Legal Name: RESOURCE PLANNING GROUP, LTD.
報告期間:
Jun 30, 2019
有効日:
Jul 18, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
280,595 |
$31,185k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
356,826 |
$20,446k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
216,582 |
$19,460k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
188,976 |
$10,641k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
235,325 |
$10,008k |
|
|
SCHWAB STRATEGIC TR (808524748)
|
272,546 |
$8,509k |
|
|
VANGUARD INDEX FDS (922908637)
|
50,189 |
$6,761k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
64,211 |
$5,334k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
91,361 |
$4,849k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
28,798 |
$4,511k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
105,764 |
$4,411k |
|
|
ISHARES TR (464287176)
|
32,216 |
$3,721k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
25,002 |
$3,192k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
26,301 |
$3,068k |
|
|
Hartford Multifactor Dev Mkts (518416102)
|
103,502 |
$2,915k |
|
|
SPDR INDEX SHS FDS (78463X871)
|
93,170 |
$2,790k |
|
|
Hartford Multifactor US Equity (518416409)
|
74,250 |
$2,351k |
|
|
COCA-COLA CO (191216100)
|
46,044 |
$2,345k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
13,220 |
$1,984k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
61,708 |
$1,619k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
9,676 |
$1,575k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
24,988 |
$1,324k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,904 |
$988k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
5,892 |
$963k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
10,927 |
$880k |
|
|
Hartford Multifactor Emerging Markets (518416201)
|
31,924 |
$751k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,474 |
$725k |
|
|
HOME DEPOT INC (437076102)
|
3,419 |
$711k |
|
|
PIMCO ETF TR (72201R817)
|
6,596 |
$709k |
|
|
Apple Inc (037833100)
|
3,201 |
$634k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,645 |
$631k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
18,468 |
$593k |
|
|
PEPSICO INC (713448108)
|
4,038 |
$530k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
5,929 |
$513k |
|
|
MICROSOFT CORP (594918104)
|
3,703 |
$496k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
6,869 |
$491k |
|
|
SOUTHERN CO (842587107)
|
8,843 |
$489k |
|
|
SONOCO PRODS (835495102)
|
7,245 |
$473k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
7,530 |
$459k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
8,666 |
$458k |
|
|
VANGUARD BD INDEX FD INC (921937793)
|
4,402 |
$427k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E727)
|
17,520 |
$378k |
|
|
WALMART INC COM (931142103)
|
3,326 |
$367k |
|
|
MCDONALDS CORP (580135101)
|
1,751 |
$364k |
|
|
VANGUARD INTL EQUITY (922042718)
|
3,432 |
$361k |
|
|
AT&T INC (00206R102)
|
10,251 |
$344k |
|
|
Exxon Mobil Corp (30231G102)
|
4,476 |
$343k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
6,568 |
$335k |
|
|
Bank of America Corp. (060505104)
|
10,824 |
$314k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
4,435 |
$311k |
|
|
SUNTRUST BANKS INC (867914103)
|
4,689 |
$295k |
|
|
YUM BRANDS INC (988498101)
|
2,656 |
$294k |
|
|
Facebook Inc (30303M102)
|
1,434 |
$277k |
|
|
TOTAL SYS SVCS INC (891906109)
|
2,110 |
$271k |
|
|
SPDR SERIES TRUST (78464A409)
|
6,337 |
$245k |
|
|
ISHARES TR (464288257)
|
3,247 |
$239k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
1,717 |
$229k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,181 |
$220k |
|
