Resource Planning Group

13F Portfolio Filings

  • Most recent 13F
    Q4 2023
  • Location
    atlanta, GA
  • CIK
    0001537147
  • All SEC filings
Q4 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

72

$157.32M
AGG, BSV, VV, VEA
13F-HR
Jan 10, 2024
000175496024000011

57

$117.97M
AGG, BSV, VV, VB
13F-HR
Nov 14, 2023
000175496023000339

59

$123.48M
AGG, VV, BSV, VB
13F-HR
Jul 28, 2023
000175496023000228

60

$123.07M
AGG, BSV, VV, SCHP
13F-HR
May 12, 2023
000175496023000162

64

$124.84M
AGG, BSV, VV, SCHP
13F-HR
Jan 31, 2023
000175496023000052

62

$115.01M
BSV, AGG, VV, SCHP
13F-HR
Nov 3, 2022
000175496022000293

64

$120.10M
AGG, BSV, VV, SCHP
13F-HR
Aug 2, 2022
000175496022000206

68

$139.18M
AGG, SCHP, VV, FNDC
13F-HR
Apr 20, 2022
000175496022000101

71

$149.06M
AGG, VV, SCHP, FNDC
13F-HR
Jan 12, 2022
000175496022000007

86

$159.13M
AGG, VV, SCHP, FNDC
13F-HR
Oct 12, 2021
000175496021000186

84

$172.73M
AGG, VCIT, VV, SCHP
13F-HR
Aug 13, 2021
000175496021000163

66

$152.57M
AGG, VCIT, VV, SCHP
13F-HR
Apr 14, 2021
000175496021000060

62

$140.61M
AGG, VCIT, VV, VWO
13F-HR
Feb 3, 2021
000175496021000030

60

$131.77M
AGG, VCIT, SCHP, VV
13F-HR
Nov 12, 2020
000175496020000082

55

$133.69M
AGG, BNDX, VCIT, SCHP
13F-HR
Sep 28, 2020
000175496020000060

48

$114.94M
AGG, BNDX, VCIT, SCHP
13F-HR
Apr 14, 2020
000175496020000022

60

$174.52M
AGG, BNDX, VCIT, SCHP
13F-HR
Jan 30, 2020
000175496020000011

57

$170.97M
AGG, BNDX, VCIT, SCHP
13F-HR
Oct 23, 2019
000175496019000034

58

$170.11M
AGG, BNDX, VCIT, SCHP
13F-HR
Jul 18, 2019
000175496019000021

49

$151.33M
AGG, BNDX, VCIT, SCHP
13F-HR
May 16, 2019
000175496019000015

44

$134.06M
AGG, BNDX, VCIT, SCHP
13F-HR
Jan 29, 2019
000175496019000004

42

$128.05M
AGG, BNDX, VCIT, SCHP
13F-HR
Nov 5, 2018
000175496018000005