$159 Million is the total value of Resource Planning Group's 86 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EMXC | New | ISHARES INCmsci emrg chn | $840,000 | – | 13,856 | +100.0% | 0.53% | – |
QUS | New | SPDR SER TRmsci usa strtgic | $481,000 | – | 4,031 | +100.0% | 0.30% | – |
MGMT | New | UNIFIED SER TRballast smlmd cp | $414,000 | – | 11,568 | +100.0% | 0.26% | – |
EUSB | New | ISHARES TResg adv ttl usd | $200,000 | – | 4,039 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-12
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.