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| Name: |
RESOURCE CONSULTING GROUP INC |
| City: |
ORLANDO |
| State: |
FL |
| Zip: |
32801 |
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data |
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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 |
|
DFIV |
Dimensional International V... |
3 |
- |
$35.74 |
$79,515,000 |
2,314,169 |
13.61% |
5,692,000 |
51,041 |
0.257 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
4 |
- |
$0.00 |
$71,723,000 |
487,446 |
12.28% |
12,855,000 |
40,769 |
0.026 |
N/A |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
6 |
- |
$51.30 |
$45,823,000 |
893,675 |
7.85% |
1,672,000 |
7,640 |
0.107 |
Closed - End Fund - E... |
|
|
IRMD |
Iradimed Corp |
7 |
- |
$0.00 |
$4,889,000 |
103,000 |
0.84% |
4,889,000 |
103,000 |
0.839 |
N/A |
|
|
BRK.A |
Berkshire Hathaway Inc |
8 |
- |
$615,000.00 |
$4,884,000 |
9 |
0.84% |
1,695,000 |
3 |
0 |
Property & Casualty I... |
|
|
DFAR |
Dfa Dimensional Us Real Est... |
9 |
- |
$0.00 |
$4,381,000 |
192,643 |
0.75% |
1,479,000 |
43,968 |
0.213 |
N/A |
|
|
AVGO |
Broadcom Limited |
10 |
- |
$1,802.52 |
$3,791,000 |
3,396 |
0.65% |
976,000 |
7 |
0.001 |
Semiconductor- Broad... |
|
|
BX |
Blackstone Group LP |
12 |
- |
$120.62 |
$2,916,000 |
22,273 |
0.5% |
577,000 |
445 |
0.003 |
Asset Management |
|
|
ETN |
Eaton Corp |
13 |
- |
$327.59 |
$2,900,000 |
12,041 |
0.5% |
362,000 |
141 |
0.003 |
Diversified Machinery |
|
|
AAPL |
Apple Inc |
14 |
- |
$214.29 |
$2,743,000 |
14,248 |
0.47% |
698,000 |
2,305 |
0 |
Personal Computers |
|
|
BBT |
Truist Financial Corp |
15 |
- |
$35.64 |
$2,366,000 |
64,077 |
0.41% |
2,366,000 |
64,077 |
0.005 |
Domestic Regional Banks |
|
|
AMZN |
Amazon.com Inc |
16 |
- |
$182.81 |
$2,174,000 |
14,305 |
0.37% |
1,782,000 |
11,219 |
0 |
Internet Software & S... |
|
|
LMT |
Lockheed Martin Corp |
22 |
- |
$460.00 |
$1,464,000 |
3,231 |
0.25% |
173,000 |
75 |
0.001 |
Aerospace/Defense - M... |
|
|
MRK |
Merck & Co Inc |
25 |
- |
$131.20 |
$1,356,000 |
12,438 |
0.23% |
81,000 |
54 |
0.001 |
Drug Manufacturers - ... |
|
|
GOOGL |
Alphabet Inc |
28 |
- |
$175.09 |
$1,190,000 |
8,522 |
0.2% |
413,000 |
2,582 |
0 |
Search Engines & Info... |
|
|
CME |
CME Group Inc |
30 |
- |
$196.53 |
$1,102,000 |
5,234 |
0.19% |
64,000 |
49 |
0.001 |
Business Services |
|
|
FDX |
Fedex Corp |
31 |
- |
$248.09 |
$1,065,000 |
4,209 |
0.18% |
1,065,000 |
4,209 |
0.002 |
AirDelivery & Freight... |
|
|
DIS |
Walt Disney Co |
35 |
- |
$101.50 |
$879,000 |
9,734 |
0.15% |
316,000 |
2,783 |
0.001 |
Entertainment - Diver... |
|
|
BRK.B |
Berkshire Hathaway B |
36 |
- |
$407.95 |
$815,000 |
2,286 |
0.14% |
102,000 |
250 |
0 |
Property & Casualty I... |
|
|
WFC |
Wells Fargo & Co |
38 |
- |
$59.05 |
$586,000 |
11,896 |
0.1% |
586,000 |
11,896 |
0 |
Domestic Money Center... |
|
|
ORI |
Old Republic International ... |
42 |
- |
$30.27 |
$441,000 |
15,003 |
0.08% |
441,000 |
15,003 |
0.005 |
Surety & Title Insurance |
|
|
AZN |
AstraZeneca Plc (ADR) |
43 |
- |
$78.42 |
$428,000 |
6,350 |
0.07% |
428,000 |
6,350 |
0 |
Drug Manufacturers - ... |
|
|
HD |
Home Depot Inc |
49 |
- |
$353.87 |
$362,000 |
1,044 |
0.06% |
90,000 |
143 |
0 |
Home Improvement Stores |
|
|
AHCO |
AdaptHealth Corp |
52 |
- |
$11.24 |
$328,000 |
44,942 |
0.06% |
328,000 |
44,942 |
0.034 |
N/A |
|
|
IBM |
International Business Mach... |
57 |
- |
$170.55 |
$308,000 |
1,884 |
0.05% |
308,000 |
1,884 |
0 |
Diversified Computer ... |
|
|
SERA |
Sera Prognostics, Inc. |
60 |
- |
$7.27 |
$265,000 |
44,234 |
0.05% |
265,000 |
44,234 |
0.151 |
N/A |
|
|
CVX |
Chevron Corp |
61 |
- |
$153.33 |
$257,000 |
1,724 |
0.04% |
257,000 |
1,724 |
0 |
Integrated Oil & Gas |
|
|
KO |
Coca-Cola Co |
65 |
- |
$62.63 |
$214,000 |
3,634 |
0.04% |
214,000 |
3,634 |
0 |
Beverage Soft Drinks... |
|
|
VIG |
Vanguard Dividend Appreciat... |
67 |
- |
$185.11 |
$212,000 |
1,242 |
0.04% |
212,000 |
1,242 |
0 |
Closed - End Fund - Debt |
|
|
UPS |
United Parcel Service Inc |
68 |
- |
$134.20 |
$205,000 |
1,305 |
0.04% |
205,000 |
1,305 |
0 |
AirDelivery & Freight... |
|
