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| Name: |
Resource Planning Group |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30328 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
HD |
Home Depot Inc |
39 |
- |
$334.87 |
$802,000 |
2,314 |
0.51% |
103,000 |
0 |
0 |
Home Improvement Stores |
|
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BRK.B |
Berkshire Hathaway B |
50 |
- |
$414.40 |
$446,000 |
1,250 |
0.28% |
8,000 |
0 |
0 |
Property & Casualty I... |
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SON |
Sonoco Products Co |
51 |
- |
$61.37 |
$405,000 |
7,245 |
0.26% |
11,000 |
0 |
0.007 |
Paper & Paper Products |
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ESGU |
Ishares Msci Usa Esg Optimized |
52 |
- |
$0.00 |
$393,000 |
3,746 |
0.25% |
41,000 |
0 |
0 |
N/A |
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NUE |
Nucor Corp |
54 |
- |
$168.85 |
$378,000 |
2,172 |
0.24% |
38,000 |
0 |
0.001 |
Steel & Iron |
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JPM |
JP Morgan Chase & Co |
57 |
- |
$202.63 |
$324,000 |
1,902 |
0.21% |
48,000 |
0 |
0 |
Domestic Money Center... |
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UITB |
Victoryshares Usaa Core Int... |
60 |
- |
$0.00 |
$286,000 |
6,101 |
0.18% |
14,000 |
0 |
0.007 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
63 |
- |
$71.64 |
$269,000 |
3,664 |
0.17% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
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