Resource Planning Group Buys iShares MSCI Emerging Markets ex China ETF, SPDR MSCI USA StrategicFactors SM ETF, Ballast Small/Mid Cap ETF, Sells Vanguard Intermediate-Term Corporate Bond ETF, Southern Co, iShares Russell Mid-Cap Growth ETF

Investment company Resource Planning Group (Current Portfolio) buys iShares MSCI Emerging Markets ex China ETF, SPDR MSCI USA StrategicFactors SM ETF, Ballast Small/Mid Cap ETF, iShares ESG Advanced Total USD Bond Market ETF, Schwab Short-Term U.S. Treasury ETF, sells Vanguard Intermediate-Term Corporate Bond ETF, Southern Co, iShares Russell Mid-Cap Growth ETF, Visa Inc, Berkshire Hathaway Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Resource Planning Group. As of 2021Q3, Resource Planning Group owns 86 stocks with a total value of $159 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) - 296,309 shares, 21.36% of the total portfolio. Shares added by 2.08%
  2. Vanguard Large Cap ETF (VV) - 57,671 shares, 7.28% of the total portfolio. Shares reduced by 2.4%
  3. Schwab U.S. Tips ETF (SCHP) - 183,441 shares, 7.21% of the total portfolio. Shares added by 5.37%
  4. Schwab Fundamental International Small Company Ind (FNDC) - 246,118 shares, 5.99% of the total portfolio. Shares added by 2.46%
  5. Vanguard FTSE Emerging Markets ETF (VWO) - 187,561 shares, 5.89% of the total portfolio. Shares added by 0.69%
New Purchase: iShares MSCI Emerging Markets ex China ETF (EMXC)

Resource Planning Group initiated holding in iShares MSCI Emerging Markets ex China ETF. The purchase prices were between $59.63 and $63.52, with an estimated average price of $61.64. The stock is now traded at around $60.310000. The impact to a portfolio due to this purchase was 0.53%. The holding were 13,856 shares as of 2021-09-30.

New Purchase: SPDR MSCI USA StrategicFactors SM ETF (QUS)

Resource Planning Group initiated holding in SPDR MSCI USA StrategicFactors SM ETF. The purchase prices were between $118.96 and $126.07, with an estimated average price of $122.89. The stock is now traded at around $120.140000. The impact to a portfolio due to this purchase was 0.3%. The holding were 4,031 shares as of 2021-09-30.

New Purchase: Ballast Small/Mid Cap ETF (MGMT)

Resource Planning Group initiated holding in Ballast Small/Mid Cap ETF. The purchase prices were between $34.47 and $37.14, with an estimated average price of $36.06. The stock is now traded at around $36.393700. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,568 shares as of 2021-09-30.

New Purchase: iShares ESG Advanced Total USD Bond Market ETF (EUSB)

Resource Planning Group initiated holding in iShares ESG Advanced Total USD Bond Market ETF. The purchase prices were between $49.52 and $50.15, with an estimated average price of $49.89. The stock is now traded at around $49.403100. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,039 shares as of 2021-09-30.

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

Resource Planning Group added to a holding in Schwab Short-Term U.S. Treasury ETF by 29.09%. The purchase prices were between $51.16 and $51.27, with an estimated average price of $51.21. The stock is now traded at around $51.130000. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,992 shares as of 2021-09-30.

Sold Out: Visa Inc (V)

Resource Planning Group sold out a holding in Visa Inc. The sale prices were between $220.05 and $250.93, with an estimated average price of $234.41.

Sold Out: iShares Russell Mid-Cap Growth ETF (IWP)

Resource Planning Group sold out a holding in iShares Russell Mid-Cap Growth ETF. The sale prices were between $109.27 and $119.34, with an estimated average price of $114.91.



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