HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (AGG) |
190,298 | +56,556 | $18,867 |
| AGG | 190,298 | +56,556 | $18,867 |
| VANGUARD BD INDEX FDS (BSV) |
207,901 | +69,148 | $16,013 |
| BSV | 207,901 | +69,148 | $16,013 |
| VANGUARD INDEX FDS (VV) |
36,436 | -11,580 | $7,948 |
| VV | 36,436 | -11,580 | $7,948 |
| VANGUARD TAX MANAGED FDS (VEA) |
171,732 | +29,411 | $7,785 |
| VEA | 171,732 | +29,411 | $7,785 |
| VANGUARD INDEX FDS (VB) |
34,874 | -158 | $7,365 |
| VB | 34,874 | -158 | $7,365 |
| VANGUARD INDEX FDS (VOO) |
14,442 | +12,662 | $6,308 |
| VOO | 14,442 | +12,662 | $6,308 |
| ISHARES INC (EMXC) |
103,585 | -23,677 | $5,740 |
| EMXC | 103,585 | -23,677 | $5,740 |
| VANGUARD CHARLOTTE FDS (BNDX) |
110,269 | +71,740 | $5,443 |
| BNDX | 110,269 | +71,740 | $5,443 |
| DIMENSIONAL ETF TRUST (DFAC) |
178,933 | +168,648 | $5,230 |
| DFAC | 178,933 | +168,648 | $5,230 |
| SPDR SER TR (QUS) |
36,258 | -13,194 | $4,790 |
| QUS | 36,258 | -13,194 | $4,790 |
| SCHWAB STRATEGIC TR |
85,997 | -42,016 | $4,489 |
| SCHP | 85,997 | -42,016 | $4,489 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
107,182 | -8,129 | $4,405 |
| VWO | 107,182 | -8,129 | $4,405 |
| SCHWAB STRATEGIC TR |
125,997 | -54,178 | $4,392 |
| FNDC | 125,997 | -54,178 | $4,392 |
| SCHWAB STRATEGIC TR |
81,727 | -20,035 | $3,960 |
| SCHO | 81,727 | -20,035 | $3,960 |
| ISHARES TR (STIP) |
35,695 | -4,365 | $3,519 |
| STIP | 35,695 | -4,365 | $3,519 |
| LATTICE STRATEGIES TR |
127,477 | -27,215 | $3,495 |
| RODM | 127,477 | -27,215 | $3,495 |
| ISHARES TR (MTUM) |
16,231 | +16,231 | $2,546 |
| MTUM | 16,231 | +16,231 | $2,546 |
| DIMENSIONAL ETF TRUST (DFUV) |
68,385 | +68,385 | $2,545 |
| DFUV | 68,385 | +68,385 | $2,545 |
| ISHARES TR (USMV) |
32,394 | +32,394 | $2,528 |
| USMV | 32,394 | +32,394 | $2,528 |
| DIMENSIONAL ETF TRUST (DFIC) |
88,515 | +88,515 | $2,260 |
| DFIC | 88,515 | +88,515 | $2,260 |
| APPLE INC |
10,917 | +188 | $2,102 |
| AAPL | 10,917 | +188 | $2,102 |
| DIMENSIONAL ETF TRUST (DFIS) |
86,980 | -20,889 | $2,102 |
| DFIS | 86,980 | -20,889 | $2,102 |
| DIMENSIONAL ETF TRUST (DFAR) |
88,097 | +88,097 | $2,003 |
| DFAR | 88,097 | +88,097 | $2,003 |
| UNIFIED SER TR |
46,217 | -17,892 | $1,710 |
| MGMT | 46,217 | -17,892 | $1,710 |
| INVESCO EXCHANGE TRADED FD T (PRFZ) |
41,937 | -4,403 | $1,572 |
| PRFZ | 41,937 | -4,403 | $1,572 |
| LATTICE STRATEGIES TR |
53,315 | +259 | $1,192 |
| ROAM | 53,315 | +259 | $1,192 |
| DIMENSIONAL ETF TRUST (DIHP) |
43,940 | +43,940 | $1,128 |
| DIHP | 43,940 | +43,940 | $1,128 |
| VANGUARD INDEX FDS (VTV) |
7,469 | -2,538 | $1,117 |
| VTV | 7,469 | -2,538 | $1,117 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
31,964 | -2,937 | $1,116 |
| PRF | 31,964 | -2,937 | $1,116 |
| ISHARES TR (IMTM) |
32,480 | +32,480 | $1,114 |
| IMTM | 32,480 | +32,480 | $1,114 |
| DIMENSIONAL ETF TRUST (DFIV) |
32,204 | +32,204 | $1,107 |
| DFIV | 32,204 | +32,204 | $1,107 |
| ISHARES TR (EFAV) |
15,883 | +15,883 | $1,101 |
| EFAV | 15,883 | +15,883 | $1,101 |
| ISHARES TR (IWB) |
3,995 | -479 | $1,048 |
| IWB | 3,995 | -479 | $1,048 |
| COLUMBIA ETF TR II (XCEM) |
33,174 | -3,974 | $1,004 |
| XCEM | 33,174 | -3,974 | $1,004 |
| COCA COLA CO |
16,616 | -725 | $979 |
| KO | 16,616 | -725 | $979 |
| VANGUARD INDEX FDS (VUG) |
3,099 | -1,039 | $964 |
| VUG | 3,099 | -1,039 | $964 |
| AMERICAN CENTY ETF TR (AVEM) |
16,775 | +16,775 | $946 |
| AVEM | 16,775 | +16,775 | $946 |
| LATTICE STRATEGIES TR |
20,370 | -1,130 | $896 |
| ROUS | 20,370 | -1,130 | $896 |
| SCHWAB STRATEGIC TR |
34,867 | -8,334 | $864 |
| SCHE | 34,867 | -8,334 | $864 |
| HOME DEPOT INC |
2,314 | UNCH | $802 |
| HD | 2,314 | UNCH | $802 |
| AMERICAN CENTY ETF TR (AVSC) |
14,610 | +14,610 | $746 |
| AVSC | 14,610 | +14,610 | $746 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
16,064 | -2,133 | $745 |
| VMBS | 16,064 | -2,133 | $745 |
| SPDR INDEX SHS FDS (GWX) |
22,852 | -2,541 | $723 |
| GWX | 22,852 | -2,541 | $723 |
| SCHWAB STRATEGIC TR |
19,543 | -3,060 | $722 |
| SCHF | 19,543 | -3,060 | $722 |
| SCHWAB STRATEGIC TR |
15,435 | -2,742 | $720 |
| SCHZ | 15,435 | -2,742 | $720 |
| SCHWAB STRATEGIC TR |
15,121 | -2,364 | $714 |
| SCHA | 15,121 | -2,364 | $714 |
| ISHARES TR (SMMV) |
19,375 | +19,375 | $691 |
| SMMV | 19,375 | +19,375 | $691 |
| SPDR S&P 500 ETF TR (SPY) |
1,037 | +4 | $493 |
| SPY | 1,037 | +4 | $493 |
| MICROSOFT CORP |
1,218 | +6 | $458 |
| MSFT | 1,218 | +6 | $458 |
 BERKSHIRE HATHAWAY INC DEL |
$446 | ||
| BRK.B | 1,250 | UNCH | $446 |
See Full List: All Stocks Held By Resource Planning Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Resource Planning Group
|
Size ($ in 1000's)
At 12/31/2023: $157,387 At 09/30/2023: $118,491 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 |
