Resource Planning Group Portfolio Holdings by Sector
Resource Planning Group
- $158 Million
- Q4 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG BSV VEA VV VB VOO EMXC BNDX 59 stocks |
$150,154
95.54% of portfolio
|
  23  
|
  33  
|
  15  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,101
1.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,263
0.8% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$801
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$458
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$445
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
SON 1 stocks |
$404
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$392
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$378
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$323
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$225
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$213
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|