RP
| |
Resource Planning Group13F | |
| Resource Planning Group | |
| Last update 2024-01-10 | 72 Stocks (16 new) |
| Value $157.00 Mil | Turnover 30 % |
Resource Planning Group 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 190,298 | 18,866.9 | +42.29% | 11.990 | +3.56% | 0.020 | -0.27% | +1.22% | 121,826.7 | ||
BSV | Vanguard Short-Term Bond ETF | 207,901 | 16,012.5 | +49.84% | 10.180 | +3.39% | 0.040 | +1.29% | +2.11% | 34,538.5 | ||
VV | Vanguard Large Cap ETF | 36,436 | 7,948.4 | -24.12% | 5.050 | -1.92% | 0.030 | -2.54% | -0.08% | 38,131.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 171,732 | 7,784.9 | +20.67% | 4.950 | +0.85% | 0.010 | +7.64% | +15.34% | 145,178.9 | ||
VB | Vanguard Small Cap ETF | 34,874 | 7,364.6 | -0.45% | 4.680 | -0.03% | 0.020 | -4.95% | -5.22% | 57,206.1 | ||
VOO | Vanguard S&P 500 ETF | 14,442 | 6,308.3 | +711.35% | 4.010 | +3.52% | 0.000 | -2.56% | -0.22% | 579,322.8 | ||
EMXC | iShares MSCI Emerging Markets ex China ETF | 103,585 | 5,739.6 | -18.60% | 3.650 | -1.00% | 0.140 | +4.60% | +7.48% | 15,341.3 | ||
BNDX | Vanguard Total International Bond ETF | 110,269 | 5,443.4 | +186.20% | 3.460 | +2.25% | 0.010 | -0.13% | +0.38% | 62,796.1 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 178,933 | 5,230.2 | +1,639.75% | 3.320 | +3.13% | 0.020 | -3.26% | -1.55% | 32,495.3 | ||
QUS | SPDR MSCI USA StrategicFactors SM ETF | 36,258 | 4,790.4 | -26.68% | 3.040 | -1.35% | 0.440 | -2.01% | +2.09% | 1,487.5 |
Resource Planning Group's Historical Top Holdings Breakdowns
Resource Planning Group'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 2023-12-31 | Add | +3.56% | 91.67 ($95.17) 99.66 | $96.82 | 1.73% | Add 42.29% | 190,298 | 56,556 | |
VOO | Vanguard S&P 500 ETF | 2023-12-31 | Add | +3.52% | 377.32 ($409.4) 438.19 | $535.77 | 30.87% | Add 711.35% | 14,442 | 12,662 | |
BSV | Vanguard Short-Term Bond ETF | 2023-12-31 | Add | +3.39% | 74.64 ($75.7) 77.03 | $77.94 | 2.96% | Add 49.84% | 207,901 | 69,148 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2023-12-31 | Add | +3.13% | 24.91 ($27.06) 29.38 | $33.97 | 25.54% | Add 1639.75% | 178,933 | 168,648 | |
BNDX | Vanguard Total International Bond ETF | 2023-12-31 | Add | +2.25% | 47.38 ($48.69) 50.85 | $48.83 | 0.29% | Add 186.2% | 110,269 | 71,740 | |
VV | Vanguard Large Cap ETF | 2023-12-31 | Reduce | -1.92% | 188 ($204.41) 219.17 | $268.57 | 31.39% | Reduce -24.12% | 36,436 | -11,580 | |
SCHP | Schwab U.S. Tips ETF | 2023-12-31 | Reduce | -1.80% | 49.69 ($50.87) 52.46 | $26.22 | -48.46% | Reduce -32.82% | 85,997 | -42,016 | |
DFUV | Dimensional US Marketwide Value ETF | 2023-12-31 | New Buy | +1.62% | 31.85 ($34.42) 37.39 | $40.43 | 17.46% | New holding | 68,385 | 68,385 | |
MTUM | iShares MSCI USA Momentum Factor ETF | 2023-12-31 | New Buy | +1.62% | 135.38 ($146.77) 157.63 | $226.13 | 54.07% | New holding | 16,231 | 16,231 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2023-12-31 | New Buy | +1.61% | 70.56 ($74.62) 78.63 | $93.00 | 24.63% | New holding | 32,394 | 32,394 |
Resource Planning Group Total Holding History ($B)
Resource Planning Group's Asset Allocation
Resource Planning Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Resource Planning Group's Hypothetical Growth since 2023-12-31
Resource Planning Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Resource Planning Group's Holdings Heat Map
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Resource Planning Group's Holdings Bubble Chart
Resource Planning Group News
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