13F Filings History of Resource Planning Group
- Latest 13F filing
- Q4 2023 - 10 Jan 2024
- Latest reported 13F value
- $154,051,304
- Largest 13F holdings
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AGG BSV VV VEA VB VOO EMXC BNDX DFAC QUS SCHP VWO
+8 more
FNDC SCHO STIP RODM MTUM DFUV USMV DFIC - Form 13F summary
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- Resource Planning Group Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Resource Planning Group reported 72 equity holdings with a total reported market value of $154,051,304 for Q4 2023. Top reported holdings included AGG, BSV, VV, VEA, and VB.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Atlanta, GA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2023
Latest value
$154,051,304
Quarter delta
+$36,930,768
Accepted
09 Jan 2024, 18:02
Rows shown
1-22 of 22
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 72 | $154,051,304 | +$44,129,693 | -$15,990,522 | +$28,139,171 | AGG, BSV, VV, VEA, VB | 13F-HR | 09 Jan 2024, 18:02 |
| Q3 2023 | 57 | $117,120,536 | +$4,015,441 | -$2,992,387 | +$1,023,054 | AGG, BSV, VV, VB, SCHP | 13F-HR | 13 Nov 2023, 18:21 |
| Q2 2023 | 59 | $122,858,605 | +$2,828,311 | -$4,930,080 | -$2,101,769 | AGG, VV, BSV, VB, SCHP | 13F-HR | 28 Jul 2023, 11:58 |
| Q1 2023 | 60 | $122,459,395 | +$3,447,676 | -$10,587,234 | -$7,139,558 | AGG, BSV, VV, SCHP, VEA | 13F-HR | 11 May 2023, 19:49 |
| Q4 2022 | 64 | $124,263,613 | +$17,000,749 | -$13,951,679 | +$3,049,070 | AGG, BSV, VV, SCHP, VEA | 13F-HR | 30 Jan 2023, 18:00 |
| Q3 2022 | 62 | $114,469,000 | +$11,093,328 | -$8,664,906 | +$2,428,422 | BSV, AGG, VV, SCHP, FNDC | 13F-HR | 03 Nov 2022, 17:17 |
| Q2 2022 | 64 | $119,519,000 | +$17,310,938 | -$21,427,274 | -$4,116,336 | AGG, BSV, VV, SCHP, FNDC | 13F-HR | 01 Aug 2022, 18:58 |
| Q1 2022 | 68 | $138,486,000 | +$4,349,085 | -$5,768,917 | -$1,419,832 | AGG, SCHP, VV, FNDC, VWO | 13F-HR | 19 Apr 2022, 18:55 |
| Q4 2021 | 71 | $148,207,000 | +$4,324,244 | -$18,231,136 | -$13,906,892 | AGG, VV, SCHP, FNDC, VWO | 13F-HR | 11 Jan 2022, 21:50 |
| Q3 2021 | 86 | $158,322,000 | +$4,656,676 | -$16,249,902 | -$11,593,226 | AGG, VV, SCHP, FNDC, VWO | 13F-HR | 12 Oct 2021, 15:24 |
| Q2 2021 | 84 | $171,814,000 | +$19,553,994 | -$3,529,262 | +$16,024,732 | AGG, VCIT, VV, SCHP, VWO | 13F-HR | 13 Aug 2021, 15:42 |
| Q1 2021 | 66 | $150,312,000 | +$11,656,915 | -$3,460,815 | +$8,196,100 | AGG, VCIT, VV, SCHP, VWO | 13F-HR | 14 Apr 2021, 13:04 |
| Q4 2020 | 62 | $139,707,000 | +$1,211,500 | -$2,846,376 | -$1,634,876 | AGG, VCIT, VV, VWO, SCHP | 13F-HR | 02 Feb 2021, 19:56 |
| Q3 2020 | 60 | $130,933,000 | +$9,881,579 | -$15,682,009 | -$5,800,430 | AGG, VCIT, SCHP, VV, VWO | 13F-HR | 12 Nov 2020, 11:13 |
| Q2 2020 | 55 | $132,837,000 | +$14,084,260 | -$5,763,353 | +$8,320,907 | AGG, BNDX, VCIT, SCHP, VV | 13F-HR | 25 Sep 2020, 19:18 |
| Q1 2020 | 48 | $114,207,000 | +$59,298 | -$41,646,074 | -$41,586,776 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 13 Apr 2020, 19:22 |
| Q4 2019 | 60 | $174,520,000 | +$4,893,343 | -$4,710,839 | +$182,504 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 30 Jan 2020, 12:44 |
| Q3 2019 | 57 | $170,967,000 | +$2,108,477 | -$2,563,152 | -$454,675 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 23 Oct 2019, 17:28 |
| Q2 2019 | 58 | $170,107,000 | +$17,454,839 | -$2,623,877 | +$14,830,962 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 18 Jul 2019, 12:00 |
| Q1 2019 | 49 | $151,333,000 | +$12,628,151 | -$2,627,984 | +$10,000,167 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 15 May 2019, 18:51 |
| Q4 2018 | 44 | $134,065,000 | +$20,204,575 | -$9,322,788 | +$10,881,787 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 29 Jan 2019, 16:11 |
| Q3 2018 | 42 | $128,054,000 | $0 | $0 | $0 | AGG, BNDX, VCIT, SCHP, VWO | 13F-HR | 05 Nov 2018, 17:30 |