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Resource Planning Group

Q1 2022 Holdings

Filed 2022-04-20 | 68 holdings | $352.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Exchange Traded FD T(PRFZ)FTSE RAFI 150046137V597$1.9K10,1490.5%
Vanguard Index FDS(VTV)VALUE ETF922908744$1.9K12,9750.5%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$1.9K69,6000.5%
Lattice Strategies TR(RODM)HARTFORD MLT ETF518416102$2.0K69,0750.6%
Spdr SER TR(QUS)MSCI USA STRTGIC78468R812$2.2K17,5560.6%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$2.4K30,2630.7%
Apple Inc(AAPL)COM037833100$2.5K14,0460.7%
Ishares Inc(EMXC)MSCI EMRG CHN46434G764$2.5K43,6550.7%
Coca Cola Co(KO)COM191216100$3.0K47,8470.8%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$3.1K35,7450.9%
Vanguard Tax-Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$6.8K150,8461.9%
Vanguard Index FDS(VB)SMALL CP ETF922908751$7.4K34,9422.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$7.5K162,7982.1%
Schwab Strategic TR(FNDC)SCHWB FDT INT SC808524748$8.7K246,1602.5%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$11.2K53,5053.2%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$11.4K187,5433.2%
Ishares TR(AGG)CORE US AGGBD ET464287226$29.2K272,5768.3%
Cisco SYS Inc(CSCO)COM17275R102$213.0K3,82160.5%
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