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Resource Consulting Group Inc

Portfolio Manager
Resource Consulting Group Inc
Performance
0% (N/A)
AUM (13F)
$584.10M
# of Holdings
69
Performance Rank
N/A
Allocation (Top 20)
N/A

Resource Consulting Group Inc Holdings Map

Top 50 Resource Consulting Group Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUV
DIMENSIONAL ETF TRUST
29.1%4.57M$170.0M
-0.69%(-31.82K)
2022-Q4: 4.47M shares2023-Q1: 4.47M shares2023-Q2: 4.57M shares2023-Q3: 4.60M shares2023-Q4: 4.57M shares2023-12-31
DFAT
DIMENSIONAL ETF TRUST
14.09%1.57M$82.3M
-0.79%(-12.49K)
2022-Q4: 1.57M shares2023-Q1: 1.55M shares2023-Q2: 1.58M shares2023-Q3: 1.58M shares2023-Q4: 1.57M shares2023-12-31
DFIV
DIMENSIONAL ETF TRUST
13.61%2.31M$79.5M
+2.26%(+51.04K)
2022-Q4: 2.29M shares2023-Q1: 2.24M shares2023-Q2: 2.31M shares2023-Q3: 2.26M shares2023-Q4: 2.31M shares2023-12-31
QUAL
ISHARES TR
12.28%487.4K$71.7M
+9.13%(+40.77K)
2023-Q2: 80.0K shares2023-Q3: 446.7K shares2023-Q4: 487.4K shares2023-12-31
DFAS
DIMENSIONAL ETF TRUST
10.75%1.05M$62.8M
-7.17%(-81.32K)
2022-Q4: 1.44M shares2023-Q1: 1.41M shares2023-Q2: 1.39M shares2023-Q3: 1.13M shares2023-Q4: 1.05M shares2023-12-31
IGSB
ISHARES TR
7.85%893.7K$45.8M
+0.86%(+7.64K)
2023-Q2: 845.3K shares2023-Q3: 886.0K shares2023-Q4: 893.7K shares2023-12-31
IRMD
IRADIMED CORP
0.84%103.0K$4.9M
-19.53%(-25.00K)
2022-Q3: 128.0K shares2023-Q2: 128.0K shares2023-Q4: 103.0K shares2023-12-31
BRKA
BERKSHIRE HATHAWAY INC DEL
0.84%9$4.9M
+50.00%(+3)
2022-Q4: 6 shares2023-Q1: 6 shares2023-Q2: 9 shares2023-Q3: 6 shares2023-Q4: 9 shares2023-12-31
DFAR
DIMENSIONAL ETF TRUST
0.75%192.6K$4.4M
+29.57%(+43.97K)
2022-Q4: 47.3K shares2023-Q1: 64.1K shares2023-Q2: 138.7K shares2023-Q3: 148.7K shares2023-Q4: 192.6K shares2023-12-31
AVGO
BROADCOM INC
0.65%3.4K$3.8M
+0.21%(+7)
2023-Q2: 3.4K shares2023-Q3: 3.4K shares2023-Q4: 3.4K shares2023-12-31

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