HoldingsChannel.com
Resource Planning Group Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (AGG) 219,482 -60,671 $25,263
     AGG219,482-60,671$25,263
VANGUARD CHARLOTTE FDS (BNDX) 278,064 -79,138 $15,644
     BNDX278,064-79,138$15,644
VANGUARD SCOTTSDALE FDS (VCIT) 165,975 -50,185 $14,455
     VCIT165,975-50,185$14,455
SCHWAB STRATEGIC TR 140,470 -60,646 $8,078
     SCHP140,470-60,646$8,078
VANGUARD INTL EQUITY INDEX F (VWO) 175,413 -79,998 $5,885
     VWO175,413-79,998$5,885
VANGUARD INDEX FDS (VV) 45,083 -9,826 $5,339
     VV45,083-9,826$5,339
SCHWAB STRATEGIC TR 210,713 -78,719 $4,948
     FNDC210,713-78,719$4,948
VANGUARD BD INDEX FDS (BND) 50,330 -6,164 $4,296
     BND50,330-6,164$4,296
VANGUARD INDEX FDS (VB) 25,212 -10,519 $2,870
     VB25,212-10,519$2,870
VANGUARD TAX MANAGED INTL FD (VEA) 82,081 -34,532 $2,430
     VEA82,081-34,532$2,430
COCA COLA CO 45,946 +420 $2,033
     KO45,946+420$2,033
ISHARES TR (TIP) 16,720 -9,996 $1,972
     TIP16,720-9,996$1,972
INVESCO EXCHANGE TRADED FD T (PRFZ) 19,660 -5,574 $1,758
     PRFZ19,660-5,574$1,758
VANGUARD MUN BD FD INC (VTEB) 26,321 -40,130 $1,392
     VTEB26,321-40,130$1,392
SPDR INDEX SHS FDS (GWX) 53,478 -31,327 $1,216
     GWX53,478-31,327$1,216
LATTICE STRATEGIES TR 45,899 -22,832 $1,198
     ROUS45,899-22,832$1,198
INVESCO EXCHANGE TRADED FD T (PRF) 12,417 -7,814 $1,125
     PRF12,417-7,814$1,125
LATTICE STRATEGIES TR 46,548 -47,145 $1,026
     RODM46,548-47,145$1,026
SCHWAB STRATEGIC TR 17,863 -4,979 $969
     SCHZ17,863-4,979$969
VANGUARD INDEX FDS (VUG) 5,861 -33 $918
     VUG5,861-33$918
VANGUARD BD INDEX FDS (BSV) 10,289 -431 $846
     BSV10,289-431$846
VANGUARD INDEX FDS (VTV) 8,638 -252 $769
     VTV8,638-252$769
ISHARES TR (IWB) 7,072 -2,846 $728
     IWB7,072-2,846$728
APPLE INC 2,859 +54 $727
     AAPL2,859+54$727
SCHWAB STRATEGIC TR 33,320 -19,418 $689
     SCHE33,320-19,418$689
MICROSOFT CORP 3,541 +124 $558
     MSFT3,541+124$558
HOME DEPOT INC 2,930 +8 $547
     HD2,930+8$547
VANGUARD BD INDEX FDS (BIV) 5,796 -133 $518
     BIV5,796-133$518
JPMORGAN CHASE & CO 5,709 +24 $514
     JPM5,709+24$514
PEPSICO INC 4,047 +4 $486
     PEP4,047+4$486
SPDR S&P 500 ETF TR (SPY) 1,835 -369 $473
     SPY1,835-369$473
VANGUARD SCOTTSDALE FDS (VGSH) 7,530 UNCH $469
     VGSH7,530UNCH$469
VANGUARD SCOTTSDALE FDS (VMBS) 8,459 -207 $461
     VMBS8,459-207$461
VANGUARD BD INDEX FDS (BLV) 4,212 -100 $449
     BLV4,212-100$449
SCHWAB STRATEGIC TR 16,578 -4,195 $428
     SCHF16,578-4,195$428
SOUTHERN CO 7,806 -745 $423
     SO7,806-745$423
WALMART INC 3,269 UNCH $371
     WMT3,269UNCH$371
SONOCO PRODS CO 7,245 UNCH $336
     SON7,245UNCH$336
MCDONALDS CORP 1,786 +17 $295
     MCD1,786+17$295
AT&T INC 8,924 -898 $260
     T8,924-898$260
LATTICE STRATEGIES TR 15,338 -11,399 $254
     ROAM15,338-11,399$254
SPDR GOLD TRUST (GLD) 1,690 UNCH $250
     GLD1,690UNCH$250
FACEBOOK INC 1,399 +3 $233
     FB1,399+3$233
BK OF AMERICA CORP 10,824 -22 $230
     BAC10,824-22$230
TRUIST FINL CORP 7,295 -200 $225
     TFC7,295-200$225
SPDR SER TR (SPYG) 6,091 UNCH $218
     SPYG6,091UNCH$218
SCHWAB STRATEGIC TR 3,306 -1,176 $202
     SCHX3,306-1,176$202

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

See Details: Top 10 Stocks Held By Resource Planning Group

Size ($ in 1000's)
At 03/31/2020: $114,935
At 12/31/2019: $174,520

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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