110 is the total number of securities RESOURCE CONSULTING GROUP INC has owned. The longest RESOURCE CONSULTING GROUP INC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DFAS | DIMENSIONAL ETF TRUST | 8 | 8 | 11.56% | 21.17% | 29.46% | Q4 2021 | Q3 2023 | 8 |
DIMENSIONAL ETF TRUST | 8 | 8 | 14.33% | 20.16% | 27.58% | Q4 2021 | Q3 2023 | 8 | |
DFAT | DIMENSIONAL ETF TRUST | 8 | 8 | 14.05% | 20.14% | 27.69% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 0.33% | 0.59% | 0.88% | Q4 2021 | Q3 2023 | 8 |
DFUS | DIMENSIONAL ETF TRUST | 8 | 8 | 0.26% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 0.16% | 0.37% | 0.83% | Q4 2021 | Q3 2023 | 8 |
VONE | VANGUARD SCOTTSDALE FDS | 8 | 8 | 0.24% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
NUE | NUCOR CORP | 8 | 8 | 0.24% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.20% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.19% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
PRMW | PRIMO WATER CORPORATION | 8 | 8 | 0.09% | 0.20% | 0.33% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.14% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 0.07% | 0.20% | 0.36% | Q4 2021 | Q3 2023 | 8 |
DIS | DISNEY WALT CO | 8 | 8 | 0.11% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.14% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.06% | 0.16% | 0.33% | Q4 2021 | Q3 2023 | 8 |
IJJ | ISHARES TR | 8 | 8 | 0.06% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 8 |
DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
IWF | ISHARES TR | 8 | 8 | 0.08% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 8 | 8 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
DIMENSIONAL ETF TRUST | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 | |
CAT | CATERPILLAR INC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.62% | 0.89% | 1.10% | Q1 2022 | Q3 2023 | 7 |
VTI | VANGUARD INDEX FDS | 4 | 3 | 0.16% | 0.33% | 0.58% | Q4 2021 | Q3 2023 | 7 |
VV | VANGUARD INDEX FDS | 7 | 7 | 0.23% | 0.32% | 0.45% | Q1 2022 | Q3 2023 | 7 |
USMV | ISHARES TR | 7 | 7 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
VB | VANGUARD INDEX FDS | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
VO | VANGUARD INDEX FDS | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.08% | 0.33% | 0.59% | Q2 2022 | Q3 2023 | 6 | |
IJR | ISHARES TR | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 6 |
QQQ | INVESCO QQQ TR | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 6 |
GOOG | ALPHABET INC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 5 | 5 | 30.36% | 35.30% | 39.10% | Q3 2022 | Q3 2023 | 5 | |
AVGO | BROADCOM INC | 3 | 2 | 0.46% | 0.52% | 0.58% | Q4 2021 | Q3 2023 | 5 |
BX | BLACKSTONE INC | 3 | 2 | 0.41% | 0.44% | 0.48% | Q4 2021 | Q3 2023 | 5 |
ABBV | ABBVIE INC | 3 | 2 | 0.23% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 5 |
FB | META PLATFORMS INC | 5 | 5 | 0.06% | 0.19% | 0.36% | Q4 2021 | Q4 2022 | 5 |
IBM | INTERNATIONAL BUSINESS... | 4 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 5 |
KO | COCA COLA CO | 4 | 1 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q2 2023 | 5 |
IRMD | IRADIMED CORP | 2 | 1 | 1.10% | 1.60% | 2.09% | Q4 2021 | Q2 2023 | 4 |
TFC | TRUIST FINL CORP | 2 | 1 | 0.24% | 0.42% | 0.80% | Q4 2021 | Q2 2023 | 4 |
TSLA | TESLA INC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q3 2022 | 4 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.47% | 0.64% | 0.76% | Q4 2021 | Q2 2022 | 3 |
MRO | MARATHON OIL CORP | 3 | 3 | 0.26% | 0.37% | 0.44% | Q4 2021 | Q2 2022 | 3 |
PLAY | DAVE & BUSTERS ENTMT INC | 3 | 3 | 0.31% | 0.34% | 0.39% | Q4 2021 | Q2 2022 | 3 |
V | VISA INC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q4 2021 | Q2 2022 | 3 |
LYB | LYONDELLBASELL INDUSTR... | 3 | 3 | 0.30% | 0.33% | 0.35% | Q4 2021 | Q2 2022 | 3 |
FITB | FIFTH THIRD BANCORP | 3 | 3 | 0.30% | 0.32% | 0.32% | Q4 2021 | Q2 2022 | 3 |
GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q2 2022 | 3 |
COP | CONOCOPHILLIPS | 3 | 3 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q2 2022 | 3 |
MS | MORGAN STANLEY | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 3 |
ADP | AUTOMATIC DATA PROCESS... | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2022 | 3 |
AFL | AFLAC INC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
