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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 : 15     View All Holdings Currently Viewing:  New 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
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 17 New $0.00 $2,546,000 16,231 1.62% 2,546,000 16,231 0.002    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 18 New $40.49 $2,545,000 68,385 1.62% 2,545,000 68,385 0.008    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 19 New $0.00 $2,528,000 32,394 1.61% 2,528,000 32,394 0.001    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 20 New $0.00 $2,520,000 88,097 1.6% 2,520,000 88,097 0.097    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 21 New $0.00 $2,260,000 88,515 1.44% 2,260,000 88,515 0.01    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 27 New $0.00 $1,128,000 43,940 0.72% 1,128,000 43,940 0.049    N/A
   (IMTM)1 Year Chart         IMTM Ishares Edge Msci Intl Mome... 30 New $25.80 $1,114,000 32,480 0.71% 1,114,000 32,480 0.018    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 31 New $38.00 $1,107,000 32,204 0.7% 1,107,000 32,204 0.004    N/A
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 32 New $0.00 $1,101,000 15,883 0.7% 1,101,000 15,883 0.011    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 36 New $0.00 $946,000 16,775 0.6% 946,000 16,775 0.015    N/A
   (AVSC)1 Year Chart         AVSC Avantis Us Small Cap Equity... 40 New $0.00 $746,000 14,610 0.47% 746,000 14,610 0.016    N/A
   (SMMV)1 Year Chart         SMMV Ishares Edge Msci Min Vol U... 46 New $0.00 $691,000 19,375 0.44% 691,000 19,375 0.071    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 58 New $106.61 $316,000 2,912 0.2% 316,000 2,912 0    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 59 New $104.63 $311,000 2,951 0.2% 311,000 2,951 0.003    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 65 New $248.71 $246,000 1,056 0.16% 246,000 1,056 0.001    Closed - End Fund - E...
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