Resource Planning Group

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Atlanta, GA
CIK
0001537147
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 72 157,323 AGG, BSV, VV, VEA 13F-HR 1/9/2024 000175496024000011
Q3 2023 57 117,967 AGG, BSV, VV, VB 13F-HR 11/13/2023 000175496023000339
Q2 2023 59 123,479 AGG, VV, BSV, VB 13F-HR 7/28/2023 000175496023000228
Q1 2023 60 123,066 AGG, BSV, VV, SCHP 13F-HR 5/11/2023 000175496023000162
Q4 2022 64 124,840 AGG, BSV, VV, SCHP 13F-HR 1/30/2023 000175496023000052
Q3 2022 62 115,012 BSV, AGG, VV, SCHP 13F-HR 11/3/2022 000175496022000293
Q2 2022 64 120,098 AGG, BSV, VV, SCHP 13F-HR 8/1/2022 000175496022000206
Q1 2022 68 139,183 AGG, SCHP, VV, FNDC 13F-HR 4/19/2022 000175496022000101
Q4 2021 71 149,060 AGG, VV, SCHP, FNDC 13F-HR 1/11/2022 000175496022000007
Q3 2021 86 159,133 AGG, VV, SCHP, FNDC 13F-HR 10/12/2021 000175496021000186
Q2 2021 84 172,726 AGG, VCIT, VV, SCHP 13F-HR 8/13/2021 000175496021000163
Q1 2021 66 152,568 AGG, VCIT, VV, SCHP 13F-HR 4/14/2021 000175496021000060
Q4 2020 62 140,610 AGG, VCIT, VV, VWO 13F-HR 2/3/2021 000175496021000030
Q3 2020 60 131,768 AGG, VCIT, SCHP, VV 13F-HR 11/12/2020 000175496020000082
Q2 2020 55 133,685 AGG, BNDX, VCIT, SCHP 13F-HR 9/28/2020 000175496020000060
Q1 2020 48 114,935 AGG, BNDX, VCIT, SCHP 13F-HR 4/14/2020 000175496020000022
Q4 2019 60 174,520 AGG, BNDX, VCIT, SCHP 13F-HR 1/30/2020 000175496020000011
Q3 2019 57 170,967 AGG, BNDX, VCIT, SCHP 13F-HR 10/23/2019 000175496019000034
Q2 2019 58 170,107 AGG, BNDX, VCIT, SCHP 13F-HR 7/18/2019 000175496019000021
Q1 2019 49 151,333 AGG, BNDX, VCIT, SCHP 13F-HR 5/16/2019 000175496019000015
Q4 2018 44 134,065 AGG, BNDX, VCIT, SCHP 13F-HR 1/29/2019 000175496019000004
Q3 2018 42 128,054 AGG, BNDX, VCIT, SCHP 13F-HR 11/5/2018 000175496018000005