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RESOURCE PLANNING GROUP

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ATLANTA GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

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

Portfolio Performance