Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2024 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 22 | Q4 2023 | 24.1% |
Schwab US TIPS | 22 | Q4 2023 | 9.1% |
Vanguard Large Cap Etf | 22 | Q4 2023 | 8.2% |
Vanguard Total Intl Bond Market Index | 22 | Q4 2023 | 14.5% |
VANGUARD INTL EQUITY INDEX F | 22 | Q4 2023 | 6.5% |
SCHWAB STRATEGIC TR | 22 | Q4 2023 | 6.3% |
Vanguard US Small Cap | 22 | Q4 2023 | 5.6% |
VANGUARD TAX-MANAGED INTL FD | 22 | Q4 2023 | 5.6% |
Vanguard Bond Index Fund | 22 | Q4 2023 | 4.6% |
Powershares RAFI Small Cap | 22 | Q4 2023 | 2.7% |
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.