RC
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RESOURCE CONSULTING GROUP INC13F | |
| RESOURCE CONSULTING GROUP INC | |
| Last update 2024-01-11 | 69 Stocks (19 new) |
| Value $584.00 Mil | Turnover 5 % |
RESOURCE CONSULTING GROUP INC Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUV | Dimensional US Marketwide Value ETF | 4,566,496 | 169,965.0 | -0.69% | 29.100 | -0.21% | 1.840 | +12.30% | +4.65% | 11,613.4 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 1,572,359 | 82,281.6 | -0.79% | 14.090 | -0.11% | 0.900 | +17.99% | -0.56% | 10,877.7 | ||
DFIV | Dimensional International Value ETF | 2,314,169 | 79,514.9 | +2.26% | 13.610 | +0.30% | 1.440 | +13.93% | +23.32% | 12,213.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 487,446 | 71,722.8 | +9.13% | 12.280 | +1.03% | 0.220 | +14.14% | +3.43% | 52,924.5 | ||
DFAS | Dimensional U.S. Small Cap ETF | 1,053,036 | 62,782.0 | -7.17% | 10.750 | -0.83% | 1.080 | +17.73% | -0.04% | 10,448.8 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 893,675 | 45,823.2 | +0.86% | 7.850 | +0.07% | 0.190 | +1.86% | +3.74% | 21,443.1 | ||
IRMD | iRadimed Corp | 103,000 | 4,889.4 | New Holding | 0.840 | +0.84% | 0.820 | +11.80% | +5.94% | 736.3 | Medical Devices & Instruments | |
BRK.A | Berkshire Hathaway Inc | 9 | 4,883.6 | +50.00% | 0.840 | +0.28% | 0.000 | -8.60% | +3.93% | 1,017,162.4 | Insurance | |
DFAR | Dimensional US Real Estate ETF | 192,643 | 4,380.7 | +29.57% | 0.750 | +0.17% | 0.690 | +5.42% | +2.10% | 1,367.6 | ||
AVGO | Broadcom Inc | 33,960 | 3,790.8 | +0.21% | 0.650 | 0% | 0.000 | +61.20% | +21.77% | 1,320,781.7 | Semiconductors |
RESOURCE CONSULTING GROUP INC's Historical Top Holdings Breakdowns
RESOURCE CONSULTING GROUP INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QUAL | iShares MSCI USA Quality Factor ETF | 2023-12-31 | Add Add | +1.03% | 127.66 ($138.43) 147.99 | $183.38 | 32.47% | Add 9.13% | 487,446 | 40,769 | |
IRMD | iRadimed Corp | 2023-12-31 | New Buy New Buy | +0.84% | 37.31 ($42.04) 47.47 | $57.91 | 37.75% | New holding | 103,000 | 103,000 | |
DFAS | Dimensional U.S. Small Cap ETF | 2023-12-31 | Reduce Reduce | -0.83% | 48.83 ($53.59) 60.51 | $64.74 | 20.81% | Reduce -7.17% | 1,053,036 | -81,321 | |
TFC | Truist Financial Corp | 2023-12-31 | New Buy New Buy | +0.41% | 27.03 ($31.4) 37.64 | $44.36 | 41.27% | New holding | 64,077 | 64,077 | |
DFIV | Dimensional International Value ETF | 2023-12-31 | Add Add | +0.30% | 30.86 ($32.63) 34.46 | $42.84 | 31.29% | Add 2.26% | 2,314,169 | 51,041 | |
AMZN | Amazon.com Inc | 2023-12-31 | Add Add | +0.29% | 119.57 ($140.18) 154.07 | $223.19 | 59.22% | Add 363.55% | 14,305 | 11,219 | |
BRK.A | Berkshire Hathaway Inc | 2023-12-31 | Add Add | +0.28% | 503375 ($533852) 555800 | $707,681.00 | 32.56% | Add 50% | 9 | 3 | |
PEP | PepsiCo Inc | 2023-12-31 | Sold Out Sold Out | -0.26% | 158.08 ($165.85) 172.01 | $135.35 | -18.39% | Sold Out | 0 | -7,808 | |
DFUV | Dimensional US Marketwide Value ETF | 2023-12-31 | Reduce Reduce | -0.21% | 31.85 ($34.42) 37.39 | $42.45 | 23.33% | Reduce -0.69% | 4,566,496 | -31,816 | |
FDX | FedEx Corp | 2023-12-31 | New Buy New Buy | +0.18% | 227.93 ($254.05) 281.92 | $228.75 | -9.96% | New holding | 4,209 | 4,209 |
RESOURCE CONSULTING GROUP INC Total Holding History ($B)
RESOURCE CONSULTING GROUP INC's Asset Allocation
RESOURCE CONSULTING GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RESOURCE CONSULTING GROUP INC's Hypothetical Growth since 2023-12-31
RESOURCE CONSULTING GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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RESOURCE CONSULTING GROUP INC's Holdings Heat Map
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RESOURCE CONSULTING GROUP INC's Holdings Bubble Chart
RESOURCE CONSULTING GROUP INC News
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