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Resource Planning Group

Q4 2021 Holdings

Filed 2022-01-12 | 71 holdings | $390.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Exchange Traded FD T(PRF)FTSE RAFI 100046137V613$1.4K8,3940.4%
Ishares Inc(EMXC)MSCI EMRG CHN46434G764$1.7K28,5540.4%
Vanguard Charlotte FDS(BNDX)TOTAL INT BD ETF92203J407$1.8K33,2900.5%
Vanguard Index FDS(VUG)GROWTH ETF922908736$1.9K5,9160.5%
Vanguard Index FDS(VTV)VALUE ETF922908744$2.0K13,2780.5%
Invesco Exchange Traded FD T(PRFZ)FTSE RAFI 150046137V597$2.0K10,3080.5%
Ishares TR(TIP)TIPS BD ETF464287176$2.0K15,4240.5%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$2.1K70,8590.5%
Lattice Strategies TR(RODM)HARTFORD MLT ETF518416102$2.1K70,7570.5%
Apple Inc(AAPL)COM037833100$2.5K14,0570.6%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2.5K29,9890.7%
Coca Cola Co(KO)COM191216100$2.8K48,0500.7%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$4.0K42,8981.0%
Vanguard Tax-Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$7.1K148,1921.8%
Vanguard Index FDS(VB)SMALL CP ETF922908751$8.3K36,9622.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$8.6K174,5102.2%
Schwab Strategic TR(FNDC)SCHWB FDT INT SC808524748$9.1K242,4852.3%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$12.0K190,9533.1%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$12.1K54,7103.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$32.8K287,6408.4%
Cisco SYS Inc(CSCO)COM17275R102$242.0K3,82661.9%
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