Resource Planning Group Portfolio Holdings
Resource Planning Group
- $158 Million
- Q4 2023
Resource Planning Group has filed its 13F form on January 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $158 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $18.9M, Vanguard Bd Index Fd Inc Short with a value of $16M, Vanguard Ftse Developed Market with a value of $8.23M, Vanguard Large Cap ETF with a value of $7.95M, and Vanguard Small Cap ETF with a value of $7.44M.
Examining the 13F form we can see an increase of $38.9M in the current position value, from $119M to 158M.
Below you can find more details about Resource Planning Group portfolio as well as his latest detailed transactions.
Portfolio value
$158 Million
ETFs: $150 Million
Technology: $2.56 Million
Consumer Cyclical: $1.6 Million
Consumer Defensive: $1.26 Million
Financial Services: $768,000
Basic Materials: $378,000
Healthcare: $225,000
Energy: $213,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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