HoldingsChannel.com
Resource Planning Group Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (AGG) 272,959 +3,550 $29,703
     AGG272,959+3,550$29,703
VANGUARD CHARLOTTE FDS (BNDX) 353,717 -3,693 $19,727
     BNDX353,717-3,693$19,727
VANGUARD SCOTTSDALE FDS (VCIT) 211,894 -644 $18,407
     VCIT211,894-644$18,407
SCHWAB STRATEGIC TR 180,131 +7,245 $9,907
     SCHP180,131+7,245$9,907
VANGUARD INTL EQUITY INDEX F (VWO) 218,297 +45,075 $9,278
     VWO218,297+45,075$9,278
VANGUARD INDEX FDS (VV) 46,781 +29,765 $6,072
     VV46,781+29,765$6,072
VANGUARD BD INDEX FD INC (BND) 72,808 -4,883 $5,911
     BND72,808-4,883$5,911
SCHWAB STRATEGIC TR 168,906 +50,528 $5,248
     FNDC168,906+50,528$5,248
VANGUARD MUN BD FD INC (VTEB) 93,492 -6,792 $4,876
     VTEB93,492-6,792$4,876
ISHARES TR (TIP) 35,000 -817 $3,957
     TIP35,000-817$3,957
VANGUARD TAX MANAGED INTL FD (VEA) 96,137 +1,411 $3,929
     VEA96,137+1,411$3,929
VANGUARD INDEX FDS (VB) 24,674 +6,729 $3,770
     VB24,674+6,729$3,770
INVESCO EXCHANGE TRADED FD T (PRFZ) 27,152 -3,503 $3,464
     PRFZ27,152-3,503$3,464
SPDR INDEX SHS FDS (GWX) 98,402 +4,024 $2,984
     GWX98,402+4,024$2,984
INVESCO EXCHANGE TRADED FD T (PRF) 25,549 -210 $2,896
     PRF25,549-210$2,896
COCA COLA CO 55,442 +31 $2,598
     KO55,442+31$2,598
VANGUARD INDEX FDS (VTI) 13,328 +13,328 $1,929
     VTI13,328+13,328$1,929
ISHARES TR (IWB) 9,575 -1,130 $1,506
     IWB9,575-1,130$1,506
SCHWAB STRATEGIC TR 28,407 -1,927 $1,474
     SCHZ28,407-1,927$1,474
SCHWAB STRATEGIC TR 51,115 +1,299 $1,329
     SCHE51,115+1,299$1,329
VANGUARD INDEX FDS (VTV) 8,902 -72 $958
     VTV8,902-72$958
PIMCO ETF TR (CORP) 8,365 -398 $868
     CORP8,365-398$868
HOME DEPOT INC 3,416 -124 $655
     HD3,416-124$655
SPDR S&P 500 ETF TR (SPY) 2,174 +140 $614
     SPY2,174+140$614
APPLE INC 3,194 +7 $607
     AAPL3,194+7$607
SCHWAB STRATEGIC TR 18,021 +625 $564
     SCHF18,021+625$564
SCHWAB STRATEGIC TR 7,159 -3,465 $501
     SCHA7,159-3,465$501
PEPSICO INC 4,038 UNCH $495
     PEP4,038UNCH$495
JPMORGAN CHASE & CO 4,645 +1 $470
     JPM4,645+1$470
VANGUARD SCOTTSDALE FDS (VGSH) 7,530 UNCH $455
     VGSH7,530UNCH$455
VANGUARD SCOTTSDALE FDS (VMBS) 8,666 -417 $454
     VMBS8,666-417$454
SONOCO PRODS CO 7,245 UNCH $446
     SON7,245UNCH$446
MICROSOFT CORP 3,704 UNCH $437
     MSFT3,704UNCH$437
SOUTHERN CO 7,951 -13 $411
     SO7,951-13$411
VANGUARD INTL EQUITY INDEX F (VSS) 3,926 -673 $409
     VSS3,926-673$409
VANGUARD BD INDEX FD INC (BLV) 4,401 -831 $405
     BLV4,401-831$405
WALMART INC 3,454 +1 $337
     WMT3,454+1$337
EXXON MOBIL CORP 4,177 +9 $337
     XOM4,177+9$337
MCDONALDS CORP 1,743 +9 $331
     MCD1,743+9$331
VANGUARD INTL EQUITY INDEX F (VEU) 6,568 +6,568 $329
     VEU6,568+6,568$329
BANK AMER CORP 10,824 UNCH $299
     BAC10,824UNCH$299
SUNTRUST BKS INC 4,789 UNCH $284
     STI4,789UNCH$284
YUM BRANDS INC 2,656 UNCH $265
     YUM2,656UNCH$265
TOTAL SYS SVCS INC 2,768 -781 $263
     TSS2,768-781$263
SCHWAB STRATEGIC TR 3,732 +121 $252
     SCHX3,732+121$252
FACEBOOK INC 1,434 +1,434 $239
     FB1,434+1,434$239
AT&T INC 7,599 +7,599 $238
     T7,599+7,599$238
ISHARES TR (ACWI) 3,225 +3,225 $233
     ACWI3,225+3,225$233

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 03/31/2019: $151,333
At 12/31/2018: $134,065

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.