$289 Million is the total value of RESOURCE CONSULTING GROUP INC's 81 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $3,174,000 | – | 6 | +100.0% | 1.10% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $1,276,000 | – | 6,120 | +100.0% | 0.44% | – |
| USMV | New | ISHARES TRmsci usa min vol | $388,000 | – | 5,000 | +100.0% | 0.13% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $338,000 | – | 1,590 | +100.0% | 0.12% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $308,000 | – | 850 | +100.0% | 0.11% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $298,000 | – | 1,251 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO | $279,000 | – | 4,504 | +100.0% | 0.10% | – |
| PEP | New | PEPSICO INC | $278,000 | – | 1,661 | +100.0% | 0.10% | – |
| BLK | New | BLACKROCK INC | $256,000 | – | 335 | +100.0% | 0.09% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $213,000 | – | 3,400 | +100.0% | 0.07% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $203,000 | – | 1,252 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 29.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 27.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 27.7% |
| APPLE INC | 8 | Q3 2023 | 0.9% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 0.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 0.8% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 0.5% |
| NUCOR CORP | 8 | Q3 2023 | 0.4% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 0.4% |
| PROCTER AND GAMBLE CO | 8 | Q3 2023 | 0.4% |
View RESOURCE CONSULTING GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-02 |
View RESOURCE CONSULTING GROUP INC'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.