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  Name: Resource Planning Group
  City: ATLANTA
  State: GA
  Zip: 30328
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $157,323,000
  Total Value Change : $39,354,000
  Securities Held Change : 15
   
All Securities Held : 72
  New Positions : 15
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 35

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 1 - $96.52 $18,867,000 190,298 11.99% 6,313,000 56,556 0.003    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 2 - $76.42 $16,013,000 207,901 10.18% 5,583,000 69,148 0.04    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 4 - $49.56 $7,785,000 171,732 4.95% 1,965,000 29,411 0.008    Closed - End Fund - F...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 6 - $484.62 $6,308,000 14,442 4.01% 5,609,000 12,662 0.002    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 8 - $48.46 $5,443,000 110,269 3.46% 3,600,000 71,740 0.019    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 9 - $31.88 $5,230,000 178,933 3.32% 4,961,000 168,648 0.02    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 22 - $192.25 $2,102,000 10,917 1.34% 265,000 188 0.097    Personal Computers
   (ROAM)1 Year Chart         ROAM Lattice Emerging Markets St... 26 - $23.88 $1,192,000 53,315 0.76% 75,000 259 0.19    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 48 - $527.37 $493,000 1,037 0.31% 51,000 4 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 49 - $415.13 $458,000 1,218 0.29% 75,000 6 0    Application Software
   (PEP)1 Year Chart         PEP Pepsico Inc 61 - $172.90 $285,000 1,676 0.18% 12,000 64 0    Beverage Soft Drinks...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 68 - $133.88 $220,000 1,620 0.14% 220,000 1,620 0    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 69 - $117.26 $213,000 2,131 0.14% -37,000 2 0    Integrated Oil & Gas
      13 Records Found
  1    
Page 1 of 1
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