| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 21 | Q3 2023 | 24.1% |
| VANGUARD SCOTTSDALE FDS | 21 | Q3 2023 | 13.9% |
| Schwab US TIPS | 21 | Q3 2023 | 9.1% |
| Vanguard Large Cap Etf | 21 | Q3 2023 | 8.2% |
| Vanguard Total Intl Bond Market Index | 21 | Q3 2023 | 14.5% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 21 | Q3 2023 | 6.3% |
| Vanguard US Small Cap | 21 | Q3 2023 | 5.6% |
| VANGUARD TAX-MANAGED INTL FD | 21 | Q3 2023 | 5.6% |
| Vanguard Bond Index Fund | 21 | Q3 2023 | 4.6% |
View Resource Planning Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-12 |
| 13F-HR | 2021-10-12 |
View Resource Planning Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.