Resource Planning Group Buys Truist Financial Corp, Sells iShares Core U.S. Aggregate Bond, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Total International Bond ETF

Author's Avatar
Apr 14, 2020
Article's Main Image
Investment company Resource Planning Group (Current Portfolio) buys Truist Financial Corp, sells iShares Core U.S. Aggregate Bond, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Total International Bond ETF, Vanguard FTSE Emerging Markets, Schwab U.S. TIPs during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Resource Planning Group. As of 2020Q1, Resource Planning Group owns 43 stocks with a total value of $106 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 (AGG) - 219,482 shares, 23.75% of the total portfolio. Shares reduced by 21.66%
  2. Vanguard Total International Bond ETF (BNDX) - 278,064 shares, 14.71% of the total portfolio. Shares reduced by 22.15%
  3. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 165,975 shares, 13.59% of the total portfolio. Shares reduced by 23.22%
  4. Schwab U.S. TIPs (SCHP) - 140,470 shares, 7.59% of the total portfolio. Shares reduced by 30.15%
  5. Vanguard FTSE Emerging Markets (VWO) - 175,413 shares, 5.53% of the total portfolio. Shares reduced by 31.32%
New Purchase: Truist Financial Corp (TFC)

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:

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