Resource Planning Group Buys Truist Financial Corp, Schwab U.S. Broad MarketETF, iShares MSCI ACWI Index Fund, Sells Vanguard Tax-Exempt Bond ETF, SunTrust Banks Inc, Pimco Investment Grade Corporate Bond Index Exchan

Author's Avatar
Jan 30, 2020
Article's Main Image
Investment company Resource Planning Group (Current Portfolio) buys Truist Financial Corp, Schwab U.S. Broad MarketETF, iShares MSCI ACWI Index Fund, iShares Russell 2000 Value ETF, Service Corp International, sells Vanguard Tax-Exempt Bond ETF, SunTrust Banks Inc, Pimco Investment Grade Corporate Bond Index Exchan, Global Payments Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Resource Planning Group. As of 2019Q4, Resource Planning Group owns 55 stocks with a total value of $157 million. These are the details of the buys and sells.

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
  1. iShares Core U.S. Aggregate Bond ETF (AGG) - 280,153 shares, 20.05% of the total portfolio. Shares reduced by 0.14%
  2. Vanguard Total International Bond ETF (BNDX) - 357,202 shares, 12.90% of the total portfolio. Shares added by 0.37%
  3. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 216,160 shares, 12.60% of the total portfolio. Shares added by 0.24%
  4. Schwab U.S. TIPs ETF (SCHP) - 201,116 shares, 7.27% of the total portfolio. Shares added by 4.69%
  5. Vanguard FTSE Emerging Markets ETF (VWO) - 255,411 shares, 7.25% of the total portfolio. Shares added by 10.72%
New Purchase: Truist Financial Corp (BBK)

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 .



Here is the complete portfolio of Resource Planning Group. Also check out:

1. Resource Planning Group's Undervalued Stocks
2. Resource Planning Group's Top Growth Companies, and
3. Resource Planning Group's High Yield stocks
4. Stocks that Resource Planning Group keeps buying