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Showing Q4 2023 data
Resource Planning Group's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Resource Planning Group
•CIK: 1537147•Filing: Q4 2023
**Resource Planning Group** manages $157M across a diversified portfolio of 72 positions. The fund exhibits a notable allocation to fixed income and broad market exposure, with top holdings including AGG at $18.9M and BSV at $16.0M. Significant weightings are also maintained in international equity (VEA at $7.8M) and core US indices (VOO at $6.3M). This structure suggests a tactical approach balancing income generation with diversified growth potential.
Total AUM
$157.3M
QoQ Performance
N/A
Positions
32
Top 10 Concentration
54.3%
Latest Filing
Q4 2023
Top Holdings Allocation
AGG
BSV
VV
AGG12.0%
BSV10.2%
VV5.1%
VEA4.9%
VB4.7%
VOO4.0%
EMXC3.6%
BNDX3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.3%
ETF4.5%
Technology1.6%
Consumer Staples0.8%
Consumer0.8%
Financial0.5%
Materials0.2%
Healthcare0.1%