Resource Consulting Group Inc Portfolio Holdings

Resource Consulting Group Inc

  • $584 Million
  • Q4 2023

Resource Consulting Group Inc has filed its 13F form on January 11, 2024 for Q4 2023 where it was disclosed a total value porftolio of $584 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $170M, Dimensional ETF Tr U S Target with a value of $82.3M, Dimensional ETF Tr with a value of $79.5M, Ishares Msci Usa Quality Facto with a value of $71.7M, and Dimensional ETF Tr U S Small C with a value of $62.8M.

Examining the 13F form we can see an increase of $68.8M in the current position value, from $515M to 584M.

Below you can find more details about Resource Consulting Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $584 Million
ETFs: $526 Million
Financial Services: $17.1 Million
Technology: $12.1 Million
Healthcare: $9.22 Million
Industrials: $5.99 Million
Energy: $4.35 Million
Consumer Cyclical: $2.53 Million
Communication Services: $2.34 Million
Other: $4.11 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $584 Million
  • Prior Value $515 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 11, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 19 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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