Resource Planning Group

13F Portfolio Filings

Latest 13F report
Q4 2023 - Jan 10, 2024
Value $
$157M
Signature - Title
Aryn Sands - Agent
Location
10 Glenlake Parkway, South Tower, Suite 150, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 72 $157M +$46.7M -$16M +$30.6M AGG, BSV, VV, VEA, VB 13F-HR 1/9/2024, 06:02 PM
Q3 2023 57 $117M +$4.02M -$3.13M +$881K AGG, BSV, VV, VB, SCHP 13F-HR 11/13/2023, 06:21 PM
Q2 2023 59 $123M +$2.83M -$4.93M -$2.1M AGG, VV, BSV, VB, SCHP 13F-HR 7/28/2023, 11:58 AM
Q1 2023 60 $122M +$3.45M -$10.6M -$7.14M AGG, BSV, VV, SCHP, VEA 13F-HR 5/11/2023, 07:49 PM
Q4 2022 64 $124M +$17M -$14M +$3.05M AGG, BSV, VV, SCHP, VEA 13F-HR 1/30/2023, 06:00 PM
Q3 2022 62 $114M +$11.1M -$8.66M +$2.43M BSV, AGG, VV, SCHP, FNDC 13F-HR 11/3/2022, 05:17 PM
Q2 2022 63 $120M +$17.3M -$21.4M -$4.12M AGG, BSV, VV, SCHP, FNDC 13F-HR 8/1/2022, 06:58 PM
Q1 2022 67 $138M +$4.35M -$5.77M -$1.42M AGG, SCHP, VV, FNDC, VWO 13F-HR 4/19/2022, 06:55 PM
Q4 2021 70 $148M +$4.32M -$18.2M -$13.9M AGG, VV, SCHP, FNDC, VWO 13F-HR 1/11/2022, 09:50 PM
Q3 2021 85 $158M +$4.66M -$16.2M -$11.6M AGG, VV, SCHP, FNDC, VWO 13F-HR 10/12/2021, 03:24 PM
Q2 2021 83 $172M +$19.6M -$3.53M +$16M AGG, VCIT, VV, SCHP, VWO 13F-HR 8/13/2021, 03:42 PM
Q1 2021 64 $150M +$11.7M -$3.46M +$8.2M AGG, VCIT, VV, SCHP, VWO 13F-HR 4/14/2021, 01:04 PM
Q4 2020 61 $140M +$1.21M -$2.85M -$1.63M AGG, VCIT, VV, VWO, SCHP 13F-HR 2/2/2021, 07:56 PM
Q3 2020 59 $131M +$9.88M -$15.7M -$5.8M AGG, VCIT, SCHP, VV, VWO 13F-HR 11/12/2020, 11:13 AM
Q2 2020 55 $134M +$14.1M -$5.79M +$8.3M AGG, BNDX, VCIT, SCHP, VV 13F-HR 9/25/2020, 07:18 PM
Q1 2020 48 $115M +$59.3K -$41.9M -$41.9M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 4/13/2020, 07:22 PM
Q4 2019 60 $175M +$4.89M -$4.71M +$183K AGG, BNDX, VCIT, SCHP, VWO 13F-HR 1/30/2020, 12:44 PM
Q3 2019 57 $171M +$2.11M -$2.56M -$455K AGG, BNDX, VCIT, SCHP, VWO 13F-HR 10/23/2019, 05:28 PM
Q2 2019 58 $170M +$17.5M -$2.62M +$14.8M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 7/18/2019, 12:00 PM
Q1 2019 49 $151M +$12.6M -$2.63M +$10M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 5/15/2019, 06:51 PM
Q4 2018 44 $134M +$20.2M -$9.32M +$10.9M AGG, BNDX, VCIT, SCHP, VWO 13F-HR 1/29/2019, 04:11 PM
Q3 2018 42 $128M $0 $0 AGG, BNDX, VCIT, SCHP, VWO 13F-HR 11/5/2018, 05:30 PM