Resource Planning Group
Q4 2023 13F Holdings
- Locationatlanta, GA
- Num holdings
72
- Value ($000)
$157,324
- Date Filed01/10/2024
- Form type13F-HR
- CIK0001537147
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.87M | 12 % | 190,298 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $16.01M | 10 % | 207,901 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $7.95M | 5 % | 36,436 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.78M | 5 % | 171,732 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $7.36M | 5 % | 34,874 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.31M | 4 % | 14,442 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $5.74M | 4 % | 103,585 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $5.44M | 4 % | 110,269 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.23M | 3 % | 178,933 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $4.79M | 3 % | 36,258 |
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