• 13F History

Resource Planning Group

13F Filings History

Latest 13F report
Q4 2023 - Jan 10, 2024
Value $
$153M
Signature - Title
Aryn Sands - Agent
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Resource Planning Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Resource Planning Group reported 68 stock holdings with total value $153M as of Q4 2023. Top holdings included AGG, BSV, VV, VEA, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 68 $153M +$43.4M -$16M +$27.4M AGG, BSV, VV, VEA, VB 13F-HR 1/9/2024, 06:02 PM
Q3 2023 59 $117M +$4.02M -$2.99M +$1.02M AGG, BSV, VV, VB, SCHP 13F-HR 11/13/2023, 06:21 PM
Q2 2023 58 $123M +$2.83M -$4.14M -$1.31M AGG, VV, BSV, VB, SCHP 13F-HR 7/28/2023, 11:58 AM
Q1 2023 59 $122M +$3.45M -$7.78M -$4.34M AGG, BSV, VV, SCHP, VEA 13F-HR 5/11/2023, 07:49 PM
Q4 2022 63 $124M +$17M -$11.9M +$5.08M AGG, BSV, VV, SCHP, VEA 13F-HR 1/30/2023, 05:00 PM
Q3 2022 61 $114M +$11.1M -$6.96M +$4.14M BSV, AGG, VV, SCHP, FNDC 13F-HR 11/3/2022, 05:17 PM
Q2 2022 62 $119M +$16.6M -$19M -$2.4M AGG, BSV, VV, SCHP, FNDC 13F-HR 8/1/2022, 06:58 PM
Q1 2022 67 $138M +$4.35M -$4.93M -$582K AGG, SCHP, VV, FNDC, VWO 13F-HR 4/19/2022, 06:55 PM
Q4 2021 70 $148M +$4.32M -$11.5M -$7.19M AGG, VV, SCHP, FNDC, VWO 13F-HR 1/11/2022, 08:50 PM
Q3 2021 85 $158M +$4.66M -$16.2M -$11.6M AGG, VV, SCHP, FNDC, VWO 13F-HR 10/12/2021, 03:24 PM
Q2 2021 83 $172M +$19.6M -$3.53M +$16M AGG, VCIT, VV, SCHP, VWO 13F-HR 8/13/2021, 03:42 PM
Q1 2021 64 $150M +$11.7M -$3.46M +$8.2M AGG, VCIT, VV, SCHP, VWO 13F-HR 4/14/2021, 01:04 PM
Q4 2020 61 $140M +$1.21M -$2.85M -$1.63M AGG, VCIT, VV, VWO, SCHP 13F-HR 2/2/2021, 06:56 PM
Q3 2020 59 $131M +$9.88M -$15.4M -$5.49M AGG, VCIT, SCHP, VV, VWO 13F-HR 11/12/2020, 10:13 AM
Q2 2020 54 $133M +$14.1M -$5.38M +$8.7M AGG, BNDX, VCIT, SCHP, VV 13F-HR 9/25/2020, 07:18 PM
Q1 2020 47 $114M +$59.3K -$36M -$35.9M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 4/13/2020, 07:22 PM
Q4 2019 60 $174M +$4.89M -$3.9M +$990K AGG, BNDX, VCIT, SCHP, VWO 13F-HR 1/30/2020, 11:44 AM
Q3 2019 57 $171M +$2.11M -$2.05M +$55.3K AGG, BNDX, VCIT, SCHP, VWO 13F-HR 10/23/2019, 05:28 PM
Q2 2019 58 $170M +$17.5M -$2.62M +$14.8M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 7/18/2019, 12:00 PM
Q1 2019 49 $151M +$12.6M -$2.41M +$10.2M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 5/15/2019, 06:51 PM
Q4 2018 44 $134M +$20.2M -$7.61M +$12.6M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 1/29/2019, 03:11 PM
Q3 2018 42 $128M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 11/5/2018, 04:30 PM