Resource Planning Group Purchases in Q4 2023

Resource Planning Group

  • $158 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.6K
+ 42.29%
$91.67 - $99.66 $5.18M - $5.64M
190K $18.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.7K
+ 711.35%
$377.32 - $438.19 $4.78M - $5.55M
14.4K $6.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
69.1K
+ 49.84%
$74.64 - $77.03 $5.16M - $5.33M
208K $16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
169K
+ 1639.75%
$24.91 - $29.38 $4.2M - $4.95M
179K $5.23M
BNDX
Vanguard Total International B

ETFs
71.7K
+ 186.2%
$47.38 - $50.85 $3.4M - $3.65M
110K $5.44M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16.2K
New
$135.38 - $157.63 $2.2M - $2.56M
16.2K $2.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
68.4K
New
$31.85 - $37.39 $2.18M - $2.56M
68.4K $2.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
32.4K
New
$70.56 - $78.63 $2.29M - $2.55M
32.4K $2.53M
DFIC
Dimensional ETF Tr Dimensional

ETFs
88.5K
New
$22.18 - $25.58 $1.96M - $2.26M
88.5K $2.26M
VEA
Vanguard Ftse Developed Market

ETFs
29.4K
+ 20.67%
$41.58 - $47.99 $1.22M - $1.41M
172K $8.23M
DIHP
Dimensional ETF Tr Dimensional

ETFs
43.9K
New
$22.28 - $25.74 $979K - $1.13M
43.9K $1.13M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
32.5K
New
$30.44 - $34.29 $989K - $1.11M
32.5K $1.11M
DFIV
Dimensional ETF Tr

ETFs
32.2K
New
$30.86 - $34.46 $994K - $1.11M
32.2K $1.11M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
15.9K
New
$63.1 - $69.34 $1M - $1.1M
15.9K $1.1M
AVEM
American Centy ETF Tr Avantis

ETFs
16.8K
New
$51.0 - $56.39 $856K - $946K
16.8K $945K
AVSC
American Centy ETF Tr Avantis
14.6K
New
$41.17 - $52.01 $601K - $760K
14.6K $745K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
19.4K
New
$32.1 - $35.91 $622K - $696K
19.4K $691K
MUB
Ishares National Muni Bond ETF

ETFs
2.91K
New
$100.97 - $108.77 $294K - $317K
2.91K $315K
SUB
Ishares Short Term National Mu

ETFs
2.95K
New
$102.62 - $105.46 $303K - $311K
2.95K $311K
AAPL
Apple Inc.

Technology
188
+ 1.75%
$166.89 - $198.11 $31.4K - $37.2K
10.9K $2.1M
VO
Vanguard Mid Cap ETF

ETFs
1.06K
New
$195.66 - $233.95 $207K - $247K
1.06K $245K
IBB
Ishares Biotechnology ETF

ETFs
1.62K
New
$112.41 - $137.03 $182K - $222K
1.62K $220K
MSFT
Microsoft Corp

Technology
6
+ 0.5%
$313.39 - $382.7 $1.88K - $2.3K
1.22K $458K
ROAM
Hartford Multifactor Emerging

ETFs
259
+ 0.49%
$20.39 - $22.69 $5.28K - $5.88K
53.3K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.39%
$410.68 - $476.69 $1.64K - $1.91K
1.04K $492K
PEP
Pepsico Inc

Consumer Defensive
64
+ 3.97%
$158.08 - $172.01 $10.1K - $11K
1.68K $284K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.07%
$145.6 - $158.88 $146 - $159
1.44K $225K
XOM
Exxon Mobil Corp

Energy
2
+ 0.09%
$98.05 - $115.83 $196 - $232
2.13K $213K
Activity Summary
Buys All Purchases 29 New Holdings 16 Increased Positions 13 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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