Resource Planning Group Reduced Holdings in Q4 2023

Resource Planning Group

  • $158 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-42K
- 32.82%
$49.69 - $52.46 $2.09M - $2.2M
86K $4.49M
VV
Vanguard Large Cap ETF

ETFs
-11.6K
- 24.12%
$188.0 - $219.17 $2.18M - $2.54M
36.4K $7.95M
FNDC
Schwab Fundamental Intl Small

ETFs
-54.2K
- 30.07%
$30.23 - $34.87 $1.64M - $1.89M
126K $4.39M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-13.2K
- 26.68%
$116.41 - $132.43 $1.54M - $1.75M
36.3K $4.79M
SCHO
Schwab Short Term Us Treasury

ETFs
-20K
- 19.69%
$47.66 - $48.45 $955K - $971K
81.7K $3.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-23.7K
- 18.6%
$47.86 - $55.5 $1.13M - $1.31M
104K $5.74M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-17.9K
- 27.91%
$32.19 - $37.83 $576K - $677K
46.2K $1.71M
RODM
Hartford Multifactor Developed

ETFs
-27.2K
- 17.59%
$24.4 - $27.6 $664K - $751K
127K $3.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.37K
- 10.9%
$96.33 - $98.68 $420K - $431K
35.7K $3.52M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-20.9K
- 19.37%
$20.55 - $24.23 $429K - $506K
87K $2.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.33K
- 19.29%
$23.04 - $24.89 $192K - $207K
34.9K $864K
VUG
Vanguard Growth ETF

ETFs
-1.04K
- 25.11%
$261.54 - $312.16 $272K - $324K
3.1K $963K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.13K
- 7.05%
$37.74 - $41.31 $307K - $336K
107K $4.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.74K
- 15.08%
$43.09 - $46.83 $118K - $128K
15.4K $719K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.88K
- 30.81%
$29.46 - $34.07 $84.7K - $98K
6.46K $219K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.14K
- 19.43%
$70.49 - $76.74 $80.6K - $87.8K
4.74K $362K
IVV
Ishares Core S&P 500 ETF

ETFs
-194
- 31.39%
$412.55 - $479.0 $80K - $92.9K
424 $202K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.13K
- 11.72%
$42.3 - $46.59 $90.2K - $99.4K
16.1K $744K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.06K
- 13.54%
$32.37 - $37.01 $99.1K - $113K
19.5K $722K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.12K
- 14.45%
$47.09 - $52.78 $52.9K - $59.3K
6.65K $345K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-964
- 21.38%
$63.1 - $75.48 $60.8K - $72.8K
3.55K $264K
TIP
Ishares Tr Tips Bd ETF

ETFs
-401
- 17.16%
$102.12 - $107.97 $41K - $43.3K
1.94K $208K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-516
- 17.23%
$99.44 - $115.1 $51.3K - $59.4K
2.48K $285K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.54K
- 10.01%
$27.19 - $31.79 $69.1K - $80.8K
22.9K $725K
XCEM
Columbia ETF Tr Ii

ETFs
-3.97K
- 10.7%
$26.18 - $30.31 $104K - $120K
33.2K $1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.36K
- 13.52%
$38.13 - $48.02 $90.1K - $114K
15.1K $714K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-479
- 10.71%
$225.16 - $263.17 $108K - $126K
4K $1.05M
KO
Coca Cola CO

Consumer Defensive
-725
- 4.18%
$52.38 - $59.93 $38K - $43.4K
16.6K $979K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.94K
- 8.42%
$30.37 - $35.31 $89.2K - $104K
32K $1.13M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-96
- 1.77%
$44.52 - $53.18 $4.27K - $5.11K
5.34K $280K
ROUS
Hartford Multifactor Us Equity

ETFs
-1.13K
- 5.26%
$38.71 - $44.07 $43.7K - $49.8K
20.4K $896K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.4K
- 9.5%
$30.38 - $38.15 $134K - $168K
41.9K $1.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 3.0%
$119.57 - $154.07 $9.57K - $12.3K
2.59K $392K
VB
Vanguard Small Cap ETF

ETFs
-158
- 0.45%
$175.26 - $215.9 $27.7K - $34.1K
34.9K $7.44M
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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