ADI | ANALOG DEVICES INC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q2 2022 | 3 |
PEP | PEPSICO INC | 2 | 1 | 0.10% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 3 |
PNC | PNC FINL SVCS GROUP INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q2 2022 | 3 |
AIG | AMERICAN INTL GROUP INC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q2 2022 | 3 |
CAKE | CHEESECAKE FACTORY INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2022 | 3 |
SBUX | STARBUCKS CORP | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
MAR | MARRIOTT INTL INC NEW | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
CVS | CVS HEALTH CORP | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
USB | US BANCORP DEL | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q2 2022 | 3 |
SYY | SYSCO CORP | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q2 2022 | 3 |
IGSB | ISHARES TR | 2 | 2 | 8.38% | 8.48% | 8.57% | Q2 2023 | Q3 2023 | 2 |
QUAL | ISHARES TR | 2 | 2 | 2.13% | 6.78% | 11.42% | Q2 2023 | Q3 2023 | 2 |
IVW | ISHARES TR | 2 | 2 | 0.67% | 0.70% | 0.74% | Q4 2021 | Q1 2022 | 2 |
VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.50% | 0.53% | 0.55% | Q4 2021 | Q1 2022 | 2 |
AHCO | ADAPTHEALTH CORP | 1 | 1 | 0.26% | 0.51% | 0.75% | Q3 2022 | Q2 2023 | 2 |
IVE | ISHARES TR | 2 | 2 | 0.49% | 0.50% | 0.50% | Q4 2021 | Q1 2022 | 2 |
ETN | EATON CORP PLC | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2023 | Q3 2023 | 2 |
VGK | VANGUARD INTL EQUITY I... | 2 | 2 | 0.39% | 0.41% | 0.43% | Q4 2021 | Q1 2022 | 2 |
APOLLO GLOBAL MGMT INC | 2 | 2 | 0.35% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 | |
WMB | WILLIAMS COS INC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
AWP | ABERDEEN GLOBAL PREMIE... | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
OKE | ONEOK INC NEW | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
IJK | ISHARES TR | 2 | 2 | 0.26% | 0.27% | 0.29% | Q4 2021 | Q1 2022 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.25% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
MRK | MERCK & CO INC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
ARES | ARES MANAGEMENT CORPOR... | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
VPL | VANGUARD INTL EQUITY I... | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
CME | CME GROUP INC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
GDOT | GREEN DOT CORP | 1 | 1 | 0.08% | 0.19% | 0.31% | Q3 2022 | Q2 2023 | 2 |
FDX | FEDEX CORP | 1 | 1 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q2 2023 | 2 |
TXN | TEXAS INSTRS INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
IWD | ISHARES TR | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
VEA | VANGUARD TAX-MANAGED I... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q2 2023 | 2 |
IJT | ISHARES TR | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
STWD | STARWOOD PPTY TR INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IJS | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q2 2023 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
SPG | SIMON PPTY GROUP INC NEW | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
C | CITIGROUP INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
DAL | DELTA AIR LINES INC DEL | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
ORI | OLD REP INTL CORP | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q2 2023 | 2 |
MMM | 3M CO | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q2 2023 | 2 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 2 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 2 |
SERA PROGNOSTICS INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 | |
EMAN | EMAGIN CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
CCI | CROWN CASTLE INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
STX | SEAGATE TECHNOLOGY HLD... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
IRM | IRON MTN INC NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
SEEL | SEELOS THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of RESOURCE CONSULTING GROUP INC.
The conviction is calculated by counting the number of quarters a security has been reported by RESOURCE CONSULTING GROUP INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that RESOURCE CONSULTING GROUP INC owns currently or has owned in the past.