲1,639.7%178,9333.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$4,790,423$1,743,197 ▼-26.7%36,2583.0%ETFSCHPSchwab U.S. TIPS ETF$4,489,058$2,193,242 ▼-32.8%85,9972.9%ETFVWOVanguard FTSE Emerging Markets ETF$4,405,185$334,102 ▼-7.0%107,1822.8%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$4,392,250$1,888,643 ▼-30.1%125,9972.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,959,673$970,696 ▼-19.7%81,7272.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,519,144$430,342 ▼-10.9%35,6952.2%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$3,495,420$746,235 ▼-17.6%127,4772.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,546,482$2,546,482 ▲New Holding16,2311.6%ETFDFUVDimensional US Marketwide Value ETF$2,545,290$2,545,290 ▲New Holding68,3851.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,527,704$2,527,704 ▲New Holding32,3941.6%ETFDFARDimensional US Real Estate ETF$2,520,455$2,520,455 ▲New Holding88,0971.6%ETFDFICDimensional International Core Equity 2 ETF$2,259,788$2,259,788 ▲New Holding88,5151.4%ETFDFISDimensional International Small Cap ETF$2,102,303$504,886 ▼-19.4%86,9801.3%ETFAAPLApple$2,101,935$36,197 ▲1.8%10,9171.3%Computer and TechnologyMGMTBallast Small/Mid Cap ETF$1,710,456$662,169 ▼-27.9%46,2171.1%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$1,572,233$165,070 ▼-9.5%41,9371.0%ManufacturingROAMHartford Multifactor Emerging Markets ETF$1,191,995$5,791 ▲0.5%53,3150.8%ETFDIHPDimensional International High Profitability ETF$1,127,500$1,127,500 ▲New Holding43,9400.7%ETFVTVVanguard Value ETF$1,116,542$379,406 ▼-25.4%7,4690.7%ETFPRFInvesco FTSE RAFI US 1000 ETF$1,116,474$102,587 ▼-8.4%31,9640.7%ETFIMTMiShares MSCI Intl Momentum Factor ETF$1,113,739$1,113,739 ▲New Holding32,4800.7%ETFDFIVDimensional International Value ETF$1,106,529$1,106,529 ▲New Holding32,2040.7%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,101,327$1,101,327 ▲New Holding15,8830.7%ETFXCEMColumbia EM Core ex-China ETF$1,004,177$120,293 ▼-10.7%33,1740.6%ETFKOCoca-Cola$979,169$42,724 ▼-4.2%16,6160.6%Consumer StaplesVUGVanguard Growth ETF$963,530$323,042 ▼-25.1%3,0990.6%ETFAVEMAvantis Emerging Markets Equity ETF$945,942$945,942 ▲New Holding16,7750.6%ETFROUSHartford Multifactor US Equity ETF$896,076$49,709 ▼-5.3%20,3700.6%ETFSCHESchwab Emerging Markets Equity ETF$864,352$206,600 ▼-19.3%34,8670.5%ETFHDHome Depot$801,9880.0%2,3140.5%Retail/WholesaleAVSCAvantis U.S. Small Cap Equity ETF$745,987$745,987 ▲New Holding14,6100.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$744,725$98,886 ▼-11.7%16,0640.5%ETFGWXSPDR S&P International Small Cap ETF$723,048$80,398 ▼-10.0%22,8520.5%ETFSCHFSchwab International Equity ETF$722,309$113,098 ▼-13.5%19,5430.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$719,567$127,830 ▼-15.1%15,4350.5%ETFSCHASchwab US Small-Cap ETF$714,316$111,675 ▼-13.5%15,1210.5%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$691,494$691,494 ▲New Holding19,3750.4%ETFIWBiShares Russell 1000 ETF$542,091$64,997 ▼-10.7%3,9950.3%ETFSPYSPDR S&P 500 ETF Trust$492,948$1,901 ▲0.4%1,0370.3%FinanceMSFTMicrosoft$458,118$2,257 ▲0.5%1,2180.3%Computer and TechnologyBRK.BBerkshire Hathaway$445,9730.0%1,2500.3%FinanceSONSonoco Products$404,7780.0%7,2450.3%Industrial ProductsESGUiShares ESG Aware MSCI USA ETF$393,0300.0%3,7460.2%ManufacturingAMZNAmazon.com$392,765$12,155 ▼-3.0%2,5850.2%Retail/WholesaleNUENucor$378,0150.0%2,1720.2%Basic MaterialsBIVVanguard Intermediate-Term Bond ETF$362,294$87,384 ▼-19.4%4,7430.2%ETFCOWZPacer US Cash Cows 100 ETF$345,563$58,382 ▼-14.5%6,6470.2%ETFJPMJPMorgan Chase & Co.$323,5300.0%1,9020.2%FinanceMUBiShares National Muni Bond ETF$315,690$315,690 ▲New Holding2,9120.2%ETFSUBiShares Short-Term National Muni Bond ETF$311,124$311,124 ▲New Holding2,9510.2%ETFUITBVictoryShares Core Intermediate Bond ETF$286,1980.0%6,1010.2%ETFPEPPepsiCo$284,652$10,870 ▲4.0%1,6760.2%Consumer StaplesILTBiShares Core 10+ Year USD Bond ETF$280,777$5,048 ▼-1.8%5,3400.2%ETFBNDVanguard Total Bond Market ETF$269,4870.0%3,6640.2%ETFBLVVanguard Long-Term Bond ETF$264,357$71,887 ▼-21.4%3,5450.2%ETFVOVanguard Mid-Cap ETF$245,668$245,668 ▲New Holding1,0560.2%ETFJNJJohnson & Johnson$225,857$157 ▲0.1%1,4410.1%MedicalIBBiShares Biotechnology ETF$220,062$220,062 ▲New Holding1,6200.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$219,705$97,813 ▼-30.8%6,4600.1%ETFXOMExxon Mobil$213,105$200 ▲0.1%2,1310.1%Oils/EnergyVSSVanguard FTSE All-World ex-US Small-Cap ETF$210,045$43,738 ▼-17.2%2,4780.1%ETFTIPiShares TIPS Bond ETF$208,117$43,107 ▼-17.2%1,9360.1%ETFIVViShares Core S&P 500 ETF$202,525$92,665 ▼-31.4%4240.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$255,799 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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