- New Purchases: EMXC, QUS, MGMT, EUSB,
- Added Positions: VEA, AGG, SCHP, FNDC, SCHO, VMBS, VBR, EEMV, FNDF, MBB, VSS,
- Reduced Positions: VCIT, SO, VV, VB, PRFZ, RODM, ROAM, AAPL, BRK.B, BSV, GWX, SCHE, ROUS, BNDX, JNJ, IWB, KO, PEP, JYNT, SCHA, BIV, BLV, SCHZ, VUG, AMZN, GOOGL, PRF, PFE, VZ, VTV, ITW, JPM, MSFT, UPS, PAYX, SCHF, MCD, ISTB, NUE, CSCO, PG, WMT,
- Sold Out: IWP, V,
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 ETF (AGG) - 296,309 shares, 21.36% of the total portfolio. Shares added by 2.08%
- Vanguard Large Cap ETF (VV) - 57,671 shares, 7.28% of the total portfolio. Shares reduced by 2.4%
- Schwab U.S. Tips ETF (SCHP) - 183,441 shares, 7.21% of the total portfolio. Shares added by 5.37%
- Schwab Fundamental International Small Company Ind (FNDC) - 246,118 shares, 5.99% of the total portfolio. Shares added by 2.46%
- Vanguard FTSE Emerging Markets ETF (VWO) - 187,561 shares, 5.89% of the total portfolio. Shares added by 0.69%
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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