Resource Planning Group
CIK 1537147 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- AGG11.99%
- BSV10.18%
- VV5.05%
- VEA4.95%
- VB4.68%
- VOO4.01%
- EMXC3.65%
- BNDX3.46%
- DFAC3.32%
- QUS3.04%
Share classes counted separately54.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $18.87M | 11.99% | 190.30K shares | — | ↗▾ | |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $16.01M | 10.18% | 207.90K shares | — | ↗▾ | |
| 03 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $7.95M | 5.05% | 36.44K shares | — | ↗▾ | |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $7.78M | 4.95% | 171.73K shares | — | ↗▾ | |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $7.36M | 4.68% | 34.87K shares | — | ↗▾ | |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $6.31M | 4.01% | 14.44K shares | — | ↗▾ | |
| 07 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $5.74M | 3.65% | 103.58K shares | — | ↗▾ | |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $5.44M | 3.46% | 110.27K shares | — | ↗▾ | |
| 09 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $5.23M | 3.32% | 178.93K shares | — | ↗▾ | |
| 10 | QUSSS SPDR MSCI U STRATFACT ETFMSCI USA STRTGIC View history and evidence | $4.79M | 3.04% | 36.26K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VCIT VANGUARD INT-TERM CORPORATE | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1537147 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 157323895
}Research all 72 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.