HoldingsChannel.com
Resource Planning Group Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
iShares Barclays Bond Index (AGG) 280,595 +7,636 $31,185
     AGG280,595+7,636$31,185
Vanguard Total Intl Bond Market Index (BNDX) 356,826 +3,109 $20,446
     BNDX356,826+3,109$20,446
Vanguard Interm Term Corp Bond (VCIT) 216,582 +4,688 $19,460
     VCIT216,582+4,688$19,460
Schwab US TIPS 188,976 +8,845 $10,641
     SCHP188,976+8,845$10,641
Vanguard Emerging Markets (VWO) 235,325 +17,028 $10,008
     VWO235,325+17,028$10,008
Schwab Fundamental International (FNDC) 272,546 +103,640 $8,509
     FNDC272,546+103,640$8,509
Vanguard Large Cap Etf (VV) 50,189 +3,408 $6,761
     VV50,189+3,408$6,761
Vanguard Bond Index Fund (BND) 64,211 -8,597 $5,334
     BND64,211-8,597$5,334
Vanguard Tax Exempt Bond ETF (VTEB) 91,361 -2,131 $4,849
     VTEB91,361-2,131$4,849
Vanguard US Small Cap (VB) 28,798 +4,124 $4,511
     VB28,798+4,124$4,511
Vanguard FTSE Developed Markets (VEA) 105,764 +9,627 $4,411
     VEA105,764+9,627$4,411
Ishares Tr Lehman Tips (TIP) 32,216 -2,784 $3,721
     TIP32,216-2,784$3,721
Powershares RAFI Small Cap (PRFZ) 25,002 -2,150 $3,192
     PRFZ25,002-2,150$3,192
Powershares RAFI Large Cap (PRF) 26,301 +752 $3,068
     PRF26,301+752$3,068
Hartford Multifactor Developed Foreign Markets 103,502 +103,502 $2,915
     RODM103,502+103,502$2,915
SPDR S&P International Small Cap (GWX) 93,170 -5,232 $2,790
     GWX93,170-5,232$2,790
Hartford Multifactor US Equity 74,250 +74,250 $2,351
     ROUS74,250+74,250$2,351
Coca Cola Co. 46,044 -9,398 $2,345
     KO46,044-9,398$2,345
Vanguard Total Stock Market (VTI) 13,220 -108 $1,984
     VTI13,220-108$1,984
Schwab Emerging Markets 61,708 +10,593 $1,619
     SCHE61,708+10,593$1,619
iShares Russell 1000 (IWB) 9,676 +101 $1,575
     IWB9,676+101$1,575
Schwab US Aggregate Bond 24,988 -3,419 $1,324
     SCHZ24,988-3,419$1,324
Vanguard Value (VTV) 8,904 +2 $988
     VTV8,904+2$988
Vanguard Growth (VUG) 5,892 +5,892 $963
     VUG5,892+5,892$963
Vanguard Short Term Bond (BSV) 10,927 +10,927 $880
     BSV10,927+10,927$880
Hartford Multifactor Emerging Markets 31,924 +31,924 $751
     ROAM31,924+31,924$751
SPDR S&P 500 (SPY) 2,474 +300 $725
     SPY2,474+300$725
Home Depot Inc. 3,419 +3 $711
     HD3,419+3$711
Pimco Invest Grade Corp 6,596 -1,769 $709
     CORP6,596-1,769$709
Apple Computer Inc 3,201 +7 $634
     AAPL3,201+7$634
J P Morgan Chase & Co 5,645 +1,000 $631
     JPM5,645+1,000$631
Schwab International Equity 18,468 +447 $593
     SCHF18,468+447$593
PepsiCo Inc. 4,038 UNCH $530
     PEP4,038UNCH$530
Vanguard Intermediate Term Bond (BIV) 5,929 +5,929 $513
     BIV5,929+5,929$513
Microsoft Corp. 3,703 -1 $496
     MSFT3,703-1$496
Schwab US Small 6,869 -290 $491
     SCHA6,869-290$491
Southern Company 8,843 +892 $489
     SO8,843+892$489
Sonoco Products Co 7,245 UNCH $473
     SON7,245UNCH$473
Vanguard Short Term Treasury (VGSH) 7,530 UNCH $459
     VGSH7,530UNCH$459
Vanguard Mortgage Backed (VMBS) 8,666 UNCH $458
     VMBS8,666UNCH$458
Vanguard Long Term Bond (BLV) 4,402 +1 $427
     BLV4,402+1$427
Invesco FTSE RAFI Emerging 17,520 +17,520 $378
     PXH17,520+17,520$378
Walmart Stores Inc. 3,326 -128 $367
     WMT3,326-128$367
McDonald s Corp. 1,751 +8 $364
     MCD1,751+8$364
Vanguard FTSE All World ex US Small Cap (VSS) 3,432 -494 $361
     VSS3,432-494$361
AT&T Inc. 10,251 +2,652 $344
     T10,251+2,652$344
Exxon Mobil Corporation 4,476 +299 $343
     XOM4,476+299$343
Vanguard International Equity (VEU) 6,568 UNCH $335
     VEU6,568UNCH$335
Bank of America Corp. 10,824 UNCH $314
     BAC10,824UNCH$314
Schwab US Large 4,435 +703 $311
     SCHX4,435+703$311

See Full List: All Stocks Held By Resource Planning Group
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Resource Planning Group

Size ($ in 1000's)
At 06/30/2019: $170,107
At 03/31/2019: $151,333

Resource Planning Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Resource Planning Group 13F filings. Link to 13F filings: SEC filings

Resource Planning Group Top Holdings 13F Filings | www.HoldingsChannel.com

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