Equal-WT
WhaleScore 2.0
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Resource Planning Group is based out of Atlanta. Resource Planning Group is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $278,825,194 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $157,323,895 in managed 13F securities
and a top 10 holdings concentration of 54.34%. Resource Planning Group's largest holding is iShares Core U.S. Aggregate Bond ETF-iShares Core U.S. Aggregate Bond ETF with shares held of 190,298. Whalewisdom has at least 22 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 3.42% |
DFAC Dimensional U.S. Cor | 3.1% |
BNDX VANGUARD TOTAL INTER | 1.9% |
MTUM iShares MSCI USA Mom | 1.62% |
DFUV Dimensional US Marke | 1.62% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VV VANGUARD LARGE-CAP I | 2.91% |
SCHP Schwab U.S. TIPS ETF | 2.63% |
FNDC Schwab Fundamental I | 2.12% |
QUS SPDR MSCI USA Strate | 2.01% |
EMXC iShares MSCI Emergin | 1.73% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AGG iShares Core U.S. Ag | 11.99% |
BSV VANGUARD SHORT-TERM | 10.18% |
VV VANGUARD LARGE-CAP I | 5.05% |
VEA VANGUARD DEVELOPED M | 4.95% |
VB VANGUARD SMALL-CAP I | 4.68% |
2023-12-31
13F Activity
Market Value | $157m, Prior: $118m |
New Purchases | 16 stocks |
Added To | 13 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 35 stocks |
Top 10 Holdings % | 54.34% |
Turnover %[1] | 23.61% |
Turnover Alt %[2] | 9.51% |
Time Held Top 20 | 10 quarters |
Time Held Top 10 | 8.7 quarters |
Time Held All | 12.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31