Resource Planning Group Closed Holding Positions

Resource Planning Group

  • $158 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
VGSH
Vanguard

ETFs
Q2 2022 Filed on Aug 02, 2022
3,435
$58.29 - $59.37 $200K - $204K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2022 Filed on Aug 02, 2022
1,069
$160.03 - $217.27 $171K - $232K
CSCO
Cisco Systems, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
3,821
$41.72 - $55.87 $159K - $213K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
7,295
$45.68 - $55.36 $333K - $404K
WMT
Walmart Inc.

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
3,532
$118.29 - $159.87 $418K - $565K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on Apr 20, 2022
818
$203.52 - $247.58 $166K - $203K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Apr 20, 2022
1,094
$141.29 - $188.69 $155K - $206K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 12, 2022
3,215
$62.97 - $75.92 $202K - $244K
GOOGL
Alphabet Inc.

Communication Services
Q4 2021 Filed on Jan 12, 2022
84
$133.66 - $149.84 $11.2K - $12.6K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Jan 12, 2022
14,796
$50.43 - $55.68 $746K - $824K
OEF
Ishares S&P 100 ETF

ETFs
Q4 2021 Filed on Jan 12, 2022
6,441
$196.91 - $220.94 $1.27M - $1.42M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2021 Filed on Jan 12, 2022
3,037
$104.33 - $112.16 $317K - $341K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Jan 12, 2022
1,851
$115.01 - $137.38 $213K - $254K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2021 Filed on Jan 12, 2022
4,219
$50.4 - $51.06 $213K - $215K
JYNT
Joint Corp

Healthcare
Q4 2021 Filed on Jan 12, 2022
2,500
$60.67 - $99.5 $152K - $249K
USA
Liberty All Star Equity Fund

Financial Services
Q4 2021 Filed on Jan 12, 2022
13,266
$7.88 - $9.21 $105K - $122K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Jan 12, 2022
5,817
$49.77 - $54.53 $290K - $317K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q4 2021 Filed on Jan 12, 2022
4,039
$49.01 - $49.77 $198K - $201K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2021 Filed on Jan 12, 2022
3,924
$61.08 - $68.63 $240K - $269K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 12, 2022
8,522
$16.74 - $20.66 $143K - $176K
META
Meta Platforms, Inc.

Communication Services
Q4 2021 Filed on Jan 12, 2022
1,594
$306.84 - $347.56 $489K - $554K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Jan 12, 2022
2,813
$118.81 - $129.12 $334K - $363K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2021 Filed on Oct 12, 2021
1,774
$109.39 - $119.47 $194K - $212K
V
Visa Inc.

Financial Services
Q3 2021 Filed on Oct 12, 2021
869
$220.05 - $250.93 $191K - $218K
GLD
Spdr Gold Trust

ETFs
Q2 2021 Filed on Aug 13, 2021
1,701
$161.92 - $178.77 $275K - $304K
BA
Boeing CO

Industrials
Q2 2021 Filed on Aug 13, 2021
793
$220.78 - $259.36 $175K - $206K
AMGN
Amgen Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
10,784
$233.58 - $259.14 $2.52M - $2.79M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Nov 12, 2020
9,246
$33.84 - $37.9 $313K - $350K
SPYG
Spdr Portfolio

ETFs
Q2 2020 Filed on Sep 28, 2020
6,091
$34.16 - $45.45 $208K - $277K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2020 Filed on Sep 28, 2020
10,432
$14.93 - $18.57 $156K - $194K
SCI
Service Corp International

Consumer Cyclical
Q1 2020 Filed on Apr 14, 2020
4,400
$34.86 - $52.83 $153K - $232K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2020 Filed on Apr 14, 2020
3,938
$92.44 - $114.28 $364K - $450K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 14, 2020
2,739
$54.33 - $81.73 $149K - $224K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 14, 2020
3,466
$26.18 - $40.44 $90.7K - $140K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2020 Filed on Apr 14, 2020
1,604
$71.79 - $129.5 $115K - $208K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on Apr 14, 2020
14,332
$111.91 - $172.17 $1.6M - $2.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 14, 2020
6,568
$35.86 - $54.78 $236K - $360K
Sun Trust Banks
Q4 2019 Filed on Jan 30, 2020
4,689
N/A
GPN
Global Payments Inc

Industrials
Q4 2019 Filed on Jan 30, 2020
1,385
$155.13 - $183.49 $215K - $254K
Total Systems Services
Q3 2019 Filed on Oct 23, 2019
2,110
N/A
BWX
Spdr Bloomberg International T

ETFs
Q1 2019 Filed on May 16, 2019
7,822
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2018 Filed on Jan 29, 2019
2,186
N/A
IEMG
Ishares Inc

ETFs
Q4 2018 Filed on Jan 29, 2019
5,071
$45.85 - $51.77 $233K - $263K
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