- New Purchases: TFC,
- Added Positions: MSFT, AAPL,
- Reduced Positions: AGG, VCIT, BNDX, VWO, SCHP, VTEB, VB, VV, VEA, TIP, GWX, PRFZ, SCHE, BND, IWB, SCHZ, SCHF, SPY, SCHX, PXH, SO, T, BSV, VTV, VMBS, BLV, BIV,
- Sold Out: VTI, SCHA, CORP, BBK, VEU, VSS, XOM, YUM, SCHB, SDY, ACWI, SCI, IWN,
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 (AGG) - 219,482 shares, 23.75% of the total portfolio. Shares reduced by 21.66%
- Vanguard Total International Bond ETF (BNDX) - 278,064 shares, 14.71% of the total portfolio. Shares reduced by 22.15%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 165,975 shares, 13.59% of the total portfolio. Shares reduced by 23.22%
- Schwab U.S. TIPs (SCHP) - 140,470 shares, 7.59% of the total portfolio. Shares reduced by 30.15%
- Vanguard FTSE Emerging Markets (VWO) - 175,413 shares, 5.53% of the total portfolio. Shares reduced by 31.32%
Resource Planning Group initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $33.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,295 shares as of .
Sold Out: Vanguard Total Stock Market (VTI)Resource Planning Group sold out a holding in Vanguard Total Stock Market. The sale prices were between $111.91 and $172.17, with an estimated average price of $155.87.
Sold Out: Schwab U.S. Small-Cap (SCHA)Resource Planning Group sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.
Sold Out: Pimco Investment Grade Corporate Bond Index Exchan (CORP)Resource Planning Group sold out a holding in Pimco Investment Grade Corporate Bond Index Exchan. The sale prices were between $92.2 and $113.98, with an estimated average price of $108.88.
Sold Out: Truist Financial Corp (BBK)Resource Planning Group sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.
Sold Out: Vanguard FTSE All World Ex US (VEU)Resource Planning Group sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $35.86 and $54.78, with an estimated average price of $49.6.
Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)Resource Planning Group sold out a holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $67.64 and $112.37, with an estimated average price of $100.5.
Here is the complete portfolio of Resource Planning Group. Also check out:
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