StockDriftsStockDriftsTop 50 Resource Planning Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 11.99% | 190.3K | $18.9M | +42.29%(+56.56K) | — | 2023-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 10.18% | 207.9K | $16.0M | +49.84%(+69.15K) | — | 2023-12-31 | |
| VV | VANGUARD INDEX FDS | 5.05% | 36.4K | $7.9M | -24.12%(-11.58K) | — | 2023-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.95% | 171.7K | $7.8M | +20.67%(+29.41K) | — | 2023-12-31 | |
| VB | VANGUARD INDEX FDS | 4.68% | 34.9K | $7.4M | -0.45%(-158) | — | 2023-12-31 | |
| VOO | VANGUARD INDEX FDS | 4.01% | 14.4K | $6.3M | +711.35%(+12.66K) | — | 2023-12-31 | |
| EMXC | ISHARES INC | 3.65% | 103.6K | $5.7M | -18.60%(-23.68K) | — | 2023-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.46% | 110.3K | $5.4M | +186.20%(+71.74K) | — | 2023-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.32% | 178.9K | $5.2M | +1639.75%(+168.65K) | — | 2023-12-31 | |
| QUS | SPDR SER TR | 3.04% | 36.3K | $4.8M | -26.68%(-13.19K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Resource Planning Group reports $157.32M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are AGG (12.0%), BSV (10.2%) and VV (5.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Resource Planning Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1537147). View Resource Planning Group’s 13F filings on SEC