| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SEEL | Exit | SEELOS THERAPEUTICS INC | $0 | – | -37,946 | -100.0% | -0.00% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,100 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,621 | -100.0% | -0.05% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,940 | -100.0% | -0.05% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -746 | -100.0% | -0.05% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -901 | -100.0% | -0.05% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,525 | -100.0% | -0.06% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -12,953 | -100.0% | -0.06% | – | |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,174 | -100.0% | -0.06% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,223 | -100.0% | -0.06% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -5,000 | -100.0% | -0.07% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,425 | -100.0% | -0.07% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,086 | -100.0% | -0.08% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,519 | -100.0% | -0.08% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -4,078 | -100.0% | -0.08% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -18,644 | -100.0% | -0.10% | – |
| PRMW | Exit | PRIMO WATER CORPORATION | $0 | – | -36,862 | -100.0% | -0.10% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,601 | -100.0% | -0.10% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -6,951 | -100.0% | -0.11% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -29,900 | -100.0% | -0.11% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,036 | -100.0% | -0.14% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -5,940 | -100.0% | -0.15% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -5,174 | -100.0% | -0.16% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -6,837 | -100.0% | -0.19% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,398 | -100.0% | -0.20% | – |
| CME | Exit | CME GROUP INC | $0 | – | -5,185 | -100.0% | -0.20% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -5,219 | -100.0% | -0.22% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -6,120 | -100.0% | -0.23% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -8,339 | -100.0% | -0.24% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -6,404 | -100.0% | -0.24% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -8,000 | -100.0% | -0.24% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -12,384 | -100.0% | -0.25% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -3,156 | -100.0% | -0.25% | – |
| ARES | Exit | ARES MANAGEMENT CORPORATION | $0 | – | -12,650 | -100.0% | -0.25% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -7,808 | -100.0% | -0.26% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -29,292 | -100.0% | -0.26% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -23,552 | -100.0% | -0.29% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -56,901 | -100.0% | -0.37% | – |
| AAPL | Exit | APPLE INC | $0 | – | -11,943 | -100.0% | -0.40% | – |
| Exit | APOLLO GLOBAL MGMT INC | $0 | – | -23,166 | -100.0% | -0.40% | – | |
| BX | Exit | BLACKSTONE INC | $0 | – | -21,828 | -100.0% | -0.45% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -11,900 | -100.0% | -0.49% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -3,389 | -100.0% | -0.55% | – |
| Exit | DIMENSIONAL ETF TRUSTus real estate e | $0 | – | -148,675 | -100.0% | -0.56% | – | |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -6 | -100.0% | -0.62% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -11,328 | -100.0% | -0.69% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -886,035 | -100.0% | -8.57% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -446,677 | -100.0% | -11.42% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -1,134,357 | -100.0% | -11.56% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -1,584,845 | -100.0% | -14.05% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -2,263,128 | -100.0% | -14.33% | – | |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -4,598,312 | -100.0% | -30.36% | – |
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.