Resource Planning Group recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
10 GLENLAKE PARKWAY ATLANTA, GA 30328
As of the latest 13F report, the guru’s equity portfolio contained 64 stocks valued at a total of $125.00Mil. The top holdings were
According to GuruFocus data, these were Resource Planning Group’s top five trades of the quarter.
Vanguard Short-Term Bond ETF
During the quarter, Resource Planning Group bought 62,359 shares of ARCA:BSV for a total holding of 192,286. The trade had a 4.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.20999999999999.
On 01/31/2023, Vanguard Short-Term Bond ETF traded for a price of $76.02 per share and a market cap of $37.42Bil. The stock has returned -3.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core U.S. Aggregate Bond ETF
Resource Planning Group reduced their investment in ARCA:AGG by 47,886 shares. The trade had a 4.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $100.7.
On 01/31/2023, iShares Core U.S. Aggregate Bond ETF traded for a price of $99.81 per share and a market cap of $86.45Bil. The stock has returned -8.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Hartford Multifactor Developed Markets (ex-US) ETF
During the quarter, Resource Planning Group bought 50,118 shares of ARCA:RODM for a total holding of 173,430. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.48.
On 01/31/2023, Hartford Multifactor Developed Markets (ex-US) ETF traded for a price of $26.4 per share and a market cap of $1.54Bil. The stock has returned -5.41% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Hartford Multifactor Developed Markets (ex-US) ETF has a price-earnings ratio of 9.08 and a price-book ratio of 1.25.
SPDR MSCI USA StrategicFactors SM ETF
During the quarter, Resource Planning Group bought 10,267 shares of ARCA:QUS for a total holding of 30,352. The trade had a 0.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $112.05.
On 01/31/2023, SPDR MSCI USA StrategicFactors SM ETF traded for a price of $113.74 per share and a market cap of $945.18Mil. The stock has returned -5.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR MSCI USA StrategicFactors SM ETF has a price-earnings ratio of 18.81 and a price-book ratio of 3.72.
iShares MSCI Emerging Markets ex China ETF
During the quarter, Resource Planning Group bought 14,554 shares of NAS:EMXC for a total holding of 55,485. The trade had a 0.5600000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.64.
On 01/31/2023, iShares MSCI Emerging Markets ex China ETF traded for a price of $50.88 per share and a market cap of $3.31Bil. The stock has returned -11.65% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Emerging Markets ex China ETF has a price-earnings ratio of 10.89 and a price-book ratio of 1.76.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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