- New Purchases: BBK, SCHB, ACWI, IWN, SCI,
- Added Positions: VWO, VB, SCHP, VEA, VTI, VV, PRFZ, IWB, SCHE, T, SCHF, SDY, VSS, SCHA,
- Reduced Positions: VTEB, TIP, CORP, BND, GWX, HD, SCHZ, SPY, XOM, PXH, AAPL, SPYG, SO, BLV, BSV, GLD, SCHX,
- Sold Out: STI, GPN,
For the details of Resource Planning Group's stock buys and sells, go to https://www.gurufocus.com/guru/resource+planning+group/current-portfolio/portfolio
These are the top 5 holdings of Resource Planning Group- iShares Core U.S. Aggregate Bond ETF (AGG) - 280,153 shares, 20.05% of the total portfolio. Shares reduced by 0.14%
- Vanguard Total International Bond ETF (BNDX) - 357,202 shares, 12.90% of the total portfolio. Shares added by 0.37%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 216,160 shares, 12.60% of the total portfolio. Shares added by 0.24%
- Schwab U.S. TIPs ETF (SCHP) - 201,116 shares, 7.27% of the total portfolio. Shares added by 4.69%
- Vanguard FTSE Emerging Markets ETF (VWO) - 255,411 shares, 7.25% of the total portfolio. Shares added by 10.72%
Resource Planning Group initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,495 shares as of .
New Purchase: Schwab U.S. Broad MarketETF (SCHB)Resource Planning Group initiated holding in Schwab U.S. Broad MarketETF. The purchase prices were between $68.93 and $77.15, with an estimated average price of $73.75. The stock is now traded at around $77.47. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,466 shares as of .
New Purchase: iShares MSCI ACWI Index Fund (ACWI)Resource Planning Group initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $71.68 and $79.55, with an estimated average price of $76.58. The stock is now traded at around $78.83. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,739 shares as of .
New Purchase: iShares Russell 2000 Value ETF (IWN)Resource Planning Group initiated holding in iShares Russell 2000 Value ETF. The purchase prices were between $114.75 and $129, with an estimated average price of $123.11. The stock is now traded at around $123.22. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,604 shares as of .
New Purchase: Service Corp International (SCI)Resource Planning Group initiated holding in Service Corp International. The purchase prices were between $43.24 and $47.18, with an estimated average price of $45.07. The stock is now traded at around $48.17. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,400 shares as of .
Sold Out: SunTrust Banks Inc (STI)Resource Planning Group sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.
Sold Out: Global Payments Inc (GPN)Resource Planning Group sold out a holding in Global Payments Inc. The sale prices were between $155.13 and $183.49, with an estimated average price of $172.18.
Reduced: Vanguard Tax-Exempt Bond ETF (VTEB)Resource Planning Group reduced to a holding in Vanguard Tax-Exempt Bond ETF by 27.27%. The sale prices were between $53.19 and $53.86, with an estimated average price of $53.52. The stock is now traded at around $54.45. The impact to a portfolio due to this sale was -0.87%. Resource Planning Group still held 66,451 shares as of .
Reduced: Pimco Investment Grade Corporate Bond Index Exchan (CORP)Resource Planning Group reduced to a holding in Pimco Investment Grade Corporate Bond Index Exchan by 37.98%. The sale prices were between $107.94 and $110.29, with an estimated average price of $108.99. The stock is now traded at around $112.16. The impact to a portfolio due to this sale was -0.17%. Resource Planning Group still held 3,938 shares as of .
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