Resource Planning Group 13F Holdings
CIK 0001537147 · ATLANTA, GA
As of Dec 31, 2023, Resource Planning Group reported 72 positions worth
CIK 0001537147 · ATLANTA, GA
As of Dec 31, 2023, Resource Planning Group reported 72 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 190,298 | 8.9M | 11.99% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 207,901 | 6.0M | 10.18% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 36,436 | $7.9M | 5.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 171,732 | $7.8M | 4.95% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 34,874 | $7.4M | 4.68% |
| VANGUARD 500 INDEX FUND | VOO | — | 14,442 | $6.3M | 4.01% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 103,585 | $5.7M | 3.65% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 110,269 | $5.4M | 3.46% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 178,933 | $5.2M | 3.32% |
| STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF | QUS | — | 36,258 | $4.8M | 3.04% |
| SCHWAB US TIPS ETF | SCHP | — | 85,997 | $4.5M | 2.85% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 107,182 | $4.4M | 2.80% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 125,997 | $4.4M | 2.79% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 81,727 | $4.0M | 2.52% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 35,695 | $3.5M | 2.24% |
| LATTICE STRATEGIES TR | RODM | — | 127,477 | $3.5M | 2.22% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 16,231 | $2.5M | 1.62% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 68,385 | $2.5M | 1.62% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 32,394 | $2.5M | 1.61% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 88,097 | $2.5M | 1.60% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 88,515 | $2.3M | 1.44% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 86,980 | $2.1M | 1.34% |
| APPLE INC | AAPL | Technology | 10,917 | $2.1M | 1.34% |
| UNIFIED SER TR | — | — | 46,217 | .7M | 1.09% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 41,937 | .6M | 1.00% |