All Stocks Held By Resource Planning Group

As of 12/31/2023, we find all stocks held by Resource Planning Group to be as follows, presented in the table below with each row detailing each Resource Planning Group position, ordered by largest to smallest position size. The all-stocks-held-by-Resource Planning Group table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Resource Planning Group as of the latest filing.

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
SONOCO PRODS CO	7,245	UNCH	$405
SON	7,245	UNCH	$405
AMAZON COM INC	2,585	-80	$393
AMZN	2,585	-80	$393
ISHARES TR (ESGU)	3,746	UNCH	$393
ESGU	3,746	UNCH	$393
NUCOR CORP	2,172	UNCH	$378
NUE	2,172	UNCH	$378
VANGUARD BD INDEX FDS (BIV)	4,743	-1,144	$362
BIV	4,743	-1,144	$362
PACER FDS TR	6,647	-1,123	$346
COWZ	6,647	-1,123	$346
JPMORGAN CHASE & CO	1,902	UNCH	$324
JPM	1,902	UNCH	$324
ISHARES TR (MUB)	2,912	+2,912	$316
MUB	2,912	+2,912	$316
ISHARES TR (SUB)	2,951	+2,951	$311
SUB	2,951	+2,951	$311
VICTORY PORTFOLIOS II	6,101	UNCH	$286
UITB	6,101	UNCH	$286
PEPSICO INC	1,676	+64	$285
PEP	1,676	+64	$285
VANGUARD INTL EQUITY INDEX F (VSS)	2,478	-516	$285
VSS	2,478	-516	$285
ISHARES TR (ILTB)	5,340	-96	$281
ILTB	5,340	-96	$281
VANGUARD BD INDEX FDS (BND)	3,664	UNCH	$269
BND	3,664	UNCH	$269
VANGUARD BD INDEX FDS (BLV)	3,545	-964	$264
BLV	3,545	-964	$264
VANGUARD INDEX FDS (VO)	1,056	+1,056	$246
VO	1,056	+1,056	$246
JOHNSON & JOHNSON	1,441	+1	$226
JNJ	1,441	+1	$226
ISHARES TR (IBB)	1,620	+1,620	$220
IBB	1,620	+1,620	$220
SPDR INDEX SHS FDS (SPDW)	6,460	-2,876	$220
SPDW	6,460	-2,876	$220
EXXON MOBIL CORP	2,131	+2	$213
XOM	2,131	+2	$213
ISHARES TR (TIP)	1,936	-401	$208
TIP	1,936	-401	$208
ISHARES TR (IVV)	424	-194	$203
IVV	424	-194	$203
VANGUARD SCOTTSDALE FDS	0	-3,367	$0 (exited)
VCIT	0	-3,367	$0

See Summary: Resource Planning Group Top Holdings
See Details: Top 10 Stocks Held By Resource Planning Group

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MTUM	+16,231	+$2,546
DFUV	+68,385	+$2,545
USMV	+32,394	+$2,528
DFIC	+88,515	+$2,260
DFAR	+88,097	+$2,003
DIHP	+43,940	+$1,128
IMTM	+32,480	+$1,114
DFIV	+32,204	+$1,107
EFAV	+15,883	+$1,101
AVEM	+16,775	+$946

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VCIT	-3,367	-$256

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAC	+168,648	+$4,961
BNDX	+71,740	+$3,600
BSV	+69,148	+$5,583
AGG	+56,556	+$6,313
VEA	+29,411	+$1,965
VOO	+12,662	+$5,609
ROAM	+259	+$75
AAPL	+188	+$265
PEP	+64	+$12
MSFT	+6	+$75

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FNDC	-54,178	-$1,399
SCHP	-42,016	-$1,974
RODM	-27,215	-$473
EMXC	-23,677	-$601
DFIS	-20,889	-$265
SCHO	-20,035	-$913
MGMT	-17,892	-$499
QUS	-13,194	-$1,178
VV	-11,580	-$1,448

Resource Planning Group Info

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

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